Technology January 23, 2026
Gusto Launches Payroll Inside ChatGPT
Gusto announced this week the launch of its app inside the new ChatGPT app directory, bringing AI-powered payroll directly into the everyday workflows of small businesses.
November 26, 2012
2012 Review of CCH IntelliConnect
CCH, a Wolters Kluwer business – IntelliConnect888-224-7377CCHGroup.com From the Dec. 2012 review of tax research systems. BEST FIT: Tax, accounting and legal professionals looking for a comprehensive tax and research solution. STRENGTHS Available on iOS and Android mobile devices – CCH Mobile Various search options tailored to the user’s needs and preferences Can have up...…
November 26, 2012
2012 Review of Intuit – Tax Research for Lacerte and ProSeries
Intuit – Tax Research for Lacerte & ProSeries 800-200-7599lacerte.intuit.com/products/tax-researchproseries.intuit.com/products/tax-research From the Dec. 2012 review of tax research systems. BEST FIT: Tax firms that currently use Intuit’s Lacerte and/or ProSeries tax solutions. STRENGTHS: No additional fees for multiple users Uses Google’s Search Engine Access to Intuit’s online forum for Lacerte and ProSeries users Direct integration with...…
November 26, 2012
2012 Review of Thomson Reuters – Checkpoint
Thomson Reuters – Checkpoint 800-950-1216checkpoint.thomsonretuers.com From the Dec. 2012 review of tax research systems. BEST FIT: Tax and accounting professionals looking for a consistent tax and accounting research solution STRENGTHS: User-specific customization Comprehensive search function Synchronization between mobile and full versions of the site POTENTIAL LIMITATIONS: Numerous search options may be burdensome for new or...…
November 26, 2012
Going to the Cloud: How Web-Based Payroll Helped a Medical Practice Run More Efficiently
Heidi Blodgett didn’t get a nursing degree so that she could run the business and process payroll for a medical practice, but that’s where her life, career and family took her. Since she and her dermatologist husband Tom opened Blodgett Dermatology in Gallipolis, Ohio, more and more of Heidi’s time has been spent doing business…
November 26, 2012
A Holistic Approach to Tax Practice Management
Every business owner knows that flexibility is a requirement for success. Being able to adapt to changing customer needs, vendor issues and work schedules is a part of the job requirement, whether the business is a shoe store, a restaurant or an accounting firm.
November 26, 2012
René Lacerte – Insights from a Fourth-Generation Entrepreneur
There is a good lesson here for small firms. It’s been my experience that many firms are challenged in the areas of hiring the right people and applying the appropriate level of leadership to allow staff to expand business. Instead, many small firm owners build their business around their individual skill set and then wonder…
November 26, 2012
The Bleeding Edge: Tech Predictions for 2013
Judging from the media coverage, technology hardly existed at all in 2012. Instead, the nation sat enthralled, week after week, by billions of dollars in political ads, four debates and nearly-endless campaign speeches.
November 26, 2012
Baby Boomers: Take the time to know the Gen Xers
CPA firms, as well as their small business clients headed by those of the “baby boomer” generation, may feel the urgency for an in-house succession plan to be certain their firm or business is headed in the right direction-to build business value and secure a future for themselves as well as their key employees.
November 26, 2012
4 reasons undergraduate accounting programs should add CPA exam review
Few colleges make it a curricular priority to actually include the review and test preparation process needed to pass examination and obtain licensure as a CPA.
November 26, 2012
Firms are adopting CRM systems to grow stronger
Firms who recently saw a loss of clients are now looking to shore up and consider building again, not only building bigger firms, but building more successful ones.
November 18, 2012
2012 Review of Thomson Reuters – Accounting CS
Thomson Reuters – Accounting CS800-968-8900www.cs.thomson.com From the Nov. 2012 review of client write-up systems. Best Fit: Professional accounting firms seeking write-up and full trial balance functionality as part of a broader integrated professional suite of programs for tax, client accounting, document management and other services. Strengths: Thorough integration with other CS Professional Suite programs Client-side...…
November 14, 2012
A New Practice Model:
8095 Not too many years ago, accounting professionals had a reputation for being stodgy, stubborn and even curmudgeons, especially when it came to technology. Most of the professionals I meet today, agree that that reputation was usually appropriate, but was driven out of the conservative and skeptical nature that drives them to provide valuable service...…