Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
April 29, 2013
2013 Review of Intuit Tax Online
Intuit Tax Online(866) 676-9674Accountants.intuit.com/tax/online From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who are either short on cash or unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers in remote locations. Strengths ITO has no “per user” charges...…
April 29, 2013
2013 Review of AgileTax by Thomson Reuters
AgileTax by Thomson Reuters(855) 244-5382www.AgileTax.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who need to pay over time or are unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers or preparers in remote locations. Strengths No installation...…
April 29, 2013
2013 Review of Drake Tax by Drake Software
Drake Software(800) 890-9500www.DrakeSoftware.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit: Firms who prepare primarily 1040’s (including multiple locations) who need to also prepare returns for other kinds of entities. Users who want a value-oriented application with a comprehensive suite of solutions for a single price. The company’s most popular...…
Technology April 29, 2013
Lose Your Mobile Device? There’s an App to Get it Back
From the May 2013 issue. Accountants who have ever lost a computer, smartphone, or tablet know how frustrating it is to try to locate it, especially if the item was lost during business travel. There are a number of tracking applications which, if installed and activated, will let you locate where your device last connected...…
Accounting April 29, 2013
Proud to Be Part of the Profession
I’ve been immersed in our profession every since I was a kid. I practically grew up in my father’s public accounting firm in Bloomington, Indiana. On Saturday mornings, I would drive with Dad to his office. Being the 1960s, business was done much differently than it is today. Core ‘workflow’ tools consisted of pencils, paper,…
April 29, 2013
Counting on the Cloud: Why Migration is Not for the Birds
KPMG, the accounting giant, recently took the pulse of the market and learned that hearts apparently aren’t skipping a beat for cloud migration. The overriding emotion in The Cloud Takes Shape, the new KPMG survey, is ambivalence.
April 26, 2013
Consumer Demand Creates an Omni-Channel Buying Experience
How often do your clients tell you they aren’t very concerned about tax law and regulations? What they would rather know, in very simple terms, is their out-of-pocket tax liability, the accounting processes they have to change on their side, and how you, as the trusted advisor, can make all of this seamlessly happen.
April 24, 2013
The Hidden Wallet: 5 things owners buy with a secret stash of cash
Most business owners buy annual tax and assurance services from their accountant easily enough, but when it comes to investing in business advice, owners can be hesitant. Entrepreneurs reckon they know their business better than anyone and many take the attitude “if it ain’t broke, why fix it?”
April 22, 2013
Great Leaders Make Themselves Replaceable!
What would happen if you suddenly and unexpectedly could not work? What would happen to your firm? Would things run smoothly, or would it be utter chaos?
April 9, 2013
Portals, Email or Something Else – What’s Right for CPAs and Their Clients
Over the past 20 years we have had the pleasure of assisting many firms down the paperless path. In the last five to ten years, portals have become popular.
April 4, 2013
Facing Cyber Security Threats in the Cloud
Ever since we began talking about the cloud, there have been three areas of concern: security, availability and reliability.
April 3, 2013
Two Key Questions for Accounting Firms and CPAs
I recently attended the second annual Cloud Symposium along with 48 other industry thought leaders. CPA2Biz executives hosted the event at AICPA corporate offices in New York.