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.
November 26, 2012
Practicing the Three Os – A Great Practices Feature
Standardization has a new poster child—and her name is Laura Redmond, owner of Redmond Accounting. For those that pride themselves on being ultra organized…you may have met your match.
November 26, 2012
2012 Review of BNA Fixed Assets DesktopPro
Bloomberg BNA – BNA Fixed Assets DesktopPro800-424-2938www.bnasoftware.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Accounting professionals serving the asset management and depreciation needs of mid-sized and larger clients with potentially complex depreciation strategies. The system is also widely-used in-house by enterprises and government entities. Strengths Global/group/departmental edit capabilities Intuitive interface...…
November 26, 2012
2012 Review of Intuit ProSeries Fixed Asset Manager
Intuit ProLine – ProSeries Fixed Asset Manager800-934-1040http://accountants.intuit.com/tax/proseries/add-ons/fixed-asset-manager.jsp From the Dec. 2012 review of fixed asset management systems. Best Fit: Professional firms serving the tax and accounting needs of clients with asset bases that are growing more complex in terms of size and strategic depreciation planning. As it offers direct integration, it is most beneficial to...…
November 26, 2012
2012 Review of Fixed Asset Manager for TaxWise & ATX
CCH Small Firm Services – Fixed Asset Manager for TaxWise & ATX800-681-1750; www.taxwise.com800-681-1752; www.atxinc.com From the Dec. 2012 review of fixed asset management systems. Best Fit: Professional tax and accounting firms using, managing the asset depreciation strategies of multiple clients. The system also offers direct integration with TaxWise and ATX. Strengths Easy to use and...…
November 26, 2012
Ever-Changing Tax Laws Require Professional Research Solutions
As changes are made to tax laws and technology, the business owners interact with their customers and tax and accounting professionals change. Many tax professionals find themselves moving from the role of tax return preparer to year-round consultant.
November 26, 2012
2012 Review of BNA Tax & Accounting Center and Financial Resource Center
Bloomberg BNA, Inc. — Bloomberg BNA Tax & Accounting Center and Financial Resource Center800-372-1033www.bna.com From the Dec. 2012 review of tax research systems. Best Fit: Tax, accounting and legal professionals who want up-to-date tax law content, news and analyses. Strengths Complete integration of primary source documentation with Bloomberg BNA portfolios, which are written by experts...…
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…