Article

April 24, 2012 

Firm ProfileWiss & Company, LLPwww.wiss.com Contact – Don Logan, IT Director Click here for the May 2012 Review of iChannel. The firm has four offices in the New York / New Jersey market with 33 partners and an additional 167 staff. Primary client services include tax, audit, business valuation and litigation support. The core software...…

April 5, 2012 

NetDocuments – NetDocuments 2012866-638-2627www.netdocuments.com Best Firm Fit: NetDocuments will work best in firms that have offer niche services beyond traditional audit and tax services because of the lack of pre-built integration with tax and accounting applications. NetDocuments’ primary market focus is law firms and financial advisory firms. The system offers a great deal of flexibility...…

April 5, 2012 

In real estate, one of the main mantras is, “location, location, location.” With remote technologies allowing greater communication between accounting professionals and their clients, the physical location is gradually becoming less important, at least for some practice models.

April 5, 2012 

The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How...…

April 4, 2012 

Treeno Software, Inc. – Treeno Document Management 4.0 800-528-5005 www.treenosoftware.com   Best Firm Fit Treeno is a good fit for small to mid-size firms that don’t want to deal with all of the technology issues and capital investments by leveraging the SaaS option. If your practice uses software from a variety of vendors, then the...…

April 4, 2012 

  Doc.It, Inc. – Doc.It Suite 3.4 888-693-6248 www.doc-it.com   Best Firm Fit Doc.It has identified firms with twenty to a few hundred staff. However, they are looking forward to focusing on firms in the five to fifteen category. Due to the modular design of Doc.It , the system can be effectively deployed over a...…

April 4, 2012 

Conarc, Inc. – iChannel by Conarc 770-849-0508 x116 www.conarc.com    Best Firm Fit: The value of iChannel increases with the size of the firm as a result of all of the functionality that enables it to be used across the entire enterprise. The system is designed to be deployed in many different types of industries,...…

April 4, 2012 

Xero, Inc. www.Xero.com 800-411-9376   Best Fit: Xero is best suited for small companies who need cloud-based collaboration with banking integration and support for multiple currencies. The rules-based transaction classification engine is a possible game changer for entry level accounting software.   Strengths: Bank integration with Yodlee supports many, but not all deposit and credit...…

April 4, 2012 

Even with the increase of electronic payments, checking account fraud is on the rise. Perhaps it’s due to people struggling in a down economy or “moral decay,” but more likely it’s because the latest computers and printers make it is easy to duplicate checks that appear acceptable to cash at a bank or retail establishment....…

Charles W. Gebhardt

April 4, 2012 

The iPad is an invaluable business tool if properly used. The first step is to realize it is not a replacement for your laptop or desktop computer...

Andrew L. Rouse

April 3, 2012 

A look at several key ways your iPad can increase your productivity away from the office.

Taija Sparkman

March 30, 2012 

Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for...…