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.
June 27, 2012
2012 Review of Thomson Reuters Practice CS
Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the 2012 review of Practice Management systems. Best Fit: Firms of all sizes looking for a comprehensive solution offering project management and workflow capabilities or users already in the CS Professional Suite product ecosystem from Thomson Reuters. Strengths Comprehensive project management capabilities Available as a cloud solution Strong reporting...…
June 27, 2012
2012 Review of On-Premises Small Business Accounting Programs
Evaluating small business management software is always full of surprises. Some users wonder where to start the process and ask if they really need to change software, upgrade to the current version, or invest in training on the existing application. While there are many ways to evaluate these decisions, I would suggest that you consider...…
June 27, 2012
2012 Review of Office Tools Professional Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com From the July 2012 Review of Practice Management systems. Best Fit: Smaller firms looking to increase work flow efficiency as well as integrate document management capabilities. Strengths Simple, single user interface is easy to understand and follow Integrates simple document management structure Integration offered for QuickBooks, Outlook and...…
June 27, 2012
2012 Review of Commercial Logic APS Advance
Commercial Logic—APS Advance603-643-1900www.CommerciaLogic.com From the July 2012 review of Practice Management systems. Best Fit: Larger firms needing customized practice management integration with existing software architecture. Strengths Offers strong customization options to adapt to most firm needs Microsoft SQL platform offers user scalability and unified reporting platform Program built around project management instead of time management...…
June 27, 2012
2012 Review of CCH ProSystem fx Practice Management
CCH, a Wolters Kluwer business — ProSystem fx Practice Management800-739-9998www.cchgroup.com From the July 2012 review of Practice Management Systems. Best Fit: Accounting firms of all sizes currently utilizing other ProSystem fx desktop solutions or firms looking for a standalone practice management solution Strengths Fully contained solution, without the need for purchasing additional modules Fully customizable...…
June 27, 2012
Are You Efficiently Managing Your Practice?
Practice management and time management are often viewed as similar functions within an accounting firm. On a surface level view, both will track time and run a variety of time based reports for billing and invoice purposes.
June 27, 2012
Accounting and Tax To Go
Maintaining a healthy balance between career and family is important for long-term success in both areas.
June 27, 2012
More Cloud is Good for Your Firm & Your Clients’ Businesses
The movement to the cloud has had many names over the past decade: Web 2.0, SaaS, web-based services, net-native programs, etc. But whatever you call it, the coming mass adoption of cloud-based business solutions will have the biggest effect on our work and business lives since computers themselves were first installed on desktops back in…
June 27, 2012
2012 Review of CaseWare Time
CaseWare International Inc — CaseWare Time 2011800-267-1317www.caseware.com From the July 2012 review of Practice Management systems. Best Fit: Firms currently using CaseWare products Strengths: Tight integration with CaseWare products Multiple preformatted reports along with strong customization options Built-in sync capability between Outlook/Exchange and client information Potential Limitations: No current cloud based solution Integration generally limited...…
June 27, 2012
Avalara Receives $20M in Funding from Battery Ventures
Seattle-based Avalara, which offers automated online sales tax compliance, has announced that it has received $20 million in growth financing from Battery Ventures.
June 27, 2012
Think Differently
I’m a big fan of Apple and the late, great Steve Jobs. If you haven’t taken the time to read the book, “Steve,” by Walter Issacson, I highly encourage you to pick up or download a copy and take the time to absorb the numerous lessons offered.
June 27, 2012
InFirm: Communicating IT
There’s no doubt that information technology impacts every aspect of today’s accounting firms and most firms do a pretty good job of identifying opportunities where new technologies can improve their practice.