Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
April 5, 2012
2012 Who’s Who Among Those Serving the Tax & Accounting Profession
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
2012 Review of Treeno Document Management 4.0
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
2012 Review of Doc.It Suite 3.4
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
2012 Review of iChannel by Conarc
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
2012 Review of Xero Online Accounting
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
Protecting Small Businesses from Check Fraud
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....…
April 4, 2012
Using Your iPad for Business: Greater Portability, Flexibility, and Organization. Fewer Trees.
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...
April 3, 2012
Increasing Business Productivity with Your iPad
A look at several key ways your iPad can increase your productivity away from the office.
March 30, 2012
2012 Review of Thomson Reuters – GoFileRoom
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...…
March 29, 2012
2012 Review of CCH ProSystem fx Document
CCH, a Wolters Kluwer Business – ProSystem fx Document800-739-9998www.CCHGroup.com Strengths: Integration with suite of ProSystem fx applications True web based SaaS model for scalability and simplified deployment and upgrade maintenance Maturity of ProSystem fx Scan with PDFlyer application to streamline 1040 document organization and document annotation Common client database eliminates redundant client setup across all...…
March 29, 2012
2012 Review of Cabinet NG’s CNG-SAFE
Cabinet NG’s CNG-SAFE (Shared Access Filing Environment)800-621-6501www.cabinetng.com Strengths Optional web hosting delivery model Extended set of integration utilities NEW scheduling utility Direct QuickBooks integration Rules based workflow routing capability Facilitates drag and drop of files between CNG-SAFE and Windows Explorer Potential Limitations Generic (vs. specific) integration with popular tax and audit software other than QuickBooks...…
March 29, 2012
2012 Review of Intuit – QuickBooks Online
Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support...…