Article

April 4, 2013 

Ever since we began talking about the cloud, there have been three areas of concern: security, availability and reliability.

Robert J. Chandler

April 3, 2013 

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.

Darren Root, CPA, CITP, CGMA

April 2, 2013 

Alan Long may have been in practice for 35 years, but he’s so far removed from the stereotype of a stodgy old accountant that he has helped steer his firm towards technologies that have helped them more than double their client work volume in the past several years, as well as moving into new office…

Isaac M. O'Bannon

April 2, 2013 

In January 2013, The Sleeter Group conducted some research of small and medium-sized business (SMB) owners across the US. The goal of the research was to learn about what SMBs want from their outside accounting firm.

Doug Sleeter

Firm Management April 2, 2013 

Many accountants need or want to capture documents outside of the office. Whether you have an audit team working in the field or you just need to capture an image of a W-2, there are many hardware and software tools which can be used to create PDF versions of paper documents.

Brian Tankersley

March 28, 2013 

10 simple features and tips that accounting and CPA firms can use to help retain top clients and attract high-quality, progressive customers.

Dustin Lubertazzi

March 27, 2013 

Successful accounting professionals understand the need to continue to pursue opportunities for greater productivity, greater efficiency and ultimately, greater profitability.

Isaac M. O'Bannon

March 27, 2013 

You’ve seen the ads. The ineffective husband trying to clean viruses off of his machine. The college student who wants a new laptop because hers is running “too slowly.” The flower shop girl whose PC is so slow she can’t complete a transaction. Yes, the ads are like fingers on the chalkboard of PC utilities.…

Dave McClure

March 27, 2013 

Thomson Reuters — NetClient CS800-968-8900cs.thomsonreuters.com Best Fit: Firms who use the Thomson Reuters professional accounting and tax software, especially those who work with client bookkeeping on the Accounting CS platform or those who store their documents in FileCabinet CS. Also, firms who want to publish invoices, tax returns, payroll items, and documents to clients through...…

March 27, 2013 

SmartVault866-684-6785www.smartvault.com Best Fit: While SmartVault is a good fit for any firm that needs a secure client portal, SmartVault is a best fit for accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to streamline workflow, go paperless, and view images of documents...…

March 27, 2013 

CCH, a Wolters Kluwer business — CCH ProSystem fx Portal800-PFX-9998CCHGroup.com Best Fit Accounting professionals who need the ability to create, update, and manage up to 2,500 or more client portals in a powerful client interface. The Enterprise version supports unlimited portals. Firms who use the CCH ProSystem fx suite of applications (but not necessarily those...…

March 27, 2013 

Citrix ShareFile800-441-3453www.ShareFileCPA.com Best Fit: Firms who would like a simple and secure tool for storing and exchanging files with clients, staff, and vendors. Strengths Flexible, secure (99.99% uptime), and stable tool with features and plans which can scale to meet the needs of firms of all sizes. Customizable, firm-branded site (yourfirmname.sharefile.com) with colors and fonts...…