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.
January 31, 2012
Register Now for “Evolved Practice Management for a More Efficient and Productive Firm”
Join Darren Root, Executive Editor, and Isaac O’Bannon, Editor, on February 9 at 2 p.m. EST as they discuss the critical workflow and technology aspects of practice management.
January 30, 2012
CPA Practice Advisor’s Thought Leader Symposium Takes on Technologies and Workflow Evolution
The top thought leaders in the public tax and accounting field will come together on February 19-21 at Omni Hotel and Resort in Dallas, Texas, for the second annual CPA Practice Advisor Thought Leader Symposium.
January 26, 2012
Nomination Period Opens for Innovation Awards
Awards honor advances in technologies that aid tax and accounting professionals.
January 24, 2012
5 Tips to Optimize Your Internet Use
From the Nov. 2010 Issue. Over the past several months, I’ve been addressing issues involving “information overload” and how to more strategically use the communication tools and other technologies that seem to be increasingly controlling us and our time. From email to smartphones, general Internet usage, social media and instant communications like chat and text,...…
January 17, 2012
CPA Practice Advisor Wants to Vacation with You!
After months of filing returns and extensions, many professionals reward themselves with a nice vacation after tax season has ended. Well, this season, that trip could result in an additional vacation. Bring your latest copy of CPA Practice Advisor along for the chance to win a $1,500 travel voucher for your next trip.
January 13, 2012
Six Important Provisions for Your Firm’s Partner Agreements
When it comes to protecting your firm and its value, one of the most important, but possibly overlooked, assets is the partner agreement. Its primary purpose is to define the relationship between the firm and each partner, outlining specific guidelines for certain conditions. Unfortunately, partner agreements aren’t something at the forefront of most firms’ practice…
January 11, 2012
Engagement &Trial Balance Systems Streamline Workflow
Technologies for Engagement & Trial Balance Help to Streamline Workflow
January 11, 2012
Pendock Mallorn LTD — Accounting for Practitioners
800-567-4500 www.pendock.com Accounting for Practitioners (AFP) is the trial balance and financial statement generation product within the Pendock Mallorn software lineup. Based on Excel, AFP is simple in function and ease of use, yet provides an abundant set of tools and calculations. AFP easily generates grouping schedules to aid in tax return preparation as well...…
January 11, 2012
Thomson Reuters – Trial Balance CS
800-968-8900 cs.thomsonreuters.com Trial Balance CS is the working trial balance component within the Thomson Reuters CS Professional Suite. Trial Balance CS may be purchased and used as a standalone product or directly integrated with other CS Professional Suite products. The system is adaptable to a wide variety of business types and allows users the...…
January 11, 2012
CCH Small Firm Services — Trial Balance
www.atxinc.com ; 877-728-9776 www.taxwise.com; 800-755-9473 CCH Small Firm Services (SFS) produces a Trial Balance solution designed to integrate with their two flagship brands, ATX and TaxWise. The product acts and works in identical ways and integrates interchangeably with the respective tax and accounting suite offerings. Titled simply “Trial Balance” SFS developed the product with...…
January 10, 2012
Two Easy Options for Accepting Credit Cards
One of our readers emailed me today asking how they could easily (and I assume inexpensively) start accepting credit cards from their clients. This is also a good thing to know for when your small business clients want to accept credit/debit cards from their customers. The good news is, there are several options that are...…