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.
September 13, 2011
Emochila, Inc. — Websites for Accountants
www.emochila.com Best Fit Tax and accounting firms who want a truly customized website backed by a vendor who has heavily invested in updating its products over the past nine months. Strengths Not limited to template-based or out-of-the-box header, button, content field designs and layouts. Unlimited pages. SEO optimized with embedded search engine submission system and...…
September 13, 2011
Drake Software 1040.com Preparer Websites
www.1040.com Best Fit Drake’s 1040.com preparer websites are exclusively for Drake Software users. and have gone through a full modification in layout, look, color scheme, enhanced ease of use and full edit capabilities. Strengths Free for Drake Software users. Unlimited pages. Built-in counter for measuring site traffic. Reporting tools allow users to monitor visits,...…
September 13, 2011
CCH, a Wolters Kluwer business — CCH Site Builder
CCHGroup.com/SiteBuilder Best Fit CCH Site Builder originated in 1997, making it one of the longer-established players in the website builders market. Site Builder is part of the ProSystem fx suite of applications and is an ideal fit for firms who use other components of the ProSystem fx product suite. Strengths Recent updates include redesigns, additional...…
September 13, 2011
AFSB Accounting and Financial Site Builder
www.afsb.net Best Fit AFSB has a strong retention rate with tax and accounting firms looking to establish a professional web presence at a low cost. Strengths Unlimited site pages. Integration with Google Analytics. Unique domain names included. Includes up to 20 free email accounts. Firms may add services, including payroll and online tax prep....…
September 13, 2011
Five Steps for Marketing Your Firm
Many tax and accounting professionals struggle to find the best way to leverage limited marketing resources to effectively position their firm in the marketplace. And the advent of social media, online networking and other digital strategies has expanded the field of marketing activities for firms even further. For many firms, this adds to the confusion...…
September 13, 2011
Have Tech, Will Travel: 4 Great Gadgets for Travelers
Love it or hate it, it’s the last hurrah of summer vacation, which means you’re likely to be cramming yourself onto a plane or staring at an endless line of brake lights snaking into the distance. To ease your travel travails, here are a few gadgets and services to salve the pain. Read more of...…
September 13, 2011
The Sage Business Intelligence Revolution
Sage Business Intelligence, powered by Alchemex, is a solution that provides drag-and-drop reporting for Sage Peachtree, Sage Simply Accounting, Sage ERP MAS 90, Sage ERP MAS 200, Sage ERP MAS 500, and Sage ERP ACCPAC (This tool was first discussed in the April/May 2011 issue). In the months since its launch, Sage’s strategy for supporting...…
September 13, 2011
AccountantsWorld — Website Relief
www.accountantsworld.com/wr Best Fit Tax and accounting firms who want tight integration with the vendor’s web-based product suite. Strengths Expanded and improved library of customizable templates provides unlimited combinations. Users have direct access with tight integration to all AccountantsWorld cloud applications Syndicated news content, including stock and custom RSS feeds, and AW-supplied newsletters are...…
September 12, 2011
CPAsites, LLC — CPAsites.com
www.cpasites.com Best Fit If you want a custom website, then CPAsites.com could be your go-to solution. Founded in 1997, CPAsites.com prides itself on being owned and managed by CPAs. The primary differential is its focus on designing custom sites for client firms. Strengths All sites are custom sites with no minimum/maximum page counts. Clients...…
September 12, 2011
Build Your Firm — Website Development and Internet Marketing
http://websites.buildyourfirm.com Best Fit Build Your Firm intentionally focuses on the small firm as its primary customer. Strengths Over 95 modifiable templates available. Customization services offered. Variety of free add-ons such as file transfer, logo integration, credit card processing, e-commerce, spam filtering, portals, etc.) Provides statistics for site tracking; also integrates with Google Analytics and...…
September 12, 2011
Only Need a Few W-2s or 1099s? WageFiling.com Offers Pay-As-You-Go Option
361-884-1500 www.wagefiling.com Small businesses are often the ones least prepared for the challenges of tax season, especially when they find out that it actually starts in January with preparation of last year’s W-2s and 1099s. With good financial management and advice from a great accountant, they can be better prepared. But if they only have...…