Article

June 24, 2011 

  This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income...…

Brian Tankersley

June 24, 2011 

One of the things that is hard to get across in tough times is that a well-timed investment in the right tool for a tough job makes all the difference between struggling and thriving. During the summers in college, I always had jobs that involved getting very dirty using my hands and tools to get...…

Brian Tankersley

June 21, 2011 

Another Article on Backups! Backup has not been cool since 2005. Office automation is cool. ERP is cool. Even mobile accounting apps are cool. Backup is about as cool as your 8-track tape of KC and the Sunshine Band. And yet, as the folks over at Gillware Data Services were kind enough to point out,...…

Dave McClure

June 6, 2011 

CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…

Isaac M. O'Bannon

June 6, 2011 

I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.

John Higgins

June 6, 2011 

Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…

June 1, 2011 

Column: Technology in Practice June 2011 Online Exclusive In most firms, the internal administrative department is among the last to adopt less paper technologies because the focus of most firms is on tax and audit production. Having said that, there are a lot of opportunities to update administrative processes to take advantage of today’s “less...…

Roman Kepczyk

May 26, 2011 

The term workflow as it relates to tax, accounting and other segments of information administration, is not new to business professionals. The use of technology tools to aid in the control of workflow is, however, on the rise and is helping many organizations of all sizes improve their back office operations. A basic definition of...…

Karl Egnatoff

May 25, 2011 

Nominate a professional for the 40 Under 40!

May 23, 2011 

The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was...…

May 18, 2011 

Productivity, Performance & Profitability: Where Does Your Firm Stand?

May 1, 2011 

Everywhere you look these days, cellular companies are touting new lines of 4G-enabled products. All four of the major cellular companies — which will shortly be reduced to three, if AT&T gets its way and swallows up T-Mobile — have announced ambitious plans to deploy 4G networks. Even President Obama has gotten into the act,...…

Dave McClure