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 2007 Review of Engagement & Trial Balance Systems

December 1, 2008 

2007 Review of Engagement & Trial Balance Systems

Engagement and Trial Balance systems can be the heart of a full-service accounting firm, and advanced systems can help a practice improve efficiency. In any engagement, there are specific workflow processes, which can be streamlined using Engagement management systems. On the Trial Balance side, increased efficiency and productivity can be achieved by doing more than…

 2007 Review of Sales & Use Tax Programs

December 1, 2008 

2007 Review of Sales & Use Tax Programs

With more than 8,000 taxing jurisdictions in the United States, it is essential for businesses with taxable transactions in more than a few locations to employ a sales and use tax compliance system. There are essentially two breeds of systems: high-end real-time systems that integrate with a business’ financial and sales management programs to automatically…

 Technology’s Role In Client Communications

December 1, 2008 

Technology’s Role In Client Communications

The universe of accounting and accountants continues to undergo major shifts. One of those shifts is the recognition that every-one can choose when and where they are willing to conduct business. This includes the 24 hour, 7 days per week model. Supermarkets are always open. Gas stations and bank ATM machines are always accessible. Customer…

 2007 Review of Document Management Systems

December 1, 2008 

2007 Review of Document Management Systems

If you’re young enough, think back to the period starting in the early 1980s. In the accounting technology world, we were making the gargantuan leap from the VisiCalc spreadsheet and WordStar word processing software to Lotus 1-2-3 and WordPerfect.