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.
December 1, 2008
Review of Client Write-Up Systems 2006
A custom write-up application is a software solution created for the specific purpose of supporting a practitioner’s write-up practice. A non-custom software application can, therefore, be said to be an adaptation of a software product to other than its (specific) intent.
December 1, 2008
The Technology of Financial Services
Tax practitioners such as CPAs and EAs have begun to take a more active role in offering financial services to tax clients from personal financial planning to retirement plans to insurance.
December 1, 2008
40 Under 40 — Meet the Class of 2006
Recognizing Tomorrow's Leaders in the Tax & Accounting Space
December 1, 2008
2006 Technology Innovation Awards
The 2006 Tax and Accounting Technology Innovation Awards were announced in June, recognizing recent advances in technologies that benefit accounting and tax professionals.
December 1, 2008
Review of Service Bureau Style Payroll — 2006
The Payroll Pool: Come On In, The Water's Fine!
December 1, 2008
Review of Sales & Use Tax Systems — 2006
Wal-Mart, Target and CostCo do it. So do Bob’s Hardware in Ostego, Michigan, the Valentine Diner in Clinton, Oklahoma, and even the Belly General Store in Atlanta, Georgia. Every business that sells, rents or leases a product collects and remits sales taxes to a variety of jurisdictions.
December 1, 2008
Vendors Offer Assistance With Firm Branding
From the Aug. 2006 Issue The following products and services can help you as you strive to brand your firm’s image at every touch point. Bind-It (www.BindIt.com) When providing clients with copies of their returns and other documents, accountants have long turned to Bind-It for professional document finishing systems. The company offers a wide array...…
December 1, 2008
2006 Review of Specialty Tax Compliance & 1040 Enhancer Products
It seems that every tax and accounting professional is looking for something a little different from their tax preparation package. While this has a lot to do with personal preferences such as forms-based entry versus interview sheets or other specific features, the needs of a professional are obviously steered a great deal by the nature…
December 1, 2008
Review of Estate Planning Systems — 2006
While there may be talk of eliminating the Federal Estate Tax (FET), the products in this review give no sign of that happening anytime soon.
December 1, 2008
CCH, A Wolters Kluwer Business — CCH ViewPlan Advanced
800-449-8114tax.cchgroup.com