Accounting August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
May 21, 2013
Why small businesses should integrate inventory management and accounting systems
What many warehouse administrators, logistic departments, small business controllers and even accounting teams may not consider is the business value realized from an integrated accounting and inventory management system.
May 20, 2013
How to Manage Sales Tax in QuickBooks 2013
QuickBooks’ sales tax tracking features help you track the “who, what, why, where, and how much” of sales tax. The ultimate goal of QuickBooks sales tax tracking system is to properly calculate and collect sales tax and to properly report revenues tax collections, and tax payments in two two-dimensional reports called Sales Tax Revenue Summary…
May 6, 2013
Document Management Systems Offer Variety of Features for Different Types of Practices
Because different firms need different capabilities in their document storage and management systems, we typically break tools for working with documents into five separate review categories.
April 30, 2013
Surviving the Storm: Accounting Firm Puts Disaster Recovery Plan to the Ultimate Test
Faced with power outages, client losses and homeless staff, how WithumSmith+Brown overcame Hurricane Sandy
April 29, 2013
2013 Who’s Who Among Technology and Service Providers for the Tax & Accounting Profession
Whether you built your firm from scratch, partnered with other professionals from the start or started with a single client and a dream, your practice is your future. However, even sole practitioners are never alone.
April 29, 2013
What’s Up with Paper?
Paper is inefficient and doesn’t easily scale. It is a pain to store, retrieve and share. And yet companies and accountants of all sizes are dependent on it to manage their businesses.
Technology April 29, 2013
4 Tips for a Successful Client Newsletter by: Kristy Short, Ed.D.
A client newsletter is one of the most effective ways to ‘speak’ to your clients. A newsletter not only provides a regularly scheduled touch (or contact), which makes your clients feel connected to you, it also builds loyalty and drives sales.
April 29, 2013
Improving Document Management: What Your Firm Can Do
At the risk of insulting your firm, it is rare to see a document management project implemented correctly. Further, I don’t believe a document management project is ever complete. Let me explain why.
April 29, 2013
The ‘Busy Season’ That Almost Wasn’t
As we wrap up another busy season, we have the chance to catch our breath and reflect on the past few months. When reflecting to the beginning of 2013, many of us recall the fear of the unknown on various tax guidance and advice we had given the previous year.
April 29, 2013
2013 Review of Thomson Reuters – GoSystem Tax RS
Thomson Reuters – GoSystem Tax RS800-968-8900cs.thomsonreuters.com/gosystem BEST FIRM FIT: Medium-size accounting firms and larger or firms requiring tools to manage high net-worth individuals and multi-tiered or consolidated entity returns. STRENGTHS Simultaneous and multi-level staff editing capabilities Strong data import features Support for advance return types POTENTIAL LIMITATIONS On-screen review tools are not as complete as...…
April 29, 2013
2013 Review of Intuit, Inc. – Lacerte Tax
Intuit, Inc. – Lacerte Tax800-765-7777accountants.intuit.com/tax/lacerte BEST FIRM FIT: Full service tax and accounting firms with multiple staff, who want the benefits of integration with many of Intuit’s other systems, including QuickBooks data import for business entity returns, document management, research and data analysis. STRENGTHS Easy, intuitive interface Wizards to aid with electronic filing and data...…
April 29, 2013
2013 Review of CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)
CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)800-PFX-9998tax.cchgroup.com BEST FIRM FIT: Firms of any size looking for options to streamline tax compliance and are comfortable accessing information via Internet STRENGTHS Client focused and provides granular access to client data Quick resolutions to federal and State changes as changes occur Familiar interface for legacy...…