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.
March 27, 2013
Which Portal is Right for Your Firm?
One of the real challenges associated with selecting portal solutions is the way the product fits into a company’s workflow. We selected eleven portal products for this year’s review (and could have easily located and reviewed 50 solutions, assuming unlimited money and caffeine were available).
March 27, 2013
2013 Review of cPaperless, LLC — CPA SafeMail 3.1
cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in...…
March 27, 2013
2013 Review of Ziptr Client Portals
Ziptr(785) 365-1022www.ziptr.com From the April 2013 review of client portal systems. Best Fit: Ziptr is best suited for individuals and firms who need a standalone product for secure messaging and encrypted file delivery. Strengths A simple to use tool with strong encryption that makes it easy to collaborate on confidential matters with users outside the...…
March 27, 2013
2013 Review of Applied Answers, Inc. — FileGenius
Applied Answers, Inc. — FileGenius888-753-2245 x703www.filegenius.com From the April 2013 review of client portal systems. Best Fit: FileGenius BASIC is best for a small organization that needs 10 or fewer employee accounts and 25 or fewer client portals. FileGenius TOTAL offers unlimited employee accounts and client portals, unlimited transactions and more robust management tools. Strengths:...…
March 27, 2013
Doing Business His Way
Next-generation upgrade enables firm to standardize services and fees, attract ideal clients, and accelerate growth
March 26, 2013
Register Today for “Streamlining Accounting Research,” a CCH Customer’s Voice event
Join Darren Root on Thursday, March 28 at 2 p.m. ET as he chats with a CCH customer about how her firm streamlined their accounting research process.
March 26, 2013
NetDocuments
866-NETDOCS www.netdocuments.com 2011 Overall Rating 4.5 Best Firm Fit: NetDocuments’ biggest market is law firms, which represents 70% of the company’s customer base. Although they don’t have a deep presence in accounting firms at this stage, they have a strong presence in many similar businesses, such as financial advisory firms. The system is highly...…
March 21, 2013
Florida CPAs Meet ‘Round the Table to Talk Strategy
A group of 10 Jacksonville, Florida, CPAs meets monthly to discuss issues relevant to them and share best practices and tips for their firms.
March 4, 2013
Mobile Payment Solutions: Are they Right for Small Businesses?
Our society seems to be taking the “paperless” movement in all directions, including to our wallets. The mobile payment phenomenon is a part of this continuing shift, but one that has different pros and cons than traditional online payment or e-invoicing utilities.
February 27, 2013
FreshBooks – A “First Hand” Perspective
Getting small clients to be diligent about their bookkeeping is a challenge that all accountants face, especially those who specialize in the smallest businesses.
February 27, 2013
eTEK’s Accounting Systems Available as Traditional or Hosted Programs
From the March 2013 review section of Small Business Accounting programs. eTEK Accounting for Microsoft Office 2010 www.etek.net 800-888-6894 eTEK offers several accounting systems for businesses of different sizes and for specific industries. The include the smaller-business eTEK for Microsoft Office, eTEK for SQL Server for larger organizations, eTEK Fundamentals for government entities and non-profits,...…
February 27, 2013
2013 Review of Wave Accounting
Wave Accounting212-334-9753www.waveapps.com Wave Accounting is part of Wave Apps, a suite of free or low cost apps which can be used by micro-businesses to run their business. The product is set up to work with business and personal accounts, and will automatically classify business expenses to accounts based on the payee information downloaded from the...…