Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
September 5, 2014
Computhink Inc. — ViewWise
800-988-4465 ext 1 www.computhink.com 2011 Overall Rating 4.75 Best Firm Fit: ViewWise is a good fit for small and mid-size firms that want a system to manage documents across the entire firm, not just for client tax and accounting files. Strengths: Integrated suite of “paperless” applications Depth of document security controls Integration with MS Office...…
September 5, 2014
The Future is Mobility, Collaboration & SaaS
>> 2011 Awards Honor Advances in Technology
September 5, 2014
Thought Leaders Reflect on Technology & the Profession: 20 Years Ago…
Remember 1991? M. Darren Root, CPA.CITP, Executive Editor In 1991 we had a network — Novell Network, I believe. We were using an application that was similar to IM called Right-Hand-Man, it was a TSR program that used up all of our minimal temporary memory and constantly crashed our desktops, but it did allow...…
September 5, 2014
How to Stay Ahead of the Curve
As I write this article, I’m on a flight to the California Accounting & Business Show & Conference — the venue for announcing this year’s Innovation Award winners. In addition to the awards presentation, we will also be recording a series of interviews with software executives and industry thought leaders. Our team has been working...…
September 5, 2014
CPA Practice Advisor Turns 20
From DOS and Windows 3.1, from the end of service bureaus and the emergence of the internet, and now into the full-blown SaaS and Mobile Revolution, CPA Practice Advisor celebrates 20 years serving tax and accounting professionals. Here’s a look back at where we were and how we’ve grown alongside the technology changes in the…
September 5, 2014
10 Questions Every Partner Should Ask Their IT Team
The majority of tax and accounting firm partners spent the last few months focused on tax, audit and accounting production, but with the busy season behind us, there is an opportunity to take a look at how processes can be improved during the slower summer months. Partners should use this time to meet with IT...…
September 5, 2014
5 Reasons Not to Block Social Media in the Workplace
The dilemma regarding Internet usage by employees during work hours has long been one of discussion by business owners, human resources professionals, IT professionals and staff. During the late 1990s, the concern was largely that of distrust over the new technology and countless dramatized stories about employers using their computers to access pornography, gambling and…
September 5, 2014
Paradigm Shifts in Accounting Technology
Regardless of how disruptive new innovations are, they are an inevitable characteristic of our evolving business environment, just as innovation is fundamental to human evolution. And it’s smart business to seize opportunities created by these new innovations. Twenty-five years ago, it was a revolutionary idea for a small business owner to purchase a computer and...…
September 5, 2014
Are You Ready for a Smoother Running Firm?
Electronically Stored Information (ESI) has become critical to delivering good client service, higher realization, effective procedures or workflow, and better efficiency. Managing ESI is also critical for controlling risk. If your firm tries to work with ESI the same way you worked in paper, you can expect problems, issues and frustration. If you are working...…
September 5, 2014
2011 Review of Document Management Systems (DMS)
As I do with every article I author, I started this piece by thinking about the key messages that should be conveyed. This is the sixth consecutive review of document management systems (DMS) I have conducted for CPA Practice Advisor, and it is important to continue to provide current and relevant information about the DMS...…
September 5, 2014
XCM Solutions, LLC 2011 Who’s Who
Company Overview Founded by CPAs, XCM Solutions, LLC is the leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties, and within corporate finance departments, to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. Since 2004, the XCM...…
September 5, 2014
Treeno Software, Inc. — Treeno Enterprise Document Management
800-528-5005 www.treenosoftware.com 2011 Overall Rating 4.75 Best Firm Fit: Treeno solutions are traditionally more focused on corporate accounting departments than on accounting firms, but the SaaS deployment option makes this a viable solution for firms of all sizes. If your firm is using any of the integrated accounting software applications listed below, Treeno may be...…