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.
May 27, 2013
2013 Review of Commercial Logic — APS Advance Practice Management
Commercial Logic — APS Advance Practice Management603-643-1900www.CommerciaLogic.com From the June 2013 review of practice management systems. Best Firm Fit: Firms of 50 or more employees looking for a custom solution to maintain staff, client and project data. Strengths Custom configuration to meet accounting firm needs Customized dashboard interfaces Business intelligence software directly integrates Potential Limitations...…
May 27, 2013
2013 Review of CCH ProSystem fx Practice Management
CCH, a Wolters Kluwer business—ProSystem fx Practice Management800-739-9998www.CCHGroup.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size seeking an on-premise practice management tool. Strengths Uses dashboard interfaces All inclusive solution without need to purchase additional modules Stable and scalable solution for firms of all sizes Potential Limitations...…
May 27, 2013
2013 Review of Thomson Reuters Practice CS
Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size or client focus looking to maintain client projects and information in one location. Strengths Highly customizable interface Multiple dashboards provided Potential Limitations Separate support contract may be required for in-depth program support Practice...…
May 27, 2013
2013 Review of Credenza Software for Practice Management
Gavel & Gown Software Inc. — Credenza Software800-472-2289www.credenzasoft.com From the June 2013 review of practice management systems. Best Firm Fit: Business professionals currently reliant on Microsoft Outlook for tracking client appointments, tasks and projects. Strengths Free version available for general practice management functions Built on top of familiar Microsoft Outlook interface Inexpensive practice management solution...…
May 27, 2013
2013 Review of Deltek Maconomy Public Accounting Solution
Deltek Maconomy Public Accounting Solution800-456-2009www.deltek.com/accounting From the June 2013 review of practice management systems. Best Fit: Accounting firms with 75 or more employees looking to contain all financial, client and engagement management under one solution. Strengths Flexible user interface Role-based to help ensure data integrity Potential Limitations Requires a significant amount of planning for front-end...…
May 27, 2013
Information When, Where, and on What Device YOU Want It
I don’t know if it’s just me (I’m assuming I’m not alone in this), but my information consumption habits have changed drastically over the past few years. Less than five years ago I would gather up all my monthly trade publications and while sitting with a cup of coffee flip through the pages, reading the…
May 27, 2013
2 Essential Mobile Tools for On-the-Go Professionals
This month’s mobile column features the CPA Practice Advisor app, as well as solutions for when your mobile device is “running on empty”.
May 22, 2013
Creating a Practice-Wide Culture of Safe Collaboration
For many CPA firms, data leakage is becoming an increasing problem, with the potential to pose truly disastrous results for a company and its clients. For instance, in 2012, a public accounting firm was contracted to perform financial statement auditing services for a client.
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