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.
January 10, 2012
CCH, a Wolters Kluwer business – ProSystem fx Trial Balance
800-PFX-9998 www.cchgroup.com ProSystem fx Trial Balance is the stand-alone trial balance offering within the ProSystem fx product lineup. ProSystem fx Trial Balance is geared toward smaller accounting firms and sole-practitioners with a focus on tax return compliance and small bookkeeping and audit engagements. With strong import capabilities and reporting options as well as tight integration...…
January 9, 2012
CCH, a Wolters Kluwer business – ProSystem fx Engagement
800-PFX-9998 www.cchgroup.com 4.75 overall BEST FIT Any accounting firm that is currently in or converting to a paperless workflow environment STRENGTHS Strong integration with ProSystem fx product lineup Intuitive interface based on Microsoft Windows and Office functionality High level of security from both user and data standpoints POTENTIAL LIMITATIONS Limited integration with PPC...…
January 5, 2012
Apps Offer New Software Models and New Solutions for a New Year
Column: Monthly Micro Apps.
January 4, 2012
Great Practices – Whiteboard Business Partners
Mapping Out a Course to Success for Small Businesses
January 4, 2012
Are You Done with Document Management? 5 Steps to Make Your Firm More Efficient
Do you have document management done? Have you considered your strategy, chosen a product and implemented everything to your satisfaction? If so, congratulations on a great start! Wait! You say you’re finished? Are you sure? Would you like to improve the return on your investment? Would you like to be more effective and efficient? Many...…
January 4, 2012
140,000 Reasons to Integrate Tablets into Your Firm
With 140,000 apps available for the iPad and thousands for other tablets, the devices make sense for many practices.
January 4, 2012
The Perfect Blend: A Firm’s Path to Ensuring Work-Life Balance
Column: The Change Agent
January 3, 2012
The 10-Step Tech Checklist
I don’t want to grinch on your holiday spirit, but the sad fact is that Tax Season kicks up in less than three weeks. And chances are very good that you are not prepared. So as you are bouncing around trying to figure out what to do with yourself this week (assuming you are not...…
January 3, 2012
Numbers Have Moved to the Cloud… The Benefits of Online Client Accounting
The Cloud has changed the world of accounting. This concept is not new—it actually dates back to the early 1990s—but the biggest growth by accounting firms starting to take advantage of this online technology has been within the last few years.
January 3, 2012
The Benefits of Adding Investment Planning to Your Practice
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?