Review

February 16, 2023 

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA evaluate Validis, a tool that extracts data from all financial systems to automatically generate full sets of standardized working papers. This data can then be imported into working paper systems.

Brian Tankersley, Randy Johnston

February 3, 2023 

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Hubdoc, an online tool that helps businesses and firms digitize and automate the management of financial documents, receipts and invoices, and import them into accounting systems.

Brian Tankersley, Randy Johnston

January 27, 2023 

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review FileThis, a cloud tool that digitally gathers personal or business financial documents, across all of the financial, sales and ecommerce sites you use.

Brian Tankersley, Randy Johnston

Firm Management January 23, 2023 

Asking clients for reviews can feel awkward. In general, though, people love to brag about great customer service. They might just need a little reminder to do so.

Becky Livingston

January 20, 2023 

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review BooXkeeping, a nationwide provider of affordable outsourced bookkeeping services to small and medium-sized businesses.

Brian Tankersley, Randy Johnston

January 13, 2023 

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Bill, a cloud-based, automated bill management and payment system for firms and businesses.

Brian Tankersley, Randy Johnston

Taxes December 17, 2022 

The meeting will be held in the panel’s hearing room at 3 p.m. Eastern time on Tuesday.

December 9, 2022 

Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review cdata, a universal data connectivity platform that enables more insightful analytics, integration and insights.

Brian Tankersley, Randy Johnston

November 24, 2022 

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review Zoho Invoice, a free online invoicing system.

Brian Tankersley, Randy Johnston

November 18, 2022 

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review SmartVault, an all-in-one solution for online document storage and secure file sharing.

Brian Tankersley, Randy Johnston

November 11, 2022 

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review e-Courier, a cloud-based software giving firm leaders full visibility into document management and sharing, with auditable trails, partner integrations, and insights to grow accounting firms. Click here to go to the podcast page.

Accounting November 8, 2022 

The company will honor deserving CPA candidates with a full-ride scholarship to its Elite-Unlimited CPA Exam Review Course, valued at more than $3,000, to help them reach their career goals.