June 30, 2023
The Technology Lab Podcast – Review of Audit Technology Trends – July 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits.
February 19, 2018
2018 Review of FreshBooks
FreshBooks www.freshbooks.com From the 2018 review of Cash Management systems. FreshBooks offers cloud accounting for both self-employed individuals and small business owners. Ideal for those that need to track time and bill clients, FreshBooks also offers invoicing, expense tracking, projects, estimates, and payment acceptance. FreshBooks can be used from a desktop, laptop, or any mobile device...…
February 6, 2018
2018 IRS Income Tax Refunds Could Be Delayed by Government Shutdown
According to the contingency plan that went into effect during the first shutdown, about half the IRS staff – around 35,000 workers -- will be told to stay home. The other half will still punch in.
January 5, 2018
IRS to Start Accepting Tax Returns on Jan. 29, 2018
The IRS has announced that it will officially begin accepting returns for the 2017 tax year on January 29, 2018 (IR-2018-01, 1/4/18). This is a little later than usual to give the nation’s tax collection agency enough time to ensure security and ...
December 24, 2017
When Will New 2018 Tax Reform Law Take Effect?
On the Friday before Christmas, President Trump signed the new tax reform bill into law. The Tax Cuts and Jobs Act will take effect January 1, 2018, but when will most taxpayers see the effects? When will they see more money in their wallets?
December 24, 2017
Tax Planning Tips for Cutting 2017 Income Taxes – Tax Reform Edition
There’s still time left for you or your clients to cut their 2017 tax bills. The conventional tax wisdom at the end of the year is to pull in deductions to offset current tax liability and push off income to postpone tax payment. This takes on added ...
December 22, 2017
President Trump Signs New Income Tax Law into Effect – New Brackets and Deductions for 2018
After the new tax reform law passed both the House and Senate, there was discussion about holding off the signing until the first week in January. Now, however, the President says he will stick by his Christmas pledge.
December 18, 2017
2017 Review of eFileCabinet Document Management
Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.
December 18, 2017
2017 Review of SmartVault Document Storage
SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...
December 18, 2017
2017 Review of Drake Document Manager
Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...
December 18, 2017
2017 Review of AccountantsWorld Cloud Cabinet
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
December 18, 2017
2017 Review of OfficeTools
OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...
December 18, 2017
2017 Review of Doc.It Suite Document Management
Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...