Firm Management June 11, 2026
Chicago-based Crowe is now among the largest accounting firms in the country to receive private equity funding after selling a stake to global investment firm KKR in a deal reportedly valued at nearly $3 billion.
July 24, 2019
Depreciation Calculator calculates depreciation for tax and financial purposes for use in small to medium sized CPA firms and companies and is affordably priced. Annual updates are issued to update the program to include any changes made in the tax laws relative to fixed asset depreciation. The program includes the changes made by the TCJA....…
July 24, 2019
CPApp (pronounced “C-P-App”) was designed to consolidate all those separate software packages, Excel docs, stick-it notes and vague recollections you use to run your accounting firm. We accomplish this by offering a central piece of online software that does everything an accounting firm needs. Client information is entered once and syncs throughout the software to...…
July 24, 2019
ExpensifyApproved! University provides free, all-in-one Expensify training for any accountant or bookkeeper. The program engages learners of all levels with in-depth instructional articles, visual product walkthroughs, and interactive review questions. The curriculum covers critical Expensify terms, accountant-friendly product functionality, and client management best practices. Self-led training like ExpensifyApproved! University is essential for accountants on a...…
July 24, 2019
Treehouse has the ability to capture information at the lowest SPV level, and tier up such information (via pro-rata allocations, special allocations, IRC Section 704(c) amounts, and GP promote allocations) to a diverse investor base including public and private REITs, foreign investors and sovereigns, tax exempt investors, and taxable investors. Client general ledger data integration...…
July 24, 2019
Prep for taxes replaces the old ‘trial balance’ functionality with a reimagined seamless experience of preparing and filing year end taxes. Before, trial balance helped you find issues in your client’s books and assisted in mapping the books to the tax return. The old experience was a digital replication of the even older physical, ledger...…
July 24, 2019
QuickBooks Online Advanced – cloud-based offering for fast-growing businesses and accountants that serve them. QBOAV delivers deeper insights and increases productivity as business grows. By joining AI with an online ecosystem of applications, including enterprise level apps, QBOAV enables business owners and accountants to customize workflows and serves insights for better decision making. QBOAV includes...…
July 24, 2019
Lukka’s products automate and optimize accounting, audit and tax processes for funds, fund administrators, OTC and proprietary trading firms, exchanges, and accounting firms. Our mission is to transform crypto data into auditable financial information to improve operations, create financial statements and provide regulatory reporting and transparency. Lukka Crypto Office is tailored for any enterprise involved...…
July 24, 2019
Paychex AccountantHQ is an innovative technology and service offering designed to deliver greater accountant efficiency for payroll and HR management – revolutionizing the way accountants serve their clients and serving as a powerful driver in client advisory services. AccountantHQ provides accountants with unparalleled access to authorized client data, robust reporting capabilities, real-time data integration, key...…
July 24, 2019
The Sage Intacct Interactive Custom Report Writer (ICRW) is a modern, visual reporting tool built to increase flexibility and agility required to improve business insights and day-to-day accounting operations. The new module enables users to build custom reports quickly and easily with hierarchical field selection, drag-and-drop functionality, and automatic formatting and simple subtotaling. ICRW also...…
July 24, 2019
Taxfyle Outsourcing enables firms of all sizes to outsource work to our network of CPAs and EAs without going offshore. All customers are provided with an upfront quote prior to submitting the job and engagements are matched to professionals based on their skillset, availability and the software which the client requires the work to performed...…
July 24, 2019
With cybercriminals increasingly focusing on the tax and accounting profession, data security continues to be an important topic. Firms have an ethical and legal duty to take reasonable precautions to protect their clients’ data, and since passwords can be easily stolen or hacked, multi-factor authentication (MFA) is more important than ever as a tool in...…
July 24, 2019
OnBalance Express is a cloud-based accounting application that helps small business owners run their businesses from anywhere with ease. The web and mobile app combine the accessibility and security of cloud accounting while simplifying customer tracking, vendor tracking, invoicing, online payments, expense tracking, banking, and reporting, with its innovative dashboard design. OnBalance Express has been...…