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.
November 17, 2016
2016 Review of AccountantsWorld Client Portals
AccountantsWorld Client Portals are part of AccountantsWorld suite of products making it a good fit for firms looking for a comprehensive accounting and tax management product, or those already using AccountantsWorld applications.
November 17, 2016
2016 Review of Thomson Reuters NetClient CS Portals
NetClient Portals, part of the NetClient CS Suite allows accounting firms to offer clients easy access to tax documents, invoices, and payroll information. The product works best in an environment where other Thomson Reuters applications are being used.
November 17, 2016
2016 Review of Wolters Kluwer CCH Axcess Portal
CCH Axcess Portal contains bi-directional capability, making it easy to both send and receive files. The product supports a variety of file types, including Web Pages, Word documents, Excel files, PDF’s, PowerPoint presentations, and hyperlinks, as ...
November 17, 2016
2016 Review of SmartVault
A great solution for firms using QuickBooks, SmartVault offers both bi-direction portal capability as well as complete document storage capability. A QuickBooks plug-in is available that allows users to scan a document into the system and sync the ...
November 16, 2016
Understanding Millennial Small Business Owners
Millennials are now the largest living generation in the U.S.. An acute understanding of the entrepreneurial individuals in this group is growing to be a necessity for accountants and bookkeepers in order to provide services that will meet their needs ...
November 1, 2016
Earn 1 to 10 Hours of CPE Online This Thursday: Ensuring Success!
Get caught up on your CPE credits for the year, all online, all on one day (Dec. 1), and all from the comfort of your office. Choose from one to ten hours of CPE, take only the courses you want. And it's free! Register today at EnsuringSuccess.com
November 15, 2016
More Consumers Prefer Text Chat than Phone with Retailers
As consumers use more messaging apps in their personal lives, the study suggests chat is emerging as a primary communication channel for retailers as well.
November 10, 2016
AFWA Announces Women of Influence
These Women of Influence represent the passionate and respected industry leaders who AFWA empowers its members to be. Serving as mentors to young professionals, and sources on industry topics, AFWA Women of Influence are impacting the future of the ...
November 10, 2016
Addressing the Need for a Private Company Clearinghouse
Reliable financial information is one of the foundations of capital markets. Emerging trends and market demands suggest the current process in the United States of exchanging private company financial information between CPA firms, clients, banks and investors is not working and needs to be dramatically improved. Unlike the case with public companies, whose key data...…
November 9, 2016
The Department of Labor Fiduciary Standard: Considerations for CPAs
Benefit plans provided by private, for-profit employers and private, tax-exempt employers other than churches providing benefit plans are governed by the Rule. Individuals holding 401(k) accounts, individual retirement accounts (IRAs), and health ...
November 8, 2016
Housing Market Drives Franchise Expansion
When the average housing wealth of homeowners in a particular area falls as much as it did during the Great Recession, a chain's entry into franchising could be delayed by roughly four months and its employment growth reduced by 9 percent, say ...
November 8, 2016
FASB Makes Changes to Investor Advisory Committee
In its new format, the IAC will advise the FASB in two primary areas, including generalist issues (such as Disclosure Framework, Hedging, and other broad projects added to the future agenda) and emerging trends. Future IAC meetings also may include ...