Technology March 19, 2026
A Closer Look at Migrating to Cloud Servers
If your firm is planning to move from an on-premises IT environment to the cloud, a thoughtful and structured approach can make all the difference.
November 13, 2015
2015 Review of Right Networks Cloud Hosting
Right Networks offers a variety of applications that accounting firms can access from anywhere. Available applications are listed by type, and include Accounting, Franchise, Small Business and Non-Profit apps.
November 12, 2015
2015 Review of CCH Axcess Portal
CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...
November 12, 2015
2015 Review of AccountantsWorld Client Portals
AccountantsWorld Client Portals are a central part of AccountantsWorld’s suite of web-based solutions for accounting professionals, allowing firm staff and clients to interact and share files and data. The portals, included with Power Practice, Cloud ...
November 12, 2015
Client Portals Increase Efficiency, Provide Greater Convenience
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 11, 2015
2015 Review of SmartVault
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...
November 11, 2015
2015 Review of Thomson Reuters -NetClient CS Portals
NetClient CS Portals, from Thomson Reuters, is a good fit for accounting firms using other applications from Thomson Reuters CS Suite, and is designed to offer clients easy access to invoices, payroll, and tax information.
November 11, 2015
2015 Review of Citrix ShareFile
Citrix FileShare is designed to work with businesses of all kinds, including accounting firms. The product offers AES 256-bit encryption, and offers multiple data storage locations across the globe. Files can be easily uploaded and shared using the ...
November 10, 2015
Hosting Options Offer Many Benefits for Accounting Firms – 2015 Review of Hosting Providers
A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...
November 8, 2015
If SaaS Won’t Do It, What About Cloud Hosting?
Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...
November 5, 2015
New Onvio Suite From Thomson Reuters Gives Accountants More Power in the Cloud
Thomson Reuters Onvio is a suite of integrated tax and accounting applications delivered across a single platform, providing accounting firm staff and clients with anytime, anywhere access via any device.
October 16, 2015
Bringing the Cloud Down to Earth
For people who are still on the fence about whether or not cloud-based technology can provide the best solutions for you, some of the most highly regarded technology providers in the world would like to clarify this cloud situation for you.
October 15, 2015
A Window into the Cloud: Intuit Launches New QuickBooks Online Windows App
The QuickBooks Online Windows app combines the benefits of the web-based QuickBooks Online platform with the advantages offered in the desktop version to offer users features such as real-time collaboration, keyboard shortcuts, top menu bar and ...