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 5, 2014
2014 Reviews of Cloud Hosting Providers for Accounting Firms
Cloud hosting has been around since long before technology marketers made “going to the cloud” a slogan. Here at CPA Practice Advisor, we’ve been covering cloud solutions for more than a decade, but the concept goes much further back.
November 5, 2014
2014 Reviews of Client Portals for Tax & Accounting Firms
Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased
November 5, 2014
2014 Review of Citrix ShareFile
Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.
November 5, 2014
2014 Review of Thomson Reuters NetClient CS Portals
The NetClient CS portal system is designed for accounting firms using other programs in the Thomson Reuters CS Professional Suite. The portal collaboration system is particularly well integrated with the suite’s FileCabinet CS document management ...
November 5, 2014
2014 Review of CCH Axcess Portal
Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...
November 5, 2014
2014 Review of SmartVault Client Portals
SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...
October 31, 2014
Next-Gen Client Readiness for Accounting Firms
As the year begins to wind down, you like many accounting firms are already preparing your offices and systems for the next year. But are you really planning for your future or just the next 12 months?
October 31, 2014
The 2015 Guide to Cloud Accounting
In this guide, you’ll learn about the advantages cloud accounting offers over traditional software. You’ll also learn how data is kept secure and which tools are best for moving your clients into the cloud.
October 28, 2014
Intuit Connects with Conference Attendees at 2014 QuickBooks Connect
Intuit, known for its financial software including Quicken, QuickBooks, TurboTax, Lacerte, ProSeries, and more, has joined the ranks of many vendors that serve the accounting community in hosting its inaugural user conference to an audience of thousands o
October 22, 2014
Intuit Partnership with Box Gives QuickBooks Online Accountant Users Free Client Document Sharing
Intuit is partnering with cloud-based document storage and sharing provider Box to streamline collaboration between accounting firms and their busineses. Intuit is the maker of QuickBooks, TurboTax and many financial and business management ...
October 21, 2014
Vend Point-of-Sale Adds New QuickBooks Online Integration Features
The new features include the ability to automatically sync additional sales information from Vend to QBO, including daily register totals by product type as well as cost of goods sold. With this additional data, accountants and retailers get a clear pictu
October 13, 2014
How Collaborative Accounting Can Help Grow Your Practice
Expectations from business owners and clients have changed. This is particularly true with accounting software and the impact on traditional write-up services.