Technology July 1, 2026
Why CPA Firms Need One Secure Workspace for Wolters Kluwer Apps
Let’s discuss all the reasons why CPA firms must host Wolters Kluwer apps in the cloud for total data protection.
September 12, 2014
Intuit Connects Small Businesses and Lenders with QuickBooks Financing
The small business owner continues to be at the heart of the QuickBooks ecosystem. With every product, service and feature released, Intuit seems to be determined to make the next step even easier than the previous. So, it was no surprise when Intuit launched QuickBooks Financing to help with what remains a big challenge for...…
September 12, 2014
U.S. Head of Xero Leaves Company
Peter Karpas, the CEO of UNorth American and U.S. operations for online small business management and accounting software developer Xero has left the company, according to the company's top executive, Rod Drury.
September 11, 2014
FileThis Offers New Version for Accounting Firms
Cloud document storage provider FileThis has released its new FileThis Document Portal for Professional Services system, which is designed to help streamline the gathering, organizing and sharing of financial documents from clients for time-crunched accountants, CPAs, bookkeepers, and other busy tax and finance professionals.
September 5, 2014
How to Stay Ahead of the Curve
As I write this article, I’m on a flight to the California Accounting & Business Show & Conference — the venue for announcing this year’s Innovation Award winners. In addition to the awards presentation, we will also be recording a series of interviews with software executives and industry thought leaders. Our team has been working...…
September 5, 2014
10 Questions Every Partner Should Ask Their IT Team
The majority of tax and accounting firm partners spent the last few months focused on tax, audit and accounting production, but with the busy season behind us, there is an opportunity to take a look at how processes can be improved during the slower summer months. Partners should use this time to meet with IT...…
September 5, 2014
Paradigm Shifts in Accounting Technology
Regardless of how disruptive new innovations are, they are an inevitable characteristic of our evolving business environment, just as innovation is fundamental to human evolution. And it’s smart business to seize opportunities created by these new innovations. Twenty-five years ago, it was a revolutionary idea for a small business owner to purchase a computer and...…
September 5, 2014
How the iPhone Is Changing Your Job
Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…
September 5, 2014
How Technology Pays
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
New Name, New Content, New Faces — Same Great Resource
It’s been a fast paced year. Like you, I’ve been busy with tax season activity and ensuring that my clients’ needs were met. In tandem, my team and I here at the magazine have been hustling to put together a knock-it-out-of-the-park first issue. We’ve changed the name and size of the publication, added columns, and...…
September 5, 2014
In the Cloud? Make Sure to Keep Your Feet on the Ground
Column: Real Clients, Real Stories From the December 2010 Issue It wasn’t supposed to be this clear. Our prospect was a healthcare provider, and in the past companies like this always bought their business management systems and paid VARs like us to install it on their server, set it up and train them how to...…
August 20, 2014
Freshbooks Debuts New Accountant Center for Cloud Accounting
FreshBooks has introduced its new Freshbooks Accountant Center, which is free for accountants with clients using Freshbooks.
August 12, 2014
To Payroll or Not to Payroll? That is the Question… For CPA Startups Now and Then
Los Angeles-based Team Jenn Corp founder Jennifer McCabe is a careful proponent of offering payroll services. “I won’t minimize it, payroll errors can be a nightmare. But payroll is an important part of the confidential employee relationship bucket.” Offering payroll services can also help to instill invaluable confidence and a deep relationship. “It’s worth it.…