Cloud Technology

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June 17, 2014 

Why Your Firm Should Rethink Cloud Security

Despite the growth of cloud-based technology, many accountants are hesitant to move all of their client data and firm management systems online. A survey conducted by CPA2Biz last fall found that 43 percent of CPAs have their doubts about the security of cloud-based applications, feeling “somewhat confident” or “not confident at all.”

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June 17, 2014 

Five Steps to Securely Share Financial, Tax and Accounting Files

If your office is like most, it’s going mobile. From financial spreadsheets and payroll information to tax forms and client communications, many CPAs are accessing critical client data via their mobile devices. As a result, the risk of data leakage is becoming a heightened priority for the modern accounting firm.

 Intacct Launches Performance Cards, New Dashboard Visualization Feature

June 10, 2014 

Intacct Launches Performance Cards, New Dashboard Visualization Feature

Cloud accounting and business management developer Intacct has announced the launch of Performance Cards, new dashboard visualizations that provide users with at-a-glance views into critical performance trends. Built directly into the Intacct financial management system, Performance Cards are easy to create, require no custom code development or additional software, and leverage Intacct’s dimensional general ledger…

Isaac M. O'Bannon

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June 4, 2014 

New Cloud System Fully Automates Expense Management

Tallie, which makes online expense management systems, has released what it says is the first complete cloud-based expense management solution, providing the quickest path from receipt to balance sheet. Tallie was honored this week with a Tax and Accounting Innovation Award.

Isaac M. O'Bannon

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May 13, 2014 

Holistic Accounting – A New Approach

In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.

Dave McClure

CCH_Axcess_Platform_Wheel

April 21, 2014 

2014 Review of CCH Axcess Practice

Unlike traditional applications where it is very clear where one module begins and another ends, CCH Axcess users can perform many tasks from a wide range of menus throughout the solution. This flexibility may be confusing to new users, as the time capture functions are accessed from the user’s dashboard and not from within the…

Brian Tankersley