Firm Management

October 19, 2020 

The hardest part of creating a workflow… and of training for your first half-marathon… is in the beginning. You need to build the habit of doing the work and documenting your results. But once that habit is formed, progress seems to happen quickly and ...

October 16, 2020 

AccountantsWorld Cloud Cabinet www.accountantsworld.com/CloudCabinet.html From the 2020 reviews of client portals for accounting firms. Cloud Cabinet Client Portal is ideal for small firms already invested in the AccountantsWorld ecosystem. Due to its tight integration into their other solutions, AccountantsWorld client portals are designed to integrate with other AccountantsWorld applications including Accounting Power, Website Relief, Practice...…

Garrett Wagner

October 16, 2020 

CCH Axcess Portal https://taxna.wolterskluwer.com  From the 2020 reviews of client portals for accounting firms. CCH Axcess Portal is a cloud-based file sharing system best-suited to firms using CCH Axcess Document as the tight integration means these solutions function like one streamlined application. The system also integrates with other components of the Wolters Kluwer professional accounting...…

Garrett Wagner

October 16, 2020 

Citrix ShareFile www.sharefile.com From the 2020 reviews of client portals for accounting firms. Citrix ShareFile provides document management and client portal functions for professional firms and can be scaled to meet the needs of most sized entities. The system also offers integrated email, and file syncing functions that enable working while not connected to the...…

Garrett Wagner

October 16, 2020 

SmartVault www.smartvault.com From the 2020 reviews of client portals for accounting firms. SmartVault is a file-sharing and document management system designed for accounting firms and their clients. The system is geared toward firms of 5-to-50 staff, supporting the transfer of all file types, with a focus on accounting, tax and payroll documents. The system integrates...…

Garrett Wagner

October 16, 2020 

In the past six months, several organizations in the accounting profession have postponed or canceled their conferences in response to the COVID-19 pandemic, while others have taken their events virtual.

Jim Boomer

October 14, 2020 

As a sign of its commitment to those ideals, the MACPA’s Board of Directors has appointed a new Education Foundation board to oversee the group’s activities. The appointment of the 12-person board took place during the ...

October 12, 2020 

Having an efficient and secure information flow through your business is a core competency which can either support or undermine your company’s stability and growth. Here are five key ways you can build strength in the core of your business using an ...

October 11, 2020 

The pandemic has resulted in lifestyle changes for many. In addition, the focus on health has all of us thinking more about how we take care of ourselves. We thought this would be a good time to survey our CPA Practice Advisor committee and ...

Gail Perry

October 9, 2020 

ImagineShare ImagineTime www.imaginetime.com From the 2020 reviews of client portals for accounting firms. ImagineShare is the accounting firm portal system from ImagineTime, and a part of its suite of practice management solutions. The system is best-suited to small and mid-sized accounting firms, and can be used as a stand-alone portal or as part of the...…

Garrett Wagner

October 9, 2020 

NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient...…

Garrett Wagner

October 8, 2020 

Findings from the independent online survey of 1,000 Canadian professionals suggest that while remote work has given Canadian professionals more flexibility to tend to personal needs throughout the day, thereby improving mental wellness, the overall ...