Firm Management

September 21, 2020 

eFileCabinet www.efilecabinet.com From the 2020 reviews of Document Storage and Document Management systems. eFileCabinet is well-suited for accounting firms of any size. The application can also be used in a variety of industries including legal, real estate, and healthcare. Scalable, eFileCabinet offers three plans as well as both on-premise and online deployment. A mobile app...…

Mary Girsch-Bock

September 21, 2020 

iChannel Conarc www.conarc.com From the 2020 reviews of Document Storage and Document Management systems. iChannel from Conarc is designed for businesses with complex document management requirements. Suitable for a variety of businesses including accounting and legal firms, construction and contractor industries as well as real estate companies, iChannel offers both on-premise and cloud hosted deployment...…

Mary Girsch-Bock

September 21, 2020 

PSIsafe PSIGEN www.psigen.com From the 2020 reviews of Document Storage and Document Management systems. After its purchase of both Cabinet SAFE and Cabinet SAFE Cloud in 2017, PSIGEN introduced a new product: PSIsafe. Well-suited for mid-sized and larger companies, PSIsafe offers excellent document management solutions for a variety of business types, including financial services companies,...…

Mary Girsch-Bock

September 21, 2020 

The alyx platform uses a ‘concierge-enabled’ system that, while automated, methodically shares business problems with teams of subject-matter specialists and technologists. These teams subsequently develop solutions by combining know-how in ...

September 18, 2020 

This year, over 70 accounting firms and industry accounting departments representing over 5,300 members of the industry competed in the Food Fight, raising $285,117 for Georgia's food banks- the equivalent of 1,140,468 meals.

September 18, 2020 

How often do we start and end our days in the same fashion? Our personal groundhog days see us rising at a particular time, checking on the weather either electronically or by peeking out the window, cleaning, dressing, and ...

Gail Perry

September 16, 2020 

From the sudden expansion in remote working to new client service requests, the COVID-19 pandemic has had significant effects on how CPA firms do business. And while many disruptions might be behind us, the aftershocks will rumble on for some time.

Paul McDonald

September 16, 2020 

Through this merger, clients and the Boston metro area will have access to a deep bench of knowledgeable professionals who can provide comprehensive individual and business tax planning, accounting, estate, trust, and ...

September 16, 2020 

The Sensiba Center for Sustainability, the first of its kind in California, provides a full spectrum of services to advise companies at every phase of the transition to a purpose-driven business model. From businesses just beginning to explore the ...

September 15, 2020 

Rather than constantly trying to sell new clients on your services, having your clients become your biggest advocates is the key to finding and attracting high net worth clientele. To get to this point, you must create an excellent experience for your ...

September 15, 2020 

Deloitte has reported aggregate global revenue of $47.6 billion (U.S.) for the fiscal year ending 31 May 2020 (FY2020), a 5.5 percent increase in local currency* and 3.9 percent increase in US dollars. In the first nine months of FY2020, prior to the ...

September 14, 2020 

Well, here we are, deep into 2020, and the pandemic is forcing us all to start thinking about home offices as a more-or-less permanent fixture in our lives. By now, most capable employees have probably proven their ability to work from home and get their jobs done, and we are at least under the impression...…

Gail Perry