Firm Management

October 21, 2020 

Windowed work means breaking up your business day into two or three separate time slots, or windows. Traditionally, this hasn’t been possible. When people have a long commute to the office, it’s not practical to work multiple daily shifts.

Paul McDonald

October 20, 2020 

Abe Cole has been selected as BKD CPAs & Advisors’ next chief operating officer (COO). Cole fills this position after the retirement of former AICPA chair and BKD COO Eric Hansen.

October 19, 2020 

While no one can predict the long- term impact of the pandemic, accounting firms are finding that remote work capabilities are not only a required, but highly viable solution and may well become the new norm as long as it can be done effectively and ...

Roman Kepczyk

October 19, 2020 

We are the frog, sitting in the boiling pot. As 2020 draws to a close, far too many are unaware how hot the water has become. Like most of us, you may not have sensed the water’s boiling point as we try to stay on top of a constantly changing set of chal

Garrett Wagner

October 19, 2020 

Working in 2020 has been anything but business as usual. Since the spring, regular business processes and workflows have been upended as a global workforce has been forced to operate from home and the demand for remote solutions has skyrocketed.

October 19, 2020 

Sino Corporate has joined the global accounting network PrimeGlobal, bringing over 30 years of expert experience in the Asian market. The firm specializes in providing high-quality fund, trust and corporate services from their offices in ...

October 19, 2020 

Fazal Mahmood and Company (FMC) has joined PrimeGlobal’s Asia Pacific region, bringing over three decades of professional experience to the association. The firm specializes in delivering high-caliber audit, accountancy, tax and ...

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