Firm Management

May 19, 2020 

What does a person or a business need during a pandemic and how can apps fill that need? We weren't sure ourselves, so we started searching. Here are the results of that search.

Gail Perry

May 19, 2020 

If we can maintain the level of communication and information sharing that surrounds us as we make it through each day of this pandemic, continue to innovate, care, listen, empathize, and just plain muddle through together, and offer suggestions ...

Gail Perry

May 19, 2020 

In this new reality, managers need to be mindful of issues particular to remote work that might impact morale, be it a communication breakdown or employees feeling disconnected and isolated. Here are 8 tips for boosting team morale from a distance.

Paul McDonald

May 19, 2020 

Xero Practice Manager is designed to be used by accounting firms in conjunction with their clients' use of Xero Online Accounting. Xero Practice Manager is cloud-based, with users able to access the application from any device at any time.

Mary Girsch-Bock

May 19, 2020 

Thomson Reuters Practice CS is a standalone product that is suitable for accounting firms of all sizes, however this product is part of the Thomson Reuters CS Professional Suite and firms using other Thomson Reuters applications will see the ...

Mary Girsch-Bock

May 19, 2020 

CCH Axcess Practice Management and ProSystem fx Suite’s Practice Management both from CCH Group are best suited for mid-sized or larger accounting firms that use other CCH applications.

Mary Girsch-Bock

May 19, 2020 

Designed for accounting firms of any size, Canopy offers complete project management, time and billing, document management, and client management capability. Canopy is completely cloud-based, so users can access the application from anywhere at any time.

Mary Girsch-Bock

May 19, 2020 

Empire Suite is a cloud-based application that offers several solutions: Empire TIME, Empire EXPENSE, Empire CALENDAR, Empire RESOURCE, and Empire TIME OFF. All products are designed to work together to create a robust management solution.

Mary Girsch-Bock

May 19, 2020 

OfficeTools from AbacusNext offers two practice management solutions: OfficeTools Cloud and OfficeTools WorkSpace. OfficeTools Cloud combines CRM, project and due date tracking, time and billing, and document management into a single, cloud accessible ...

Mary Girsch-Bock

May 19, 2020 

While traditional time and billing has been the backbone of most practice management applications, today, most practice management applications also include CRM, project management, and financial management modules as well, providing firms with ...

Mary Girsch-Bock

May 18, 2020 

These are unprecedented times, as leaders try to manage staff amid the COVID-19 pandemic. While some companies have had to furlough staff or make cutbacks, others have been able to maintain operations by asking their employees to work remotely to ...

May 13, 2020 

If you’re wondering if your firm should create a chatbot, you’re asking the wrong question. Rather, you should be asking, “When we create a chatbot, what do we want users to gain from using it?” Maybe you’re even wondering how a chatbot can save your firm money, time, effort, or energy? No matter what your...…

Becky Livingston