Firm Management

October 18, 2019 

Web portals can drastically reduce the time it takes to obtain documents from clients. Instead of waiting until a client faxes in or emails a document, firms can provide their clients with a list of documents required, which the client, in turn, can ...

Mary Girsch-Bock

October 18, 2019 

Designed for accounting professionals, CCH Axcess Portal is a module in the CCH Axcess cloud software solution from Wolters Kluwer. CCH Axcess Portal can be used as a stand-alone portal, or used in conjunction with other CCH Axcess modules for a more ...

Mary Girsch-Bock

October 18, 2019 

ImagineShare is a new client portal now offered by ImagineTime, a comprehensive Practice Management suite of applications well suited for both the accounting and the legal profession. In addition to ImagineShare, ImagineTime also includes time and ...

Mary Girsch-Bock

October 18, 2019 

SmartVault offers branded client portals, along with online document storage and secure file sharing capability. Best suited for small to mid-sized businesses and accounting firms. SmartVault is particularly well suited for firms using QuickBooks ...

Mary Girsch-Bock

October 18, 2019 

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share documents with clients or customers. Along with file sharing capability, Citrix ShareFile also includes document ...

Mary Girsch-Bock

October 18, 2019 

NetClient CS Portals Thomson Reuters 800-968-8900 http://cs.thomsonreuters.com From the 2019 reviews of client portal systems for accounting firms. NetClient CS Portals is part of CS Professional Suite from Thomson Reuters. Designed to be used with other CS Professional Suite applications, NetClient CS Portals is a good fit for accounting firms of any size. NetClient CS...…

Mary Girsch-Bock

October 18, 2019 

Cloud Cabinet from AccountantsWorld offers both document management capability as well as client portals. Well suited for small to mid-sized accounting firms, Cloud Cabinet can be used as a stand-alone document management and portal solution ...

Mary Girsch-Bock

October 17, 2019 

In your life, you probably use a great number of experts for your personal affairs, the people with whom you make appointments. You have a doctor, certainly, and a dentist. Maybe you have some other medical professionals as well depending on your or your family’s health situation. You probably have a family lawyer, a hairdresser/barber,...…

Gail Perry

October 17, 2019 

We all love our furry friends – so are there apps that can help us take care of our pets and share our lives with our pets? You bet! Here are some apps that are destined to be your next best friend.

Gail Perry

October 16, 2019 

The American Institute of CPAs details the risks and opportunities for CPAs working in the cannabis industry in the latest Eye on Fraud report. It offers a review of many of the State Boards of Accountancy positions on working in the cannabis industry ...

October 16, 2019 

Security is a top concern for accounting firms and other financial professionals. With increasing reliance on interconnected data and the importance of constant connectivity, where do firm managers start when developing a proactive cyber security plan? Download this free infographic to see the steps your firm can take to be better prepared and more secure....…

October 16, 2019 

The opportunities in this space are limited only by your imagination. If your firm is considering supporting pet care and dog walking clients, here are some fun ways to harness them.

Becky Livingston