Firm Management

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September 17, 2019 

BQE and Stripe Partner for ePayments

BQE Software Inc. and Stripe have partnered to help professional service firms get paid faster via online payment solution with automated posting to BQE Core accounting.

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September 17, 2019 

The Carrot and the Stick

Conventional wisdom suggests the carrot has worked in the past, and young staff accountants devote their careers to chasing the carrot, angling to become a partner.

Garrett Wagner

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September 17, 2019 

RSM Acquires Florida Accounting Firm Gregory, Sharer & Stuart

This transaction expands RSM’s growing presence in the broader Tampa Bay market—where RSM has an office located in downtown Tampa—and adds more than 60 professionals to the broader Tampa Bay team, as well as an office in downtown St. Petersburg.

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September 17, 2019 

To Text (or Not To Text) Your Clients

In the business communication classes that I teach, I’m often asked how we accountants should respond when clients want to communicate with us via text messaging. Sometimes this question falls directly down generational lines ...

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September 16, 2019 

2019 Review of SmartVault Document Storage

SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. The product is scalable, with plans available for small to enterprise level users. Along with online document storage, SmartVault ...

Mary Girsch-Bock

OfficeTools

September 16, 2019 

2019 Review of OfficeTools WorkSpace

OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a complete suite that combines CRM, project tracking, and time and billing into a single interface. Best suited for small to mid-sized firms that are seeking an ...

Mary Girsch-Bock

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September 16, 2019 

2019 Review of AccountantsWorld Cloud Cabinet

Like all AccountantsWorld applications, Cloud Cabinet is cloud-based, allowing staff to access and store documents from any location. The application supports all file formats including Microsoft Word, Excel, and PowerPoint, TXT files, QuickBooks ...

Mary Girsch-Bock

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September 16, 2019 

2019 Review of eFileCabinet Document Management

eFileCabinet is a document management solution well-suited for accounting firms of any size, with the application also suitable for a variety of business types including legal, healthcare, and property management. eFileCabinet offers both online/cloud ...

Mary Girsch-Bock

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September 16, 2019 

2019 Review of Drake Documents

Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software applications. Drake Documents is included in Drake Tax and is not offered as a separate document management ...

Mary Girsch-Bock