Firm Management

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October 22, 2019 

Accounting Firm Weaver Expands to Oklahoma

The national accounting firm Weaver, one of the 35 largest certified public accounting firms in the United States, announced today its expansion into Oklahoma City with audit partner Zeeshan Khan at the helm. The office is located at 101 Park Avenue, Suit

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October 22, 2019 

Marcum to Hold 2019 Day of Service on Day Before Thanksgiving

Established in 2015, the Marcum Day of Service was conceived as a way to give Marcum associates the opportunity to come together in a collaborative activity on a single day to support the charitable mission of the Marcum Foundation, which supports ...

BQE Billable CPA_Oct2019_BillableHour

October 21, 2019 

Are You Missing Billable Hours?

Capture every billable hour easily with BQE Core’s hassle-free time cards, free mileage tracking, and OCR receipt scanning. Real-time dashboards display employee utilization rates at a glance so you can make smarter decisions.

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October 18, 2019 

2019 Review of CCH Axcess Portal

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

ImagineTime 2019 LetterheadNoAdd

October 18, 2019 

2019 Review of ImagineShare from ImagineTime

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

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October 18, 2019 

2019 Review of SmartVault

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

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October 18, 2019 

2019 Review of Citrix ShareFile

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

Thomson Reuters

October 18, 2019 

2019 Review of Thomson Reuters NetClient CS Portals

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

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October 18, 2019 

2019 Review of Cloud Cabinet Client Portals

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