Firm Management

December 17, 2018 

When we talk about AI, the image that comes to mind for most people is robots doing many of the jobs we’re doing today. But AI is not just a futuristic vision for accounting firms. In proactive firms, the future is already here.

Jim Boomer

December 17, 2018 

The increasing rate of technological evolution and of software vendors attempting to integrate with that evolution continues to happen at a fever pitch. With that in mind we offer our predictions as to those items that we believe will have the highest ...

Roman Kepczyk

December 17, 2018 

Why Most Firms Don’t Make It to the Second Generation By Marc Rosenberg, CPA The short answer is that CPA firms stink at succession planning.  Firms’ entire operations are geared to maximizing short-term profits, focusing on today at the expense of tomorrow.  Evidence of this is the following: A 60 year-old sole practitioner wants to...…

December 17, 2018 

Boomer Consulting, Inc. has announced important leadership changes. Arianna Campbell, Lean Six Sigma Black Belt, has been named Director and will lead Boomer Consulting’s Lean Six Sigma process improvement practice.

December 14, 2018 

Drake DocumentsDrake Softwarewww.drakesoftware.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Drake Documents, part of Drake Tax is best suited for small to mid-sized accounting firms that use Drake Tax or plan to do so in the future. Part of Drake Software’s suite of applications, Drake Documents is not sold...…

Mary Girsch-Bock

December 14, 2018 

PSIsafePsigenwww.psigen.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. After acquiring both Cabinet SAFE and Cabinet SAFE Cloud in early 2017, Psigen totally rebranded the products, introducing PSIsafe in early 2017. PSIsafe offers excellent document management capability and is best suited for mid-sized to large accounting firms, as well as...…

Mary Girsch-Bock

December 14, 2018 

Office workers on average, spend more than six hours each week looking for misplaced documents. Improperly managing documents not only is frustrating for everyone, it’s now estimated that nearly $2.5 million per year is wasted looking for ...

Mary Girsch-Bock

December 14, 2018 

CCH Axcess Documentwww.cchgroup.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. CCH Axcess Document from Wolters Kluwer is a good fit for accounting firms of any size. Optimally used with other CCH Axcess applications, CCH Axcess Document can be used as a stand-alone document management solution as well. CCH Axcess...…

Mary Girsch-Bock

December 14, 2018 

Office Tools Workspace Document Management System www.officetools.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Purchased in 2017 by AbacusNext, Office Tools Workspace Document Management System (DMS) is part of Office Tools Workspace, a practice management solution designed for accounting professionals. Office Tools Workspace DMS is well suited for small...…

Mary Girsch-Bock

December 14, 2018 

CCH ProSystem fx DocumentWolters Kluwerwww.cchgroup.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. CCH ProSystem fx Document from Wolters Kluwer is a good fit for accounting firms of any size. Designed to be used with other programs in the CCH ProSystem fx Suite, the product can also be used as a stand-alone...…

Mary Girsch-Bock

December 14, 2018 

iChannelConarcwww.conarc.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. iChannel from Conarc is well suited for a variety of businesses including accounting and legal firms, construction companies, contractors, and commercial real estate. iChannel is a robust document management application that can be installed onsite on a desktop or server, or...…

Mary Girsch-Bock

December 14, 2018 

Onvio DocumentsThomson Reutershttps://tax.thomsonreuters.com/onvio/documents/ From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. Onvio Documents is part of Onvio Firm Management from Thomson Reuters. Onvio Firm Management includes document management, time and billing, and online client collaboration capability. Completely cloud-based, Onvio also offers seamless integration with UltraTax CS. Well-suited for firms of...…

Mary Girsch-Bock