Firm Management

October 29, 2018 

Evaluating your clients on a routine basis is good business practice. Over time, a client’s profile and expectations may change, no longer making them a good fit for your firm. Though not an easy task, disengaging from risky clients can be your best ...

October 24, 2018 

For accounting firms that plan to remain independent and grow organically, the costs of reactive IT management affect profits, productivity and retention.

October 23, 2018 

Each candidate demonstrated the positive impact of championing transformation and truly saw their role beyond just finance to a holistic vision of business success.

October 22, 2018 

The polls have opened for voting in the 2018 Intuit QuickBooks Global Firm of the Future contest. The public vote, which closes October 31, 2018, will determine which of the contest’s five finalists − Cloud Bookkeeping Services, PJCO, Reconciled, ...

October 17, 2018 

Previously offered to tax and accounting professionals under the name ClientWhys, this integrated suite of applications that provides marketing related tools and resources has recently rebranded itself as CountingWorks Pro. Along with custom website ...

Mary Girsch-Bock

October 17, 2018 

Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, will combine with BPW&C, an Albuquerque-based accounting firm. Effective Nov. 1, the 21 professionals at BPW&C will join Moss Adams, including one partner and two directors, growing the firm’s Albuquerque location to 90 people. “The addition of BPW&C’s talented staff...…

October 15, 2018 

Citrix ShareFile 800-441-3456 www.sharefile.com From the 2018 reviews of client portal systems for accounting firms. Citrix ShareFile is a comprehensive application designed for businesses including accounting firms, of any size. Along with secure file sharing, ShareFile also offers cloud storage capability, secure email capability, and the ability to handle files of any size.   ShareFile is...…

Mary Girsch-Bock

October 15, 2018 

NetClient CS Thomson Reuters http://cs.thomsonreuters.com From the 2018 reviews of client portal systems for accounting firms. NetClient CS, part of the CS Professional Suite from Thomson Reuters, is a good fit for accounting firms of any size that currently use other CS Professional Suite applications. Designed to be used with other CS Professional Suite applications, NetClient...…

Mary Girsch-Bock

October 15, 2018 

Website Relief AccountantsWorld www.accountantsworld.com 888-999-1366 From the Oct. 2018 reviews of Website Builders for accounting firms. Website Relief is part of AccountantsWorld suite of applications designed for accounting professionals, and is a good fit for small to mid-sized accounting firms that use other AccountantsWorld applications. Website Relief can also be used as a stand-alone website design...…

Mary Girsch-Bock

October 15, 2018 

CCH Site Builder Wolters Kluwer www.cchwebsites.com From the Oct. 2018 reviews of Website Builders for accounting firms. CCH Site Builder from Wolters Kluwer is best suited for small to mid-sized accounting firms that use other CCH applications from Wolters Kluwer. CCH Site Builder allows firms to create a fully functional website in minutes using the simple...…

Mary Girsch-Bock

October 15, 2018 

Cloud Cabinet Client Portals AccountantsWorld www.accountantsworld.com From the 2018 reviews of client portal systems for accounting firms. Cloud Cabinet from AccountantsWorld offers complete document management capability as well as unlimited client portals. Well suited for small to mid-sized accounting firms that are using other AccountantsWorld applications, Cloud Cabinet can also be used as a stand-alone document...…

Mary Girsch-Bock

October 15, 2018 

Integer Tenenz Inc. www.getinteger.com From the Oct. 2018 reviews of Website Builders for accounting firms. Integer from Tenenz is a good fit for small to mid-sized accounting firms that are looking for easy website creation and high quality marketing automation tools. The product has expanded its offerings from the last review, with three plans available; Essentials,...…

Mary Girsch-Bock