Firm Management August 7, 2026
Building an AI-First Culture (Without AI Slop)
Leaders who draft their own first pass and summarize before escalating to the board or partner group make “AI-first” credible instead of aspirational.
October 23, 2018
Armanino Announces CFO Evolution Client Award Winners
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
Voting Opens for QuickBooks Global Firm of the Future Contest
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
2018 Review of CountingWorks Pro
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 ...
October 17, 2018
Moss Adams Acquires Albuquerque Accounting Firm BPW&C
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
2018 Review of Citrix ShareFile
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...…
October 15, 2018
2018 Review of NetClient CS
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...…
October 15, 2018
2018 Review of AccountantsWorld Website Relief
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...…
October 15, 2018
2018 Review of CCH Site Builder
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...…
October 15, 2018
2018 Review of Cloud Cabinet Client Portals
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...…
October 15, 2018
2018 Review of Integer Accounting and Tax Websites
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,...…
October 15, 2018
2018 Review of Web Builder CS
Web Builder CS Thomson Reuters http://cs.thomsonreuters.com/web-builder From the Oct. 2018 reviews of Website Builders for accounting firms. Web Builder CS is a good fit for firms of any size that use Thomson Reuters/CS Professional Suite applications, though the product can also be used as a stand-alone web building tool if desired. Designed specifically for accounting professionals,...…
October 15, 2018
2018 Review of CPA Site Solutions
CPA Site Solutions www.cpasitesolutions.com From the Oct. 2018 reviews of Website Builders for accounting firms. CPA Site Solutions is well suited for accounting firms of any size; offering scalable website design and hosting solutions. CPA Site Solutions currently offers four plans, with complete web design included in all plans. While the Silver plan offers 78 ready-to-go...…