Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
October 24, 2017
2017 Review of CPA Site Solutions
CPA Site Solutions is a good fit for accounting firms of all sizes that are looking for a variety of website design options as well as an excellent selection of website content that can be utilized as desired. CPA Site Solutions is available in three ...
October 24, 2017
2017 Review of CCH Site Builder
Offering seamless integration with other CCH Axcess applications, CCH Site Builder is best suited for accounting firms that currently or plan to use CCH/Wolters Kluwer application. In addition, integration with CCH Axcess Portal allows firms to embed ...
October 24, 2017
2017 Review of Build Your Firm Accounting Websites
Build Your Firm Accounting Website Packages offers accounting firms a variety of custom website options. Designed exclusively for accountants, Build Your Firm is well suited to firms of any size.
October 24, 2017
2017 Review of AccountantsWorld Website Relief
Website Relief is well suited to accounting firms of all sizes that currently utilize other AccountantsWorld applications, though the product can also be used as a stand-alone application if desired. Website Relief uses professionally designed themes, ...
October 24, 2017
2017 Review of Website Builders for Accounting Firms
Your website should also offer an easily accessible list of services that your firm offers. You’ll also want to provide a convenient way for potential clients to get in touch with you regarding those services so a Contact Us page or an online ...
October 23, 2017
6 Ways to Control Stress Sweat
The majority of the sweat glands in our skin are “eccrine” sweat glands. These glands are responsible for most of our heat-related and exercise-related sweating and secrete an odorless, clear fluid (made mostly of water and salt) to help control ...
October 20, 2017
Apps We Love: Password Managers
There was a time when I wanted all my passwords to be the same, but that was way way back when we weren’t so worried about identity theft and hackers. So it’s time to move into the 21st century and learn about options for password management.
October 20, 2017
2017 Review of Citrix ShareFile
Citrix ShareFile works well with both accounting firms and other businesses that are looking for a secure way to share files. ShareFile also includes excellent document storage capability.
October 20, 2017
2017 Review of CCH Axcess Portal
CCH Axcess Portal is suitable for firms of any size. The product can be used as a stand-alone portal solution, or integrated with other CCH applications for greater functionality and a more integrated solution.
October 20, 2017
2017 Review of Accounting Firm Portals
Wouldn’t it be great to simply retrieve client documents in the portal, process their tax returns, upload the return to the portal for the client to access and sign, and simply efile the signed return? Wouldn’t it be great to have a repository of ...
October 20, 2017
2017 Review of Xcentric
Xcentric is designed specifically for CPA firms and is well suited to firms of all sizes that are interested in having a variety of tax and related programs hosted. Xcentric is scalable, with three versions of the product available, so users can easily...
October 20, 2017
2017 Review of NetClient CS Portals
NetClient CS Portals are part of the CS Professional Suite from Thomson Reuters. NetClient CS Portals is a good fit for accounting firms of any size that are using or planning to use other Thomson Reuters applications.