Firm Management

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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 ...

Mary Girsch-Bock

xcentric_10148429

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...

Mary Girsch-Bock

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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.

Mary Girsch-Bock

right networks 1  5819e47a09e93

October 20, 2017 

2017 Review of Right Networks Hosting

Right Networks Hosting is a good fit for CPA firms, accounting firms, and small businesses that are interested in having QuickBooks and other applications hosted on the cloud. Right Networks Hosting is scalable, with three versions of the product availabl

Mary Girsch-Bock

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October 20, 2017 

2017 Review of InsynQ Cloud Hosting / CPAASP

InsynQ is well suited for small to mid-sized accounting firms that are looking for QuickBooks hosting capability, as well as the ability to host tax and related programs. CPAASP is the accounting solutions branch of InsynQ, which offers hosting for a ...

Mary Girsch-Bock

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October 20, 2017 

2017 Review of SmartVault

SmartVault is available in three versions, with all versions offering document management, custom branding, automatic file check in and check out, full text search capability, and an activity log. Email notification is also available, with users ...

Mary Girsch-Bock

 2017 Review of Cloudvara

October 20, 2017 

2017 Review of Cloudvara

Cloudvara is best suited for small businesses and accounting firms that only have a few applications that they wish to have hosted. Though Cloudvara specializes in QuickBooks hosting, it also offers legal, accounting, and tax software hosting as well.

Mary Girsch-Bock

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October 20, 2017 

2017 Review of Cloudnine Realtime

With four versions available, firms have the option to have a single application hosted, or an unlimited number, based on their needs, and can easily scale up to the next version if needed. Cloudnine Realtime is also a licensed commercial host for all ...

Mary Girsch-Bock

Windows VPS hosting 1  56251604c141b

October 20, 2017 

2017 Reviews of Hosting Providers

Today, business owners and employees alike use a variety of methods to access software, including iOS and Android smartphones. IT staff has been pared down or eliminated as the need to install and maintain multiple software products on a local ...

Mary Girsch-Bock

 Pay to Fail: Is There Benefit in Rewarding Failure?

October 19, 2017 

Pay to Fail: Is There Benefit in Rewarding Failure?

Have you ever made a mistake and then tried to cover it up, hoping no one would notice, hoping you could fix the problem on your own, or counting on it not being an issue relevant enough to worry about? Put yourself in the shoes of the person most ...

Gail Perry