Firm Management

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September 27, 2016 

SmartVault to Offer Digital Signatures

The digital signature solution, powered by RightSignature, offers users the convenience of requesting signatures on documents right from SmartVault. Customers can utilize the digital signature solution for all documents, including IRS forms 8878 and 8879.

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September 26, 2016 

Bridging the Generational Divide in Accounting Firms

Whether you own an accounting firm or small business, or you simply manage or lead a team, you have many different types of people you work with. Though each of the generations certainly has its own style, overgeneralizing can be dangerous—and cause ...

cybersecurity

September 26, 2016 

A Practical Approach to CPA Firm Cyber Security

The cyber-threat landscape has evolved considerably over the last 5 years into something that most small CPA firms find overwhelming. And, if they don’t find it overwhelming they aren’t paying attention. Attacks are no longer just email viruses that ...

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September 26, 2016 

The Path to Process Improvement

Lean Six Sigma is a proven method for systematically eliminating actions that do not add value. While the methodology originated in manufacturing, the core concepts are successfully applied in accounting firms as well. Firms that complete Lean Six ...

Arianna Campbell

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September 22, 2016 

New Version of iManage Offers Enhanced Document Tools

One of the new features in Records Manager is a migration toolkit to assist customers that want to migrate from products like Autonomy Records Manager or OpenText Records Management, LegalKEY that have reached end-of-life or do not currently have a ...

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September 22, 2016 

Accounting Firm Partner Recognized for Work With Boys & Girls Club

The Boys & Girls Club of Central Orange Coast will honor Wayne Pinnell, managing partner of Irvine, Calif.-based accounting firm Haskell & White and his wife, Karen, with the prestigious DreamMaker Award at its annual Be Great Gala on Saturday, Oct. 8 ...

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September 21, 2016 

Is Your Firm Real-Time?

If you’re a CPA and you are serious about being the firm of the future, you should read Rob Nixon’s Remaining Relevant:The Future of the Accounting Profession. Rob is CEO of Panalitix, an Australian-based firm that uses cloud software to enable ...

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September 13, 2016 

Webinar Series Coaches Accountants On Building An Advisory Practice

Sageworks is producing a new, six-part webinar series for accountants, “Taking Accounting Services to the Next Level.” The free series, which launches on Sept. 20, will train accountants on exactly how to transition from a compliance-focused firm to a ...