Firm Management August 11, 2026
Protecting Privilege in the Age of AI: What Two New Federal Rulings Mean for Tax Professionals
Artificial intelligence tools are now a fixture of daily practice, for tax attorneys, CPAs, and the clients they share
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.
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
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 ...
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 ...
October 20, 2017
2017 Review of AccountantsWorld Cloud Cabinet
AccountantsWorld solutions provide a number of portals that make it easy to share documents and information with clients and client employees.
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.
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 ...
October 20, 2017
2017 Review of Cetrom CPA Cloud
Cetrom is a complete application hosting provider that is well suited for CPA and accounting firms, as well as businesses looking to outsource their IT to a cloud provider.
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 ...