Firm Management August 17, 2026
SoftwareClarity is an online platform to help accounting firm leaders confidently navigate the increasingly complex software marketplace.
August 17, 2026
August 14, 2026
November 13, 2015
A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.
November 12, 2015
CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...
November 12, 2015
AccountantsWorld Client Portals are a central part of AccountantsWorld’s suite of web-based solutions for accounting professionals, allowing firm staff and clients to interact and share files and data. The portals, included with Power Practice, Cloud ...
November 12, 2015
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 11, 2015
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...
November 11, 2015
NetClient CS Portals, from Thomson Reuters, is a good fit for accounting firms using other applications from Thomson Reuters CS Suite, and is designed to offer clients easy access to invoices, payroll, and tax information.
November 11, 2015
Citrix FileShare is designed to work with businesses of all kinds, including accounting firms. The product offers AES 256-bit encryption, and offers multiple data storage locations across the globe. Files can be easily uploaded and shared using the ...
November 11, 2015
This practice tool is engineered to help practitioners maintain and grow their practices through the delivery of content that clients expect and appreciate from their accountant, tax and/or bookkeeping professional. The Marketing Resource Center ...
November 11, 2015
As part of the ongoing battle between the AICPA and the IRS over the right to impose continuing education (CE) and other requirements on tax return preparers, an appellate court in our nation’s capital has overturned the district court’s decision ...
November 10, 2015
A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...
November 5, 2015
Thomson Reuters Onvio is a suite of integrated tax and accounting applications delivered across a single platform, providing accounting firm staff and clients with anytime, anywhere access via any device.
November 4, 2015
Germano is president and general counsel of Actuarial Benefits & Design Company, which she co-founded in 1989. The company, based in Midlothian, Va., helps business owners assess retirement needs for themselves and their employees, as well as to set up r