Firm Management

CCH_Axcess_Platform_Wheel

November 5, 2014 

2014 Review of CCH Axcess Portal

Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...

Isaac M. O'Bannon

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November 5, 2014 

2014 Review of SmartVault Client Portals

SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...

Isaac M. O'Bannon

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November 3, 2014 

Accounting Firm Revenue on the Rise

Most CPA firms reported modest increases in revenue in 2013, with a stable or brightening profit picture, according to a recent survey by the American Institute of CPAs and Texas Society of Certified Public Accountants.

Isaac M. O'Bannon

finance_1_.5453d06232242

October 31, 2014 

Next-Gen Client Readiness for Accounting Firms

As the year begins to wind down, you like many accounting firms are already preparing your offices and systems for the next year. But are you really planning for your future or just the next 12 months?

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October 31, 2014 

The 2015 Guide to Cloud Accounting

In this guide, you’ll learn about the advantages cloud accounting offers over traditional software. You’ll also learn how data is kept secure and which tools are best for moving your clients into the cloud.