Firm Management December 11, 2025
Client Experience as a Growth Strategy: Moving Beyond Compliance
Today, compliance isn’t enough to differentiate your firm. If you want to stay competitive, you need to focus on CX.
August 12, 2014
How to Start or Expand a SALT (State and Local Tax) Practice
The first thing you should do NOW, and the one thing you should not do, at least not yet.
August 11, 2014
CohnReznick Raises $105,000 for Make-a-Wish Program
The accounting and advisory firm CohnReznick LLP recently raised more than $105,000 at its 13th annual employee Bowl-A-Thon, which benefits Make-A-Wish New Jersey. This brings the total raised for Make-A-Wish by the Firm over the last 13 years through employee fundraising, donations, and raffles to more than $1.45 million.
August 11, 2014
AICPA Recognizes Michigan Gov. Snyder with Impact Award
Michigan Governor Rick Snyder, a credentialed Certified Public Accountant, has received the American Institute of CPA's 2014 Outstanding CPA in Government Impact Award: State Level.
August 11, 2014
August: The Dog Days of Summer
When I think of August, I think of lazy hot summer days that last from whenever my friends and I wake up to when the streetlights come on - the sign to end summer play and return home for the night. I'm glad I have a head full of sweet summer memories from my childhood…
August 8, 2014
Professionals on the Move – August 8, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
August 8, 2014
2014 Review of eFileCabinet
eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents.
August 8, 2014
AICPA Honors Grad Student and National Guard Veteran with Inspiration Award
A graduate student at Utah State University has been awarded the Beta Alpha Psi Medal of Inspiration Award.
August 8, 2014
2014 Review of iChannel by Conarc
Conarc’s iChannel is a comprehensive document management system which is designed to cut across multiple areas of an organization. The application provides functions for customer relationship management (CRM), client portals, document management, and workflow management. The application is targeted at firms of 25 or more, and is designed to work in a complex, multi-site technology…
August 8, 2014
2014 Review of CCH Axcess Document & ProSystem fx Document
Document is the name of the CCH application which is used to store, retrieve, and publish information within an accounting firm. There are three versions of the product...
August 8, 2014
2014 Review of Cabinet SAFE CLOUD
Cabinet SAFE CLOUD is a flexible document management system which was originally designed with accountants and tax professionals in mind. The product is still used and sold to clients by many accounting firms and value added resellers, but the company has expanded its vertical industry support to include law firms, financial services, manufacturing, and health…
August 8, 2014
2014 Review of Drake Document Manager
Drake Document Manager (DDM) is the document storage tool which is integrated into the Drake Tax Suite. The application is designed to provide basic document filing and retrieval capabilities from within the Drake Tax application, and has some integration with the other parts of the Drake Tax suite of solutions. Users can access the application’s…
August 8, 2014
2014 Review of Practice Management Workspace by Office Tools Professional
Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the…