AICPA April 3, 2026
AICPA News – April 2026
AICPA News is a roundup of recent announcements from the American Institute of CPAs and the Chartered Institute of Management Accountants.
November 5, 2014
3 Valuable Tools for Sharing Files with Clients
There are several professional accounting and workflow systems that include optional portals or similar collaboration features. These systems may be ideal for firms already using the primary software.
November 5, 2014
What’s in Your Payroll Client Engagement Letter?
Client engagement letters serve to outline the scope of service a payroll practitioner will provide to clients. They usually detail the service provided, the amount of risk present and professional standards.
November 5, 2014
Reimagining Your Clients’ Success with QBOA
Accountants want two things: to save time and grow their business. That’s the idea behind the latest product offering from Intuit. The company went back to the drawing board to redesign its online solution for accountants, QuickBooks Online Accountant.
November 5, 2014
2014 Review of Citrix ShareFile
Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.
November 5, 2014
2014 Review of Thomson Reuters NetClient CS Portals
The NetClient CS portal system is designed for accounting firms using other programs in the Thomson Reuters CS Professional Suite. The portal collaboration system is particularly well integrated with the suite’s FileCabinet CS document management ...
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 ...
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 ...
November 4, 2014
KPMG Acquires EntryPoint’s Global Trade Management Practice
KPMG LLP, the U.S. audit, tax and advisory firm, has acquired the Global Trade Management (GTM) Practice of EntryPoint Consulting LLC, an industry leader in providing SAP Global Trade Services (SAP GTS) technology and business consulting services to ...
November 4, 2014
Report Details Record Retention Requirements for Health and Welfare Benefits
Thomson Reuters has released a free special report, Record Retention Requirements for Health & Welfare Benefits, to accompany its publication of a second edition book on the topic.
November 4, 2014
Professionals on the Move – November 4, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
November 3, 2014
Accounting Firm Raises $70K for Breast Cancer Group
CohnReznick was the top team contributor and the sixth national Making Strides contributor, raising over $70,000.
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.