Taxes July 12, 2026
What the 2026 ‘Protect Your Clients; Protect Yourself’ Campaign Means for Your Firm this Summer
Get ready for next tax season with a real security program instead of a folder that only gets opened when an audit demands it.
November 5, 2014
2014 Reviews of Cloud Hosting Providers for Accounting Firms
Cloud hosting has been around since long before technology marketers made “going to the cloud” a slogan. Here at CPA Practice Advisor, we’ve been covering cloud solutions for more than a decade, but the concept goes much further back.
November 5, 2014
AICPA Announces Scholarship Award Winners
The American Institute of CPAs has announced five recipients of the 2014-15 AICPA John L. Carey Scholarship. The one-year $5,000 scholarship is awarded to students from liberal arts and other non-traditional business backgrounds who are pursuing ...
November 5, 2014
Illinois Firms Porte Brown and Katzenbach Merge
The Chicago-based accounting and consulting firm of Porte Brown LLC has merged with Katzenbach & Associates, Ltd., a Bloomingdale-based public accounting firm. Financial details of the merger have not been disclosed.
November 5, 2014
2014 Reviews of Client Portals for Tax & Accounting Firms
Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased
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 ...