Firm Management

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November 7, 2013 

2013 Review of Intuit Tax Research for Lacerte and ProSeries – Expanded Review

From the Dec. 2013 issue. Intuit Tax Research for Lacerte and ProSeries directly integrates with both tax preparation software packages. The tax research product is web-based, but is easily launched from the two tax programs, and tax research documents can be attached to a client’s file in the tax programs with one click. The program...…

 The Rise of Practice Management

November 7, 2013 

The Rise of Practice Management

If there were ever a Hall of Fame for accounting software executives, I would not be inducted. That honor will be reserved for guys like Scott Cook of Intuit, Clyde Drake, Rene LaCerte and executives of a dozen other software companies.

Dave McClure

 Annette Nellen Honored by AICPA

November 7, 2013 

Annette Nellen Honored by AICPA

Recognized as recipient of the 2013 Arthur J. Dixon Memorial Award, the highest honor bestowed by the accounting profession in the area of taxation.

 How One Accounting Firm Successfully Raised Its Pricing

November 7, 2013 

How One Accounting Firm Successfully Raised Its Pricing

But it’s hard enough for some accountants dealing with difficult clients, ever-changing regulations and staffing challenges to handle their current workload without adding services. You already feel undervalued, so doing more sounds like the last thing on your mind.

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November 6, 2013 

Gail Perry Joins CPA Practice Advisor

Gail Perry, a Certified Public Accountant and longtime accounting industry thought leader and writer, will join CPA Practice Advisor as editor-in-chief effective December 8, 2013. The announcement was made today during The Sleeter Group’s annual Solutions13 conference in Las Vegas.

Isaac M. O'Bannon

 CPA Launches TaxWorkFlow Practice Management System

November 5, 2013 

CPA Launches TaxWorkFlow Practice Management System

TaxWorkFlow, LLC announced today that it has released the beta version of TaxWorkFlow, proprietary practice management software designed to simplify the tax preparation process while ensuring optimal organization of client data, efficient internal and external communication, and successful tax return completion.