Firm Management

December 2, 2013 

For thousands of accountants and their clients, tax season just became a lot more harmonized. Users of Intuit Tax Online can expect major enhancements to the tax preparation solution for Tax Year 2013.

Taija Sparkman

November 29, 2013 

  Thomson Reuters Checkpoint is an online tax and accounting research resource widely used by accounting professionals and students.  New features introduced during the past year include the Export Tray which runs exports of larger Checkpoint documents in the background, allowing subscribers to continue research during the process, and the option to access documents, searches...…

November 29, 2013 

From the Dec. 2013 issue. Overview GetNetSet is a web hosting firm specializing in websites for CPAs and accounting professionals.  The Company hosts the popular WordPress content management system platform, which is used over 60 million blogs and websites, and has over 26,000 available plugins to integrate other services and features into a firm’s web...…

November 29, 2013 

2013 Review of Tax Research Software

Dustin Wheeler

November 29, 2013 

From the Dec. 2013 issue. Overview CPA Site Solutions is an integrated marketing and website hosting platform for CPA firms.  The company provides hundreds of site templates with a simple and easy to use web-based interface for editing the site and menu structure.  The interface is fairly easy to use, and is similar to a...…

November 29, 2013 

From the Dec. 2013 issue. Overview Web Builder CS, the website creation engine component of the Thomson Reuters CS Suite of applications, was the formerly independent eMochila website engine.  (Thomson Reuters acquired eMochila in 2011).  This solution has historically received praise from practitioners and reviewers alike, and is part of a broader set of Thomson...…

November 29, 2013 

When you hear the term “digital CPA” what do you think of? An accounting professional who is wired 24/7? A CPA who uses the latest technology to optimize their accounting practice?

Darren Root, CPA, CITP, CGMA

November 29, 2013 

2013 Review of Website Building Tools for Accounting & Tax Firms

November 29, 2013 

From its start in 1989, the firm of Mantyla McReynolds wanted to run a ‘different kind of firm.’

Kristy Short, Ed.D.

November 29, 2013 

From the Dec. 2013 issue. Overview Build Your Firm uses a staff web site consultants to write copy, create pages, optimize navigation, and perform maintenance tasks.  The company estimates that the consultant will write 95% of the site content, and the firm will be responsible for creating partner and manager biographies and approving the consultant’s...…

November 29, 2013 

Overview              AFSB (Accounting and Financial Site Builder) by Minneapolis-based Tenenz is a tool for creating a compelling web presence for a firm.  The templates have a simplistic interface, and meet the basic needs of practitioners without overwhelming clients and firms with too many options.   Some stock photography is available and included, or users can upload...…

November 29, 2013 

Website Relief from AccountantsWorld is a website creation tool for professional accounting, bookkeeping, payroll, and tax practitioners.  The service is part of the PowerPractice Suite, which includes products such as Accounting Relief, Payroll Relief, Practice Relief, CyberCabinet, and PFP Relief.  When combined with tools for sales tax and income tax preparation, the solution is a...…