Firm Management

 2013 Review of Office Tools Professional — Practice Management 2013

May 27, 2013 

2013 Review of Office Tools Professional — Practice Management 2013

Office Tools Professional — Practice Management 2013661-794-2220www.officetoolspro.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of up to 100 who are seeking a more streamlined workflow for practice management tasks. Strengths Simple, single-screen interface Integrated document management capabilities A la cart integration point options allow firms to customize solution...…

 2013 Review of Commercial Logic — APS Advance Practice Management

May 27, 2013 

2013 Review of Commercial Logic — APS Advance Practice Management

Commercial Logic — APS Advance Practice Management603-643-1900www.CommerciaLogic.com From the June 2013 review of practice management systems. Best Firm Fit: Firms of 50 or more employees looking for a custom solution to maintain staff, client and project data. Strengths Custom configuration to meet accounting firm needs Customized dashboard interfaces Business intelligence software directly integrates Potential Limitations...…

 2013 Review of CCH ProSystem fx Practice Management

May 27, 2013 

2013 Review of CCH ProSystem fx Practice Management

CCH, a Wolters Kluwer business—ProSystem fx Practice Management800-739-9998www.CCHGroup.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size seeking an on-premise practice management tool. Strengths Uses dashboard interfaces All inclusive solution without need to purchase additional modules Stable and scalable solution for firms of all sizes Potential Limitations...…

 2013 Review of Thomson Reuters Practice CS

May 27, 2013 

2013 Review of Thomson Reuters Practice CS

Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size or client focus looking to maintain client projects and information in one location. Strengths Highly customizable interface Multiple dashboards provided Potential Limitations Separate support contract may be required for in-depth program support Practice...…

 2013 Review of Credenza Software for Practice Management

May 27, 2013 

2013 Review of Credenza Software for Practice Management

Gavel & Gown Software Inc. — Credenza Software800-472-2289www.credenzasoft.com From the June 2013 review of practice management systems. Best Firm Fit: Business professionals currently reliant on Microsoft Outlook for tracking client appointments, tasks and projects. Strengths Free version available for general practice management functions Built on top of familiar Microsoft Outlook interface Inexpensive practice management solution...…

 2013 Review of Deltek Maconomy Public Accounting Solution

May 27, 2013 

2013 Review of Deltek Maconomy Public Accounting Solution

Deltek Maconomy Public Accounting Solution800-456-2009www.deltek.com/accounting From the June 2013 review of practice management systems. Best Fit: Accounting firms with 75 or more employees looking to contain all financial, client and engagement management under one solution. Strengths Flexible user interface Role-based to help ensure data integrity Potential Limitations Requires a significant amount of planning for front-end...…

 Winners of 2013 Roger CPA Spirit Scholarship Announced

May 23, 2013 

Winners of 2013 Roger CPA Spirit Scholarship Announced

After receiving nearly 300 applications, Roger CPA Review has announced their 2013 Roger Spirit Scholarship recipients, selected from students across the nation. In addition to the Roger Spirit Scholarship, Roger CPA Review awards over 115 scholarships at individual campuses each year.

 The High Price of “Free”

May 22, 2013 

The High Price of “Free”

In the very early days of the PC revolution, untold thousands of hobbyists and programmers spread their fledgling programs across the seven major online services (The Source, The Well, CompuServe, AOL, ZDNet, Prodigy and MSN) and thousands of Bulletin Board Systems.

Dave McClure

 Creating a Practice-Wide Culture of Safe Collaboration

May 22, 2013 

Creating a Practice-Wide Culture of Safe Collaboration

For many CPA firms, data leakage is becoming an increasing problem, with the potential to pose truly disastrous results for a company and its clients. For instance, in 2012, a public accounting firm was contracted to perform financial statement auditing services for a client.