Mergers and Acquisitions December 5, 2025
CRI Adds DK Partners in Texas
Austin, TX-based accounting and advisory firm DK Partners has joined Carr, Riggs & Ingram in a deal that grows the top 25 firm's presence in the Lone Star State.
March 29, 2013
Professionals on the Move – March 29, 2013
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 28, 2013
10 Easy Ways Facebook Can Help Accounting Firms
10 simple features and tips that accounting and CPA firms can use to help retain top clients and attract high-quality, progressive customers.
March 27, 2013
Preparing for the Challenges of Tomorrow’s Accounting Professionals: 2013 Thought Leader Symposium
Successful accounting professionals understand the need to continue to pursue opportunities for greater productivity, greater efficiency and ultimately, greater profitability.
March 27, 2013
2013 Review of CCH ProSystem fx Portal
CCH, a Wolters Kluwer business — CCH ProSystem fx Portal800-PFX-9998CCHGroup.com Best Fit Accounting professionals who need the ability to create, update, and manage up to 2,500 or more client portals in a powerful client interface. The Enterprise version supports unlimited portals. Firms who use the CCH ProSystem fx suite of applications (but not necessarily those...…
March 27, 2013
2013 Review of Citrix ShareFile
Citrix ShareFile800-441-3453www.ShareFileCPA.com Best Fit: Firms who would like a simple and secure tool for storing and exchanging files with clients, staff, and vendors. Strengths Flexible, secure (99.99% uptime), and stable tool with features and plans which can scale to meet the needs of firms of all sizes. Customizable, firm-branded site (yourfirmname.sharefile.com) with colors and fonts...…
March 27, 2013
Integrated Portal Options for Client Collaboration
From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use...…
March 27, 2013
Which Portal is Right for Your Firm?
One of the real challenges associated with selecting portal solutions is the way the product fits into a company’s workflow. We selected eleven portal products for this year’s review (and could have easily located and reviewed 50 solutions, assuming unlimited money and caffeine were available).
March 27, 2013
2013 Review of cPaperless, LLC — CPA SafeMail 3.1
cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in...…
March 27, 2013
2013 Review of Ziptr Client Portals
Ziptr(785) 365-1022www.ziptr.com From the April 2013 review of client portal systems. Best Fit: Ziptr is best suited for individuals and firms who need a standalone product for secure messaging and encrypted file delivery. Strengths A simple to use tool with strong encryption that makes it easy to collaborate on confidential matters with users outside the...…
March 27, 2013
2013 Review of Applied Answers, Inc. — FileGenius
Applied Answers, Inc. — FileGenius888-753-2245 x703www.filegenius.com From the April 2013 review of client portal systems. Best Fit: FileGenius BASIC is best for a small organization that needs 10 or fewer employee accounts and 25 or fewer client portals. FileGenius TOTAL offers unlimited employee accounts and client portals, unlimited transactions and more robust management tools. Strengths:...…
March 27, 2013
Doing Business His Way
Next-generation upgrade enables firm to standardize services and fees, attract ideal clients, and accelerate growth
March 25, 2013
Mike Sabbatis Joins XCM Solutions Board of Directors
XCM Solutions, LLC announced today the appointment of Mike Sabbatis to the XCM Solutions Board of Directors. Sabbatis will help execute XCM’s growth strategy to meet demand for workflow management solutions.