Firm Management

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April 1, 2013 

CPA Exam Tip: How to Tackle Research Questions

Looking for some additional help in answering Research Questions? Tune in for this CPA Exam Tip by Roger Philipp, CPA, on how to successfully tackle the Research Questions on your next CPA Exam. Also, make sure to become a fan of Roger CPA Review on Facebook and follow us on Twitter! Become a Fan! https://www.facebook.com/RogerCPAReview…

 2013 Review of CCH ProSystem fx Portal

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...…

 2013 Review of Citrix ShareFile

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...…

 Integrated Portal Options for Client Collaboration

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...…

Brian Tankersley

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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).

Brian Tankersley