lacerte_1_.5418a16c706df

April 15, 2015 

2015 Review of Intuit Lacerte Tax

Lacerte is a tax solution offering from Intuit that has the speed, reliability and comprehensiveness to complete most returns quickly and accurately. Lacerte includes several enhancements for 2014 including improvements in PDF generation, expanded ...

Steven M. Phelan

Technology 21 1  54bfe611dadbc

April 9, 2015 

5 Mobility Trends That Can Impact Future Business Success

There will be one billion smartphone consumers by 2016, with 257 million smartphones and 126 million tablets in the U.S. alone. According to Randstad Technologies, businesses will implement the following five trends in response to this mobile movement.

agile logo 1  551b081bafe83

March 18, 2015 

Agile Tax

Whether you are just starting your tax practice or have established clients, using tax software that's hosted in the cloud offers many benefits. Cloud computing generally refers to a complete software solution that you and your staff can access over ...

tax-preparation-service21_11359500

March 10, 2015 

How Taxpayers Can Prepare for Their Annual Tax Meeting

As a long-time tax practitioner, I’ve conducted thousands of client interviews over the years. I’ve learned that when a client comes prepared for their interview, it results in less need for post-meeting follow-up calls and document gathering, which ...

mzl rnkywjsu 1  54de1fe76f3ff

February 13, 2015 

Zoho Invoice and Time Tracker App

Zoho Invoice, your pocket friendly app is the best way to invoice, remind and accept payments from your clients. You can send quotes, track time for projects, monitor expenses, invoice for projects, accept credit card payments and send thank you ...

smart phone apps 1  54cfd5947fa6d

February 12, 2015 

Apps We Love – 6 Money Management Tools

Are your clients in need of easy tools to help them manage their finances? There are many options available. We asked some of CPA Practice Advisor’s contributors, Thought Leaders, and award winners for recommendations of their favorite money management apps and have added a few of our own for your perusal. Mint.com – CPA Practice Advisor...…

Gail Perry