Technology November 26, 2025
The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology. Subscribe to The Accounting Tech Lab videos on YouTube.
December 4, 2025
December 3, 2025
February 26, 2019
8521 characters When I start to think about where this concept of workflow software originates, it reminds me of the debate between creationism and evolution theory: When and where did it all start? Unlike DOS, Windows, iPhones, etc., for which we can pretty easily trace the roots of their origins, the source of workflow software...…
February 26, 2019
I’m often asked what technology solutions I use in my practice. There are so many, and I understand that technology can by overwhelming. In this month’s column, I will discuss all the tools I use in my practice, both on the road and in the office, as CEO of RootWorks, and as Executive Editor of...…
February 26, 2019
Root1210.doc — 3392 All too often, we hear that the accounting profession is slow to change. It is true that some accountants are set in their ways … resistant to change from traditional modes of operation to a new way of doing business. Others have been labeled technology laggards. These observations aren’t completely off course....…
February 26, 2019
FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or...…
February 26, 2019
Designed entirely in the cloud from the ground up, BlackLine is the only unified technology solution built specifically for accounting and finance. No messy acquisitions, no disparate hybrid software-hardware combinations, and no expensive middleware ...
February 26, 2019
The safe, affordable and fast way to access all your applications and data in the cloud.Growth should not be limited by hardware or capital. With a Swizznet private cloud server, adding one or a hundred new users or applications is just a click away. Your Cloud Workspace on Swizznet works beyond physical constraints and scales...…
February 26, 2019
3941 characters 888-790-7045 ext. 708 www.Acct1st.com The development team at Acct1st has been working hard to continue to move the application forward in its breadth of features and functions. Their signature pricing model of $1.00 per user per day remains intact as the product continues to mature. Acct1st is built for accounting and tax practices....…
February 26, 2019
3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff...…
February 26, 2019
Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…
February 26, 2019
4221 characters 800-735-7749 www.docushare.xerox.com DocuShare is new to our DMS reviews this year. Xerox has developed this as a horizontal application to work in many different types of organizations. The focus is on small to mid-size businesses, although DocuShare also scales to accommodate larger organizations. It is a completely browser-based application developed in Java, which...…
February 26, 2019
8381 characters 262-317-3700 www.wennsoft.com WennSoft was founded in 1995 and offers enterprise-level software solutions to the construction trades, including builders, equipment managers and operators, and service contractors. Built on Microsoft Dynamics GP, WennSoft is a powerful industry-specific tool that is surprisingly easy to use. Basic System Functions WennSoft contains a drop-down menu at the top...…
February 26, 2019
6803 characters 800-388-3038 www.cougarmtn.com CMS Professional is celebrating over thirteen years on the market. The first Windows-based product offered by parent company Cougar Mountain Software, CMS Professional offers several specialty-based products, including its popular Job Cost software. Marketed as an add-on product to the CMS Professional lineup, it integrates into the CMS Professional and Point-of-sale...…