Firm Management August 31, 2026
How Accounting Firms Can Protect Against the Rising Threat of Vishing
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
February 26, 2019
6 Core Technology Strategies for Your Firm
Another busy season is chalked up in the history books, and it is time for firms to evaluate opportunities to improve their firm processes while they have the luxury of the slower extension season to make sure they get things implemented right. To help firms get a jump on deciding specifically which technologies they should...…
February 26, 2019
ImagineTime
1391 characters www.imaginetime.com ImagineTime, which offers practice management, CRM, due-date monitoring and time and billing systems to professional accountants, recently introduced its new Document Management system. As with the other programs the company offers, the document management program is designed specifically for professional practices. The program works as an integrated module of the core ImagineTime...…
February 26, 2019
Making the Move to True Practice Management
3136 characters Before making any move, it’s important to purge an out-of-date perception. Time and billing is NOT practice management. Long gone are the days of thinking a time and billing application can be applied to broad firm management. Time and billing is still very important within firms, but it is better thought of as...…
February 26, 2019
InfoTouch Corporation — Store Keeper POS
6611 www.infotouch.com 800-678-8682 Store Keeper POS from InfoTouch Corporation is a POS system designed for single-store retailers. For retailers with more than one location, InfoTouch offers Store Manager ES, a more robust version that easily handles multiple locations. Both versions offer pre-defined templates for specialty retail markets. BASIC SYSTEM FUNCTIONS Store Keeper POS was designed...…
February 26, 2019
POSitive Software Company — POSitive Retail Manager
6895 800-735-6860 www.gopositive.com POSitive Retail Manager from POSitive Software Company is a sophisticated POS product designed for larger retailers that manage multiple sites. POSitive Retail Manager SE is also available from the vendor, and is designed for smaller retailers. Both versions allow basic data export into QuickBooks. BASIC SYSTEM FUNCTIONS The POSitive Retail Manager interface...…
February 26, 2019
Drake Software 2010 Who’s Who
Drake Software is the Smart Choice for Tax Professionals For over 33 years, Drake’s team of programmers, tax analysts, CPAs, and EAs has provided tax professionals the tools they need to grow their businesses. Each year, Drake processes more than nine million federal- and state-accepted returns, focusing on value, consistent excellence in federal and state...…
February 26, 2019
Client Specialty with a Bite
7511 characters Many professional accounting practices have developed client specialties, especially in common vertical markets such as construction, agriculture, hospitality, retail, technology and medical practices. Becoming familiar and an expert with the specific accounting and regulatory needs of a particular type of client adds great value to the practice, because it offers a powerful edge...…
February 26, 2019
Accessorize Your DMS
4376 characters As with many technology initiatives, implementing a document management system requires a supporting cast of characters to help make the solution complete. So we thought it would be helpful to identify a few of the accessories that can help you optimize the deployment of your DMS. You should visit these vendor’s websites to...…
February 26, 2019
CCH SFS 2010 Who’s Who
Company Overview CCH Small Firm Services (SFS) provides market-leading tax and accounting research, software and workflow tools to 45,000 professional firms and tax assistance sites in 72,000 locations. Along with CCH, SFS is part of Wolters Kluwer Tax and Accounting, an international leader in tax, accounting and audit solutions. Our ATX and TaxWise programs are...…
February 26, 2019
XCM 2010 Who’s Who
Company Overview XCM Solutions is a leader in delivering workflow management solutions that empower accounting professionals at firms of all sizes and specialties to improve efficiency, productivity and profitability by giving professionals better control over their processes for completing work. XCM is also a key component of CPA2Biz’s Trusted Business Advisor Solutions cloud computing platform....…
February 26, 2019
CPA2Biz 2010 Who’s Who
Company Overview CPA2Biz is a subsidiary of the American Institute of Certified Public Accountants (AICPA), the national professional association of CPAs. CPA2Biz is the exclusive marketing arm for AICPA products and services — including publications, webcasts, conferences, continuing professional education and member benefits programs — for CPAs and financial professionals nationwide. www.cpa2biz.com is the leading...…
February 26, 2019
Workflow Software: What’s it all about?
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...…