Technology

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December 18, 2017 

2017 Review of PSIsafe from PSIgen

PSIsafe offers both on premise as well as cloud deployment options, and is best suited for mid-sized to large businesses. A mobile app is also available that is compatible with both iOS and Android devices.

Mary Girsch-Bock

 Holistic Firm Management is Best

December 18, 2017 

Holistic Firm Management is Best

As you wrap up another successful year, you may be reflecting on the best techniques and tools you can use to manage your firm. While people and their skills are your most important asset, you can help your team by providing the right technology tools. It

Randy Johnston

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December 18, 2017 

Building Client Relationships in a Distributed World

While there are clear benefits, cloud-enabled accounting solutions have greatly reduced or eliminated the need to interact directly with clients. Gone are the days of visiting client sites to help them process paper checks, or receive their paper records.

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December 18, 2017 

Apps We Love – Podcast Managers and Podcasts

Many of us will be taking some time away from the office during the holidays, but that doesn’t mean we won’t want to stay connected with what’s happening in the world. We surveyed members of the CPA Practice Advisor community to find out how they ...

Gail Perry

 ALTER Your Path: 5 Steps to Becoming a Consultant

December 15, 2017 

ALTER Your Path: 5 Steps to Becoming a Consultant

As we try to keep up in today’s fast-paced, disruptive world, we need to remember we are extremely valuable. We have a fundamental understanding of how business works. Yes, it ties back to debit and credits, but today we don’t need to worry so much ...

Michael Wherry

 The Top Five Benefits of Outsourced Accounting

December 14, 2017 

The Top Five Benefits of Outsourced Accounting

Today’s business owners are facing greater expectations when it comes to financial transparency and government compliance. All too often, businesses are juggling day-to-day responsibilities alongside more complex and time-consuming tasks such as finance, accounting, compliance, internal audit, and risk management. They are simply trying to do more with fewer resources.

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December 14, 2017 

TaxSlayer Launches Online Advance Tax Refund Product

Exclusively from TaxSlayer, qualifying customers can receive up to $1000, in as little as 48 hours of their e-file being accepted by the IRS. Customers can select to receive these funds via direct deposit into their bank account or via an American ...