Technology May 1, 2026
Canopy Launches Canopy Coworker
Accounting firm practice management platform Canopy has released Canopy Coworker, an AI execution layer designed to transition practices into autonomous firms.
August 21, 2017
PBC Lists – Prepared By Client Lists Now Automated
Over the past years, we have discussed paperless techniques, 1040 workpaper products, optimizations of processes, streamlining workflows, the use of portals, encrypting email, as well as other tools and techniques to make our work easier, faster and ...
August 21, 2017
A CPA’s Guide to the New EEO-1 Report, and Why It Matters
Employers of all sizes rely on accounting professionals to manage and report on their financial performance. With ever-shifting regulations and compliance demands, the traditional role of accounting professionals is evolving.
August 21, 2017
Succession Planning for CPAs: A Tale of Two Exit Strategies
Succession planning is a major area of concern for CPA firms. With baby boomers hitting retirement age, the following statistics underscore why it is such a compelling issue to the profession:
August 21, 2017
FloQast Appoints Wynn White CMO
In this new capacity, White will oversee the company’s global marketing initiatives, helping create further awareness of and drive demand for FloQast’s innovative close management software.
August 18, 2017
Apps We Love August 2017: Document Sharing
File sharing and collaboration are no longer for the tech crowd, but are essential tools of client service and teamwork. File sharing apps not only allow users to stay focused on the task at hand, and the right document version, they can also ...
August 18, 2017
Five Reasons You Should Join a Professional Association
Years ago, I trained and raced a six “man” outrigger canoe as a member of a local club. A few mornings each week, our team would meet at the boat and train for several hours to ensure each team member set his paddle into the water simultaneously ...
August 18, 2017
New Tools Help Tax Practices Thrive
This competition and need for increased productivity has driven technology innovation in the last few years, from tax document automation, to increased integration options, and mobile expense tracking apps that are focused on keeping solid records for ...
August 18, 2017
2017 Reviews of Professional Tax Preparation Software
Tax compliance systems are a necessity for the busy tax professional that annually has to sift through the latest laws, what may become law, or what is no longer relevant in order to accurately prepare tax forms for their clients.
August 17, 2017
Four Honored for “Bridging the Gap” at Boomer Technology Circles Summit
Three professionals and one accounting were honored with “Bridging the Gap” awards after being recognized on August 15th by Boomer Consulting, Inc. during the 2017 Boomer Technology Circles Summit in Kansas City. Three of the awards honor firms and ...
August 16, 2017
Tech Leaders to Offer Insight at 2017 Digital CPA Conference
This year’s conference will be in San Francisco, one of the world’s most vibrant technology hubs. The Dec. 4-6 event, held in collaboration with CalCPA at the San Francisco Marriott Marquis, will include tracks for leadership development and practice ...
August 16, 2017
Streamlining the Client-Firm Relationship
Intuit rolls out new improvements to Lead Accountant, Audit Log and Custom Reports designed to improve firm functionality and client connection
August 15, 2017
Goodbye, Trouble Clients – Hello, Perfect Clients: Increasing Client Numbers through Accurate Positioning
Positioning means making clear claims about your firm’s expertise and stating whom you intend to serve. Whether it’s online, in marketing materials or in person, it should be so assertive and transparent that it sets your firm apart.