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
November 13, 2015
BDO will maintain both its existing San Diego office in La Jolla and the previous CEA office in Carlsbad. Lee Duran, Assurance Managing Partner for BDO’s existing San Diego office, will maintain that role in the combined San Diego practice and Mark ...
November 6, 2015
Intuit announces winner of its Firm of the Future Contest
November 13, 2015
A key strategic component in the transaction is TransAmerican’s proven proprietary workflow technology system for efficient management of the entire lifecycle for identifying lost holders and reuniting them with their property.
November 12, 2015
CCH Axcess Portal offers bi-directional file exchange, making it easy to send and receive a variety of file types. Clients can be provided with easy access to vital documents such as tax returns, financial statements, and other related documents and ...
November 12, 2015
AccountantsWorld Client Portals are a central part of AccountantsWorld’s suite of web-based solutions for accounting professionals, allowing firm staff and clients to interact and share files and data. The portals, included with Power Practice, Cloud ...
November 12, 2015
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 11, 2015
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...
November 11, 2015
NetClient CS Portals, from Thomson Reuters, is a good fit for accounting firms using other applications from Thomson Reuters CS Suite, and is designed to offer clients easy access to invoices, payroll, and tax information.
November 11, 2015
Citrix FileShare is designed to work with businesses of all kinds, including accounting firms. The product offers AES 256-bit encryption, and offers multiple data storage locations across the globe. Files can be easily uploaded and shared using the ...
November 11, 2015
As part of the ongoing battle between the AICPA and the IRS over the right to impose continuing education (CE) and other requirements on tax return preparers, an appellate court in our nation’s capital has overturned the district court’s decision ...
November 10, 2015
A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...
November 10, 2015
The end of the year is a busy season for payroll practitioners, but it’s a good time to start planning your year ahead.