Technology November 6, 2026
TaxDome Unveils Client MCP for Accounting Firms
Practice management platform TaxDome has released a client MCP, allowing a firm's clients to reach their accountant from inside their own AI assistant.
March 22, 2017
Collbox App Simplifies Collections for QuickBooks Online
Collbox is a collections app that integrates with QuickBooks Online. Designed to simplify the collection process for small business owners, Collbox services are free, with users only paying a fee when a collection agency collects on an invoice.
March 22, 2017
Apps We Love – Sowing Your Garden
Are you planning a major landscaping overhaul? Consider iScape – there is a free version you can play with that lets you take a picture of the area you want to landscape, then experiment with adding shrubs, trees, flowers, decks and other construction ...
March 22, 2017
What is the Thought Leader Symposium?
The symposium itself, which is still hosted by CPA Practice Advisor, provides its members with an opportunity to immerse themselves in deep discussions about pressing issues in the accounting profession, develop opportunities to collaborate, plan ...
March 22, 2017
2017 Invoicing Utilities – Invoice Sherpa
Invoice Sherpa works with many popular accounting software applications such as QuickBooks, Xero, Harvest, and FreshBooks. InvoiceSherpa automates accounts receivable and bill payment options, as well as recurring billing for subscriptions.
March 22, 2017
2017 Invoicing Utilities – FundBox
Fundbox is designed to proactively address cash flow gaps that typically affect small and in-transition businesses that rely on timely payments from their customers. Fundbox users can create an account at no cost, with users only assessed a fee when ...
March 22, 2017
2017 Invoicing Utilities – Bill.com
Well known for its robust AP automation function, Bill.com also offers a decent payment processing platform as well. Bill.com provides users with the ability to choose their preferred payment method and will automatically send invoices to customers ...
March 22, 2017
2017 Review of Invoice Management Systems
While invoicing on the surface seems like a fairly straightforward feature, (and simple invoicing is), how customers and clients are invoiced can be just as important as when. Do you provide your customers with a mailed invoice only?
March 22, 2017
2017 Thought Leader Symposium
The most influential thought leaders in the accounting profession gathered for CPA Practice Advisor's 9th annual Thought Leader Symposium in Indianapolis, February 26-28, where they participated in discussions, and occasional disagreements, about how ...
March 22, 2017
Is Your Accounting Firm Serious About Security?
As I wrote in a previous column, whether it’s securing a perimeter in a war zone or an accounting firm, the strength of the defense is only as robust as the front lines. In your firm, the front line is your people who are handling sensitive client data on
March 21, 2017
2017 Review of Sage 50c Accounting – Invoicing Functions
Sage 50c www.sage.com From the March 2017 review of Invoice Management systems. Sage 50c Accounting from Sage Software combines features of a desktop and cloud accounting software system, providing easy accessibility and the ability to install the product on local computer desktops. Sage 50c is also scalable, available in three versions that can work well...…
March 21, 2017
2017 Review of Xero – Invoicing Functions
The sales dashboard in Xero offers invoice details, including the number of draft invoices entered into the system, as well as those awaiting payment. Users can opt to set up online payment for their customers or accept payment via cash, check or ...
March 21, 2017
2017 Review of Acumatica – Invoicing Functions
Acumatica Cloud ERP is designed for companies that have more complex financial requirements. The product is also well suited for growing businesses, and can be used on PC’s, Macs, tablets or smart phones. Acumatica offers a comprehensive core of ...