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.
June 21, 2016
Apps We Love – Education Edition
This month we are focusing on apps that further our education. We surveyed our 40 Under 40 Class of 2015 along with members of the Thought Leader Symposium, and here is a sample of what we discovered.
June 21, 2016
Old Technology Impairs Firm Billables and Risks Client Retention
Inefficient information-sharing, poor document management and duplication of efforts are costing firms big bucks in terms of billable utilization, growth and client retention.
June 20, 2016
2016 Innovation Awards Highlight Tools for Automation, Collaboration and Insight
The Innovation Awards were first presented in 2004, and honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow, increased accessibility, enhanced collaboration, or other means.
June 20, 2016
A Firm Finds Success in the Cloud
Accounting Power, the core accounting system in the suite, has advantages for both the accounting firm and the client. For the professional, it has powerful client write-up, trial balance, financial statement reporting and client collaboration tools.
June 17, 2016
Intuit Rolls Out Exclusive Benefits to U.S. QuickBooks ProAdvisors
At Scaling New Heights, Intuit announced a new partnership with ICBUSA, part of the Institute of Certified Bookkeepers (ICB), and Hubdoc.
June 15, 2016
Key Actions Every Accountant Should Perform Daily
Crunching numbers sums up the view many individuals have of the accounting field and it was just that for many years, given the relatively limited amount of data that had to be entered and worked with. Financial reports, after all, only rely on a ...
June 15, 2016
Ranking the Top 10 States for Small Business Lending
A majority of small business owners seek loans of less than $250,000 in order to start or grow their business. Unfortunately, after the market crash of 2008, most traditional lenders moved upstream to target loan sizes greater than $1 million.
June 15, 2016
How to Make Accounting Cool Again — Three Ways to Innovate and Attract New Talent
Accountants have evolved to more "business advisor" than "number cruncher" since the latter just isn't enough to stay relevant anymore. This makes accounting a viable – and exciting – career option for the class of 2016.
June 14, 2016
How the Accounting Profession Is Boosting Cloud Security
When businesses enter into outsourcing agreements with cloud service providers, they are looking to offer their customers access to applications, storage and other cloud-related functions in a convenient and cost-effective way. To do so, they must ...
June 14, 2016
2016 Review of Small Business Accounting Systems
No longer a cumbersome, expensive investment, modern accounting software is designed to appeal to the entrepreneur that has little time to spare on simply running a business, and would rather focus on growing that business.
June 14, 2016
Small Businesses Have Many Accounting Options
While the reviews included in this issue offer a good selection of both on-premise and cloud products that can work well for small to mid-sized businesses, there are other alternatives available to accountants and CPA’s that wish to offer bookkeeping ...
June 14, 2016
2016 Review of Sage One
Sage One, offered by software pioneers Sage Software offers a multi-platform product that can be accessed from a variety of devices including iPad’s, iPhones, tablets, Android devices, and desktop systems.