Technology

CCH_Axcess_Platform_Wheel

November 5, 2014 

2014 Review of CCH Axcess Portal

Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...

Isaac M. O'Bannon

smartvault_horiz_3color

November 5, 2014 

2014 Review of SmartVault Client Portals

SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...

Isaac M. O'Bannon

digitization_1_.5447ccb6d3e05

November 5, 2014 

2014 Reviews of Tax Document Automation Systems

Life can be funny. There are times when no matter how much we are told something is bad for us, we often ignore the message and continue down our current path. Whether it is smoking cigarettes, excessive drinking, texting while driving, you name it...

finance_1_.5453d06232242

October 31, 2014 

Next-Gen Client Readiness for Accounting Firms

As the year begins to wind down, you like many accounting firms are already preparing your offices and systems for the next year. But are you really planning for your future or just the next 12 months?

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October 31, 2014 

The 2015 Guide to Cloud Accounting

In this guide, you’ll learn about the advantages cloud accounting offers over traditional software. You’ll also learn how data is kept secure and which tools are best for moving your clients into the cloud.