Technology August 27, 2026
These capabilities include Intuit Intelligence Chat, a conversational experience that uses a customer’s unique business data to deliver personalized insights, recommendations, and actions.
August 26, 2026
August 26, 2026
August 26, 2026
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.
November 9, 2015
As you prepare to safeguard your clients’ information against potential cyber threats, it’s important to consider where your payroll information is being stored. Is it on a laptop, the Cloud, hosted on a server? Each comes with its own set of risks ...
November 8, 2015
Software as a Service (SaaS) is making great progress. However, if you can’t solve your business needs with all SaaS tools, and you want to live in the cloud, how do you do that? We’ve discussed in prior columns the advantages of private cloud and ...
November 6, 2015
Survey respondents said the biggest challenges facing their companies’ trade-related activities are manual processes and disparate systems and managing complex and changing regulatory requirements.
November 6, 2015
Tired of 80-hour work weeks? Frustrated that your staff doesn’t want to be held accountable? Stressed about stressing next tax season? As part 1 of a series on “Building your Tax Season,” I wanted to share with you a couple of steps you can take today ...