Technology January 28, 2026
Melio announced Wednesday the launch of “Agent Mel,” an AI-powered assistant and expert guide that delivers quick responses and valuable insight for payment, product, and vendor questions.
February 11, 2014
Wave (waveapps.com) has released a new bank reconciliation feature to its entire user base. The bank reconciliation feature had already been available to select users who participate in the Wave Labs beta program, as well as to accounting professionals in the Wave Pro Network. Both groups provided invaluable feedback in the feature’s development.
February 11, 2014
Effective data management is one of the biggest challenges accounting firms face. Implementing an Electronic Document Management (EDM) system allows companies to reduce costs, improve service, increase productivity, and meet regulatory requirements. Accounting firms who stay with a paper record and filing system are creating a logistical nightmare for themselves, especially during the busy tax…
February 11, 2014
I’ve been doing a lot of work writing and consulting on the topics of document management and workflow, and had seriously written off the hardware side of those critical accounting functions. After all, what more could be said about buying printers and scanners.
February 11, 2014
Financial analysis developer Sageworks has released a new web-based business valuation system called PinPoint. The program is designed to help accounting, private equity and valuation firms determine an accurate and legally-defensible value for private companies.
February 10, 2014
“Being found” by potential clients can be a challenge. How do potential clients find you? The best way is always word of mouth from your colleagues and clients who know the work you do and your areas of expertise. But, word of mouth alone does not get the job done. People need a way to…
February 10, 2014
Accounting Power is the new name for the collaborative bookkeeping and client write-up solution which is part of the Accountants World Power Practice suite of applications.
February 10, 2014
Xero Accounting, along with the Xero Partner Platform multi-client interface for accountants, is a cloud-based platform for those working with multiple clients. The product is best used by service-based organizations, is easy to use, and provides a platform for automating the classification of transactions.
February 10, 2014
Intuit’s QuickBooks Online (QBO), along with the QuickBooks Online for Accountants (QBO4A) multi-client tool for accountants using the application, provide a capable cloud-based platform for managing small business finances for multiple organizations.
February 9, 2014
There’s so much nifty tax preparation software out there these days. Don’t you just love the software that allows us to import W-2 data, stock sales data, QuickBooks data, etc.? With all those tools, we barely even have to look at our clients’ documents. But we should!
February 9, 2014
Small business owners increasingly depend on their mobile devices to stay in touch with customers, employees and the workplace.
February 7, 2014
Cloud technologies equal convenience for you and your team. You can run cloud technologies from public cloud providers or choose to build private cloud access yourself.
February 7, 2014
Cloud computing continues to be the topic of much discussion and debate as firms map out their future technology roadmaps. Much that’s written is about the benefits and challenges of the cloud as a whole.