Technology

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March 27, 2013 

Reviewing PC-Matic

You’ve seen the ads. The ineffective husband trying to clean viruses off of his machine. The college student who wants a new laptop because hers is running “too slowly.” The flower shop girl whose PC is so slow she can’t complete a transaction. Yes, the ads are like fingers on the chalkboard of PC utilities.…

Dave McClure

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March 27, 2013 

Which Portal is Right for Your Firm?

One of the real challenges associated with selecting portal solutions is the way the product fits into a company’s workflow. We selected eleven portal products for this year’s review (and could have easily located and reviewed 50 solutions, assuming unlimited money and caffeine were available).

Brian Tankersley

 2013 Review of cPaperless, LLC — CPA SafeMail 3.1

March 27, 2013 

2013 Review of cPaperless, LLC — CPA SafeMail 3.1

cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in...…

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March 25, 2013 

Zero Dollar Check Job Costing in QuickBooks – Using Timesheets, Items, and Clearing Accounts

Read the blog post complete with screen shots here: http://www.sleeter.com/blog/2012/10/quickbooks-zero-dollar-checks/ The data file is downloadable http://www.sleeter.com/download/quickbooks-consultant-s-reference-guide-2012 , in 2012 format. One common challenge small businesses have when booking payroll in QuickBooks is in terms of how to job cost your employees; payroll. This video and the blog post linked above show you a really cool…