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.
November 1, 2013
Mobile App Options for Tracking Time
A challenge for some users is having the discipline to faithfully record time spent on projects. There are a number of applications which are designed to be digital diaries for recording time which are either included with reviewed applications or are available as separate apps for individual timekeepers, including the following: OfficeTime – This app,...…
October 31, 2013
Is Your Firm Plugging In, Or Pulling Out?
We have been heading toward this turning point for several years, driven by the mass adoption of the Internet.
October 31, 2013
Creating a Pain-free Business
Intuit’s New Open Platform Strategy Seeks to Alleviate SMB Pain Points by Offering Open Integration
October 31, 2013
Lose Some Weight — Carry Less Technology!
Many of us spend the majority of our time in the office with a few meetings around town. Others are road warriors that spend much of their life on the road and in hotels.
October 30, 2013
CCH User Conference – Hit the Wall, Day 2
On day two of CCH's annual user conference, attendees continued participating in the "Hit the Wall," survey- a way for accounting firms to answer a different question each day of the event, with attendees sticking decals to a large wall.
October 29, 2013
How to Proactively Manage Change in Your Accounting Firm
From cloud computing and mobile to the next generation of leader/employee, change is all around us. How firms manage this change is a major determinant of future success.
October 29, 2013
CCH Asks User Conference Attendees… “Have You Hit the Wall Yet?”
Instead of a form, app or website, the conference organizers created a way for accounting firms to answer a different question each day of the event, with attendees sticking decals to a large wall. On day one, the question was, "What group of staff are you looking to expand within your firm?"
October 29, 2013
Brief User Authentication Issue Affects Some Virtual Office CS Users
A server authentication issue was the cause of a few headaches last Friday, as some users of Thomson Reuters' Virtual Office CS and SaaS for CS Professional Suite had difficulty logging into their cloud-based accounting solutions.
October 28, 2013
Capturing Clients on LinkedIn? Yes…You…Can!
From the Nov. 2013 issue. The ongoing confusion within the profession about how social media effectively supports marketing and sales efforts is valid. While there is ample high-level educational content on the topic of social media, there are few strategies that are proven and tested. And even for those programs that do exist, it’s likely...…
October 28, 2013
Kim Hogan Joins Intuit Accountant & Advisor Program
Accounting marketing expert Kim Hogan has joined the Intuit Accountant and Advisor Group, effective immediately. She joins Ray Barlow and David Bergstein, CPA.CITP, who Intuit announced joined the team earlier this month.
October 28, 2013
CCH Announces New Features, Dashboard and Mobile Tools for CCH Axcess
At its annual Connections user conference, CCH, a Wolters Kluwer business, made several new announcements, including a new Client Dashboard for CCH Axcess, new mobile features, and the renaming of their mobile apps to reflect the CCH Axcess brand.
October 28, 2013
New Whitepaper Offers Tips on Growing, Managing Successful Firm
Every accounting firm is capable of “pulling specific levers” to capitalize on strategies that successful firms use to harness the speed and velocity of change that’s driving leading-edge technology as well as talent development in the new economy.