Technology January 23, 2026
Gusto Launches Payroll Inside ChatGPT
Gusto announced this week the launch of its app inside the new ChatGPT app directory, bringing AI-powered payroll directly into the everyday workflows of small businesses.
March 9, 2012
5 Steps to Facebook Success for Your Firm or Your Clients
For the sake of background, let's look at the numbers. According to the website Check Facebook, there are 833,145,160 people on the social networking site. In the United States alone that number is nearly 156 million.
March 9, 2012
E&O Insurance: Providing a Safety Net for Your Practice
Does your firm carry errors and omissions or professional liability insurance? Are you properly insured in the event a malpractice suit arises?
March 8, 2012
2012 Review of BNA Software – BNA Sales & Use Tax Forms & Rates
BNA Software – BNA Sales & Use Tax Forms & Rates – 6406www.BNAsoftware.com800-424-2938 Best Fit:Preparers responsible for mid-sized and larger business sales tax and use tax filings who have broad reporting obligations across multiple, varied jurisdictions. The application also provides comprehensive rates tables which can be imported into many accounting systems. Strengths:• Comprehensive rate tables...…
March 8, 2012
2012 Review of CFS Tax Software, Inc. – CA & NY Sales Tax Preparer
CFS Tax Software, Inc. – CA and NY Sales Tax Preparer – 6399 www.taxtools.com 800-343-1157 Best Fit: Preparers responsible for small and mid-sized businesses with multiple locations and reporting requirements in California or New York. Strengths: Very easy to use, and includes automatic system updates Built-in e-filing and payments to California Reports, forms,...…
March 7, 2012
A Look Inside the 2nd Annual Thought Leader Symposium
In mid-February, the second annual Thought Leader Symposium launched in Dallas at the Omni Mandalay with a focus on core issues affecting the profession. This group is comprised of seasoned professionals that live and breathe practice management, technology, and best practices everyday…so there’s definitely something to learn here.
March 6, 2012
Survey Says: More SMBs Using Cloud, But Right IT Vendor is Critical
Survey Shows Finding The Right IT Vendor to Partner With Is Critical Decision for SMBs Adopting Cloud Applications
March 3, 2012
The New ‘Fru’
As professionals, it is very easy to have all of our attention taken by the realities of today. The changes in tax laws. New best practices. The needs of our clients. But the reality is that we must also watch the more general trends in society and how they will affect us.
March 3, 2012
Merchant Account Options for Small Businesses
Over the past several decades, credit card usage has grown steadily, both in the number of transactions and the dollar volume.
March 3, 2012
How Secure is Your Paperless Process?
Whether using an online service for general data backup and recovery purposes, or using other paperless document utilities, such as online document management systems or workflow productivity tools, there are several security issues that users should be aware of.
March 3, 2012
Managing Partner 101 — Just What Exactly is the Job?
By Gary Adamson, CPA Most of us are thrust into the Managing Partner role in our firms with little or no training or coaching. Who teaches you to be an effective MP? How do you know if you’re performing well? Your partners won’t tell you. If you’re new to the job, do you just...…
March 3, 2012
Demystifying the IRS
Simplifying IRS representation services by partnering with the right technology. From the April 2012 Digital Issue. Lisa Richards has been in the tax and accounting game for many years, so she is more than aware of the time investment and frustration that can come with working with the IRS.“Handling IRS issues for clients has...…