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.
June 24, 2011
How Value Pricing Built a Practice & Saved a Father-Son Relationship
Sometimes, things need mixing up. Chris Farmand, who grew up in a Florida family centered around the accounting practice led by his father and two uncles, was destined for a career in accounting. His parents knew it, the rest of his family knew it, and his teachers knew it. But even though he’d been in...…
June 24, 2011
Tax Document Automation Tools Come of Age
This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income...…
June 24, 2011
The Right Tool for the Right Job
One of the things that is hard to get across in tough times is that a well-timed investment in the right tool for a tough job makes all the difference between struggling and thriving. During the summers in college, I always had jobs that involved getting very dirty using my hands and tools to get...…
June 14, 2011
What Happens in Vegas… Helps Professional Accountants and Their Clients
Annual AICPA convention draws professionals for topical education Nearly 1,000 CPAs from across the country have gathered at the Aria Casino and Convention Center in Las Vegas for the American Institute of Public Accountants’ annual Practitioners Symposium and Tech+ Conference. The main keynote speaker for the Monday opening session of the conference was inspirational speaker...…
June 6, 2011
Productivity-Boosting Mobile Technologies Shine at Innovation Awards
CPA Practice Advisor Presents 8th Annual Awards in Los Angeles LOS ANGELES – June 6, 2011 – Accountants, tax professionals and their clients are increasingly turning to the cloud and SaaS-based technologies, and this year’s Tax & Accounting Technology Innovation Awards highlighted many new workflow tools, programs and devices that aid in professional and business...…
June 6, 2011
6 Steps to Developing an Effective Client Portal Strategy
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
June 6, 2011
Helping Clients Succeed: A SaaSy Approach
Imagine an accounting practice where you rarely met your clients, didn’t market to the local business community or belong to chambers of commerce … and don’t even have a sign on the office. You worked pretty much when you wanted to and tried to focus on anything but tax returns. This is probably nearly impossible...…
June 1, 2011
10 Opportunities For Optimizing A Firm’s Administrative Department
Column: Technology in Practice June 2011 Online Exclusive In most firms, the internal administrative department is among the last to adopt less paper technologies because the focus of most firms is on tax and audit production. Having said that, there are a lot of opportunities to update administrative processes to take advantage of today’s “less...…
May 26, 2011
4 Key Components of an Electronic Workflow Process
The term workflow as it relates to tax, accounting and other segments of information administration, is not new to business professionals. The use of technology tools to aid in the control of workflow is, however, on the rise and is helping many organizations of all sizes improve their back office operations. A basic definition of...…
May 25, 2011
CPA Practice Advisor’s 40 Under 40 – Nominate someone today!!
Nominate a professional for the 40 Under 40!
May 23, 2011
How to Get Your Firm to Run Like a Well-Oiled Machine:
The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was...…
May 23, 2011
Bill.com Adds Document Management and Accounts Receivable Features
Bill.com, a provider of integrated bill payment, online invoicing and cash management solutions for small- and medium-sized businesses (SMBs) and accounting/bookkeeping firms, today announced a significant product update that brings powerful new document management and accounts receivable features to customers seeking to better manage and control their day-to-day financial operations online, anytime, anywhere, and using...…