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.
Firm Management April 2, 2013
Mobile Scanning Options for Accounting and Tax Professionals
Many accountants need or want to capture documents outside of the office. Whether you have an audit team working in the field or you just need to capture an image of a W-2, there are many hardware and software tools which can be used to create PDF versions of paper documents.
March 28, 2013
Mobile app from the Principal Financial Group helps in managing retirement savings
The Principal Financial Group offers new mobile app for managing retirement savings
March 27, 2013
“Love, Sex & the IRS” – A play, to be performed by college students in Pennsylvania. lol
Oh, tax season. Almost everybody gripes, even those who are expecting a refund, and even tax professionals have a love-hate relationship with the season. It pays the bills and can be a lucrative career, but tax season is taxing, to make a bad pun.
March 27, 2013
Preparing for the Challenges of Tomorrow’s Accounting Professionals: 2013 Thought Leader Symposium
Successful accounting professionals understand the need to continue to pursue opportunities for greater productivity, greater efficiency and ultimately, greater profitability.
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.…
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).
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...…
March 27, 2013
Doing Business His Way
Next-generation upgrade enables firm to standardize services and fees, attract ideal clients, and accelerate growth
March 27, 2013
Study Shows Better Quality of Life, Better Relationships for ‘Mom & Pop’ Business Owners Who Use Online Business Management Tools
Did you know that National Mom and Pop Business Owners Day is Friday, March 29? In conjunction with the annual event and to help recognize mom-and-pop businesses everywhere, PlanetSoho is reminding Americans to celebrate the couples who work and live together.
March 26, 2013
Intacct Named a 2013 SIIA CODiE Award Finalist for Best Financial Management Solution
Intacct has won this category twice previously.
March 25, 2013
Success in Storm Chasing: Weather and tornado tourism business is booming
Based in Tulsa, his Extreme Chase Tours are almost fully booked from early May through mid-August, taking thrill seekers on a high-speed hunt for potentially deadly storms.
March 25, 2013
New financial app for small businesses: Unleash tracks business health
A new Silicon Valley-based startup called Unleash has begun rolling out their small business mobile app. Currently in a private beta phase, the full app is set to debut in the Apple App Store next month.