Technology

November 30, 2011 

Your business web presence speaks volumes about your capabilities and focus. Your purpose and abilities should be clear on the public side of your website. And once a client logs into your site, the additional features of the private side should impress even more.

Randy Johnston

November 30, 2011 

888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com   2012 Overall Rating 3.75 Best Firm Fit Firms using TaxWise or ATX that are looking for both a document management and automated tax document tool. It’s a good fit for high-volume retail firms that need a solution housed entirely on premises, especially those that will use the integrated electronic signature...…

Dustin Wheeler

November 29, 2011 

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November 23, 2011 

We’ve covered the issue of disaster preparation and business continuity several times over the years, especially after Hurricane Katrina. Accounting is a technology-driven profession, so we’ve generally approached the topic of preparation by focusing on subjects such as remote backup and using web-based systems to allow a firm to keep working even if disaster strikes....…

Isaac M. O'Bannon

November 23, 2011 

800-805-8582 www.sureprep.com   2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…

Dustin Wheeler

November 22, 2011 

6 Effective Tools for Tax Document Automation

Dustin Wheeler

November 22, 2011 

A little pre-tax season planning and preparation can go a long way.

Mark Albrecht

November 22, 2011 

Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…

Isaac M. O'Bannon

November 21, 2011 

Part 2 of Isaac's Annual Holiday Gift Guide. In our annual December Gift Guide, I wrote about a couple of dozen cool-to-quirky gadgets for business and personal use. There are always many more that I don’t get the chance to cover, whether because of space or time or other factors, so I’ve decided to share…

Isaac M. O'Bannon

November 18, 2011 

While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn...…

Doug Sleeter

November 17, 2011 

8399 Jason Blumer knows that some people think he’s a little different than the typical accountant, or at least the stereotype of an almost middle-aged one. Those “some people” include the tax manager at his practice, his staff and some of his clients… even his wife. Maybe it’s the crazy eye glasses. Perhaps the jeans...…

Isaac M. O'Bannon

November 16, 2011 

Alongside professional tax preparation, write-up has long been a cornerstone client service for many full-service accounting firms, providing monthly, quarterly and annual engagements that equate to a fiscal checkup for client businesses. The core elements of account reconciliation, fixing improperly posted transactions and preparation of financial statements are critical to these entities truly knowing their…