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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...…

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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...…

Roman Kepczyk

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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...…

Karl Egnatoff

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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...…

 Bill.com Adds Document Management and Accounts Receivable Features

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...…

 CPA Site Solutions Announces 548.8 Percent Increase in Client Portal Usage

May 15, 2011 

CPA Site Solutions Announces 548.8 Percent Increase in Client Portal Usage

Winooski, Vermont, May 10, 2011 — CPA Site Solutions reports that client portal usage among their accounting clients increased 548.8 percent this year with 508.13 gigabytes transferred. Client portals on CPA websites are used to securely exchange important tax documents with clients through their website. More secure than email, every client portal is password protected...…