March 27, 2013
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
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
Ziptr(785) 365-1022www.ziptr.com From the April 2013 review of client portal systems. Best Fit: Ziptr is best suited for individuals and firms who need a standalone product for secure messaging and encrypted file delivery. Strengths A simple to use tool with strong encryption that makes it easy to collaborate on confidential matters with users outside the...…
March 27, 2013
Applied Answers, Inc. — FileGenius888-753-2245 x703www.filegenius.com From the April 2013 review of client portal systems. Best Fit: FileGenius BASIC is best for a small organization that needs 10 or fewer employee accounts and 25 or fewer client portals. FileGenius TOTAL offers unlimited employee accounts and client portals, unlimited transactions and more robust management tools. Strengths:...…
March 26, 2013
Intacct has won this category twice previously.
March 13, 2013
SmartVault is the first to offer integrated online document management for QuickBooks Online customers, which is now available in the Intuit AppCenter.
February 27, 2013
Many small company owners and managers already know the benefits of maintaining the business’ books correctly. They also fully realize just how time intensive it can be.
February 27, 2013
The cloud continues to be the center of great debate. Supporters focus on the long list of benefits ranging from freeing up internal resources to focus on more strategic initiatives to smoothing the monthly IT budget.
February 25, 2013
Leading Cloud Security Group Endorses AICPA’s Reporting Framework for Evaluating Controls Over Cloud Providers
December 5, 2012
Helps Small Businesses Save Time Managing Their Finances on the Go
November 26, 2012
The strategic decision to move outsourced client bookkeeping processes into the cloud offers accounting professionals a choice on how they will work with client information. Practitioners in the cloud experience a wide range of benefits, which include direct importing of transactions...
November 26, 2012
Heidi Blodgett didn’t get a nursing degree so that she could run the business and process payroll for a medical practice, but that’s where her life, career and family took her. Since she and her dermatologist husband Tom opened Blodgett Dermatology in Gallipolis, Ohio, more and more of Heidi’s time has been spent doing business…