Firm Management

Featured Articles

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November 5, 2014 

2014 Reviews of Client Portals for Tax & Accounting Firms

Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased

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November 5, 2014 

Reimagining Your Clients’ Success with QBOA

Accountants want two things: to save time and grow their business. That’s the idea behind the latest product offering from Intuit. The company went back to the drawing board to redesign its online solution for accountants, QuickBooks Online Accountant.

Taija Sparkman

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November 5, 2014 

2014 Review of Citrix ShareFile

Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.

Isaac M. O'Bannon

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November 5, 2014 

2014 Review of CCH Axcess Portal

Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...

Isaac M. O'Bannon

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November 3, 2014 

Accounting Firm Revenue on the Rise

Most CPA firms reported modest increases in revenue in 2013, with a stable or brightening profit picture, according to a recent survey by the American Institute of CPAs and Texas Society of Certified Public Accountants.

Isaac M. O'Bannon