Firm Management

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August 8, 2014 

2014 Review of AccountantsWorld Cloud Cabinet

Cloud Cabinet is the integrated document storage service in the AccountantsWorld Power Practice System. The application is completely cloud-based, and the application is hosted from multiple secure Amazon data centers in the US. AccountantsWorld was founded by the Bhansali family, which has a long history of creating on-premises and cloud-based solutions for accounting professionals. Cloud…

Brian Tankersley

 2014 Review of Thomson Reuters GoFileRoom

August 8, 2014 

2014 Review of Thomson Reuters GoFileRoom

GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be…

Brian Tankersley

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August 8, 2014 

2014 Review of SmartVault Document Storage

Overview SmartVault is an interesting hybrid between a file sharing portal and a document storage system. The product is a file storage platform similar to other products reviewed, but includes add-ins and interfaces to Outlook, QuickBooks, and QuickBooks Online so that documents can be categorized and stored in a virtual archive. Data is stored in...…

Brian Tankersley

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August 7, 2014 

Software Strategy – Is Your Firm Doing the Right Thing?

For most accounting firms, choosing a software provider and staying the course is an easy and safe decision. Only when there are traumatic events in pricing changes, software not working and not getting fixed, technology changes or regulatory changes that the software doesn’t keep up with will we even consider a change.

Randy Johnston

 Intacct Debuts New Premier Partner Program

August 7, 2014 

Intacct Debuts New Premier Partner Program

Intacct, a leader in cloud financial management and accounting software, today announced the launch of a new Premier Partner Program. This new program was built to recognize a network of Intacct partners that deliver comprehensive, high quality services, support, and software to help companies get maximum value from their Intacct investment.

Isaac M. O'Bannon

 Deloitte to Open 1,000 Job Tech Center Near Orlando

August 5, 2014 

Deloitte to Open 1,000 Job Tech Center Near Orlando

One of the world's largest accounting and professional-services firms announced on Monday that it plans to open a new tech center in Lake Mary, Florida, and hire up to 1,000 high-salaried workers over the next four years.

 How Workplace Etiquette Affects Career Prospects

August 5, 2014 

How Workplace Etiquette Affects Career Prospects

When employees were asked to name the biggest breach of workplace etiquette in this type of office environment, using a speakerphone or talking loudly on the phone topped the list (36 percent); loitering or talking around a colleague's desk ranked second (23 percent).

Isaac M. O'Bannon

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July 31, 2014 

How to Keep Your Nanny Tax Clients Happy

If you have household employment (a.k.a. “nanny tax”) clients, you know how much extra work goes into making sure their taxes are in order. For those unfamiliar with this part of the tax code, household employers have a “Casual Babysitting Exemption” when they pay an individual less than $1,900 in a calendar year. However, once…

 WeiserMazars Acquires Health Care Consulting Firm

July 31, 2014 

WeiserMazars Acquires Health Care Consulting Firm

The accounting and tax advisory firm WeiserMazars LLP, has acquired pmpm Consulting Group Inc., a national health care consulting firm specializing in providing managed care services including network development, contracting, credentialing, regulatory monitoring, oversight and compliance audits to payers and providers.

Isaac M. O'Bannon