November 6, 2014
Your expertise in tax and accounting matters makes you your clients’ trusted advisor of all things financial. Getting messages out in a timely manner to clients impacts relationships.
Firm Management November 5, 2014
When you think of marketing as simply “communicating,” it immediately feels doable. The fact is that many firms already have a marketing program in place, because marketing is really just communicating.
November 5, 2014
So what is technology’s role in all this activity? Unfortunately, in a lot of these deals, IT is involved too little and too late.
November 5, 2014
The American Institute of CPAs has announced five recipients of the 2014-15 AICPA John L. Carey Scholarship. The one-year $5,000 scholarship is awarded to students from liberal arts and other non-traditional business backgrounds who are pursuing ...
November 5, 2014
The Chicago-based accounting and consulting firm of Porte Brown LLC has merged with Katzenbach & Associates, Ltd., a Bloomingdale-based public accounting firm. Financial details of the merger have not been disclosed.
November 5, 2014
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
November 5, 2014
There are several professional accounting and workflow systems that include optional portals or similar collaboration features. These systems may be ideal for firms already using the primary software.
November 5, 2014
Client engagement letters serve to outline the scope of service a payroll practitioner will provide to clients. They usually detail the service provided, the amount of risk present and professional standards.
November 5, 2014
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.
November 5, 2014
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.
November 5, 2014
The NetClient CS portal system is designed for accounting firms using other programs in the Thomson Reuters CS Professional Suite. The portal collaboration system is particularly well integrated with the suite’s FileCabinet CS document management ...
November 5, 2014
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 ...