March 30, 2013
Accounting firm diagnoses embezzlement at animal hospital
An Apple Valley, California, woman was arrested Thursday on suspicion of embezzling as much as $180,000 from a Hesperia animal hospital, authorities said.
March 27, 2013
2013 Review of CCH ProSystem fx Portal
CCH, a Wolters Kluwer business — CCH ProSystem fx Portal800-PFX-9998CCHGroup.com Best Fit Accounting professionals who need the ability to create, update, and manage up to 2,500 or more client portals in a powerful client interface. The Enterprise version supports unlimited portals. Firms who use the CCH ProSystem fx suite of applications (but not necessarily those...…
March 27, 2013
2013 Review of Citrix ShareFile
Citrix ShareFile800-441-3453www.ShareFileCPA.com Best Fit: Firms who would like a simple and secure tool for storing and exchanging files with clients, staff, and vendors. Strengths Flexible, secure (99.99% uptime), and stable tool with features and plans which can scale to meet the needs of firms of all sizes. Customizable, firm-branded site (yourfirmname.sharefile.com) with colors and fonts...…
March 27, 2013
Integrated Portal Options for Client Collaboration
From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use...…
March 27, 2013
2013 Review of cPaperless, LLC — CPA SafeMail 3.1
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
2013 Review of Ziptr Client Portals
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
2013 Review of Applied Answers, Inc. — FileGenius
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 27, 2013
Doing Business His Way
Next-generation upgrade enables firm to standardize services and fees, attract ideal clients, and accelerate growth
March 25, 2013
One of Massachusetts’ top 10 accounting firms opening new offices in Boston
Alexander, Aronson, Finning & Co. Expands Into Boston.
March 25, 2013
Large accounting firm in Arizona launches anti-fraud program for businesses
Red Flag Reporting fraud hotline service enables 24/7 reporting capabilities
March 21, 2013
Taking the wine industry to the cloud; New system to cover all aspects, from production to management
Built Atop NetSuite Platform, VinSuite Will Give Wineries First Integrated Cloud Application to Run an End-to-End Business and Manage Omnichannel Sales Including Tasting Room, Telesales, B2B and B2C
March 21, 2013
Florida CPAs Meet ‘Round the Table to Talk Strategy
A group of 10 Jacksonville, Florida, CPAs meets monthly to discuss issues relevant to them and share best practices and tips for their firms.