Technology

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2014-Innovation--Awards

June 3, 2014 

2014 Innovation Awards Announced in L.A.

CPA Practice Advisor’s 11th annual Tax and Accounting Technology Innovation Awards were presented on Monday evening during a reception at the California Accounting and Business Show in Los Angeles. The big winners: Web-based and mobile tools that help firms and their small business clients streamline financial management and compliance tasks.

Isaac M. O'Bannon

Tax-Holiday-Infographic---FINAL-for-Web

May 27, 2014 

Infographic Shows Sales Tax Holidays Across U.S.

Sales tax compliance is one of the most volatile issues that many businesses have to deal with, with more than 8,000 taxing jurisdictions across the country. From the state and county-level, to cities and special purpose zones like metro transit authorities.

Isaac M. O'Bannon

abila-logo1

May 21, 2014 

Abila Introduces New Features to netFORUM Pro Social CRM System

Abila today announced that advanced new features have been added to its Social CRM technology solution, netFORUM Pro version 2014.1. These features include deeper batch accounting functionality, membership renewal enhancements, and overall improvements to the user interface, further enhancing the already enjoyable user experience. Abila provides software solutions dedicated to serving dynamic membership associations, nonprofit…

 The Secret Sauce to Beating the Competition

May 15, 2014 

The Secret Sauce to Beating the Competition

His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.

Hugh Duffy

intuit-blue1

May 15, 2014 

Intuit Acquires Online Accounts Payable System Invitbox

Intuit announced late Wednesday that it has acquired Invitco. The Australia-based company is the developer of Invitbox, an online system for managing accounts payable. Intuit is the company behind QuickBooks, TurboTax, Quicken, Mint and many other small business and financial management systems.

 Intuit Marks First “Accountant Day”

May 14, 2014 

Intuit Marks First “Accountant Day”

On May 8, Intuit market the first-ever Global Accountant Day (Twitter: #accountantday), bringing the company's more than 250 accountant-facing employees a challenge to put aside their day-to-day work to reach out and interact with an accountant.

lean-six-sigma1_11403837

May 12, 2014 

LEAN up Your Firm’s Tax Season Debriefing

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.

Roman Kepczyk

 What a One Day Conference Taught Me

May 7, 2014 

What a One Day Conference Taught Me

A few weeks ago, I flew out to San Francisco for a one-day conference targeting small businesses that work with distributed teams. Since I happen to have just such a team, I headed out there. What I learned was that I was doing some things right (yay!) and some things wrong (also yay! It means…

Stacy Kildal

 New Wealth Management App Launched for iPad, Android

May 6, 2014 

New Wealth Management App Launched for iPad, Android

Thomson Reuters has released a new mobile solution to accompany its Wealth Management platform powered by BETA and Thomson ONE. The app, Thomson ONE Anywhere, allows users to access vital market and client information, and execute client trades on iPad and Android tablets.