Technology

June 21, 2016 

This month we are focusing on apps that further our education. We surveyed our 40 Under 40 Class of 2015 along with members of the Thought Leader Symposium, and here is a sample of what we discovered.

Gail Perry

June 21, 2016 

Inefficient information-sharing, poor document management and duplication of efforts are costing firms big bucks in terms of billable utilization, growth and client retention.

June 20, 2016 

The Innovation Awards were first presented in 2004, and honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients through improved workflow, increased accessibility, enhanced collaboration, or other means.

Isaac M. O'Bannon

June 15, 2016 

Accountants have evolved to more "business advisor" than "number cruncher" since the latter just isn't enough to stay relevant anymore. This makes accounting a viable – and exciting – career option for the class of 2016.

June 14, 2016 

While the reviews included in this issue offer a good selection of both on-premise and cloud products that can work well for small to mid-sized businesses, there are other alternatives available to accountants and CPA’s that wish to offer bookkeeping ...

Mary Girsch-Bock

June 14, 2016 

Sage One, offered by software pioneers Sage Software offers a multi-platform product that can be accessed from a variety of devices including iPad’s, iPhones, tablets, Android devices, and desktop systems.

Mary Girsch-Bock

June 9, 2016 

Bookkeepers anticipate growth in the next one to two years and are turning to the cloud in droves, according to the State of Bookkeeping Practices 2016 Survey, sponsored by Bill.com and released today. The survey also reveals that despite offering a ...

June 8, 2016 

With a quick push of the Scan button, ScanSnap Cloud automatically classifies scanned data into four categories: documents, receipts, business cards and photos. Customers can simply set profiles for each category by selecting the cloud service of ...

June 8, 2016 

– Guest Opinion – The combination of limited access to capital, complex and time consuming financial processes, and the lack of confidence in business data has stifled growth and job creation in small businesses — the biggest sector of our global economy. But the financial web, which incorporates a network of organizations sharing financial data,...…

June 6, 2016 

Eighty-eight percent surveyed believe that payments fraud will become a bigger threat to the financial services sector over the next two to three years. Despite this anticipated increase, just one in 10 attendees felt that an effective ...

June 2, 2016 

The winners and finalists for the 13th annual Tax & Accounting Technology Innovation Awards reflect this focus on workflow and automation, which allow firms and their small business clients to operate more efficiently and profitably.

June 1, 2016 

Doc.It’s AutoFiling feature helps accounting firms automatically file documents from tax, time and billing, and other software programs to a designated Doc.It User Inbox, a folder in a Doc.It Work Binder or to the client’s Archive.