February 26, 2014
Tax Season is a Great Time To Connect With Clients
LinkedIn is a great tool for business development and tax season is a great time to add connections on LinkedIn!
February 25, 2014
Intacct Exec Named To List of Most Influential
The vice president of online accounting systems developer Intacct has been included on the CRN 2014 Channel Chiefs list and has been named as one of this year's 50 Most Influential.
February 22, 2014
FreshBooks Adds New Tool for Business-Accountant Collaboration
Journal Entries for QuickBooks Desktop and CSV deliver seamless collaboration between accountants and small business owners to simplify tax time.
February 21, 2014
New Online Accounting System Launches for Small Businesses
FINSYNC combines financial management and accounting software services with built-in business intelligence to create a virtual CFO for small business owners.
February 18, 2014
Checkpoint Learning CPE Courses Available on iPad
Thomson Reuters has released the latest Checkpoint Learning CPE courses for Apple iPads. With the entire learning experience available on the iPad, from course browsing and purchasing, to course completion and submission, accounting and tax professionals can train while traveling, waiting in line, or whenever they have time and internet connectivity.
February 14, 2014
Sage Introduces New Apps for Sales, Service & Billing and Payments
A suite of new apps from Sage North America is now available to business users, the company announced on Tuesday. The mobile solutions, designed to "empower businesses to innovate in the field," are delivered through the new Sage Data Cloud. Sage Mobile Sales and Sage Mobile Service are currently available for download in Apple iTunes.…
February 12, 2014
System Puts Gathering Client Tax Documents on Auto Pilot
It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send…
February 11, 2014
Online Accounting System Adds Bank Reconciliation
Wave (waveapps.com) has released a new bank reconciliation feature to its entire user base. The bank reconciliation feature had already been available to select users who participate in the Wave Labs beta program, as well as to accounting professionals in the Wave Pro Network. Both groups provided invaluable feedback in the feature’s development.
February 11, 2014
How To Improve Productivity With Electronic Document Management
Effective data management is one of the biggest challenges accounting firms face. Implementing an Electronic Document Management (EDM) system allows companies to reduce costs, improve service, increase productivity, and meet regulatory requirements. Accounting firms who stay with a paper record and filing system are creating a logistical nightmare for themselves, especially during the busy tax…
February 11, 2014
How Distributed Scanning Helps Streamline Accounting Workflow
I’ve been doing a lot of work writing and consulting on the topics of document management and workflow, and had seriously written off the hardware side of those critical accounting functions. After all, what more could be said about buying printers and scanners.
February 11, 2014
New Business Valuation Tool Designed for Accounting Firms
Financial analysis developer Sageworks has released a new web-based business valuation system called PinPoint. The program is designed to help accounting, private equity and valuation firms determine an accurate and legally-defensible value for private companies.
February 10, 2014
A Great Marketing Tool: Google Authorship
“Being found” by potential clients can be a challenge. How do potential clients find you? The best way is always word of mouth from your colleagues and clients who know the work you do and your areas of expertise. But, word of mouth alone does not get the job done. People need a way to…