November 12, 2015
AccountantsWorld Client Portals are a central part of AccountantsWorld’s suite of web-based solutions for accounting professionals, allowing firm staff and clients to interact and share files and data. The portals, included with Power Practice, Cloud ...
November 12, 2015
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 11, 2015
Ideal for QuickBooks users, SmartVault offers accounting firms and other businesses both a fully-functional portal, as well as online document storage capability. A free plug-in allows QuickBooks users to attach documents and notes to QuickBooks ...
November 11, 2015
NetClient CS Portals, from Thomson Reuters, is a good fit for accounting firms using other applications from Thomson Reuters CS Suite, and is designed to offer clients easy access to invoices, payroll, and tax information.
November 11, 2015
Citrix FileShare is designed to work with businesses of all kinds, including accounting firms. The product offers AES 256-bit encryption, and offers multiple data storage locations across the globe. Files can be easily uploaded and shared using the ...
November 5, 2015
The Customer Superstar Awards were created to honor outstanding practitioners and firms in the accounting profession. Winners were selected by a panel of Thomson Reuters judges.
October 30, 2015
This year we’ve had the pleasure of recommending software programs for accounting, payroll and other critical areas of your practice. Now is the time to consider your paperless or Document Management Solution (DMS) needs. You’ll find that our ...
October 27, 2015
According to the Federal Trade Commission, identity theft is the fastest growing crime in America, with the number of identity theft incidents nearing 10 million a year. In a recent Thomson Reuters survey, 92% of the tax professionals who responded ...
October 26, 2015
The survey also identifies the top pressures that firms face now and in the coming year, with recruitment and retention of knowledgeable talent identified as the biggest pressure point.
October 22, 2015
What you do learn in 40 years or so is what separates a successful CPA from one that struggles every year with mediocre clients and profits. My list of successful attributes is what I like to call the 10 Commandments of a successful CPA starts with ...
October 16, 2015
Whether you're traveling for business or personal, alone or with colleagues or friends or family members, domestically or internationally – we all know that getting from point A to point B can cause frustration, confusion, and disorientation. We surveyed
October 15, 2015
The QuickBooks Online Windows app combines the benefits of the web-based QuickBooks Online platform with the advantages offered in the desktop version to offer users features such as real-time collaboration, keyboard shortcuts, top menu bar and ...