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 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

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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.

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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.

 Nominees Announced for 2014 CPA Practice Advisor Innovation Awards

April 21, 2014 

Nominees Announced for 2014 CPA Practice Advisor Innovation Awards

The nominees for the 2014 CPA Practice Advisor Tax & Accounting Technology Innovation Awards have been chosen. As the pinnacle of recognition for technology vendors serving the tax and accounting profession, the awards recognize exceptional product development, breakthrough technologies, state of the art design and implementation, and cutting edge concepts that help accounting professionals and…