April 17, 2018
April 17... It doesn't quite have the same ring to it as April 15, but this year, the 17th is tax day. (Because the 15th was on a Sunday, and a holiday in Washington D.C. delayed things.)
April 9, 2018
Designed to be user friendly, MyCPADashboard.com provides accounting professionals with the ability to connect seamlessly to their clients via a secure user interface. Fully encrypted, both accountants and their clients can be assured that all data ...
March 19, 2018
The ability to process recurring invoices for items such as subscriptions and memberships, or monthly donations is important, as are things such as invoice branding and customization capabilities. And it never hurts to send customers a payment reminder...
March 5, 2018
The Thought Leader Symposium invites select professionals from around the world who are engaged in helping shape the profession. They are all widely-respected and are frequent speakers at accounting conferences.
February 13, 2018
Over the last two to three years we have watched pundits and consultants promote ideas around emerging technologies. Some of the claims are ludicrous, loony, and ill-informed. Others are trying to position, parlay and learn. You’ve seen this column ...
January 24, 2018
The guessing game may be over, thanks to a new feature in the popular travel app TripIt Pro. The new feature works similar to traffic apps, letting users how long it they can expect the wait to be at their airport's security lines.
December 18, 2017
Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.
December 18, 2017
SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...
December 18, 2017
Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...
December 18, 2017
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
December 18, 2017
OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...
December 18, 2017
Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...