Technology

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November 11, 2015 

2015 Review of SmartVault

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 ...

Mary Girsch-Bock

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November 11, 2015 

2015 Review of Citrix ShareFile

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 ...

Mary Girsch-Bock

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October 30, 2015 

Paperless Choices for the Firm and Your Clients

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 ...

Randy Johnston

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October 27, 2015 

Thomson Reuters Offers New Guide On Tax Identity Theft

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 ...

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October 22, 2015 

The 10 Commandments of the Successful CPA

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 ...

Dave McClure

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October 16, 2015 

Apps We Love: Travel Tools

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

Gail Perry

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October 8, 2015 

New Mobile App Helps SMBs with CRM and Client Engagement

vCita Mobile is an integrated, customizable client engagement and CRM app that enables small business to access information, perform critical client facing tasks, and quickly serve customers 24x7, while saving resources on routine tasks such as ...

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September 30, 2015 

Intuit Turns to Wind Power for its Offices

The maker of small business accounting and tax tools will be switching its Plano, Texas (Dallas) technology campus to wind power as part of a commitment to reduce greenhouse gas emissions and improve energy efficiency.