Technology

Featured Articles

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November 5, 2014 

Xero Acquires Monchilla to Expand Payroll Services in the U.S.

Online accounting software maker Xero has acquired Seattle-based online payroll company, Monchilla Inc. The move shows Xero’s continued commitment to the U.S. market to provide small businesses with an innovative cloud-based financial platform with ...

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November 5, 2014 

2014 Reviews of Client Portals for Tax & Accounting Firms

Not that long ago, a new technology dramatically changed the way accounting firms and businesses of all types communicated with their clients and internally. I’m not even sure how to account for the amazing amount of time saved and the resulting increased

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November 5, 2014 

2014 Review of Citrix ShareFile

Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.

Isaac M. O'Bannon

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November 5, 2014 

2014 Review of CCH Axcess Portal

Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...

Isaac M. O'Bannon

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November 5, 2014 

2014 Review of SmartVault Client Portals

SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...

Isaac M. O'Bannon

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October 31, 2014 

Next-Gen Client Readiness for Accounting Firms

As the year begins to wind down, you like many accounting firms are already preparing your offices and systems for the next year. But are you really planning for your future or just the next 12 months?