March 13, 2015
iFirm is actually a cloud-based practice management system for small firms. So it goes well beyond the typical scope of CRM. iFirm is a project / engagement centric application that can be used to manage a client engagement from beginning to end. iFirm fi
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Tags: Firm Management
John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.
Mergers and Acquisitions January 2, 2025
"Becoming a part of Thomson Reuters will enable us to accelerate product development efforts and realize our shared vision of an end-to-end tax workflow solution," said Steve Dusablon, who founded SafeSend with Andrew Hatfield in 2008.
Small Business December 27, 2024
2024 saw major news events and ongoing trends that are significantly shaping the profession, including how professionals practice, how firms operate, and your business and individual clients.
Advisory December 27, 2024
Marketing automation offers you a dynamic approach to streamline lead nurturing, making the client acquisition process more efficient and personalized.
Technology December 26, 2024
Brian Tankersley, CPA, and Randy Johnston discuss the technologies and processes they see having the greatest impact on the accounting profession in the coming year.