February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
November 13, 2015
November 13, 2015
November 13, 2015
November 13, 2015
November 13, 2015
October 31, 2014
In this guide, you’ll learn about the advantages cloud accounting offers over traditional software. You’ll also learn how data is kept secure and which tools are best for moving your clients into the cloud.
October 7, 2014
Intuit’s Small Business vision remains at the core of its business, as it continues to connect small business owners and accountants through the QuickBooks Cloud.
September 5, 2014
Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
November 13, 2013
XCM Solutions, LLC has announced that it achieved record sales results for the first half of the company’s 2014 fiscal year with new growth of 103% over the same period last year. XCM is a provider of cloud-based workflow management software for accounting professionals.
November 8, 2013
CliftonLarsonAllen, Armanino, and High Street Partners Earn 2013 Partner of the Year Awards from Intacct
August 17, 2013
One of the many critical activities that company executives and business owners must deal with is the accounts payable department, as it is closely related to both vendor satisfaction and the bottom line.
July 30, 2013
Cloud server based hosting of applications which have historically run on desktop or laptop Windows computers is a hot trend with accounting professionals.
July 29, 2013
Best Firm Fit: Organizations who use professional tax and accounting applications from multiple providers. InsynQ has a particularly strong reputation for successfully dealing with the challenges of hosting Lacerte Tax and ProSeries Tax Professional, which challenge many providers. Also, as the only provider in this review which offer hosting of Canadian tax and accounting applications...…
July 29, 2013
Best Firm Fit: Professional tax & accounting firms who wish to outsource their IT infrastructure and desktop hosting functions to a specialized national provider which serves tax and accounting professionals exclusively. Strengths: Xcentric has experience hosting and supporting all of the major CPA firm application suites used by mid-sized CPA firms, including Thomson Reuters, Intuit,...…
July 29, 2013
Best Firm Fit: Organizations who need to host a small number of non-standard applications in a high availability environment for access in multiple locations. Also, small to mid-sized firms (1-50 users) and small businesses who wish to host all of their applications on a cloud server. The company considers itself a “boutique” hosting firm that...…
July 29, 2013
Best Firm Fit: Cloud9 hosts numerous applications and custom virtual servers for a wide range of industries, including accounting firms, law firms, and general small businesses. The company reports that 65% of their users work with professional tax and accounting firms. Also, as one of two providers in this review which offer hosting of Canadian...…