This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income […]
It is not often that I disagree with the esteemed Darren Root. He is, after all, the Executive Editor here. And in truth I can’t much disagree with the premise of his post, in that CCH had a banner year this tax season. They were not alone.Most of the tax prep providers had a good […]
I think it’s fair to say that just about every accounting and tax practice in the country has given consideration to deploying a client portal in recent years. In fact, current estimates are that the number of firms that have a client portal in place is somewhere in the range of 20% to 40%.
When it comes to work-life balance, family-friendly employers and general professional satisfaction, some companies are much better than others to work for. In a list of the top 25 corporations that have these attributes, Intuit ranked #24. Technology firms placed well on the list, including MITRE Consulting, SAS, Autodesk, Agilent and National Instruments. Other recognizable […]
Bill.com, a provider of integrated bill payment, online invoicing and cash management solutions for small- and medium-sized businesses (SMBs) and accounting/bookkeeping firms, today announced a significant product update that brings powerful new document management and accounts receivable features to customers seeking to better manage and control their day-to-day financial operations online, anytime, anywhere, and using […]
Delivers the first CRM to share Documents with QuickBooks via SmartVault Integration
Business Owners, Accounting Professionals Can Easily Run Payroll On-the-go, Even on Vacation
Agreement Provides Tax Preparers with Quality Education to Easily Meet Professional Goals