Brian Tankersley
Brian Tankersley is a technology contributor for CPA Practice Advisor, and is a frequent speaker at national continuing education courses on auditing and technology, as well as a consultant, coach and instructor for K2 Enterprises.
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The Key to E-Mail Marketing for Small Organizations
One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but these systems are frequently not used by small firms that don’t have dedicated marketing departments.
CCH, a Wolters Kluwer business — ProSystem fx Scan
CCH Small Firm Services Scan&Fill
Thomson Reuters — Source Document Processing
Intuit, Inc. — Tax Import for Lacerte & ProSeries
SurePrep — 1040SCAN PRO, 1040SCAN Organize
Technology
Copanion Inc. — GruntWorx Populate
Technology
Peachtree 2012: New Tools You Should Know About
Strategic Performance Management with Sage Peachtree Business Intelligence
Thomson Reuters — Checkpoint
Firm Management
2014 Review of eFileCabinet
eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents.