Brian Tankersley Archives - Page 23 of 29 - CPA Practice Advisor

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Firm Management

2014 Review of Practice Management 2014 – Office Tools Professional

Practice Management 2014 by Office Tools Professional is a time and billing application which offers a comprehensive suite for managing a small firm including workflow management, client portal, document management, and light customer relationship management (CRM).

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Firm Management

2014 Review of Thomson Reuters Practice CS

Practice CS is designed to be the hub managing to work in an accounting firm running the Thomson Reuters CS Professional Suite. When combined with the optional modules for managing projects, clients, and employees, Practice CS provides a comprehensive toolset which meets the needs of many small and midsize firms.

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Firm Management

Digital Plumbing Tools Help to Sync Data Across Cloud Apps

A new class of “digital plumbing” applications are helping many firms and small businesses solve another seemingly “impossible” task – automated synchronization and universal exchange of data between applications written by different software publishers.

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Accounting

2014 Review of AccountantsWorld - Accounting Power

Accounting Power is the new name for the collaborative bookkeeping and client write-up solution which is part of the Accountants World Power Practice suite of applications.

Accounting

2014 Review of Xero Accounting and Xero Partner Platform

Xero Accounting, along with the Xero Partner Platform multi-client interface for accountants, is a cloud-based platform for those working with multiple clients. The product is best used by service-based organizations, is easy to use, and provides a platform for automating the classification of transactions.

Accounting

2014 Review of Intuit QuickBooks Online & QuickBooks Online for Accountants

Intuit’s QuickBooks Online (QBO), along with the QuickBooks Online for Accountants (QBO4A) multi-client tool for accountants using the application, provide a capable cloud-based platform for managing small business finances for multiple organizations.

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Accounting

2014 Review of Virtual CFO Platforms (aka, Cloud Write-Up)

The transition away from traditional, after-the-fact client write-up systems and to collaborative, real-time financial reporting systems has taken many years, but we are starting to see the outline of the systems of the future. Cloud-based software will be used to help practitioners and clients work together on a business, and will yield results which are more timely and less compliance-oriented than traditional write up products.

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Accounting

2014 Review of Thomson Reuters Accounting CS

The current write-up application for the Thomson Reuters CS Suite of applications for professional accounting firms is a relatively new product called Accounting CS.

Accounting

Xero Partners with Manilla and Squarespace

Cloud accounting application Xero announced new partnerships today with personal bill tracking application Manilla and web hosting company Squarespace. The company’s announcement comes close after the December launch of Xero Payroll, the announcement of the product’s support for file attachments, and integrations with non-traditional lending sources like Kabbage and FundBox.

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Firm Management

Time & Billing Systems: Essential Even for Value Model Firms

2013 Review of Time and Billing Programs

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Accounting

Taking Your Firm and Clients to the Cloud: 2013 Reviews of Hosting Providers

Cloud server based hosting of applications which have historically run on desktop or laptop Windows computers is a hot trend with accounting professionals.

2013 Review of Xcentric