Firm Management
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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Many accountants need or want to capture documents outside of the office. Whether you have an audit team working in the field or you just need to capture an image of a W-2, there are many hardware and software tools which can be used to create PDF versions of paper documents.
Firm Management
Integrated Portal Options for Client Collaboration
Firm Management
Which Portal is Right for Your Firm?
One of the real challenges associated with selecting portal solutions is the way the product fits into a company’s workflow. We selected eleven portal products for this year’s review (and could have easily located and reviewed 50 solutions, assuming unlimited money and caffeine were available).
Small Business
2013 Review of Wave Accounting
Small Business
2013 Review of Xero Accounting
Small Business
2013 Review of Intuit QuickBooks Online
Small Business
2013 Review of Kashoo
Small Business
2013 Review of Monchilla
Small Business
2013 Review of Sage 50 Complete Accounting 2013
Accounting
2013 Review of QuickBooks Premier 2013
Small Business