Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.
October 24, 2017
Your website should also offer an easily accessible list of services that your firm offers. You’ll also want to provide a convenient way for potential clients to get in touch with you regarding those services so a Contact Us page or an online ...
October 20, 2017
Citrix ShareFile works well with both accounting firms and other businesses that are looking for a secure way to share files. ShareFile also includes excellent document storage capability.
October 20, 2017
CCH Axcess Portal is suitable for firms of any size. The product can be used as a stand-alone portal solution, or integrated with other CCH applications for greater functionality and a more integrated solution.
October 20, 2017
Wouldn’t it be great to simply retrieve client documents in the portal, process their tax returns, upload the return to the portal for the client to access and sign, and simply efile the signed return? Wouldn’t it be great to have a repository of ...
October 20, 2017
Xcentric is designed specifically for CPA firms and is well suited to firms of all sizes that are interested in having a variety of tax and related programs hosted. Xcentric is scalable, with three versions of the product available, so users can easily...
October 20, 2017
NetClient CS Portals are part of the CS Professional Suite from Thomson Reuters. NetClient CS Portals is a good fit for accounting firms of any size that are using or planning to use other Thomson Reuters applications.
October 20, 2017
Right Networks Hosting is a good fit for CPA firms, accounting firms, and small businesses that are interested in having QuickBooks and other applications hosted on the cloud. Right Networks Hosting is scalable, with three versions of the product availabl
October 20, 2017
InsynQ is well suited for small to mid-sized accounting firms that are looking for QuickBooks hosting capability, as well as the ability to host tax and related programs. CPAASP is the accounting solutions branch of InsynQ, which offers hosting for a ...
October 20, 2017
SmartVault is available in three versions, with all versions offering document management, custom branding, automatic file check in and check out, full text search capability, and an activity log. Email notification is also available, with users ...
October 20, 2017
AccountantsWorld solutions provide a number of portals that make it easy to share documents and information with clients and client employees.
October 20, 2017
Cloudvara is best suited for small businesses and accounting firms that only have a few applications that they wish to have hosted. Though Cloudvara specializes in QuickBooks hosting, it also offers legal, accounting, and tax software hosting as well.
October 20, 2017
With four versions available, firms have the option to have a single application hosted, or an unlimited number, based on their needs, and can easily scale up to the next version if needed. Cloudnine Realtime is also a licensed commercial host for all ...
