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How Firms Should Think About Client Portals
Scott Fleszar from Thomson Reuters explains why firms need to be viewing portals in a bigger picture ... and explains just some of the benefits of using portals.
Scott Fleszar from Thomson Reuters explains why firms need to be viewing portals in a bigger picture ... and explains just some of the benefits of using portals.
CPA Practice Advisor Executive Editor Darren Root, CPA.CITP, presents a 2011 Innovation Award to Thomson Reuters for the company's Mobile CS app, which allows smart phone users to access key firm data from anywhere. The Awards were announced during a ceremony at the California Accounting & Business Show & Conference in Los Angeles, June 6, 2011.
800-968-8900 CS.ThomsonReuters.com The Thomson Reuters Trial Balance CS product is a working trial balance accounting product that allows multiple users to access the file. When paired with the Thomson Reuters Engagement CS product, many features are added, including the engagement workflow and binder. The primary limiting feature on this product is that it only allows […]
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 […]
Less than half automate indirect tax workflow processes, a recommended best practice by leading analyst firm
Checkpoint Learning offers bundled subscription packages to U.S. accounting, tax, and finance markets
Where does innovation come from? While this may be a rhetorical question for some, it was precisely the intent of the inaugural CPA Practice Advisor Thought Leader Symposium, which brought together 25 of the most influential tax and accounting professionals, technophiles and consultants for three days of collaboration and dialogue. As the host of the […]
RIA Handbook provides authoritative, comprehensive answers to personal and business tax questions