Cloud Technology
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IRS: Security Threats Against Tax Pros Remain a Daily Threat
Small Businesses Hired At a Slower Pace in June
Distracted In the Office? New Study Finds You’re Not Alone
Americans Lead the World In Taking the Fewest Vacation Days
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The Practice Management Playbook, Part 1: The Right Single Portal
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
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The Technology Lab Podcast – Review of Doc.It – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.
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Your Firm and Your Cloud
You must be thoughtful about your strategy and tactics, carefully choosing your technology stack and where you spend your time.
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QuickBooks Online’s Business View: Simple, Efficient, and Personalized
When it comes to your practice, and keeping clients happy and set up for success, you need a system that not only saves time and ...
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Webinar: How to Enhance your Firm’s Technology Experience: Talent, Remote Work, Security and More
During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers.
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The Technology Lab Podcast – Review of QuickBooks Online April 2021
Today's program on Intuit QuickBooks Online should provide insights that you can understand more about the product and make some business decisions based on that. So good day, Brian, how are things today?
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Advisory Services Best Practices: Turning Tax Return Problems Into Business Lifecycle Engagements
We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...
Lockstep Adds Customer Success and Finance Officers to Team
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...