Firm Management
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Report Says Undocumented Immigrants in U.S. Pay Nearly $100 Billion in Taxes
Emburse and Finexio Partner for B2B Payments
How Generative AI Will Disrupt Accounting
Mid-Market Optimism Hits Pre-Covid Record Highs
Hong Kong Accounting Firm Joins PrimeGlobal
Sino Corporate has joined the global accounting network PrimeGlobal, bringing over 30 years of expert experience in the Asian market. The firm specializes in providing high-quality fund, trust and corporate services from their offices in ...
Pakistani Accounting Firm Fazal Mahmood Joins PrimeGlobal
Fazal Mahmood and Company (FMC) has joined PrimeGlobal’s Asia Pacific region, bringing over three decades of professional experience to the association. The firm specializes in delivering high-caliber audit, accountancy, tax and ...
The Surprising Secret to Effectively Growing Your Accounting Practice
The hardest part of creating a workflow… and of training for your first half-marathon… is in the beginning. You need to build the habit of doing the work and documenting your results. But once that habit is formed, progress seems to happen quickly and ...
2020 Review of AccountantsWorld Cloud Cabinet
AccountantsWorld Cloud Cabinet www.accountantsworld.com/CloudCabinet.html From the 2020 reviews of client portals for accounting firms. Cloud Cabinet Client Portal is ideal for small firms already invested in the AccountantsWorld ecosystem. Due to its tight integration into their other solutions, AccountantsWorld client portals are designed to integrate with other AccountantsWorld applications including Accounting Power, Website Relief, Practice […]
2020 Review of CCH Axcess Portal
CCH Axcess Portal https://taxna.wolterskluwer.com From the 2020 reviews of client portals for accounting firms. CCH Axcess Portal is a cloud-based file sharing system best-suited to firms using CCH Axcess Document as the tight integration means these solutions function like one streamlined application. The system also integrates with other components of the Wolters Kluwer professional accounting […]
2020 Review of Citrix ShareFile
Citrix ShareFile www.sharefile.com From the 2020 reviews of client portals for accounting firms. Citrix ShareFile provides document management and client portal functions for professional firms and can be scaled to meet the needs of most sized entities. The system also offers integrated email, and file syncing functions that enable working while not connected to the […]
2020 Review of SmartVault
SmartVault www.smartvault.com From the 2020 reviews of client portals for accounting firms. SmartVault is a file-sharing and document management system designed for accounting firms and their clients. The system is geared toward firms of 5-to-50 staff, supporting the transfer of all file types, with a focus on accounting, tax and payroll documents. The system integrates […]
Building Connections in a Virtual World
In the past six months, several organizations in the accounting profession have postponed or canceled their conferences in response to the COVID-19 pandemic, while others have taken their events virtual.