Firm Management
Latest News
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
MACPA Restructures Education Foundation to Focus on Diversity, Equality and Inclusion
As a sign of its commitment to those ideals, the MACPA’s Board of Directors has appointed a new Education Foundation board to oversee the group’s activities. The appointment of the 12-person board took place during the ...
5 Keys to Building Core Strength in Your Firm with Effective Document Management
Having an efficient and secure information flow through your business is a core competency which can either support or undermine your company’s stability and growth. Here are five key ways you can build strength in the core of your business using an ...
Apps We Love – October 2020: Personal Fitness and Health
The pandemic has resulted in lifestyle changes for many. In addition, the focus on health has all of us thinking more about how we take care of ourselves. We thought this would be a good time to survey our CPA Practice Advisor committee and ...
2020 Review of ImagineShare
ImagineShare ImagineTime www.imaginetime.com From the 2020 reviews of client portals for accounting firms. ImagineShare is the accounting firm portal system from ImagineTime, and a part of its suite of practice management solutions. The system is best-suited to small and mid-sized accounting firms, and can be used as a stand-alone portal or as part of the […]
2020 Review of NetClient CS
NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient […]
Half of Canadian Financial Professionals Say Work-From-Home Has Improved Mental Wellness
Findings from the independent online survey of 1,000 Canadian professionals suggest that while remote work has given Canadian professionals more flexibility to tend to personal needs throughout the day, thereby improving mental wellness, the overall ...
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
The company’s tax planning software is currently in beta testing. The new software release will allow users to scan their clients’ tax returns, collect vital information via custom questionnaires, analyze estimated tax savings and prepare tax plan ...
Does Your Firm Have a Clear Communication Vision?
2020 has been such an unusual year that I did not expect to have such a pleasant Labor Day weekend. After spending one on one time with my oldest daughter, we reaffirmed something that many of you may mistakenly take for granted.