Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
October 15, 2018
2018 Review of Cloud Cabinet Client Portals
Cloud Cabinet Client Portals AccountantsWorld www.accountantsworld.com From the 2018 reviews of client portal systems for accounting firms. Cloud Cabinet from AccountantsWorld offers complete document management capability as well as unlimited client portals. Well suited for small to mid-sized accounting firms that are using other AccountantsWorld applications, Cloud Cabinet can also be used as a stand-alone document...…
October 15, 2018
2018 Review of Integer Accounting and Tax Websites
Integer Tenenz Inc. www.getinteger.com From the Oct. 2018 reviews of Website Builders for accounting firms. Integer from Tenenz is a good fit for small to mid-sized accounting firms that are looking for easy website creation and high quality marketing automation tools. The product has expanded its offerings from the last review, with three plans available; Essentials,...…
October 15, 2018
2018 Review of Web Builder CS
Web Builder CS Thomson Reuters http://cs.thomsonreuters.com/web-builder From the Oct. 2018 reviews of Website Builders for accounting firms. Web Builder CS is a good fit for firms of any size that use Thomson Reuters/CS Professional Suite applications, though the product can also be used as a stand-alone web building tool if desired. Designed specifically for accounting professionals,...…
October 15, 2018
2018 Review of CPA Site Solutions
CPA Site Solutions www.cpasitesolutions.com From the Oct. 2018 reviews of Website Builders for accounting firms. CPA Site Solutions is well suited for accounting firms of any size; offering scalable website design and hosting solutions. CPA Site Solutions currently offers four plans, with complete web design included in all plans. While the Silver plan offers 78 ready-to-go...…
October 15, 2018
2018 Review of Build Your Firm Accounting Website Packages
Build Your Firm Accounting Website Packages http://websites.buildyourfirm.com 888-999-9800 x 1 From the Oct. 2018 reviews of Website Builders for accounting firms. Build Your Firm Accounting Website Packages offers a variety of web building solutions for accounting firms of any size. Build Your Firm offers three different types of website plans; the Premier Plan, which is best...…
October 15, 2018
2018 Review of CPASites
From the Oct. 2018 reviews of Website Builders for accounting firms. CPAsites CPAsites.com CPAsites is a good option for accounting firms of any size that wish to outsource website creation, design and maintenance. CPAsites offers built-from-scratch websites that are designed for accounting firms, with custom design and maintenance free, with users only paying for a monthly...…
October 15, 2018
2018 Review of GetNetSet Websites for Accounting Firms
GetNetSet Websites for Accounting Firms www.getnetset.com From the Oct. 2018 reviews of Website Builders for accounting firms. GetNetSet offers custom website creation specifically for accounting professionals, and is best suited for small to mid-sized firms. Those interested have their choice of three product plans; Representer, which is for very small firms and offers 7 web pages;...…
October 15, 2018
Apps We Love, October 2018 – House and Home
Everybody’s got to live somewhere, and once there, we’ve got all kinds of issues to deal with including security, renovation, repairs, maintenance, design, and so on. If you haven’t settled yet, then there’s the additional issue of home searching.
October 15, 2018
9-Step Marketing Process to Gain Political Clients
As we head into mid-term elections, you might be wondering how you can attract politicians to your practice? Like them, you must campaign for their attention, with the right message that meets their needs when they want them met. Here are some tips you can use to increase the awareness of your brand in politician’s...…
October 15, 2018
October 2018 Firm Management Channel
Why Accounting Firms Should Niche in the Medical Cannabis Industry By Richard Roppa In case you haven’t noticed yet, the medical marijuana industry is growing fast. No matter your position on the medical and recreational use of marijuana stands, you should be paying attention to the explosive growth and needs of this industry because… the...…
October 15, 2018
2018 Review of Website Builders for Accounting Firms
Today, a website is a must. Fortunately, there are products and services available to ensure that your website is engaging, informative, and professional in appearance.
October 15, 2018
2018 Review of Client Portals for Accounting Firms
There are few industries as paper-driven as accounting. W-2s, 1099s, bank statements, and other tax related documents all start out as paper documents. The ability to import some of these items electronically has helped reduce paper loads, but the ...