Firm Management
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TaxDome Launches Industry-First AI System to Transform Client Document Management in Time for Tax Season
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CohnReznick Forms Alliance with Tipalti
MassCPAs Hosts 21 High School Students for Summer Accounting Careers Exploratory (ACE)
2019 Review of CCH ProSystem fx Document
CCH ProSystem fx Document www.cchgroup.com From the 2019 reviews of Document Management and Storage systems for accounting firms. CCH ProSystem fx Document from Wolters Kluwer is well suited for accounting firms of any size. The product is designed to be used with other CCH applications, though it can also be used as a stand-alone document […]
2019 Review of FileCabinet CS
FileCabinet CS uses an intuitive folder structure and includes a default folder structure which can be used immediately. Templates are also available to use for an individual client or across the board. A global filing structure can also be created in ...
CohnReznick Foundation’s 28th Annual Gold Invitational Raises $150,000 for Charities
Longtime supporter Capital One Commercial Banking returned as this year’s presenting sponsor of the annual outing, which hosted more than 100 golfers and special guests. Quattuor Capital Partners of Raymond James also provided major funding for the ...
Perpetual Accounting: The Future of the Profession
In a world where consumers expect convenience at the tap of their finger and efficiency is the order of the day, a new kind of accounting is beginning to take shape. Instead of completing tasks through individual, discrete customer interactions ...
The Leadership Lens: You Have to See Before You Can Lead
While the leader/team member structure doesn’t have the comprehensive reach of a parent/child relationship, leaders all too often adopt a “do as I say, not as I do.” As a leader, you may not be held accountable for your mistakes and misjudgments.
Apps We Love – Sept. 2019: Tutoring
Having been a college-level personal financial planning instructor at Education 2 Go (ed2go) for almost a decade, I can recommend the format, the interplay between instructors and students, and the variety of educational offerings.
Do Your Best Document Management
It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...
Back to the Chalk Board – Marketing To Educators and Tutors
If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.