Firm Management
Latest News
TaxDome Launches Industry-First AI System to Transform Client Document Management in Time for Tax Season
Cherry Bekaert Acquires Kerr Consulting
CohnReznick Forms Alliance with Tipalti
MassCPAs Hosts 21 High School Students for Summer Accounting Careers Exploratory (ACE)
December 2017 Accounting Channel
Young finance professionals at small and medium-size practices are a mobile group who seek out professional development and are well-equipped to deal with changes being driven by globalization and technology, finds a new report by ACCA.
December 2017 Small Business Channel
Generating sales can be a complex and sometimes expensive endeavor, with marketing campaigns, lead nurturing programs, solution demos, RFPs, on-site presentations and follow-up meetings all forming a part of the typical process.
2017 Review of eFileCabinet Document Management
Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.
2017 Review of SmartVault Document Storage
SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...
2017 Review of Drake Document Manager
Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...
7 Ways to Foster a Winning Firm Culture
No matter if they offer similar services, each business has a different workplace culture. Some firms have a reputation for a relentless pace, whereas others pride themselves on family-friendly policies and programs. Some are known for having fun, ...
2017 Review of AccountantsWorld Cloud Cabinet
Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.
2017 Review of OfficeTools
OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...