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)
![website1_11249474](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2022/07/31452/website1_11249474-768x618.png)
2017 Review of Website Builders for Accounting Firms
Your website should also offer an easily accessible list of services that your firm offers. You’ll also want to provide a convenient way for potential clients to get in touch with you regarding those services so a Contact Us page or an online ...
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6 Ways to Control Stress Sweat
The majority of the sweat glands in our skin are “eccrine” sweat glands. These glands are responsible for most of our heat-related and exercise-related sweating and secrete an odorless, clear fluid (made mostly of water and salt) to help control ...
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Apps We Love: Password Managers
There was a time when I wanted all my passwords to be the same, but that was way way back when we weren’t so worried about identity theft and hackers. So it’s time to move into the 21st century and learn about options for password management.
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2017 Review of Citrix ShareFile
Citrix ShareFile works well with both accounting firms and other businesses that are looking for a secure way to share files. ShareFile also includes excellent document storage capability.
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2017 Review of CCH Axcess Portal
CCH Axcess Portal is suitable for firms of any size. The product can be used as a stand-alone portal solution, or integrated with other CCH applications for greater functionality and a more integrated solution.
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2017 Review of Accounting Firm Portals
Wouldn’t it be great to simply retrieve client documents in the portal, process their tax returns, upload the return to the portal for the client to access and sign, and simply efile the signed return? Wouldn’t it be great to have a repository of ...
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2017 Review of Xcentric
Xcentric is designed specifically for CPA firms and is well suited to firms of all sizes that are interested in having a variety of tax and related programs hosted. Xcentric is scalable, with three versions of the product available, so users can easily...
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2017 Review of NetClient CS Portals
NetClient CS Portals are part of the CS Professional Suite from Thomson Reuters. NetClient CS Portals is a good fit for accounting firms of any size that are using or planning to use other Thomson Reuters applications.