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.
August 14, 2015
2015 Review of Office Tools Pro – Practice Management Workspace
Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.
August 14, 2015
2015 Review of Cabinet SAFE Cloud
Originally designed for accounting firms, Cabinet SAFE Cloud is designed to provide flexible, robust document management capability with documents stored safely in the cloud. Cabinet SAFE is also available for those that need an on-premise product ...
August 14, 2015
2015 Review of CCH Axcess Document and ProSystem fx Document
CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. CCH ProSystem fx Document offers the on premise version of the product, while CCH Axcess Document is deployed in ...
August 14, 2015
2015 Review of Document Management and Document Storage Systems for Accounting Firms
Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...
August 13, 2015
What Every Tax Professional Needs to Know About Health Care Reform in 2015
Employees who are expected to be full-time workers (30 hours or more per week) must be offered insurance within 90 days of hire.
August 13, 2015
College Students Take On Annual AICPA Accounting Contest
Let's get ready to rumble reconcile. The sixth annual 2015 AICPA Accounting Competition is underway and will award a total of $40,000 to the winning teams, challenges undergraduate students to work together as management accountants to help a business hon
August 13, 2015
College Accounting Degree Enrollments Hit All-Time High
The Trends report found optimism from both universities and firms that the growth of the accounting profession will continue. Ninety-seven percent of bachelor’s programs and seventy percent of master’s programs report that they expect their ...
August 13, 2015
4 Keys to Success with Workflow Software
The most important critical success factors for implementing a workflow solution happen before you configure or use workflow software.
August 12, 2015
2015 Review of AccountantsWorld Cloud Cabinet
Both a document sharing portal and a document management system, Cloud Cabinet is one of the tools offered in AccountantsWorld Power Practice suite of products. Completely cloud-based, Cloud Cabinet uses Amazon.com’s secure data center to safely and ...
August 11, 2015
Apps We Love – Mobile Career Tools for Accountants
We are covering career-related apps this month. Whether you're planning on furthering your own career, working with others as a mentor, or in a position to do some hiring, our CPA Practice Advisor community has some recommendations that will surely help y
August 11, 2015
New Learning System Teaches CPAs To Anticipate Future Trends
The most important competency in the business world today – the ability to anticipate future trends and position our organizations to take advantage of them – is a mystery to some accounting and finance professionals.
August 10, 2015
How to Handle Tough Talks With Employees
No manager can escape it. Sooner or later you're going to have to summon an employee into your office to address a performance problem or to have some other unpleasant conversation.