Firm Management

CCH, a Wolters Kluwer business — ProSystem fx Practice Management800-739-9998www.cchgroup.com From the July 2012 review of Practice Management Systems. Best Fit: Accounting firms of all sizes currently utilizing other ProSystem fx desktop solutions or firms looking for a standalone practice management solution Strengths Fully contained solution, without the need for purchasing additional modules Fully customizable […]

Practice management and time management are often viewed as similar functions within an accounting firm. On a surface level view, both will track time and run a variety of time based reports for billing and invoice purposes.

CaseWare International Inc — CaseWare Time 2011800-267-1317www.caseware.com From the July 2012 review of Practice Management systems. Best Fit: Firms currently using CaseWare products Strengths: Tight integration with CaseWare products Multiple preformatted reports along with strong customization options Built-in sync capability between Outlook/Exchange and client information Potential Limitations: No current cloud based solution Integration generally limited […]

I’m a big fan of Apple and the late, great Steve Jobs. If you haven’t taken the time to read the book, “Steve,” by Walter Issacson, I highly encourage you to pick up or download a copy and take the time to absorb the numerous lessons offered.

Whether you already use social media or haven’t started yet, the odds are that you’re doing some things offline or by email that can be leveraged into social-media activities.

All things in life change. It is inevitable that we evolve. Accounting solutions are no exception and as with everything else the web is forcing a new species to evolve while old ones become extinct.

The role of IT professionals in tax & accounting firms is changing. More and more firms have either moved to the cloud or are preparing to make the leap.

Transzap, Inc., provider of workflow solutions software, recently announced two new executive leadership appointments as part of the company’s growth initiative. Michael Weiss was named Vice President of Software Engineering and Christopher Dinkler was named Vice President of Sales.