Security

October 12, 2014 

Risk mitigation when your practice is attacked is an economic consideration. What will breach reporting cost? What will recovery cost and time lost be? Although we are not likely to be terminated by our clients or our firm, even this type of loss ...

Randy Johnston

September 3, 2014 

Device and data security will assume critical significance for companies adopting a bring you own device (BYOD) policy, especially with nearly 50 per cent of companies having reported lost mobile handsets in the last year. According to IT services specialist ITC Infotech, lack of a stringent BYOD policy can lead to the risk of a…

Isaac M. O'Bannon

August 20, 2014 

As campaign season officially swings into high gear, here are the top five issues of importance to the country’s small business owners this election year.

Isaac M. O'Bannon

August 14, 2014 

Some contract employees providing services to the Internal Revenue Service (IRS) without required background checks had access to taxpayer data, according to a report publicly released today by the Treasury Inspector General for Tax Administration (TIGTA), which oversees the IRS.

Isaac M. O'Bannon

August 8, 2014 

eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents.

Brian Tankersley

August 8, 2014 

Cabinet SAFE CLOUD is a flexible document management system which was originally designed with accountants and tax professionals in mind. The product is still used and sold to clients by many accounting firms and value added resellers, but the company has expanded its vertical industry support to include law firms, financial services, manufacturing, and health…

Brian Tankersley

August 8, 2014 

Practice Management Workspace by Office Tools Professional is an integrated application for document storage, workflow tracking, practice management, and client appointment management. The product’s user interface has been redesigned for 2013, and now offers e-mail synchronization with Microsoft Outlook 2007, 2010 and 2013. Documents can be added to the application by dragging and dropping the…

Brian Tankersley

August 8, 2014 

The Doc.It Suite is a comprehensive document management solution for small to mid-sized firms. This solution is based on the concept of “binders”, which are reminiscent of the paper notebooks used to file engagement documentation. The Company’s software is designed to manage data associated with pending and active projects using the Work Binder module.

Brian Tankersley

August 8, 2014 

GoFileRoom is a web-based document management system designed to be used primarily from within the Internet Explorer web browser. The software has traditional features like version control, check-in and check-out, and supports bar-code scanning to help streamline document organization. Workflow and document routing are available using the integrated FirmFlow workflow engine, and documents can be…

Brian Tankersley

August 5, 2014 

Nearly a quarter of all Californians could soon have their medical histories accessible to doctors and emergency rooms all over the state with just a few strokes on the keyboard.

July 31, 2014 

A new report from PwC US and the Investor Responsibility Research Center Institute (IRRCi) indicates that while companies must disclose significant cyber risks, those disclosures rarely provide differentiated or actionable information. The report examines key cybersecurity threats to corporations and provides information to investors struggling to evaluate investment risk, business mitigation strategies and the quality…

Isaac M. O'Bannon

July 22, 2014 

Technology is embedded in every area of your firm, and leveraging IT investment is key to business success. Here are 10 strategies to help your firm maximize its IT investment.

Jim Boomer