Technology

client-portal1_10884461

June 25, 2018 

Securely Sharing Client Documents: It’s Time to Consider a Portal

How does your firm exchange important financial documents with clients? Do clients send earnings statements and tax documents by regular mail, or perhaps as email attachments? In the event of an audit, how are PBC (prepared by client) supporting documents delivered? Finally, how does your firm exchange documents requiring client signature? Tax and financial documents...…

 Employees Can Now Choose Their Own Payday

June 21, 2018 

Employees Can Now Choose Their Own Payday

With the launch of Flexible Pay, businesses can let employees choose their own pay schedule, which means that, for the first time, employees can get paid for work they’ve already completed, independent of their employer’s payroll schedule.

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June 20, 2018 

Apps We Love – Art

We are focusing on Artist clients in the niche practices area of this month’s magazine, and so we decided to go down the path of art creation and appreciation apps as a corollary to those articles. I like to think of Venus Paradise coloring sets as ...

Gail Perry

 June 2018 Accounting & Audit Channel

June 19, 2018 

June 2018 Accounting & Audit Channel

Top Accounting & Audit Social Media: How to Innovate Like Google. Tom Hood, via LinkedIn.https://bit.ly/2kAoOiM The Newest Audit Technologies: Are Your On Board? Wolters Kluwer Blog.https://bit.ly/2sjXARN The Endless Possibilities of Blockchain. Bloomberg Accounting Blog.https://bit.ly/2JdoAMD 5 Cloud Advantages for Accountants and Bookkeepers. Firm of the Future Blog.https://bit.ly/2H2ThPx Needed Now: Female Financial Planners. AICPA Insights.https://bit.ly/2J1C7Ud   Top...…