Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
June 28, 2012
CCH Canadian and XCM Solutions Partner for CCH Workflow – powered by XCM
CCH Canadian Limited, a Wolters Kluwer business, provider of tax and accounting information, software and services, recently announced a partnership with XCM Solutions, LLC, provider of web-based workflow solutions.
June 28, 2012
2012 Review of Sage 50 Accounting (formerly Peachtree)
Sage North America — Sage 50–U.S. Edition 877-495-9904na.Sage.com / www.Sage50Accounting.com From the July 2012 Review of On-Premise SMB Accounting Systems Best Fit: Sage 50 Accounting is a good fit for most small businesses, it has an impressive selection of management features, inventory functionality, reporting options, and connected services, to meet the users growing needs. This...…
June 28, 2012
SaaS and Mobile Solutions are Big Winners at 2012 Innovation Awards
From the July 2012 Issue. As tax and accounting professionals make plans to move their firms forward, certain buzz words continuously show up: SaaS, on-the-go, real-time collaboration, the Cloud, mobile, instant, client portal, mobility. It’s obvious that success in tomorrow’s world is reliant upon professionals and their clients having access to the information they need...…
June 28, 2012
2012 Accountant’s Technology & Services Guide
Finding the solutions and the right tools to help you work where, when and how you want, can be just as critical to your productivity as developing the best workflow processes and finding the right team to work with you, but with the constantly changing nature of technology, it can be a challenge.
June 28, 2012
The Evolving Profession: Teresa Mackintosh has a Front Row Seat
How much has the profession changed in the last 16 years? Teresa Mackintosh has had one of the most unique front row seats during this time, serving in public practice as a CPA, as well as in various leadership roles with two of the largest technology companies serving tax and accounting professionals.
June 27, 2012
Combining New Tech with Old Fashioned Values
A New Jersey CPA has found success through innovation of workflow and technology, without compromising client service and relationships.
June 27, 2012
2012 Review of Thomson Reuters Practice CS
Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the 2012 review of Practice Management systems. Best Fit: Firms of all sizes looking for a comprehensive solution offering project management and workflow capabilities or users already in the CS Professional Suite product ecosystem from Thomson Reuters. Strengths Comprehensive project management capabilities Available as a cloud solution Strong reporting...…
June 27, 2012
2012 Review of Office Tools Professional Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com From the July 2012 Review of Practice Management systems. Best Fit: Smaller firms looking to increase work flow efficiency as well as integrate document management capabilities. Strengths Simple, single user interface is easy to understand and follow Integrates simple document management structure Integration offered for QuickBooks, Outlook and...…
June 27, 2012
2012 Review of Commercial Logic APS Advance
Commercial Logic—APS Advance603-643-1900www.CommerciaLogic.com From the July 2012 review of Practice Management systems. Best Fit: Larger firms needing customized practice management integration with existing software architecture. Strengths Offers strong customization options to adapt to most firm needs Microsoft SQL platform offers user scalability and unified reporting platform Program built around project management instead of time management...…
June 27, 2012
2012 Review of CCH ProSystem fx Practice 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...…
June 27, 2012
Are You Efficiently Managing Your Practice?
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.
June 27, 2012
Accounting and Tax To Go
Maintaining a healthy balance between career and family is important for long-term success in both areas.