Technology
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60% of CFOs Say Their Organizations are Ready to Implement and Work With AI, but Only 35% are Using AI in Finance
A Scalable Talent Model Can Be Much More Than a Safety Net for CPA Firms in Need of Skilled Talent
Labor Challenges Persist Among Mostly Confident Business Owners, According to CBIZ Index
How PTO Policies Can Attract Top Talent
35 Days of tech gifts countdown: Day 3: Hands-free communication on two wheels
Day 3 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
35 days of tech gift ideas: Day 5: Cool in the pool, a waterproof speaker and speakerphone
Day 5 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
2013 Readers Choice Awards: The Votes are In
Technology has changed rather dramatically since we started the Readers Choice Awards seven years ago, and certainly since this publication was initially started in 1991. Perhaps not as dramatic as the invention of the printing press, but when it comes to workflow processes and always-available access to personal and client data, there has been a […]
35 Days of tech gift ideas: Day 6: Keep your paperwork simple and neat
Day 6 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
Jumping on Board the Fast Moving Mobile Train
It’s been more than 13 years since we started our transition to paperless, and today we are still paper free. Over the past five years, the focus has been on implementing a single client database...
Jon Baron’s Ongoing Quest for Technology Innovation
Darren Root speaks with Jon Baron, managing director of the Professional Segment for the Tax & Accounting business of Thomson Reuters.
Doing Less May be More
From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to […]
2013 Review of Intuit Tax Import for Lacerte and ProSeries
Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports […]