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
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Accountability – The Key to Firm Success
An overall strategic plan is important to chart the course for your firm’s future success. And individual game plans outline the roles each team member plays in achieving the firm’s strategic objectives.
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The Mobile Windows: Windows Phone 8 and Windows RT
Summary: Microsoft has revitalized its mobile offerings and created an integrated computing ecosystem to compete with Apple and Google.
2013 Review of SurePrep — 1040SCAN Pro; 1040SCAN Organize
SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs, […]
2013 Review of CCH ProSystem fx Scan
CCH a Wolters Kluwer business — ProSystem fx Scan 800-739-9998 CCHGroup.com Best Fit: Firms wanting to integrate automated workpaper and form preparation into the larger suite of tax and practice management programs in the ProSystem fx Suite. Strengths Optical character recognition (OCR) is streamlined and fast The AutoFlow Wizard feature helps provide data validation User […]
2013 Review of GruntWorx – Tax Document Automation
GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and […]
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Streamline Your 1040 Tax Prep with Automation
2013 Review of Tax Document Automation Systems
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35 days of gift ideas countdown: Day 4: The Perfect iPad Companion
Day 4 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
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35 days of tech gift ideas: Day 7: Get Your BlackBerry fix in tablet format
Day 7 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.