Technology
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Understanding Employees’ Preferences: The Key to CPA Firms Attracting Top Talent in 2025
2025 Tax Refund Date Estimator – And Last Minute Tax Tips for 2024
IRS Will Phase in $600 1099-K Reporting Threshold in 2026
Review of HubSync – The Accounting Technology Lab Podcast – Nov. 2024
Are You Protecting Client Data When Sending Files Over the Internet?
Column: Small Business Tech Advisor
Apps To Help Manage Your Practice, Your Travel and Your Caffeine
Column: Monthly Micro Apps
Tips for a Firm’s Digital Strategy
Choosing the right digital strategy can improve your bottom line.
Maintaining a Customer-First Focus
A Great Practices Feature
Are You Ready for BYOD?
The growing trend of employees bringing their own mobile devices into the workplace is referred to as BYOD (Bring Your Own Device) or the consumerization of IT and is one that deserves your attention.
2012 Review of SmartVault Corporation — SmartVault
SmartVault Corporation — SmartVault866-674-6785www.smartvault.com Best Firm Fit SmartVault (SV) has established itself as a leading online file storage solution for accounting and tax professionals. If your primary objective is to have a secure, online file sharing solution to exchange files back and forth with your clients, SmartVault will serve you well. The system includes […]
2012 Review of Office Tools Professional — Practice Management 2012
Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com Best Firm Fit Office Tools Professional (OTP) Practice Management 2012 is best suited for small and mid-sized firms who want to have a single point of entry to manage all of their client interactions, correspondence and files. This system has been deployed in in firms from 2-80 […]
2012 Review of Intuit — Lacerte & ProSeries DMS
Intuit — Lacerte & ProSeries DMS800-765-7777Lacerte.intuit.com, Proseries.intuit.com Best Firm Fit: The primary value of these two document storage systems is based in their direct integration with the ProSeries and Lacerte tax preparation software applications. If you’re a tax practitioner using either of these programs, or are considering a switch to them, the integrated DMS […]