November 17, 2022
The Technology Lab Podcast – Review of SmartVault – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA, review SmartVault, an all-in-one solution for online document storage and secure file sharing.
Firm Management November 4, 2022
The Practice Management Playbook, Part 1: The Right Single Portal
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
October 25, 2022
The Technology Lab Podcast – Review of Doc.It – Nov. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Doc.It, a document management, workflow and portal solution for accounting firms.
Firm Management September 26, 2022
Your Firm and Your Cloud
You must be thoughtful about your strategy and tactics, carefully choosing your technology stack and where you spend your time.
September 2, 2022 Sponsored
QuickBooks Online’s Business View: Simple, Efficient, and Personalized
When it comes to your practice, and keeping clients happy and set up for success, you need a system that not only saves time and ...
June 30, 2022
Webinar: How to Enhance your Firm’s Technology Experience: Talent, Remote Work, Security and More
During this webinar, we will arm you with tips and best practices you can bring back to your firm to better support a flexible workforce, manage your IT security, and enhance your technology experience for both your staff and your customers.
April 2, 2021
The Technology Lab Podcast – Review of QuickBooks Online April 2021
Today's program on Intuit QuickBooks Online should provide insights that you can understand more about the product and make some business decisions based on that. So good day, Brian, how are things today?
March 17, 2021
Advisory Services Best Practices: Turning Tax Return Problems Into Business Lifecycle Engagements
We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...
March 11, 2021
Lockstep Adds Customer Success and Finance Officers to Team
Lockstep, an accounting cloud developer, has announced the expansion of their leadership team with the new hires of Rosalyn Curato and Preethi Pragash. The news comes just weeks after the Seattle-based accounting platform closed its $10 million ...
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March 10, 2021
Fujitsu Introduces Cloud-Connected Scanning Solution ScanSnap iX1600
Fujitsu has introduced the ScanSnap iX1600 with ScanSnap Cloud. ScanSnap Cloud integrates seamlessly with a variety of popular cloud services to provide a convenient and comprehensive solution for ScanSnap customers.
April 9, 2018
MyCPADashboard.com Simplifies Accounting Firm Workflow
Designed to be user friendly, MyCPADashboard.com provides accounting professionals with the ability to connect seamlessly to their clients via a secure user interface. Fully encrypted, both accountants and their clients can be assured that all data ...
December 14, 2017
The Top Five Benefits of Outsourced Accounting
Today’s business owners are facing greater expectations when it comes to financial transparency and government compliance. All too often, businesses are juggling day-to-day responsibilities alongside more complex and time-consuming tasks such as finance, accounting, compliance, internal audit, and risk management. They are simply trying to do more with fewer resources.