John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.
August 8, 2014
CPA Site Solutions claims to be the largest provider of websites for accountants with over 7,000 firms using the platform. The company was founded in 1999 to help accountants take advantage of the internet. They believe so strongly in the service that they will setup your website and email accounts and give you two months…
August 8, 2014
Web Builder CS is part of one of the most comprehensive suites of cloud based applications to run your tax or accounting practice with. The Thomson Reuters CS Professional Suite consists of 16 integrated applications including tax preparation, payroll processing, client accounting, document management and more.
August 8, 2014
GetNetSet, LLC (GNS) specializes in providing web sites for accounting and tax firms. Unlike many of the other solutions reviewed, GNS does not directly integrate with tax and accounting software. While that may sound like a negative, it actually can be a positive attribute in that they have built their system generically to work with…
August 7, 2014
So where do you place your firm's website on your list of priorities for your firm? Do you see it as a necessary evil that has to be dealt with just to “be in the game?” Or, do you see it as the gateway to serving your clients for the coming years? Chances are you…
March 26, 2013
866-NETDOCS www.netdocuments.com 2011 Overall Rating 4.5 Best Firm Fit: NetDocuments’ biggest market is law firms, which represents 70% of the company’s customer base. Although they don’t have a deep presence in accounting firms at this stage, they have a strong presence in many similar businesses, such as financial advisory firms. The system is highly...…
May 28, 2012
CCH Small Firm Services — PaperlessPLUS800-375-9542www.cchsfs.com From the June 2012 review of Document Storage Systems Best Firm FitPaperlessPLUS is a document storage system that integrates with the ATX and TaxWise tax preparation, Client Accounting Suite and Fixed Asset software from CCH Small Firm Services (SFS). While the system includes certain features only available to current...…
May 28, 2012
Personable Inc. — ScanWriter 2012800-688-4281www.personable.com Best Firm Fit It is always pretty easy to identify the best firm fit for ScanWriter QuickBooks Edition (ScanWriter). It is designed at the core for serving as a document storage solution to support your QuickBooks transactions. If your firm provides outsourced bookkeeping and accounting services based on QuickBooks then...…
May 28, 2012
AccountantsWorld — CyberCabinet 888-999-1366 AccountantsWorld.com Best Firm Fit CyberCabinet is a good fit for small firms that want to move to a cloud computing model. The suite of online applications from AccountantsWorld provides a “leave the driving to us” model for dealing with all of the IT infrastructure issues related to an on premise...…
March 27, 2012
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.
January 4, 2012
With 140,000 apps available for the iPad and thousands for other tablets, the devices make sense for many practices.
September 12, 2011
New learning model takes onsite CPE to the next level of engagement Continuing Professional Education (CPE) is a required component of an accounting professional’s life, and today there is no shortage of online and onsite sessions available. Both types of CPE learning, face-to-face and web-based, provide attendees with valuable, timely information required to remain current...…
