Firm Management August 4, 2025 Sponsored
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
August 14, 2025 Sponsored
June 30, 2025 Sponsored
June 24, 2025
May 13, 2015
The NFP segment of the U.S. market has historically been 5% of all businesses. This market share has grown to over 10% in the last decade. While business may be doing charitable, human interest or targeted work, this does not mean that the ...
May 12, 2015
QBO Simple Start, Essentials and Plus all offer the critical ability to connect to bank and credit card accounts to download activity.
May 11, 2015
The American Institute of CPAs has launched a new membership section for practitioners and others who serve or work for the nation’s growing not-for-profit sector. The AICPA’s Not-for-Profit Section will provide support and resources in the areas of ...
April 30, 2015
Wolters Kluwer, CCH Small Firm Services, a global provider of tax, accounting and trust tax solutions, has been named one of the Top 50 medium-sized call centers in North America as part of the 2015 Top 100 Call Center awards by BenchmarkPortal.
April 29, 2015
The Financial Accounting Standards Board (FASB) has issued a proposed Accounting Standards Update (ASU) intended to improve the information provided in not-for-profit financial statements and notes to financial statements. Stakeholders are encouraged to review and comment on the proposed ASU, Presentation of Financial Statements of Not-for-Profit Entities, by August 20, 2015. “The proposed ASU contains...…
April 17, 2015
UltraTax CS centers on eliminating repetitive data entry and other resource consuming tasks to add efficiency to office workflow. When coupled with other solutions within the CS Professional Suite lineup, UltraTax CS becomes a comprehensive tax compliance
April 17, 2015
ProSeries provides a comprehensive professional compliance system at an economical price. ProSeries software efficiently guides users through the common steps of tax preparation of collecting and importing data to electronically filing returns accurately.
April 17, 2015
CCH ProSystem fx Tax is the desktop tax compliance solution from Wolters Kluwer Tax & Accounting US and continues to be an award winning offering. With multiple integration points, ProSystem fx Tax provides users multiple avenues to automate the tax retur
April 17, 2015
Drake Software provides an all-inclusive system providing users all the tools necessary to process tax returns and simple accounting. Drake Software continues to be a strong advocate for sole practitioner tax preparers and continues to provide ...
April 17, 2015
TaxWise, a tax solution provided by CCH Small Firms Services, aims to expedite tax preparation with quick data entry. TaxWise also includes a multitude of services to assist tax professionals efficiently serve clients and grow their business.
April 17, 2015
ATX is a solution designed to simplify the tax filing process. Geared towards sole-practitioners and seasonal tax preparers, ATX is simple to navigate and includes multiple integration points for maximum efficiency. New this year is the introduction of iF
April 17, 2015
Bloomberg BNA has long been a research source for tax and estate planning. Though a full featured tax solution is not available, there are two niche products released annually – BNA 706 Preparer and BNA 709 Preparer. Both solutions offer the highest ...