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
October 13, 2014
Expectations from business owners and clients have changed. This is particularly true with accounting software and the impact on traditional write-up services.
October 10, 2014
By Bill Kennedy, CPA, CA The Affordable Care Act changes had the biggest impact on tax software across the country this year, as developers scrambled to incorporate the new Net Investment regulations into their packages, particularly for high net worth individuals. All of the packages reviewed have been updated for the impact of this legislation....…
October 8, 2014
Business software developer Open Systems, Inc., has acquired Adaptive Business Solutions (ABS) of Indianapolis, Indiana. The ABS staff will continue to work in Indianapolis as the Indiana Regional Office of Open Systems, Inc.
October 7, 2014
Intuit’s Small Business vision remains at the core of its business, as it continues to connect small business owners and accountants through the QuickBooks Cloud.
September 25, 2014
Thomson Reuters confirmed today that UltraTax CS will provide an eSignature offering for the upcoming tax season.
September 12, 2014
Online Payroll for Accountants is a fully outsourced, web-based solution designed to process small business payroll. With flat pricing, accounting professionals are able to price their services for optimal profitability. Basic System Functions: 5 Stars Online Payroll for Accountants is a web-based solution designed for collaboration between accounting professionals and their clients. The service is...…
September 12, 2014
Payroll Relief is a cloud-based payroll solution specifically designed for accounting professionals to offer payroll services to their clients. The solution is focused on quickly processing payroll for a large number of payroll clients. New features this year include a newly redesigned user interface, full support for independent contractor workers, and new tools to enhance...…
Technology September 12, 2014
Darrell Layman made a bold move this year, and at the riskiest time: tax season. With a broad vision to significantly increase workflow efficiency across his firm, he transitioned from a desktop document management system to the cloud.
September 12, 2014
The small business owner continues to be at the heart of the QuickBooks ecosystem. With every product, service and feature released, Intuit seems to be determined to make the next step even easier than the previous. So, it was no surprise when Intuit launched QuickBooks Financing to help with what remains a big challenge for...…
September 11, 2014
First, a federal appeals court invalidated most of the regulations imposing continuing education and other regulatory requirements imposed by the IRS on tax return preparers (Loving, et al v. IRS, Civil Action 12-385 (JEB), U.S. Dist. Ct. DC, 1/18/13). .
September 8, 2014
Cloud sales tax and compliance systems provider Avalara has formed a strategic alliance with PayPlus Software, Inc., (www.payplus.com), a payroll and employee management software company serving the Professional Employer Organization (PEO) industry.
September 5, 2014
2011 OVERALL RATING 4.50 800-765-7777 www.proline.lacertesoftware.com Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…