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
July 28, 2014
TaxWorkFlow, LLC has launched TaxWorkFlow Version 2.0, the latest release of the company’s TaxWorkFlow practice management solution.
July 18, 2014
Cloud accounting software maker Kashoo has released a new iPhone app that gives small business owners the ability to manage their finances from anywhere.
July 1, 2014
GoDaddy, best-known for its website tools and hosting services, has added to its new small business suite with the launch of Get Paid, which designed to help small businesses ‘get paid’ anytime, anywhere, and by any digital method.
June 26, 2014
Small business accounting and tax company Intuit has partnered with cloud document storage and sharing firm SmartVault, which will provide integrated cloud-based document management for Intuit's two professional tax systems, Lacerte and ProSeries. The combination of these professional programs is intended to further automate tax preparation workflow, from receiving source files securely from clients to…
June 26, 2014
According to a new report, almost one in five small and medium businesses worldwide are exposed to major security risks as they are still using Windows XP after Microsoft ended support for the operating system.
June 26, 2014
During the first decade or two of my accounting and tax life, I always felt that everyone knew more than I did. I was always a bit intimidated by the depth of knowledge other CPAs, EAs and attorneys seemed to have – and prayed that I could know just a little more of what they…
June 25, 2014
Cloud accounting and payroll software maker AccountantsWorld is partnering with HBK CPAs & Consultants (HBK), a Top 100 accounting and wealth management services firm based in Youngstown, Ohio.
June 24, 2014
The cloud-based small business expense management system Tallie now offers full integration with Intuit QuickBooks Online, the company recently announced. Tallie demonstrated the new integration features during the Scaling New Heights conference in San Antonio.
June 23, 2014
The IRS Office of Professional Responsibility will be sending out letters asking practitioners to stop using disclaimers required under Circular 230 (Regulations Governing Practice Before the Internal Revenue Service).
June 19, 2014
Wave, which makes a suite of small business financial tools, has launched a new app called Mobile Invoice by Wave. The app features one-tap activation of credit card processing, and no-fuss instant integration with Wave’s accounting tools, the app simplifies the entire process of getting paid for small businesses. Invoice by Wave launches today for…
June 17, 2014
Intuit, the maker of QuickBooks, TurboTax and many other business and financial technologies, has announced the availability of a new QuickBooks app for Mac OS devices.
June 11, 2014
Cloud accounting provider Xero is rolling out a new practice management solution that offers job costing, time tracking and invoice management functions. Xero Practice Manager is designed for accountants and bookkeepers who provide services to a variety of business and individual clients.