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 27, 2014
Cloud accounting software vendor Xero has been chosen by Forbes Magazine as the top company in it's list of the World's 100 Most Innovative Growth Companies.
May 21, 2014
The nation's largest professional association for accounting professionals, the American Institute of CPAs (AICPA), has come out opposed to the new voluntary tax return preparer regulation program that the Internal Revenue Service (IRS) is planning.
May 18, 2014
For many years, states and local governments have been trying to rein in unlicensed income tax preparers, and the Internal Revenue Service joined a few years ago with the idea of a national testing and regulatory system that the agency would oversee. So, it created one.
May 15, 2014
His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.
May 15, 2014
Intuit announced late Wednesday that it has acquired Invitco. The Australia-based company is the developer of Invitbox, an online system for managing accounts payable. Intuit is the company behind QuickBooks, TurboTax, Quicken, Mint and many other small business and financial management systems.
May 14, 2014
On May 8, Intuit market the first-ever Global Accountant Day (Twitter: #accountantday), bringing the company's more than 250 accountant-facing employees a challenge to put aside their day-to-day work to reach out and interact with an accountant.
May 13, 2014
When I look back on my time in practice, some of the biggest lies I ever told myself related to shoebox clients ever getting more organized on their own. I always wanted to believe that the client wanted to have a more structured organization system for their finances.
May 12, 2014
Intuit takes a look back at Tax Year 2013 and projects what changes lie ahead for the tax profession and its products.
May 12, 2014
BASIC SYSTEM FUNCTIONS – 5 Stars FUND E-Z is easily installed in just a few minutes, and potential users are able to download a 30-day demo from the website for a trial run. A recent redesign offers users an easily navigatable ribbon-style menu similar to the ribbons found in the Microsoft Office products. Fully customizable,...…
May 12, 2014
Basic System Functions – 5 Stars The Financial Edge is available as an on-premise product or as a hosted product. Though a robust system, The Financial Edge is easily navigated, with a drop-down menu at the top of the main screen offering access to system modules. A vertical navigation bar offers quick access to all...…
May 12, 2014
BASIC SYSTEM FUNCTIONS: 4.5 Stars 100 percent cloud-based, Aplos requires no product installation, a plus for small nonprofits with limited staff. The main user interface contains several tabs listed vertically on the left side of the screen: Dashboard, Settings, Accounts, Transactions, Contacts, and Reports. Rather than continuing as an App-based system, Aplos made the transition...…
May 12, 2014
BASIC SYSTEM FUNCTIONS – 5 Stars Fully scalable, with users able to add to the core system, AccuFund is available in three versions: a traditional desktop version, an online version of the desktop product and AccuFund Anywhere, a cloud-based system which currently offers the core system modules plus Accounts Receivable and Allocation Management(these were both...…