Accounting June 28, 2025
Nominations Open for 2025 Innovation Awards
The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.
December 18, 2017
2017 Review of iChannel by Conarc
iChannel from Conarc is best suited to larger accounting firms that desire a more comprehensive document management system. iChannel is also a good fit for commercial real estate and construction and contracting industries.
December 18, 2017
2017 Review of Onvio Documents – Thomson Reuters
Completely cloud-based, Onvio Documents offers a mobile app that supports both iOS and Android devices. The mobile app offers the same functionality as the online application, and using the mobile app, users can snap a photo of source documents or ...
December 18, 2017
2017 Review of ScanWriter, From Personable
For accounting firms that process a high number of transactions monthly for their clients, data entry can be time-consuming. But ScanWriter from Personable eliminates the need for data entry, automating the process entirely.
December 18, 2017
2017 Review of CCH Axcess Document and ProSystem fx – From Wolters Kluwer
Both CCH Axcess Document and ProSystem fx Document are well suited for accounting firms of any size that are currently using other CCH Axcess applications. Both products can be used as stand-alone applications as well.
December 18, 2017
2017 Review of PSIsafe from PSIgen
PSIsafe offers both on premise as well as cloud deployment options, and is best suited for mid-sized to large businesses. A mobile app is also available that is compatible with both iOS and Android devices.
December 18, 2017
Holistic Firm Management is Best
As you wrap up another successful year, you may be reflecting on the best techniques and tools you can use to manage your firm. While people and their skills are your most important asset, you can help your team by providing the right technology tools. It
December 18, 2017
Building Client Relationships in a Distributed World
While there are clear benefits, cloud-enabled accounting solutions have greatly reduced or eliminated the need to interact directly with clients. Gone are the days of visiting client sites to help them process paper checks, or receive their paper records.
December 18, 2017
Some Businesses Face Data Analysis “Nightmare” with New Accounting Standards
The new lease accounting standard fundamentally changes accounting for lease transactions and will move thousands of lease contracts onto a company’s books and demands a level of data collection, storage and lease accounting that was not previously ...
December 18, 2017
Business, Balance and Bliss: Staying Away From Work When You’re Out Of The Office
People are always talking about the precarious balance between work and home life. Work-life balance, the catchall phrase, ultimately asks, can you give equal attention to both a career and a family? I prefer to approach it as work-life harmony, where ...
December 18, 2017
Apps We Love – Podcast Managers and Podcasts
Many of us will be taking some time away from the office during the holidays, but that doesn’t mean we won’t want to stay connected with what’s happening in the world. We surveyed members of the CPA Practice Advisor community to find out how they ...
December 17, 2017
A Payroll Advance without a Loan – Walmart Experiments with On-Demand Pay
The new system, via a mobile app called Even, allows workers who are usually paid every other week to have early access to a portion of the wages they've already earned.
December 16, 2017
CPAs as CFO: Meeting Client Needs, Managing the Risks
Helping a client by providing CFO services may sound like a smart way to increase revenue and solidify the client relationship – but CPAs in public practice need to be aware of the related risks.