Cloud Technology

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June 19, 2014 

Wave Launches New Invoicing App

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…

Isaac M. O'Bannon

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June 17, 2014 

Why Your Firm Should Rethink Cloud Security

Despite the growth of cloud-based technology, many accountants are hesitant to move all of their client data and firm management systems online. A survey conducted by CPA2Biz last fall found that 43 percent of CPAs have their doubts about the security of cloud-based applications, feeling “somewhat confident” or “not confident at all.”

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June 17, 2014 

Five Steps to Securely Share Financial, Tax and Accounting Files

If your office is like most, it’s going mobile. From financial spreadsheets and payroll information to tax forms and client communications, many CPAs are accessing critical client data via their mobile devices. As a result, the risk of data leakage is becoming a heightened priority for the modern accounting firm.

 Intacct Launches Performance Cards, New Dashboard Visualization Feature

June 10, 2014 

Intacct Launches Performance Cards, New Dashboard Visualization Feature

Cloud accounting and business management developer Intacct has announced the launch of Performance Cards, new dashboard visualizations that provide users with at-a-glance views into critical performance trends. Built directly into the Intacct financial management system, Performance Cards are easy to create, require no custom code development or additional software, and leverage Intacct’s dimensional general ledger…

Isaac M. O'Bannon

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June 4, 2014 

New Cloud System Fully Automates Expense Management

Tallie, which makes online expense management systems, has released what it says is the first complete cloud-based expense management solution, providing the quickest path from receipt to balance sheet. Tallie was honored this week with a Tax and Accounting Innovation Award.

Isaac M. O'Bannon

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May 13, 2014 

Holistic Accounting – A New Approach

In quiet conversations, the concept of holistic accounting is being examined and considered as the next major trend in client services. In a nutshell, holistic accountant addresses the client as a complete entity and seeks to help in meeting all of their business needs.

Dave McClure