March 27, 2013
From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use...…
March 27, 2013
cPaperless, LLC — CPA SafeMail 3.1800-716-2558 x100www.cPaperless.com From the April 2013 review of client portal systems. Best Fit: Firms who want to use a range of tools to automate the preparation and secure transmission of documents to and from third parties. Firms who want to adopt the CPA SafeSign electronic signature service. Strengths: Outlook add-in...…
March 27, 2013
Ziptr(785) 365-1022www.ziptr.com From the April 2013 review of client portal systems. Best Fit: Ziptr is best suited for individuals and firms who need a standalone product for secure messaging and encrypted file delivery. Strengths A simple to use tool with strong encryption that makes it easy to collaborate on confidential matters with users outside the...…
March 27, 2013
Applied Answers, Inc. — FileGenius888-753-2245 x703www.filegenius.com From the April 2013 review of client portal systems. Best Fit: FileGenius BASIC is best for a small organization that needs 10 or fewer employee accounts and 25 or fewer client portals. FileGenius TOTAL offers unlimited employee accounts and client portals, unlimited transactions and more robust management tools. Strengths:...…
March 27, 2013
Next-generation upgrade enables firm to standardize services and fees, attract ideal clients, and accelerate growth
March 25, 2013
Alexander, Aronson, Finning & Co. Expands Into Boston.
March 25, 2013
Red Flag Reporting fraud hotline service enables 24/7 reporting capabilities
March 21, 2013
Built Atop NetSuite Platform, VinSuite Will Give Wineries First Integrated Cloud Application to Run an End-to-End Business and Manage Omnichannel Sales Including Tasting Room, Telesales, B2B and B2C
March 21, 2013
A group of 10 Jacksonville, Florida, CPAs meets monthly to discuss issues relevant to them and share best practices and tips for their firms.
March 18, 2013
California labor officials have fined a Southern California hospital chain, Pacific Health Corp., more than $7 million for not paying employee wages and bouncing payroll checks.
March 16, 2013
Entrepreneur Kimberly Martinez is Ms. Mompreneur 2013. She is CEO of Bonitas International, home of the BooJee Beads brand of beaded lanyards and badge reels.
March 13, 2013
SmartVault is the first to offer integrated online document management for QuickBooks Online customers, which is now available in the Intuit AppCenter.