Software

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…

Isaac M. O'Bannon

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.

Isaac M. O'Bannon

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…

Eva Rosenberg

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.

Isaac M. O'Bannon

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).

Ken Berry, JD

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…

Isaac M. O'Bannon

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.

Isaac M. O'Bannon

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.

Isaac M. O'Bannon

June 7, 2014 

Kashoo is a web-based micro-business application which describes itself as a tool for “real simple accounting” and “small business record-keeping.”  Users can connect Kashoo to bank and credit card accounts online, and transactions are imported into the application without data entry.  Payroll giant Paychex made an investment in the company in 2013 and now remarkets...…

Brian Tankersley

June 7, 2014 

There are many in the accounting profession who can remember being the stereotypical accountant: the green eyeshade blocking out the glaring light bulb over a desk or table filled with handwritten ledger sheets, footing and cross-footing with a 10-key before handheld calculators existed...

Gail Perry

June 6, 2014 

These applications are low cost or free, and are supported with in-application ads and other special offers provided based on the user’s personal profile. Since they are stored online, the data can be shared with outside advisors, including the individual’s accounting firm.

Brian Tankersley