Technology

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 

Businesses are increasingly reliant on mobile technologies for many aspects of operations, from management, to sales, to client service, according to a new survey.

June 26, 2014 

Tax and accounting technology developer Wolters Kluwer, CCH has made its new CCH IntelliConnect Direct available to all professionals. The system, which provides a universal research interface that offers anytime, anywhere access to accurate, reliable, and continuously updated U.S. and global tax, accounting and regulatory information and guidance, had been in limited beta availability. It…

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 24, 2014 

Cloud accounting company Xero and cloud CRM maker Constant Contact are hoping to make the process easier and more productive.

Isaac M. O'Bannon

June 19, 2014 

New version allows tax and accounting professionals to effectively track fixed asset repairs under the final tangible property regulations, issued by the Internal Revenue Service and U.S. Department of the Treasury.

Isaac M. O'Bannon

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 

On average, accounting firms have a pre-tax net profit margin of more than 20 percent. This underscores the success that most firms have with controlling costs and with the overall management of the firm’s finances. Managers, however, often allow quantitative measures like this to overshadow equally – if not more – important qualitative measures of…

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 17, 2014 

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.

June 16, 2014 

Cloud-based payroll services provider ZenPayroll has announced that it is joining Intuit’s Apps.com partner platform and will offer a seamless integration with QuickBooks Online.

Isaac M. O'Bannon

June 16, 2014 

Selecting a small business accounting package is, in some ways, like purchasing a piece of home exercise equipment. The solution needs to meet your needs, be easy to use, should fit within your budget, and should be pleasant enough to use that the client will actually keep their books after the first week or two.

Brian Tankersley