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 Checkpoint Learning CPE Courses Available on iPad

February 18, 2014 

Checkpoint Learning CPE Courses Available on iPad

Thomson Reuters has released the latest Checkpoint Learning CPE courses for Apple iPads. With the entire learning experience available on the iPad, from course browsing and purchasing, to course completion and submission, accounting and tax professionals can train while traveling, waiting in line, or whenever they have time and internet connectivity.

 Sage Introduces New Apps for Sales, Service & Billing and Payments

February 14, 2014 

Sage Introduces New Apps for Sales, Service & Billing and Payments

A suite of new apps from Sage North America is now available to business users, the company announced on Tuesday. The mobile solutions, designed to "empower businesses to innovate in the field," are delivered through the new Sage Data Cloud. Sage Mobile Sales and Sage Mobile Service are currently available for download in Apple iTunes.…

Isaac M. O'Bannon

sqrl

February 12, 2014 

System Puts Gathering Client Tax Documents on Auto Pilot

It’s the just the beginning of tax season, but most tax professionals likely already have a digital pile of client returns that are “in progress,” and will likely remain that way for weeks or months. Not because the firm hasn’t gotten to them yet, but probably because they are still waiting on clients to send…

Isaac M. O'Bannon

 Online Accounting System Adds Bank Reconciliation

February 11, 2014 

Online Accounting System Adds Bank Reconciliation

Wave (waveapps.com) has released a new bank reconciliation feature to its entire user base. The bank reconciliation feature had already been available to select users who participate in the Wave Labs beta program, as well as to accounting professionals in the Wave Pro Network. Both groups provided invaluable feedback in the feature’s development.

Isaac M. O'Bannon

 How To Improve Productivity With Electronic Document Management

February 11, 2014 

How To Improve Productivity With Electronic Document Management

Effective data management is one of the biggest challenges accounting firms face. Implementing an Electronic Document Management (EDM) system allows companies to reduce costs, improve service, increase productivity, and meet regulatory requirements. Accounting firms who stay with a paper record and filing system are creating a logistical nightmare for themselves, especially during the busy tax…

 New Business Valuation Tool Designed for Accounting Firms

February 11, 2014 

New Business Valuation Tool Designed for Accounting Firms

Financial analysis developer Sageworks has released a new web-based business valuation system called PinPoint. The program is designed to help accounting, private equity and valuation firms determine an accurate and legally-defensible value for private companies.

 A Great Marketing Tool: Google Authorship

February 10, 2014 

A Great Marketing Tool: Google Authorship

“Being found” by potential clients can be a challenge. How do potential clients find you? The best way is always word of mouth from your colleagues and clients who know the work you do and your areas of expertise. But, word of mouth alone does not get the job done. People need a way to…

Hugh Duffy

 2014 Review of Xero Accounting and Xero Partner Platform

February 10, 2014 

2014 Review of Xero Accounting and Xero Partner Platform

Xero Accounting, along with the Xero Partner Platform multi-client interface for accountants, is a cloud-based platform for those working with multiple clients. The product is best used by service-based organizations, is easy to use, and provides a platform for automating the classification of transactions.

Brian Tankersley

 Xero Partners with Manilla and Squarespace

January 29, 2014 

Xero Partners with Manilla and Squarespace

Cloud accounting application Xero announced new partnerships today with personal bill tracking application Manilla and web hosting company Squarespace. The company’s announcement comes close after the December launch of Xero Payroll, the announcement of the product’s support for file attachments, and integrations with non-traditional lending sources like Kabbage and FundBox.

Brian Tankersley