Firm Management

  Thomson Reuters Checkpoint is an online tax and accounting research resource widely used by accounting professionals and students.  New features introduced during the past year include the Export Tray which runs exports of larger Checkpoint documents in the background, allowing subscribers to continue research during the process, and the option to access documents, searches […]

From the Dec. 2013 issue. Overview GetNetSet is a web hosting firm specializing in websites for CPAs and accounting professionals.  The Company hosts the popular WordPress content management system platform, which is used over 60 million blogs and websites, and has over 26,000 available plugins to integrate other services and features into a firm’s web […]

2013 Review of Tax Research Software

From the Dec. 2013 issue. Overview CPA Site Solutions is an integrated marketing and website hosting platform for CPA firms.  The company provides hundreds of site templates with a simple and easy to use web-based interface for editing the site and menu structure.  The interface is fairly easy to use, and is similar to a […]

From the Dec. 2013 issue. Overview Web Builder CS, the website creation engine component of the Thomson Reuters CS Suite of applications, was the formerly independent eMochila website engine.  (Thomson Reuters acquired eMochila in 2011).  This solution has historically received praise from practitioners and reviewers alike, and is part of a broader set of Thomson […]

When you hear the term “digital CPA” what do you think of? An accounting professional who is wired 24/7? A CPA who uses the latest technology to optimize their accounting practice?

2013 Review of Website Building Tools for Accounting & Tax Firms

From its start in 1989, the firm of Mantyla McReynolds wanted to run a ‘different kind of firm.’