Technology

Working in the mid-market continues to evolve. To best serve your clients who work in this space, consider your current strategies and what you recommend for clients.

I recently spent a very enjoyable three hours previewing some of the features and benefits of Microsoft’s soon to be released OS, Vista.

Tax practitioners such as CPAs and EAs have begun to take a more active role in offering financial services to tax clients from personal financial planning to retirement plans to insurance.

Recognizing Tomorrow's Leaders in the Tax & Accounting Space

The 2006 Tax and Accounting Technology Innovation Awards were announced in June, recognizing recent advances in technologies that benefit accounting and tax professionals.

From the Aug. 2006 Issue The following products and services can help you as you strive to brand your firm’s image at every touch point. Bind-It (www.BindIt.com) When providing clients with copies of their returns and other documents, accountants have long turned to Bind-It for professional document finishing systems. The company offers a wide array […]

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The time is now! If not now, when? Electronic document management systems (EDMS) for the tax and accounting practice have come of age. We are rapidly approaching the point where document management reaches critical mass in the tax and accounting profession, defined here as when the number of firms that have implemented EDMS outnumber those that haven’t.