Online Tools & Resources
- Productivity Survey - Free benchmarking tool for you to get your firm's Productivity Score and helpful report
- Document Management Product Selector - free survey that offers suggestions for document management/storage products that are the best fit for your firm based on your responses
- Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
- Podcasts - Check out our monthly podcast programs:
- CPATechViews - A blog covering technology for tax and accounting professionals.
- Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category
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Searching for Technology for Your Firm or Your Clients?
The 2009 Product & Services Guide Can Help!
Technology has become a vital part of our professional and personal lives. For small businesses, keeping up with ever-changing trends and separating the real solutions from the fads can be a major challenge.
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How to Unlock the Benefits for Your Firm
By John Higgins, CPA.CITP
Just like document management, scanning and client portals, workflow software covers a lot of territory, so getting your arms around what it encompasses is an important first step. The objective of this article is to help you make that step.
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Systems Focus on Workflow
By Marty McCutchen, CPA.CITP
While engagement and trial balance systems are inherently different, they’ve followed a similar evolution over the past few years, moving from basic applications to advanced programs that provide project management workflow processes tailored to professional practices. Marty takes a look at several systems on the market.
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By Marty McCutchen, CPA.CITP
 Firms are starting to understand the value of not billing by the hour and judge the effectiveness of their staff in other ways than chargeable hours. Time is still money, but now employees in firms are being rewarded for being more efficient. In my opinion, this is the single most significant element towards having a work/life balance in the public accounting industry.
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By Tom Ellsworth
Most people I meet truly want balance in their lives. Unfortunately, it isn’t as easy as pulling a string and watching life twirl contentedly. Through life’s ups and downs we accumulate a few dents; we shudder when we should be spinning.
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With States Hungry for More Revenue, Now is the Time to Ensure Sales & Use Tax Compliance
By Isaac M. O'Bannon, Technology Editor
It's no secret that many states are hard pressed for revenue, and stricter sales tax compliance has been a result. For small businesses, keeping up with so many sales tax rules can be a headache, but it doesn't have to be. Isaac looks at products that can automate or at least simplify the process for your clients.
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PRODUCTIVITY IN PRACTICE
By Isaac M. O’Bannon, Technology Editor
See how one firm has scored on The CPA Technology Advisor’s Productivity Survey and learn more about what practices have worked and not worked for this firm. We hope you’ll see your firm in these pages… or at least a firm very much like yours.
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Business IN Practice