Customer Relationship Management software, almost always referred to as CRM, has probably been seen by many small- and medium-sized accounting firms as something for large corporations. But increasingly, CRM is a function that is finding its way into almost every application that tracks people and companies, whether they are client or prospects.

              

Are you ready for Trusted Advisor 2.0? I know you are thinking, but wait; I haven't quite mastered Trusted Advisor 1.0. And, by the way, what is the difference, you ask? Before we can answer that question it's important to set a context. The context is that we are already operating at Business 2.0, and the recent recession/depression has served to accelerate business owner needs from expectations to demands. What used to be considered discretionary service offerings that only Maverick CPAs p...

              

A few years ago, there was a survey about the attitudes of younger workers toward potential employers. The survey, conducted by former Great Plains executive Bonnie Robertson,  showed a low score for ranking technology as an important factor in selecting a place members of this generation would want to work.

              

At the dawn of office automation some 20 years ago, scanners arose as an essential office business tool to help transition paper files into digital formats. Large, expensive and taking up an inordinate amount of desk space, the scanner was an investment for the office that sometimes exceeded what was spent on a computer and printer. Not so today.

              

What is in a name? Apple decided to cut costs by eliminating one or two characters the branding of their new device. This is unfortunate for all the folks who had lotteries for '3', 'HD', '2S'. Calling the new iPad just the "iPad." is bound to cause confusion, but it will generate saying the name a lot, that is marketing. I am not certain of where the following dialogue originated, it is an interesting discussion about the recent purchase of a new iPad

              

In this review, we are going to look at the top web building software for CPAs and accountants. If you either do not have a website or are looking to change your website you came to the right place. The products are all very good. All but one product is part of full application suite. If you would like to offer e-commerce through your website, you can do it with each of these products. You do need to make sure your specific merchant services works with the product you choose.

              

Intuit plans to offer a download-only distribution of its 2012 Lacerte and ProSeries tax preparation software. The method is aimed at avoiding sales tax on software distributed via CD in 14 states, including California.

              

TurboTax unit sales were up 6 percent for the recently concluded tax season when compared to a year ago. Intuit released its final update for the 2012 on April 20 for the season through April 18, While digital tax unit sales were lower than expected, Dan Maurer, SVP and general manager of the company's consumer group, said Intuit believes it gained one point of market share online.

              

You are all involved with technology and likely track new products and services on a regular basis. Consequently, my focus is to discuss new technology products can provide benefits for our advancing 24 hour Work-Life wheel. How you choose to draw boundaries between work and life is a conversation that you should have with many. Here are a few products that can be effectively used for what you do and where you do it.

              

There is a lot of confusion in the market when it comes to the cloud and hosting and software licensing. Particularly with new mobile devices adding to the mix, software developers are recognizing that the additional machine licenses they used to sell aren't being purchased any longer.

              

Anyone who has had a social media account hijacked knows that these popular services are not tremendously secure. Multiply that times the number of employees at an organization and social media can represent a sizable security headache for any organization.

              

Wave Accounting has secured $12 million in funding for its efforts to develop the market for its online accounting applications. Based in Toronto, Wave said the funding round was led by The Social+Capital Partnership with participation from existing investors Charles River Ventures and OMERS Venture.

              

NetSuite is making strong inroads into the accounting community. At its SuiteWorld conference, underway this week in San Francisco, it announced three accounting firms and Sage's largest reseller as new additions to its channel.

              

The technology press likes to declare something a "Year of ..." whatever the hottest trend is. But evidence is building that 2012 is going to be a big year for the sale of accounting applications that run on the web. Now, as is usually the case, there are usually a few big years once a new technology catches on.

              

The Progressive Accountant talks with Jack LaRue, SVP Thomson Reuters, about their payroll processing services available to tax and public accountants.

              

Fujitsu's Kim Hogan, Business Development Manager, talks about their mobile and network scanners for accountants.

              

Bob Scott talks with Francesca Zelasko of SurePayroll about their accountant payroll reselling programs.