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Special Reports

Special Reports (155)

The Progressive Accountant is the leading online communit of public tax and accounting professionals focused on using technology to better manage and grow their practice.

REVIEW: Budgeting Software 2015

Of all of the tools available to accountants, one of the least appreciated is budgeting software. As planning and budgeting solutions have evolved, the focus has been largely on enhancements that streamline and simplify the processes of analyzing current performance, forecasting future performance and reconciling the two in some manner that will enable managers to discern how best to meet the goals of the organization.

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REVIEW: Invoicing Websites

Does the small business market really need websites that only help users create and send invoices and receive payments? Yes, for many reasons, including the fact that many sole proprietors and microbusinesses only use a small percentage of what Xero and QuickBooks Online offer. And as you know, there are a LOT of sole proprietors and microbusinesses.

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REVIEW: Fixed Asset Software 2014

Fixed asset management software is not typically the most exciting software for accountants and tax professionals. However, with all the recent regulations changes it makes having an easy to use and well thought out depreciation program more valuable and exciting than in the past. Due to the many changes in capitalization and repairs, Excel spreadsheets really don't work well anymore.

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REVIEW: Cloud-Based Small Business Accounting

accounting pen paperThe last year has been fairly uneventful as far as online small business accounting websites are concerned. There have been no introductions of promising new all-encompassing applications, nor has any company whose name you'd recognize dropped out of the race. The major players continue their march toward integration with related web-based services. Mobile apps keep getting better, and everyone tweaks and fixes and updates existing features.

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REVIEW: Write-up Software 2014

Technology has made it possible for clients to access their financial data from anywhere at any time. Your clients can load an app on their phone to handle finances and help them make important decisions on the go. IMHO, that makes our profession more valuable than ever. And it makes write-up software more valuable than ever.

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REVIEW: Nonprofit Software 2014

For nonprofit software vendors, along with their customers and pretty much everyone else, the focus in 2014 is on relationships. These vendors have had to expand their view beyond applications that are traditionally accounting focused into solutions that are more about people, connections, and service.

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Review: Document Management Software 2014

The shift is underway to meld document management – the traditional process of managing source documents and client files – with workflow management. The result has been a burst of innovations, updates and new entrants to the marketplace for firm management.

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REVIEW: Online Payroll Systems 2014

payrollPayroll systems have become a focal point for change in the accounting industry, as rapidly escalating requirements for regulatory compliance, management of the Affordable Care Act and other initiatives, and the move to more tightly integrate mobile platforms have converged to substantively alter how payroll is done.

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REVIEW: Workflow Software 2014

It is difficult to separate tax workflow from accounting workflow in today's accounting firm. Both involve the movement of documents through a formal process, with appropriate reviews and sign-offs at several levels, to accomplish client engagements.

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REVIEW: WorkGroup Scanners 2014

The sleepy little category that used to be computer scanners came awake in the last year, and the impact on the accounting marketplace is impressive. A half dozen vendors offer robust, duplex scanners in both color and grayscale that automatically correct for misfeeds and work transparently with software that can tab, index and bar-code individual documents for better client file management.

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