Tech (212)

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.

Firm Operation and Technology Survey Launches

Leslie Garrett, Edge MarketingThe Fourth Annual Accounting Firms Open and Annual Technology Survey has been launched. Besides asking for input on current practices, authors Randy Johnston and Leslie Garrett say besides compiling that data, they will publish a three-year analysis of accounting firm software application usage based on the past surveys.


Report: Payroll

Payroll Special Report Report: Payroll With the influx of cloud-based solutions, innovative technology and an increasingly competitive tax and accounting marketplace, some firms are now rethinking payroll and how to successfully integrate it into their practice. Read more to learn how.

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Report: Business Shifting to Cloud Centric Accounting Firms

Clout Accountign Firm Special ReportReport: To The Cloud And Beyond There have been several reasons users in the accounting market have been reluctant to desert the desktop for the cloud. There was the worry about security that has faded substantially. There has been a lack of true cloud products. But most of all, the desktop applications practitioners have paid for work quite well. Business owners will be demanding and driving either your practice into the cloud or finding another firm who is already there. Read more about making the inevitable transition.

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Read more... Makes Innovation Award has given Caitlin Lacher and Rachael Higginbotham, two marketing team members accounting firm Postlethwaite & Netterville, its Innovative Practitioners 2016 Awards. The two employees of the Baton Rouge, La.-based firm were cited as guiding forces for Pounce, an online tool that serves employees of professional service firms.


OneSource Certificate Manager Released

Thomson Reuters has released the OneSource Indirect Tax Certificate Manager 2.1. Available both on-premise and in the cloud, the software supports dropship certificates, provides more efficient reporting and provides support for additional computer platforms.


Oracle Buying NetSuite

Zach Nelson, NetSuiteOracle is paying about $9.3 billion to buy NetSuite, the company that pioneered cloud-based accounting. In a deal expected to close this year, Oracle will pay $109 per share in cash for the target company. Both were founded by Larry Ellison with NetSuite founded in 1998. Oracle CEO Mark Hurd said in a prepared statement the company will invest heavily in both product lines.


NJCPA: Your All-in-One Guide to Running an Accounting Firm

Make your firm—whether big or small—last for the long haul by learning from our experts. From how to retain and trai
n your staff to leverage compliance resources to gaining an edge on how to win over clients, stay up-to-date on the latest firm and practice management advice with the NJCPA.

Visit: Your All-in-One Guide to Running an Accounting Firm


Report: The Automated Tax Office

Report: The Automated Tax Office Technology increasingly provides tools that can cut time from the tax preparation process. However, hav­ing tools available does not mean

they are always welcome at a tax and ac­counting firm. Sometimes, the barrier to improvement is the attitudes toward the technology on the part of some clients. It can also stem from partner attitudes. Download this free report to discover all the new tools available.

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Doc.It Adds Autofiling

Doc.It has added an autofiling feature that enables firms to file documents from tax, time and billing, and other software programs to a designated Doc.It User Inbox, a folder in a Doc.It Work Binder or to the client's Archive. The latest additions to the software also include time-and-billing integration and workflow enhancements.


What to Do When You've Been Hacked

Imagine this. Your firm starts receiving calls and emails from clients saying they've been the victim of tax refund identity theft. Sure, you've seen a few of these cases and have a process in place to assist clients, but this appears to be different. The volume of victims is far more than what you'd ever expect.


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