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IRS Reopens PTIN System

The Internal Revenue Service has reopened its Preparer Tax Identification Number system. The agency closed the PTIN operation after a United States District Court decided on June 1 that the...

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Sageworks Releases Tech Roadmap

Sageworks Releases Tech Roadmap

Sageworks has released a publication Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising. The book features 11 accounting and business leaders who provide advice to prepare firms...

People and Moves

Wolters Kluwer's Provost Takes CEO Job

Wolters Kluwer's Provost Takes CEO Job

J. Heffy Provost, EVO of Wolters Kluwer Tax and Accounting, North America, has left that company to take a position of CEO of AgData. Based in Charlotte, N.C., AgData provides...

Running a Firm

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Report: Using the Cloud to Protect Your Data

Report: Using the Cloud to Protect Your …

Report: Using the Cloud to Protect Your Data The handwriting is in the cloud. And given some real barriers to adoption of cloud-based software, the move remains a question of when...

Minimum Wage Hike Could Hurt N.J. Small …

The following article was written by the New Jesey Society of CPAs. It reflects the views of that society and does not necessarily represent the views of the Progressive Accountant...

SAP: Software Ensures Hiring Diversity

SAP: Software Ensures Hiring Diversity

SAP's recent Sapphire conference was filled with the giant software maker's product announcements. It also highlighted the company's very broad role in social activism, and in particular, a commitment to a...

Get the Most Out of Planning Retreats

After tax season, many CPA firms turn their attention to scheduling annual planning retreats. If you're not one of them then I encourage you to become one; planning retreats are...

Implementing a Strategic Plan

As we look at tax season in the rearview mirror, it's time to think about strategic planning for our firms. Most CPAs are very effective and accomplished in the planning...

Reviews

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REVIEW: Website Building Software

Web design and editing have always been a problematic software category. When the World Wide Web debuted in 1990, it was largely a text-only system of document sharing using the...

REVIEW: Budget Software 2016

Change has finally come to the category of planning and budgeting software, resulting in a round of improved capabilities, tighter integration with other software, and another potential revenue stream for...

REVIEW: Workflow Software 2015

The software category of workflow management is exploding, with new versions, streamlined capabilities and new features. But there is an old adage that when you are up to your hips...

REVIEW: Small Business Accounting Softwa…

Driven by the growth of cloud computing and an understanding of how little most small businesses want to delve into the minutiae of accounting, the market for small business accounting...

REVIEW: Online Payroll Systems 2015

Despite the profits it can generate and the benefits it may offer in client relationship management, these are difficult times for payroll vendors and their accounting partners. Competition continues to...

Tax

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IRS Reopens PTIN System

The Internal Revenue Service has reopened its Preparer Tax Identification Number system. The agency closed the PTIN operation after a United States District Court decided on June 1 that the...

Phishing eMail Targets Tax Pros

Phishing eMail Targets Tax Pros

Tax preparers are receiving phishing emails purporting to originate from a tax software education provider in the United States. The Internal Revenue Service said recently the latest communication seeks a...

Block CEO Touts 2017 Success

Block CEO Touts 2017 Success

H&R Block experienced a victory in its year ended 2017, outgoing CEO Bill Cobb said in a recent earnings webcast. The company had the strongest new client growth in years...

IRS Adds Features to Online Accounts

IRS Adds Features to Online Accounts

The Internal Revenue Service has added several features to online accounts for individual taxpayers, including the ability to view up to 18 months of tax payment history. They can also...

Liberty to Grow 360 Accounting Chain

Liberty to Grow 360 Accounting Chain

Liberty Tax plans to dramatically grow its new 360 accounting stores. The new services, aimed at higher end tax, payroll and accounting customers, started very quietly two years ago with-...

Tech

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Misconceptions about Nonprofits and Tech…

A nonprofit has an auditor coming in tomorrow. The staff is nervous and has spent days pulling files, canceled checks and more paper documents for the on-site visit. They have...

Top Firm Technology-Not the Latest

Top Firm Technology-Not the Latest

It's fairly easy to say accounting firms are usually not at the forefront of technology adoption. So social media and the cloud versions of business applications are not used by...

Internet of Things Coming on Fast

Internet of Things Coming on Fast

At the Sapphire conference of software giant SAP in May, there was a demonstration of a sensor-equipped power tool being used to drill a hole in a thin panel of...

2017 BSI Top 100 VARS

2017 BSI Top 100 VARS

The last year has been one of change—the cloud has moved from being something everyone talked about to something most resellers are doing something about. It is also a market...

Block CEO Cobb to Leave

Block CEO Cobb to Leave

Bill Cobb, the CEO of H&R Block will leave the tax services company on July 31. He will by replaced by general counsel and chief administrative officer, Tom Gerke, who...

News

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Aplos Takes in Portalbuzz

Aplos Takes in Portalbuzz

Cloud software vendors Aplos Software and Portalbuzz have merged. Operating under the Aplos name, the company will focus on developing front- and back-office products for nonprofit organizations.

Sageworks Releases Tech Roadmap

Sageworks Releases Tech Roadmap

Sageworks has released a publication Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising. The book features 11 accounting and business leaders who provide advice to prepare firms...

AICPA to Fund Start-ups

AICPA to Fund Start-ups

The American Institute of CPAs and its for-profit subsidiary CPA.com will provide up to $20,000 in funding to five start-up companies. The winners will be early-stage companies that enter the...

Sage Selling North American Payments Unit

Sage Selling North American Payments Uni…

Sage has agreed to sell its North American payments business to private equity firm GTCR. The latter company has agreed to pay $260 million for Sage Payment Solutions, which generates...

eFileCabinet Updates SideKick

eFileCabinet Updates SideKick

eFileCabinet has released an update to SideKick, an instant access icon it introduced last year. The tool was developed to eliminate the need for users to toggle back and forth...

Learning Center

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QuickBooks Online and Google Link Up

QuickBooks Online and Google Link Up

Intuit and Google are collaborating on applications that integrate the G Suite—formerly called Google Apps for Work—with QuickBooks Online. The first releases for QBO include Google Calendar and Single Sign...

Easy Checklist Provides Small Firms with Workflow and Client Management Solutions

Easy Checklist Provides Small Firms with…

Bob Scott, executive editor of the Progressive Accountant, sits down with Michael Havey of Easy Checklist ABC to discuss the company’s new task management tool designed to assist accountants, bookkeepers...

Global Force International Helps Accountants Merge, Acquire or Sell Businesses

Global Force International Helps Account…

Bob Scott, executive editor of The Progressive Accountant speaks with Max Krotman, executive vice president of Global Force International. With a focus on business integration, Global Force International matches firms...

KBKG Identifies Specialized Tax Credits and Incentives for Clients.

KBKG Identifies Specialized Tax Credits …

Bob Scott, executive editor of The Progressive Accountant, speaks with Gian Pazzia, principal of KBKG about the way the company collaborates with CPA firms to deliver the most effective tax...

APS Pension and Financial Services Helps Companies Navigate the Growing Complexities of 401K Plans

APS Pension and Financial Services Helps…

Stephen Abramson, president of APS Pension and Financial Service sits down with Bob Scott, executive editor of The Progressive Accountant to discuss how the company is helping small to midsize...

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