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Sage Extends Summit Early-Bird Fee

Sage Extends Summit Early-Bird Fee

Sage has extended the early bird price for its Summit conference by a month. The original cutoff for the $199 pricing was originally March 15, but has now been extended...

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New Products

Abila Adds Features to netForum Pro

Abila Adds Features to netForum Pro

Abila has introduced significant new features to its cloud-based association management system, netForum Pro. The additions include integration with the company's MIP Fund Accounting, accomplished via a financials export CSV...

People and Moves

ProAdvisor Bonnie Nagayama Passed Away

ProAdvisor Bonnie Nagayama Passed Away

Bonnie McWilliams Nagayama, who was well-known in the QuickBooks community, has passed away. President of the CPA firm McWilliams & Associates, Nagayama was described on Intuit's Firm of the Future...

Running a Firm

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Thomson Publishes Due Diligence Report

Thomson Reuters has released a special report, “Preparer Due Diligence Requirements Expanded to Cover More Credits”. Available on Checkpoint, the report outlines questions and actions must take in order to...

Ten Tips for a Better Busy Season

Another busy season is upon us. Are you feeling excited, anxious, or dread? It's probably a mix, but hopefully there's more excitement than any other emotion since you will be...

AICPA Updates PFP Body of Knowledge

AICPA Updates PFP Body of Knowledge

The Personal Financial Planning Body of Knowledge has been updated by the American Institute of CPAs. The new publication provides guidance and clarity on the competencies and information that CPAs...

Using Digital Video Marketing to Grow a …

Research confirms consumers love videos. They prefer watching videos over reading text about a product or service. Because of this, you will begin to see more videos being used on...

Firms Revs Improve; Profit Picture Mixed

Firms Revs Improve; Profit Picture Mixed

Most CPA firms have experienced increases in revenue over their most recent fiscal year. That is the finding of the 2016 National Management of an Accounting Practice (MAP) Survey conducted...

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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Tax Season 2017 Trends Continue

Tax Season 2017 Trends Continue

The 2017 tax season continued its pattern of reducing the gap with last year's results. And for the season through March 17, the number of returns received by the Internal...

Court Bars Three Florida Preparers

Court Bars Three Florida Preparers

Three Florida preparers, alleged to have cost the federal government millions in lost taxes, have been barred from preparing federal income tax returns for others. The three are accused of...

Preparer Accused of S Corp Abuses

Preparer Accused of S Corp Abuses

A Kansas City, Kan., area tax preparer have been accused of utilizing S corporations to file fraudulent tax returns. The government wants to shut down the tax business Everett Bias...

Tax Season Turns Slowly Better

Tax Season Turns Slowly Better

Each week in tax season so far has produced an improvement in filing results. The statistics the Internal Revenue Service released for the season through March 10 followed the same...

Filing Season Crawls Along

The story of the 2017 tax season has been one of catching up with 2016 figures. And with the release of statistics for the tax season through March 3, the...

Tech

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Xero Debuts Software That Learns

Xero Debuts Software That Learns

Xero has introduced machine learning automation into its cloud-based financial software. The company says that the new technology means that the software will learn to perform such tasks as recording...

Thomson Publishes Due Diligence Report

Thomson Reuters has released a special report, “Preparer Due Diligence Requirements Expanded to Cover More Credits”. Available on Checkpoint, the report outlines questions and actions must take in order to...

Xero Creates Partner Leadership Spot

Xero has established the position of chief partner officer. The company recently named Anna Curzon to the new role. Curzon had served as managing director for New Zealand for the...

Former N.Y. Preparer Pleads to Fraud

Former N.Y. Preparer Pleads to Fraud

A former Queens, N.Y., tax preparer has pleaded guilty to using a variety of bogus deductions to inflate client tax returns. Vanya Thompson, 39, who operated tax businesses under a...

Long Way to Go In Audit Data Analytics

Long Way to Go In Audit Data Analytics

Data analytics and data visualization promise a new way of conducting audits. But there is a lot of work to be done to develop the technology and prove the validity...

News

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Sage Extends Summit Early-Bird Fee

Sage Extends Summit Early-Bird Fee

Sage has extended the early bird price for its Summit conference by a month. The original cutoff for the $199 pricing was originally March 15, but has now been extended...

Abila Adds Features to netForum Pro

Abila Adds Features to netForum Pro

Abila has introduced significant new features to its cloud-based association management system, netForum Pro. The additions include integration with the company's MIP Fund Accounting, accomplished via a financials export CSV...

Avalara Updates Exemption Software

Avalara Updates Exemption Software

Avalara, which markets cloud-based products for handling indirect taxes, has introduced new versions of CertCapture and CertExpress, its applications for handling exemption certificates. CertCapture is utitilized by a wide variety...

SmartVault Parent to Spin Off Document Biz

SmartVault Parent to Spin Off Document B…

Australian software company Reckon, which bought SmartVault in January 2016, wants to spin off its document management business. The new company would be responsible for both SmartVault and Reckon's previous...

 Zoho Debuts Suite Console

Zoho Debuts Suite Console

Zoho, better known for its CRM applications, has added an administrative panel to its applications with the launch of its suite, Zoho Financials Plus. The cloud suite, whose elements utilize...

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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