Special Reports

Special Reports (145)

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: 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 increase from banks and other financial institutions, driving a wave of consolidations and undercutting prices.


REVIEW: Document Management Software 2015

In the "2014 Accounting Firm Operations and Technology Survey and eBook," a report from Insight Research Group and the Network Management Group, Inc., 32 percent of accounting firms reported that the most significant technology challenge they face in the next three years is to enhance workflow and internal efficiency. This challenge tops the list of critical management issues industry-wide. Yet at the same time, the report notes that 59 percent of firms are using no formal document management system, or are still using a paper-based manual system.


The Best Portable Scanners of 2015

There is no such thing as the single best portable scanner for accountants. After months of research, and evaluation of scanners from six companies, our determination is that accountants need to use three different portable scanners, depending on the types of engagements they perform and the needs of their clients.


REVIEW: Engagement Software 2015

Engagement software is no longer only for those that perform audits. And firms are demanding that our software tools work the way we work versus to the publishers want to build software. We are all looking for work flow management not a piece of software that is to be used alone. We need software companies to make pieces of software that not only work well with their pieces but also work well with other software.


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.


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.


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.


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.


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.


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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