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
- Monday, 19 January 2015
- Special Reports
- Written by Dave McClure
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.
Read more...REVIEW: Invoicing Websites
- Monday, 17 November 2014
- Special Reports
- Written by Kathy Yakal
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.
Read more...REVIEW: Fixed Asset Software 2014
- Tuesday, 07 October 2014
- Special Reports
- Written by Julie Lepper, EA
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.
Read more...REVIEW: Cloud-Based Small Business Accounting
- Monday, 08 September 2014
- Special Reports
- Written by Kathy Yakal
The 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.
Read more...REVIEW: Write-up Software 2014
- Wednesday, 25 June 2014
- Special Reports
- Written by Julie Lepper, EA
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.
Read more...REVIEW: Nonprofit Software 2014
- Tuesday, 03 June 2014
- Special Reports
- Written by Geni Whitehouse CPA.CITP, CSPM
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.
Read more...Review: Document Management Software 2014
- Wednesday, 28 May 2014
- Special Reports
- Written by Dave McClure
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.
Read more...REVIEW: Online Payroll Systems 2014
- Tuesday, 29 April 2014
- Special Reports
- Written by Dave McClure
Payroll 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.
Read more...REVIEW: Workflow Software 2014
- Monday, 14 April 2014
- Special Reports
- Written by Dave McClure
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.
Read more...REVIEW: WorkGroup Scanners 2014
- Wednesday, 19 March 2014
- Special Reports
- Written by Dave McClure
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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