CPA Firm Technology

CPA Firm Technology

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Operating a modern practice in the information age requires a modern platform which uses your existing firm and client data to help you serve clients more efficiently and effectively. The massive amount of data available from clients and from our systems is a potential strategic asset for firms and represents a potential liability for firms who are stuck in the past. Only by measuring, summarizing, and reporting performance data in near real time can we offer the truly proactive service demanded by our clients.

It's past time to retire your ticker colored pencil, any remaining columnar pads, and your adding machine to bring your firm and its client service into the twenty-first century. Modern firms need to work with integrated, cloud-based applications which have modern interfaces, an open platform, and which share a common database and are accessible from anywhere at any time. These firms must embrace the automation of traditional tasks to improve both the effectiveness and the efficiency of their engagements as they transition their practice into new markets and new services.
 
Learn more about how your firm can use data proactively by downloading a white paper written by K2’s Brian Tankersley, “Leveraging Data and Technologies for Sustainable Competitive Advantage” by clicking here
Canopy to Offer Tax Prep Product; Capitalizing on $31B Opportunity
 

LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced its plans to release its first tax preparation product. This cloud-based tax preparation platform is designed to streamline data collections, accelerate document delivery, and provide best in class IRS e-filing.

“Taxes are complicated, not only for the taxpayer but for accounting professionals too,” explains Kurt Avarell, CEO and founder, Canopy. “Our goal is to provide our customers with an all-in-one, intuitive and easy-to-navigate solution so they can focus on preparing returns with ease and confidence while saving hours per filing.”
In 2017, individuals and businesses filed a combined 245 million tax returns, leading to nearly $31B spent on tax preparation services. “Despite the enormous opportunity, software providers haven’t evolved much in the last decade,” said Avarell. “Most current products are still desktop-based, burdensome and unintuitive.”
Tax Prep integrates with Canopy’s Practice ManagementTax ResolutionNotices, and Transcripts offerings – creating an all-in-one product suite for client tax management. With cloud-based software, professionals can access client data anytime, anywhere and are never inconvenienced with managing servers, updating software, and navigating compatibility issues, which dramatically reduces IT costs and downtime.
With Tax Prep, Canopy customers can:
  • Easily collaborate through a client portal
  • Send returns to customers electronically
  • Gather e-signatures for common forms
  • e-File directly with the IRS and be notified when returns are accepted
Tax Prep will be available Summer 2019. To learn more visit https://www.canopytax.com/tax-prep.
About Canopy
Canopy is a cloud-based practice management and tax resolution software. The modern, easy-to-use software cuts out tax practice busywork, improves the client experience, and brings all the different tools a practitioner needs under one roof. Canopy is also known for its free IRS Transcripts tool. Canopy was founded by Kurt Avarell, who walked away from his career as a Wall Street tax attorney to launch Canopy from his basement in 2014.
Learn more at www.canopytax.com and @CanopyTax.
Canopy to Offer Tax Prep Product; Capitalizing on $31B Opportunity
 

LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for tax and accounting professionals, today announced its plans to release its first tax preparation product. This cloud-based tax preparation platform is designed to streamline data collections, accelerate document delivery, and provide best in class IRS e-filing.

“Taxes are complicated, not only for the taxpayer but for accounting professionals too,” explains Kurt Avarell, CEO and founder, Canopy. “Our goal is to provide our customers with an all-in-one, intuitive and easy-to-navigate solution so they can focus on preparing returns with ease and confidence while saving hours per filing.”
In 2017, individuals and businesses filed a combined 245 million tax returns, leading to nearly $31B spent on tax preparation services. “Despite the enormous opportunity, software providers haven’t evolved much in the last decade,” said Avarell. “Most current products are still desktop-based, burdensome and unintuitive.”
Tax Prep integrates with Canopy’s Practice ManagementTax ResolutionNotices, and Transcripts offerings – creating an all-in-one product suite for client tax management. With cloud-based software, professionals can access client data anytime, anywhere and are never inconvenienced with managing servers, updating software, and navigating compatibility issues, which dramatically reduces IT costs and downtime.
With Tax Prep, Canopy customers can:
  • Easily collaborate through a client portal
  • Send returns to customers electronically
  • Gather e-signatures for common forms
  • e-File directly with the IRS and be notified when returns are accepted
Tax Prep will be available Summer 2019. To learn more visit https://www.canopytax.com/tax-prep.
About Canopy
Canopy is a cloud-based practice management and tax resolution software. The modern, easy-to-use software cuts out tax practice busywork, improves the client experience, and brings all the different tools a practitioner needs under one roof. Canopy is also known for its free IRS Transcripts tool. Canopy was founded by Kurt Avarell, who walked away from his career as a Wall Street tax attorney to launch Canopy from his basement in 2014.
Learn more at www.canopytax.com and @CanopyTax.

 

Jairam Padmanabhan Named VP and Chief Product Officer for XCM Solutions

 

Quincy, Mass. – June 19, 2018 –XCM, the leading provider of cloud-based workflow productivity enablement solutions for businesses and professionals, announced today the appointment of Jairam Padmanabhan as the company’s Vice President and Chief Product Officer. In this role, Jairam will leverage his deep market knowledge, innovation, and customer-focused insight to lead new product growth.  


Padmanabhan joins the XCM team from Sage where he was Vice President of Accountants Strategy, focused on worldwide strategy, product marketing, and customer acquisition for the accountant channel. Prior to Sage, he held leadership positions with Fiserv as Vice President, Product Management, Wolters Kluwer, CCH Small Firm Services where he was Vice President and General Manager, and Digital Insight in the role of Director, Strategic Analysis. 

"We’ve enjoyed consistent growth and innovation at XCM largely based on unlocking value in our customers businesses through our relentless focus on productivity," said Mike Sabbatis, XCM Chief Executive Officer.  "As we continue that pursuit, Jairam’s strong product and technology background will support our customer driven innovation engine.  He’s a proven innovator with a keen understanding of customer experience requirements that will lead to new products and enhanced utility from XCM for our customers.”

Padmanabhan holds a Master’s Degree in Marketing & Corporate Strategy from Emory University and an undergraduate degree in Physics from North Eastern Hill University. He is certified in Pragmatic Marketing, bringing an even higher level of formal product management and discipline to support the growth of XCM.

“I am honored to join the XCM leadership team as Vice President and Chief Product Officer,” said Padmanabhan. “I look forward to using my experience in the tax, accounting, and finance industry to help deliver customer-focused solutions to the professional and corporate markets.”

About Us

XCM offers a complete productivity enablement and workflow platform that empowers you to manage all types of work, within all departments, and/or across multiple offices.

Our solutions include XCMworkflow, XCMscheduler, XCMportal, XCMapi, XCMmobile, Analytics as a Service, and Xpitax Outsourcing—all designed by tax and accounting professionals and process experts to help you work more efficiently and effectively in a digital environment. 

XCM is an open platform system that works horizontally across tax, accounting, finance, audit, and operations applications. We manage millions of processes per year, enabling professionals to complete more work, in less time, with greater quality. 

Our device and browser-agnostic cloud solutions offer real-time anywhere, anytime access to work. Though we integrate with several tax and accounting packages, the real payback is through your greatest asset—your people. 

XCM is the only productivity enablement and workflow platform endorsed by the American Institute of Certified Public Accountants (AICPA), and complies with the controls and applicable criteria of the AICPA Trust Service Principles. For more information, visit xcmsolutions.com.

MEDIA CONTACT: 
Susan Nolan
Chief Marketing Officer
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847.533. 3069

Webinar: Business Intelligence: Your Partner in Profitability

Steven Burns, FAIA

JUNE 10, 2018

Doc.It Explore and Doc.It Connect Simplify the Digital Shift

Las Vegas – June 12, 2018 – Doc.It®, an industry-leading provider of a powerful, scalable full suite of document management, workflow, document storage and web portal products for accounting firms, today introduced two new software products to help accounting firms increase efficiency, reduce paper, and realize the benefits of document management and secure file sharing.

Doc.It Explore is a simple and intuitive document management system for firms seeking to reduce paper-based activities and realize the benefits of digital document management, without a complex system implementation. Explore offers OCR/scanning, document check-in/check-out, and work binders to help work teams get organized fast. A full featured PDF editor inspired by accountants allows accounting staff to annotate, bookmark, merge, link pages, append, and highlight documents in a user-friendly work area.

Doc.It Connect is a secure web portal designed for firms offering tax, accounting, bookkeeping or insolvency services who want to enhance client relationships and improve productivity.  Connect allows firms and their clients to share, sign, and manage financial statements, tax returns, invoices, and other documents.  The orderly Doc.It file structure keeps everything organized and accessible by authorized users anytime, from any device. Integration with industry-leading Docusign eSignature assures a streamlined, compliant signature process.

“Doc.It Explore and Doc.It Connect are derived from the Doc.It Suite, a full-featured workflow, document management and portal system that serves as the backbone for hundreds of accounting firms of all sizes, many with multiple office locations,” said Kevin Murray, president of Doc.It Inc. “Working with a wide variety of firms, day in and day out, we have learned that a firm’s document management needs will depend in large part on the size of the firm, the services they offer, and their business goals. We designed Connect for those firms who are focused on improving speed and quality of service, who want to work with clients and partners in a more digital and secure fashion. Doc.It Connect serves these firms with an easy to implement online presence that is amazingly affordable.”

Murray added, “Other firms we work with see the potential productivity gains of document management, but are not interested in a large-scale implementation project – they are busy serving clients.  For these firms, Doc.It. Explore is a great choice to reduce paper, get organized, and realize the benefits of document management.  The full featured PDF editor with accounting functionality is a workhorse that helps reduce the number of applications the firm needs to manage.”

Doc.It team members will be onsite in Booth #401 at AICPA Engage in Las Vegas, June 11-14, to talk with attendees about their goals for securing, exchanging, organizing and storing documents efficiently, and offering demonstrations of Doc.It solutions.

More information on the Doc.It Suite can be found at http://www.doc-it.com/doc-it-suite/.

To request a demo, pricing or for more information, please contact Doc.It at 888-693-6248 (ext 1), This email address is being protected from spambots. You need JavaScript enabled to view it. or www.doc-it.com.

About Doc.It

Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate applications to improve productivity of accounting firms, CPAs and financial restructuring firms. Our industry expertise delivers greater value, tailored services and customer-driven development. To learn more, visit www.doc-it.com.

    

Reviewed Products

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