Talent and Succession: Technology to the Rescue
In today’s world, you can’t look at any business issue without acknowledging the role technology plays. This is true for businesses across industry and it…
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Moving to the Cloud: Are you Still on the Fence?
You must know by now cloud technology is one of my favorite topics of conversation. I mean, I talk about it all the time! I…
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Get out of town… And start learning!
You won’t find me in the office right now. It’s off season, a.k.a. conference season for me. I’m out and about. Are you? Have you thought about where you’ll…
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Renewing CCH Axcess is an easy choice
It’s time for CCH Axcess Renewal. It’s a no brainer for me that we are going to be renewing CCH Axcess. But the question is: Are…
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Cloud-based firm software: Your Lifeline When You Need It (And Even When You Think You Don’t)
How was your after-tax season party? Did you celebrate a successful tax season or did you drink to forget a crazy tax season? Or did…
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Tax Season 2017: Hang on, we’re almost there!
We are more than half way through tax season 2017, and I can see the light. Or is that a train? All kidding aside, except…
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New Tax Technology for a New Tax Season
Who’s Excited for Tax Season? I am. It’s my favorite time of the year! I know it’s a sickness. But when else do you have…
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Using client portals (Ode to the Portal)
Are portals the technology we love to hate? For me, it’s a love/hate relationship. Let me tell you why. I know as a responsible firm…
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Cloud-based document management: A few of my favorite things
At the heart of every firm is information. This we know. We also know that how we manage and share information is critical to the…
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Onscreen Review in CCH Axcess Tax: A Walk-Through
Tax returns are the bane of my existence and they are also my bread and butter. Just like many of you, I need the onscreen…
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