Posted February 26, 2015 by Kristin Crosier
At first glance, tax software can seem like a godsend -- offering you the benefit of a personal accountant without handing over a ridiculous portion of your tax refund. But fees for filing and support… Read More
Posted February 25, 2015 by David Self
Many small businesses lack the resources or need for a dedicated accounting team capable of completing the documents necessary to file federal and state tax. Luckily, tax giants such as H&R Block and Intuit’s TurboTax… Read More
Posted February 24, 2015 by Chad Yee
Every penny counts when saving money, yet many companies aren't up to speed on deductible expenses. Buying furniture, food or even software can be deducted from your taxes as long as you save the receipts.… Read More
Posted February 23, 2015 by Robert Cecchi
There are only three things certain in life: death, taxes and tax filing software. Make the complicated process of filing your tax return simpler. Read More
Posted January 13, 2015 by Kiri Picone
To provide clients with the best service possible (and to keep from going crazy), today's financial advisors need top-rated financial planning software. We discuss key features and top solutions. Read More
Posted January 6, 2015 by Kirk Kerr
Paper ledgers and ten-key machines are history. So why should we show up to the accountant’s office each year with a shoebox full of receipts? Here are some of the top apps, available for iPhone… Read More
Posted June 18, 2014 by Emily Maxie
Only 31% of wealth management clients rate their onboarding experience as excellent. Yet a successful onboarding experience can greatly benefit your company. Read More
Posted May 29, 2014 by Miranda Limonczenko
With the extreme need for international travel, companies need to track expenses, manage travel time, and know where employees are on the global map. Sound impossible? Luckily, a specialized type of software handles this: Travel… Read More
Posted May 7, 2014 by Kristin Crosier
Though Tax Day has officially come and gone, 12 million people filed extensions and are still in the thick of sorting out their finances. One crucial benefit for those with extensions is the ability to… Read More
Posted May 1, 2014 by Kristin Crosier
Finance tracking apps are particularly valuable for businesses previously limited by their software budget, who can now take advantage of the cost-friendly yet comprehensive tools to easily perform vital tasks on the move. Check out… Read More