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Articles on Financial Management
The Best Finance Apps to Improve Your 2016 Tax Season
Posted March 2, 2015 by Robert Cecchi
Need help managing your finances? Yes, there’s an app for that too. A more easily manageable financial life for your business is just a few downloads away. Check out some of the best finance apps… Read More
How Much Will Tax Software Cost Your Business in 2026?
Posted February 26, 2015 by Sherman Hsieh
Tax software looks cheap until you check out: state filing, extra states, and live expert help are billed on top. Here is what business tax software really costs in 2026, with current prices for self-employed,… Read More
SMB Tax Tools Go Head-to-Head: H&R Block vs TurboTax
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
Top Tax Deductions for Small Businesses
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
The Top Business Tax Filing Solutions
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
Financial Planning Software 101
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
5 Financial Apps to Help Manage Your Taxes
Posted January 6, 2015 by Sherman Hsieh
The app landscape for taxes has changed: Mint and ItsDeductible are gone. Here are 5 current financial apps to manage your taxes in 2026 - QuickBooks Solopreneur, Keeper, TurboTax, Cash App Taxes, and IRS2Go. Read More
Digital Signatures Are Key to Successful Onboarding
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
The Secret to Pain-Free Corporate Travel Management
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
5 Obscure Business Tax Credits (And How Not to Miss Out On Others)
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