November 2014 • www.CPAPracticeAdvisor.com 3
WEB EXCLUSIVES
VOLUME 24, NUMBER 9
CONTENTS
Check out our Online Product & Service Guide
www.CPAPracticeAdvisor.com/directory
2015 Tax Rates, Credits
and Deductions
www.CPAPracticeAdvisor.com/12015027
19 Redesigning Your Firm for the New
World
By Doug Sleeter
20 Special Feature: Great Leadership Leads to
Successful Entrepreneurship
By R . Sean Manning , CPA
22 A Year in the Life of a SALT Accountant:
Even the Self-Employed can Face Sales Tax
Issues
By Ken Barry
COVER STORY
16 2014 Review of Client Portal Solutions
By Isaac M. O'Bannon, Managing Editor
COLUMNS
4 From the Editor: Sales Tax Is About to Take
Center Stage
By Gail Perry, CPA, Editor-in-Chief
5 From the Trenches: How Collaborative
Accounting Can Help Grow Your Practice
By Randy Johnston
10 Marketing in Practice: Accounting Firm
Marketing Made Easy
By Kristy Short, Ed.D
24 Bridging the Gap: The Role of Technology in
M&As; of Accounting Firms
By Jim Boomer, CPA.CITP
FEATURES
9 The ProAdvisor Spotlight: Reimagining
Your Clients' Success with QBOA 2015
14 A Year in the Life of a Payroll Accoun-
tant: Checking Off Your Client's Year-End
To-Do List
By Taija Jenkins, Assistant Editor
15 What's in Your Payroll Client
Engagement Letter?
By Taija Jenkins, Assistant Editor
2014 PRODUCT REVIEWS
7 Tax Document Automation Systems
By John H. Higgins, CPA.CITP
11 Cloud Hosting Services for Accounting
Firms
By Isaac M. O'Bannon, Managing Editor
16 Client Portal Solutions
By Isaac M. O'Bannon, Managing Editor
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CLIENT
PORTALS