Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/528834
FEATURE June/July 2015 • www.CPAPracticeAdvisor.com 9 and fnancial documents. Clients using FileTis enjoy a fully automated and branded service that fetches their bank statements, bills, and tax related docu- ments, l i ke W2s f rom hu nd reds of fnancial institutions including banks, brokerages, retirement funds, wealth management services and payroll pro- viders and organizes them in an easy- to-use digital fling cabinet. FileTis Document and Client Portal lets tax and fnance pros access shared client documents through an easy-to- use administrative web console at the moment they are ready. Now, tax and accounting managers can obtain mul- tiple client statements and bills at once, pre-schedule their work and load levels, and know when monthly or end-of-year documents will arrive. FileTis Pro also integrates with all leading cloud ser- vices, including SmartVault.com. LivePlan Palo Alto Software L i v e P l a n he l p s C PA s g r o w t he i r accounting practice with additional ser v ice of ferings. By using the best planning and financial management dashboard app with clients, CPAs can elevate their level of service to that of a strategic advisor. LivePlan helps CPAs enhance their services with features including: • Easy Budgeting and Forecasting - Create budgets and forecasts quickly with LivePlan's step-by-step process. Ten, use LivePlan's Scoreboard to compare the budget with actual results on a beautiful fnancial management dashboard. • Seamless Integration - Seamlessly bring your clients' QuickBooks or Xero data into LivePlan and see how their business is doing from any computer with Internet access. Never export fnancial data to Excel again. LivePlan automates visual reports for you and your clients with a single click. • Key Insights - Advise clients on their business strategies from anywhere with a simple to read KPI fnancial management dashboard. Industry benchmarks show clients how they compare to their competition. • Fundable Business - Plans LivePlan allows you to build a full lender-ready business plan or use the powerful Pitch feature to quickly and easily build a one- page business plan. Step-by-step guidance, one-on-one training , and over 500 business plan examples will help your clients build the plan they need, think strategically about their business, and get funded. Tallie Expense Report Integration for Intacct SpringAhead, Inc. Tallie's frst-of-its kind integration just got even beter with the addition of full dimension support, a complete shared multi-entity environment accessible through a single console account, and more. Access all your Intacct entities a n d c l i e n t s t h r o u g h a single console account. Pre- viously, Intacct's shared multi-entity customers had to create indiv idua l ex pense management and pay ment system accounts for each entity. Tis solution, while viable, was inconvenient, created unnecessary work, and some- times resulted in poorly organized data. Tallie routes ex ports to different entities based on preferences that you s e t f or t he pay e e , w he t he r it 's a n employee or credit card vendor. Full Dimension Support with Smart Setup Intacct is known for its multi-dimen- sional track ing of transactional line items. It puts signifcantly less pressure on a complex Chart of Accounts, and allows for much more robust fnancial reporting. Our integration supports all I ntacc t d i mensions: GL accou nts, items, Cash Management accounts, locations/entities, customers, vendors, projects, classes, and departments. CPA PRACTICE ADVISOR ALSO RECOGNIZED FIVE FINALISTS FOR THE INNOVATION AWARDS: AuditFile AuditFile AuditFile delivers all the benefts of a paperless audit system without the need to download or install any sofware. Our cloud-based and user-friendly solution allows CPAs to perform more efcient engagements with less risk. AuditFile's intuitive interface requires almost no t ra i n i ng , faci l itates rea l-t i me tea m feedback, and manages data in ways that dramatically improve audit efciency. Bill.com FastPay Bill.com With cloud-based Bill.com Fast Pay, accountants can expedite payments and keep operations r unning smooth ly without a break in workfow or unneces- sary trips or arrangements. Accountants simply login to Bill.com from any device connected to the Internet such as a PC, laptop, tablet or smart phone. From there, they follow the prompts to Fast Pay to authorize online ePayments or checks in a cloud-based environment protected w it h ba n k-level sec u r it y systems. Tere are multiple options for payment timelines. ePayments can be sent as quickly as overnight. Checks can be delivered overnight or within two or three days. BillQuick 2015 BQE Software Built using the latest release of dot net technology, it is packed with over 80 new features. Most noticeable are the per for ma nce en ha ncement s made throughout the application. Screen updates and reports are displayed in fraction of seconds. BQE tested its new eng i ne w it h customer databases containing millions of transactions. As an example a balance sheet that would take minutes now takes few seconds to display. Other g reat i mprovements made i n 2 015 include a new user interface, project- based accounting, overtime calculator, recurring and hourly contract types and enhanced seamless integration with QuickBooks and QuickBooks Online. CCH IntelliConnect Browser Search Wolters Kluwer Te latest addition to the award-win- ning CCH IntelliConnect research platform, CCH IntelliConnect Browser Search addresses several, fundamental need s of today 's bus y accou nta nt: speed, accuracy and simplicity. T h is i nsta l lable browser add-on changes the way professionals search for tax and accounting answers by instantly sending search queries through Wolters K luwer Tax & Accounting subscriber c ontent , a nd d i s pl ay i ng t he CC H IntelliConnect answers directly on the results page of popular search engines such as Google, Bing or Yahoo!. Tere's no need for users to log in and no alter- nating between research tools. Users save both time and money by taking public and professional sources into consideration at once. QuickBooks Online Accountant Intuit T h e n e w Q u i c k B o o k s O n l i n e Accountant has been completely rei- magined to make it the most signifcant product offering ever for accounting professionals. QBOA is a global solution specifcally designed to save accoun- tants time, grow their practices and transform how they communicate with and deliver value to their clients. Reinventing the way client informa- tion is managed and shared, QBOA helps accounting professionals collabo- rate with clients and gain insights like never before. Te new product's core c apabi l it ie s foc u s on t h re e a rea s: seamlessly exposing tools and insights to accounting professionals, allowing them to seamlessly work with all their employees a nd c l ient s, a nd t ra n s- forming how they grow their practice. I n it ia l ly presented i n 2 0 0 4, t he I n nov at ion Aw a rd s honor ne w or recently enhanced technologies that beneft tax and accounting professionals and their clients through improved work f low, i nc rea sed accessibi l it y, enhanced collaboration or other means. Winners and fnalists of the Innova- tion Awards are selected by CPA Prac- tice Advisor's editorial board and awards com m it tee, a g roup of accou nt i ng thought leaders and professionals from across the country. The publication, a long w it h it s d ig it a l content a nd interactive media, is the leading inde- pendent source of practice management resources and technology information for tax and accounting professionals in public practice.