accounting firms Bill Payment Systems bookkeeping 
CPA Practice
MAY 15, 2024
The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. About half of our 5,000+ survey respondents reported use of one of the systems noted below. WINNER: TheTaxBook – Tax Materials Inc.
Basis 365
APRIL 20, 2023
Bill.com Bill.com , an AP/AR bill payments system, assists accounting firms in automating their bookkeeping operations and managing all clients while saving time. It automates payment processing, confirms payments, and integrates all invoices and transactions into Xero.
CPA Practice
APRIL 17, 2023
When the source documents are scanned, the systems identify the data and automatically populate client returns with it. WINNER: Intuit Payments (35.8) WINNER: TheTaxBook – Tax Materials Inc. Voters were allowed to select more than one, so totals exceed 100%.
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