Backing up your QuickBooks company file may seem like an additional task, especially as we start another tax season, but don’t let it lose it’s importance. Regardless of where your QuickBooks desktop software is installed, and regardless of where your QuickBooks company file resides, you need to run your own bona fide QuickBooks backup of …
QuickBooks Apps are used by entrepreneurs or small business owners who want to ensure that their company is using the most up-to-date strategies. One of the primary features of QuickBooks Apps is that they can assist you in raising your productivity and boosting your business’ bottom line. Intuit-approved QuickBooks online apps can integrate with over …
Many people have been conned, defrauded, or had their identities stolen from phishing emails due to ignorance and possibly a lack of information about email vulnerability. And this is a result of sending confidential information over email. Importantly, information from the accounting industry is primarily the target of these cyberpunks. Sending information via email should …
Why is Email not Secure for the Accounting Industry? Read More »
Acquiring more clients is a fundamental objective for every business. Your sales process should not end after your customers sign an agreement to work together. Instead, think of the next step as an onboarding strategy where you and your team members are their personal customer success manager. After all, a positive client onboarding process and …
5 Tips to Improve Your New Client Onboarding Experience Read More »
Last year the Internal Revenue Service passed a temporary policy to help tax professionals and tax payers sign tax forms electronically. The purpose of this policy was to reduce the burden on the tax community allowing taxpayers to use digital signatures on certain forms that cannot be filed electronically. In recent news, the IRS extended …
IRS Extends eSignature Policy on Certain Tax Forms Read More »
It might be burdensome thinking, planning or preparing for the next tax season. For many, it seems that they just completed the filling for the previous tax returns and the hectic work demands for the remaining part of the year. For Investment companies that have seasonal capital inflow, late preparations might distort their documentation and …
From software to even coffee, it seems like in today’s world everything is moving towards subscription based billing. If you’re in the market to upgrade your QuickBooks Desktop application or maybe even waiting to purchase QuickBooks 2022, it may seem like you can only purchase a subscription plan. However, many are unaware that you can …
Can I Buy QuickBooks Desktop without a Subscription? Read More »
The evolution of technology has brought monumental changes to most professions. Accounting and bookkeeping are no exceptions. Gone are the days of green eyeshades, heavy ledger books, cumbersome calculating machines, and a labor-intensive process. They have now been upstaged by faster computers, sophisticated accounting software systems, and closer system interconnections. These technological advancements now make …
Leveraging Technology in your Accounting and Bookkeeping Firm Read More »
Introducing CoraCloud’s New Interface We are so excited to announce and introduce CoraCloud’s modern design and interface. We’ve overhauled the entire application to make the software more intuitive, increase productivity and improve the user experience. As we built the new interface, we asked ourselves “What are our accountants, bookkeepers, and tax professional’s goals and how …
