Accounting Industry

Why is Email not Secure for the Accounting Industry?

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 …

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Can I Use QuickBooks with VPN?

During the COVID-19 pandemic, it became essential to be able to work remotely. There is no exception for QuickBooks users. Companies have scrambled to share QuickBooks remotely with multiple users.  From virtual servers, virtual desktop options, or even running QuickBooks on a dedicated computer, IT techs have had their hands full finding a solution that …

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5 Tips to Improve Your New Client Onboarding Experience

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 …

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What is Support like for Qbox, CoraCloud and all CoralTree Products?

At CoralTree, exceptional support is the only standard. When you call our Qbox or CoraCloud Support Desk, you are not routed between robots attempting to gather account numbers or asking you to verbally summarize your issue; you are greeted and assisted by a living person in the United States, each and every time. Every issue …

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IRS Extends eSignature Policy on Certain Tax Forms

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 …

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8 Tips To Prepare For The Upcoming Tax Season

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 …

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Can I Buy QuickBooks Desktop without a Subscription?

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 …

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Leveraging Technology in your Accounting and Bookkeeping Firm

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 …

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QuickBooks Desktop vs. QuickBooks Online

Are you looking for the best accounting software for your business? Intuits offers some of the best accounting software with robust features for businesses of every size and structure. Two of their best accounting software are QuickBooks Desktop and QuickBooks Online, both of which are used by small businesses. Both software applications curate an impressive …

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