Craig Wilson

Recent Posts

3 Items to Know Before You Move Data to the Accounting Cloud

Posted by Craig Wilson on October 02, 2014

At the 2014 Scaling New Heights conference in San Antonio, Brad Smith, CEO of Intuit, spoke at length about QuickBooks Online and the future of accounting data and processes. His vision, along with that of other industry leaders, is a future where the majority of businesses have cloud-based accounting technologies in place. With major accounting software systems such as QuickBooks, Xero and Freshbooks already marching to the cloud, business owners have a lot of considerations to make before moving their financial data to the cloud.


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Tags: Accounting, cloud accounting

You Can Now E-Sign Your Engagement Letters!

Posted by Craig Wilson on March 04, 2014

We are happy to announce that clients can now sign their engagement letters with an electronic signature! We are rolling this feature out starting with 2013 entity tax engagement letters. Everything can simply be done on the screen; no need to print, sign, scan, and e-mail back your letters.

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Tags: Updates