Practice evolution, integration and the Web, client and accountant relationships, and how to use technology as a competitive advantage topped the agenda at Creative Solutions' 24th Annual Conference here.
CSI president Jon Baron also announced several new products to the more than
600 attendees. One such product, Practice CS, which will allow accountants to create an integrated workspace, is currently in the pilot stage and will be released after tax season.
Practice CS includes the ability to customize fields, invoicing and reporting, and a dashboard concept. Next year, an add-on customer relationship management solution, which is currently under development, will also be available.
In addition, Web Employee, a portal for the employees of accountants' clients, is available. Web Employee allows employees to view pay stubs and W-2s.
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