The Xcentric Store is Closing it’s Door

The days of the Xcentric store have come to an end. We plan to fulfill all outstanding orders, but no new orders will be taken going forward and the store page will no longer be accessible.

Spend More, Get Way More, and Break the (bi)Cycle

This is the logic with firms who refuse to spend money on technology. They say: “What we have works!” Sure, it works, but I see all these other firms passing you by getting to work before you.

There’s No Such Thing As a Planned Accident

Most frequently, they skimp on security and the ability to work remotely. If you skimp on security, like the seat belt, you can get away with it once, twice, maybe even a thousand times. But, it will catch up with you and in some cases prove fatal.

Adding New Staff to the Network Should Take 5 Minutes – Not 5 Days

An accounting firm’s technology and application set is no cake walk. This is never more apparent when a new employee starts at a firm. Someone at the firm is in charge with making sure that new employee is ready to go with all their applications, correct equipment, correct permissions, and the list goes on.

IT Support & Knowing Kevin Bacon

In every organization, there are certain aspects that we need to scale. We see accounting firms that thrive off of one BIG rainmaker…then we see that person leave or retire, and instead of thriving, the firm now concentrates on surviving. That firm needed to scale business development at the partner level vs. depending on one person to get the job done.

Security Made Simple: Make Your Firm Drastically More Secure in Minutes!

When you have your technology in-house, integrating security solutions can be burdensome. The complex landscape of providers and how those providers integrate with all the technology you have in-house is time-consuming, and frankly, should not be the partners’ problem. At Xcentric, we have taken out the guess work on leading security solutions by rolling them out to your firms for you.

Merging with a New Firm? Is Your Network Ready?

Culture, dollars, and staff get all the headlines and rightfully so. What is often forgot is what the technology experience is going to be as a whole and the new staff at the firm. In most cases, especially where a new physical space is added via M&A, that new office begins to feel like an afterthought to those who inhabit it.

Why I Wear the Same Shirt 90% of the Time & How This Translates to Your Firm’s Technology

I have been a part of so many firms, technology committees, huddles, and non-decision-making-teams discussing what SAN/Storage they are going to buy or if they should have extended warranties on servers or not before tax season and I am always left thinking: ”This is why you are frustrated in your efforts to grow the firm!”

2018 CPAFMA IT Benchmark Survey Findings (Part 3 of 3)

*This is Part 3 of 3 posts. You can read Part 1 here and Part 2 here. The CPA Firm Management Association recently conducted its second...

2018 CPAFMA IT Benchmark Survey Findings (Part 2 of 3)

*This is Part 2 of 3 posts. Stay tuned for Part 3. You can read Part 1 here. The CPA Firm Management Association (CPAFMA) recently conducted its...

Thought Leadership

Information Security

Product Spotlight

News & Events

There’s No Such Thing As a Planned Accident

There’s No Such Thing As a Planned Accident

Most frequently, they skimp on security and the ability to work remotely. If you skimp on security, like the seat belt, you can get away with it once, twice, maybe even a thousand times. But, it will catch up with you and in some cases prove fatal.

read more
IT Support & Knowing Kevin Bacon

IT Support & Knowing Kevin Bacon

In every organization, there are certain aspects that we need to scale. We see accounting firms that thrive off of one BIG rainmaker…then we see that person leave or retire, and instead of thriving, the firm now concentrates on surviving. That firm needed to scale business development at the partner level vs. depending on one person to get the job done.

read more
Security Made Simple: Make Your Firm Drastically More Secure in Minutes!

Security Made Simple: Make Your Firm Drastically More Secure in Minutes!

When you have your technology in-house, integrating security solutions can be burdensome. The complex landscape of providers and how those providers integrate with all the technology you have in-house is time-consuming, and frankly, should not be the partners’ problem. At Xcentric, we have taken out the guess work on leading security solutions by rolling them out to your firms for you.

read more
Merging with a New Firm? Is Your Network Ready?

Merging with a New Firm? Is Your Network Ready?

Culture, dollars, and staff get all the headlines and rightfully so. What is often forgot is what the technology experience is going to be as a whole and the new staff at the firm. In most cases, especially where a new physical space is added via M&A, that new office begins to feel like an afterthought to those who inhabit it.

read more
Tax Season Tune-Up Checklist

Tax Season Tune-Up Checklist

With the busy season rapidly approaching, now is a great time for firms to review their tax production processes and tune them up to be optimally prepared for the opportunities ahead. Below is a tax season checklist covering five recommended areas for firms to focus...

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Introducing the Blockchain Concept to Your Firm

Introducing the Blockchain Concept to Your Firm

For the past year, AICPA leadership has been touting the evolution towards the “audit of the future,” with one of the core discussion points being how Blockchain will be one of the driving technologies behind financial reporting and operating a business in the future....

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Prepping for Tax Season by Upping Your Security Game

Prepping for Tax Season by Upping Your Security Game

At our annual Cloud Conference this year, we had a member of the IRS Cyber Crimes unit present on security trends within the accounting profession. His talk started with an announcement that hackers were running help-wanted ads on the “Dark Web” for UltraTax,...

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Protecting Your Mobile Workstation (Laptop)

Protecting Your Mobile Workstation (Laptop)

Firms are increasingly transitioning employees from traditional desktops to laptops as their only workstation to connect to the firm’s information resources and production applications. This has a variety of benefits, including increasing mobility of staff, providing...

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CPA IT Trends and Disrupters Recording

CPA IT Trends and Disrupters Recording

A few weeks ago, our Director of Consulting, Roman Kepczyk, presented a webinar with CPAFMA on IT Trends and Disrupters.  During this 60-minute webinar, Roman covers trends in network infrastructure from the CPAFMA survey, security concerns and firm recommendations,...

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The Yin & Yang of Security

The Yin & Yang of Security

Let's be honest, everyone (all of us: you and me) either operates in a naive state or a hyper-aware (possibly overreacting) state at times when danger surrounds us.  It's natural – evolutionary in fact.  This applies when it comes to our firms' technology as well.  We...

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Check Out Our Most Popular Resources

Check Out Our Most Popular Resources

Below, you'll find the three most popular resources on our website.  And the good news is, all of our resources are free to anyone, so feel free to take a look and share them within your firm. IT Governance Activities Checklist This is a helpful action items checklist...

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Do Your Digital Processes Frustrate or Delight?

Do Your Digital Processes Frustrate or Delight?

Paperless” has been a common firm mantra over the past decade with most firms implementing digital solutions throughout each area of their practices. Oftentimes, firms adopted digital versions of their manual processes and believed they had become “paperless” without...

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Hosted Applications or VDI

Hosted Applications or VDI

There is more than one way to deliver applications and data. The term “cloud is opaque" (when it comes down to actual user experience) can mean different things. At the core, cloud hosting involves applications or data hosted in a datacenter which is then delivered to...

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CES 2017: Laptops For Mobility

CES 2017: Laptops For Mobility

2017 marked the 50th Anniversary of the International Consumer Electronics Show (CES) and our 13th year on the show floor to peruse and discover the latest technologies that could be showing up in our accounting firms in the near future.  With CES Showcasing 3,800...

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Content for Xcentric Cloud Newbies

Content for Xcentric Cloud Newbies

New to the Cloud? Below is a great set of content that can help answer various questions you may have. Dedicated Internet for Reliable Cloud Access "For firms looking to utilize the power of cloud technology, the right internet connection is imperative. A powerful...

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Technology Apps and Trends

Technology Apps and Trends

The 2017 CPA Firm Management Association (CPAFMA) Paperless Benchmark Survey was completed just before this past busy season with the purpose of identifying technology trends within medium and large accounting firms, which eventually trickle down for use by smaller...

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Watch: Email in Real Life

Watch: Email in Real Life

We all send and receive several emails everyday; nowadays, it's a requirement for getting work done. Watch this short, 3-minute video by Tripp and Tyler, and you will laugh while relating to most, if not all, of these scenarios. I have to admit that I've been guilty...

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Introducing Xcentric Learn

Introducing Xcentric Learn

It’s the beginning of a new year. And here at Xcentric, we've got a lot of great changes in store for 2015 (and not just our resolution to go to the gym more often). We’re proud to announce the launch of Xcentric Learn—our “next generation” learning management system...

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Blog Hiatus During Tax Season

Blog Hiatus During Tax Season

We aim to provide our readers with valuable content around technology within the accounting industry, however, it only makes sense for us to post on our blog while our audience will read it. We know CPAs, and we know that you’re much too busy during tax season to do...

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Vote Now for the 2018 Readers Choice Awards

Vote Now for the 2018 Readers Choice Awards

Each year since 2004, the CPA Practice Advisor nominates vendors and technology providers within the Accounting industry to allow users to vote for vendors within various categories. This gives you, accounting professionals, a way to share what you believe are the...

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Holiday Gift Gadgets

Holiday Gift Gadgets

It's happening – it's that time of year for giving and receiving, and we each need to take stock of the various gadgets that abound at this time of the year.  Here are a few ideas for gifts for family, friends, and co-workers. Streaming boxes Roku Just in time for the...

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Why Xcentric Pays CPAFMA Dues for Clients

Why Xcentric Pays CPAFMA Dues for Clients

More than thirty years ago, I began my transition into the administrative role within my firm, and it was obvious I needed help.  While I had been a CPA doing taxes, accounting work, and helping others understand personal computers, overseeing the administrative and...

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