Version 9 of Imagine Time’s Practice Management Solutions incorporates a Document Management system module, whose setup wizard guides users through selections in order to customize folders. An integrated utility can scan tax records and save them to a specific folder or folders. Folders files can be dragged and dropped into client folders and keywords can be assigned at the same time for later retrieval.

Jonathan Judge, who has served as president and CEO of payroll services provider Paychex, has resigned the position that he has held since October 2004 when he became the company's second president.  The resignation is effective July 31. However, the company issued a statement that Judge would complete his term as a member of the Paychex board of directors.

Management turmoil at H&R Block escalated this week as CEO Russ Smyth resigned immediately from the role he had held at the tax services company for less than two years. That follows the departure this year of the company's chief financial officer and chief counsel. Block named Alan Bennett, who served as interim CEO in 2007 and 2008, to replace Smyth.

The SEC has issued an initial decision barring Michael Ryan, CEO of Gilman Ciocia and chief compliance officer Rose Rudden from serving in a supervisory capacity at any broker, dealer or investment adviser for one year. Fines were also imposed on the two and on two current and two former employees. The executives and the two current employees are considering alternatives that include filing a petition for review of the decision.