From the April/May 2008 Issue
The technology vendors who serve your practice may not be listed as a partner
on your firm’s letterhead, but they are invested in your firm. From general
small business needs to highly specialized products and services for tax compliance,
research, general accounting, payroll, write-up, financial analysis, tax planning
and document management, these technology vendors are crucial to your firm’s
productivity, efficiency and profitability. And your firm is critical to their
success, as well.
This mutually beneficial relationship between accounting and tax professionals
and the companies who deliver hardware, software and services to them is becoming
more and more important as we grow increasingly reliant on technologies for
all aspects of running an accounting or tax firm. From the second a client or
potential client walks through your door or visits your website, various technologies
help enhance the services you provide to these clients, while others enable
more effective practice management and control.
But who are they? Where are they located? What other products do they offer?
With literally hundreds of technology vendors serving the profession, it can
be a challenge trying to learn more about them. That’s what this special
section is for: To give technology companies the opportunity to tell you a bit
more about themselves and why they would like to join your practice. Think of
it as a pre-interview that will give you a head start on finding the technologies
that can bring your practice greater productivity and profitability by helping
you to work smarter, not harder.
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ADP- Automatic Data Processing,
Inc. (ADP), with nearly $8 billion in revenues and over 600,000 clients,
is one of the world’s largest providers of business outsourcing solutions.
Leveraging more than 55 years of experience, ADP offers the widest range
of HR, payroll, tax and benefits administration solutions from a single
source.- Read
Full Review - Read
Advanced Micro Solutions, Inc.- Originally founded as Edmond Software, Advanced
Micro Solutions has been working in the tax software business since 1985,
and officially changed its name in 1989. AMS started as a small two-man
software shop and has since grown into a nationally respected software
company. - Read
Full Review
AICPA- The American Institute of Certified Public Accountants
(AICPA) is the national, professional association of Certified Public
Accountants (CPAs), with approximately 350,000 members, including CPAs
in business and industry, public practice, government, and education.
It sets ethical standards for the profession and U.S. private auditing
standards and also develops and grades the Uniform CPA Examination.- Read
Full Review - Read
AppRiver LLC- AppRiver LLC was founded in April of 2002 to provide
simple, yet powerful email security solutions to the enterprise market.
Today, the privately held company has lived up to its mission, counting
more than 28,000 clients on six continents relying on AppRiver email protection
services to maintain network security and enhance productivity. - Read
Full Review
Avalara- Avalara is a leading provider
of web-hosted sales tax management services for small and mid-sized businesses.
Avalara’s mission is to transform the sales tax compliance process by
creating cost-effective, state-of-the-art solutions.- Read
Full Review - Read
BillQuick- First released 13 years ago, BillQuick is the product
of “time” — too much time to capture hours, bill clients and get management
information. In other words, the desire to maximize billable hours and
minimize non-billable hours was the frustration that motivated BQE Software’s
founder, an owner of a small professional firm, to create BillQuick. - Read
Full Review
CCH Small Firm Services- CCH Small Firm Services is
a unit of CCH, a Wolters Kluwer business and the leader in tax and accounting
expertise since 1913. CCH created this new group to focus on the small-firm
market following its acquisition of the ATX and TaxWise software lines
in late 2006.- Read
Full Review - Read
CCH, Wolters Kluwer business- CCH, a Wolters Kluwer business, is the professional’s
first choice for integrated tax and accounting solutions. CCH is extending
its leadership position in research and compliance by continually delivering
comprehensive, integrated research and software solutions that provide
a strategic business advantage to CPAs, corporate tax and accounting departments,
and tax attorneys.- Read
Full Review - Read
CompuVault- CompuVault, Inc. offers a
disk-to-disk backup solution exclusively through Channel Partners. Its
unique appliance-based approach combines the safety and security of offsite
storage with the convenience of onsite data recovery. - Read
Full Review
Doc.It- Doc.It is a complete digital document management
solution that differentiates itself by providing a strong focus on up-front
planning, support and a training and implementation methodology developed
by accountants for accountants. - Read
Full Review
H.D. Vest- H.D. Vest has been partnering with CPAs since 1983
to support them as they offer financial services to their clients. More
than 5,300 independent H.D. Vest Advisors collectively manage over $30
billion in assets and provide investment and tax advice to more than 3
million individuals and small businesses in all 50 states.- Read
Full Review - Read
Office Tools Professional- Serving the accounting profession for over 10 years,
Office Tools Pro has received recognition as being a specific solution
for the small office. It has been listed in Accounting Today’s “Top 100 Products”
and consistently receives 4 to 5 stars by The CPA Technology Advisor
in three categories (Practice Management, Document Management and Time
& Billing).- Read
Full Review - Read
PayCycle, Inc.- PayCycle is the leader in online payroll. Serving
accountants since 2001, the PayCycle Wholesale Program for Accounting
Professionals is designed for accountants that serve small business clients.
The completely online service provides the convenience of “anytime,
anywhere” access to payroll. - Read
Full Review
PDG Software- Since 1997, PDG Software,
Inc. has been a leading provider of web store and shopping cart software
designed to allow merchants to establish and operate an online ecommerce-enabled
website. The PDG system can automatically synchronize with SMB accounting
systems, including QuickBooks.- Read
Full Review - Read
SurePrep, LLC- Founded by a CPA with the goal of allowing professional
tax and accounting firms to increae productivity and efficiency, SurePrep
is a leading provider of tax productivity solutions and has been chosen
by more than one third of the top 100 accounting firms in the U.S. to
increase profitability and improve customer service. - Read
Full Review
TaxSlayer- Founded over 40 years ago
as a tax preparation business, TaxSlayer Pro has grown into a nationwide
tax software company with more than 100 employees. Seasoned tax
professionals, who are actively involved in tax preparation, test and
design the program, ensuring that the software is complete and mistake
free.- Read
Full Review - Read
TaxWorks- RedGear Technologies is a complete family of products
that includes professional tax software, tax-related services and paperless
office solutions designed for the tax, financial and small business markets.
The company is operated and managed by the same team that started TaxWorks
over 35 years ago.- Read
Full Review - Read
Thomson Tax & Accounting- Thomson Tax & Accounting is a leading provider
of technology and integrated research solutions to accounting, tax and
corporate finance professionals. Thomson Tax & Accounting is dedicated
to partnering with tax and accounting professionals to make them as profitable,
productive and efficient as possible.- Read
Full Review - Read
XCM Solutions- Founded by CPAs, XCM Solutions, LLC provides accounting
firms with web-based workflow automation solutions that increase efficiency,
productivity and profitability. The company’s management team has drawn
on its extensive experience in public accounting and understanding of
workflow issues to develop technology that addresses those challenges.- Read
Full Review - Read
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