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August 12, 2011

2011 Review of Crest Payroll

888-400-1613 www.crestpayroll.com   2011 Overall Rating 4.75   Best Fit Companies and firms who want a sophisticated, web-based payroll product that integrates with their existing websites, as well as organizations that use Paramount’s other applications (eVault 365 DMS, Meridian MSP recruiting). Strengths Website integration feature, included employee portals & firm-specific branding makes even the smallest... Read more »

Steven M. Phelan

888-400-1613

www.crestpayroll.com

 

2011 Overall Rating 4.75

 

Best Fit

Companies and firms who want a sophisticated, web-based payroll product that integrates with their existing websites, as well as organizations that use Paramount’s other applications (eVault 365 DMS, Meridian MSP recruiting).

Strengths

  • Website integration feature, included employee portals & firm-specific branding makes even the smallest firm appear more professional.
  • Custom batches of reports can be created & run at scheduled times & exported to different tabs in an Excel workbook file.
  • Clients & remote offices can collaborate by entering data directly into the website or by entering data into a provided Excel sheet, which can be imported into the program.
  • Supports wholesale payroll (accounting firm re-bills to client) or direct bill relationships with accountant involvement.

Potential Limitations

  • Direct integration is provided for only QuickBooks, but data can be exported to Excel or CSV format & mapped into many applications.

SUMMARY & PRICING

With a user friendly and flexible interface as well as the ability to brand web views and reports with firm name and logo, Crest Payroll provides a number of service offerings in one easy-to-use package. Client billing can be accomplished by automatically drafting client bank accounts. Pricing is all-inclusive and is a flat fee regardless of features used or the number of states. Base pricing for each client file starts at $17 per month with a tiered discount pricing model based on the number of clients and average number of employees within those clients.

Product Delivery Methods

___ On-Premises

_X_ SaaS

___ Hosted by Vendor

 

Basic System Functions 4.75

Reporting & Monitoring 4.75

Integration/Import/Export 4.75

Help/Support 4.5

Client Self-Service Features 5

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Steven M. Phelan

CPA

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.

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