Hosted Solutions / ASPs

 TaxCaddy

February 26, 2019 

TaxCaddy

TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…

 2013 Review of Swizznet

July 29, 2013 

2013 Review of Swizznet

Best Firm Fit: Firms who need a QuickBooks host and do not need automatic provisioning of configurations and/or new users. Strengths: The company offers the free Open Office productivity suite for those who need a simple, inexpensive tool for editing documents, spreadsheets, and presentations. The only host which offers two factor authentication of users (e.g....…

Brian Tankersley

 2013 Review of Right Networks

July 29, 2013 

2013 Review of Right Networks

Best Firm Fit:Any company looking to leverage the efficiencies of the cloud to successfully grow their business. Also, firms who are looking to expand their practice and provide higher value to clients by offering them a mobile, collaborative, fully managed environment to access their desktop accounting applications. Strengths: The Company is an authorized host for...…

Brian Tankersley

 2013 Review of Qutera

July 29, 2013 

2013 Review of Qutera

Best Firm Fit:  Organizations looking for basic QuickBooks or multi-user Sage 50 hosting at an attractive price, or those who need hosted virtual servers. Also, firms with an IT department who need expertise in some, but not all, areas of hosting data online and would like an outside technical resource to serve as a backup...…

Brian Tankersley

 Working in the Cloud = Positive ROI for Firms

October 2, 2012 

Working in the Cloud = Positive ROI for Firms

In order to be competitive, small to mid-size accounting firms need to offer the most advanced technology to their clients, but that can entail significant up-front investment in equipment, software and applications.

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August 29, 2012 

InFirm: Benefits of Hosted Solutions

The “Cloud” and hosted solutions continue to garner interest amongst accounting firms, but there is a lot of confusion about the types of hosting, available applications, and the overall reasons for firms to consider hosted solutions.

Roman Kepczyk

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June 27, 2012 

More Cloud is Good for Your Firm & Your Clients’ Businesses

The movement to the cloud has had many names over the past decade: Web 2.0, SaaS, web-based services, net-native programs, etc. But whatever you call it, the coming mass adoption of cloud-based business solutions will have the biggest effect on our work and business lives since computers themselves were first installed on desktops back in…

Isaac M. O'Bannon

 2012 Review of Intuit – QuickBooks Online

March 29, 2012 

2012 Review of Intuit – QuickBooks Online

Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support...…

 2012 Review of Intacct

March 29, 2012 

2012 Review of Intacct

Intacct – Intacct Corporationwww.intacct.com877-437-7765 Strengths: Has a strong ecosystem of third party solutions to meet most industry requirements. Customizable dashboards are very impressive, and provide an alternative to standard reports. Full integration between customer relationship management and payroll Supports any number of users, with strong user access control tools Relationship with AICPA/CPA2Biz has yielded integrations...…

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March 29, 2012 

SaaS Takes Center Stage for Small Business Accounting

Online accounting products are a small but rapidly growing segment of business management tools. Real-time collaboration between client and accountant, as well as better importing tools have made these solutions a compelling alternative to traditional, locally-installed applications. We have noticed a large number of new offerings in this space over the last couple of years,...…

Brian Tankersley