Tax & Accounting Research

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February 26, 2019 

CCH® CodeConnect

Only available on CCH® IntelliConnect®, CCH CodeConnect is a groundbreaking enhancement for federal tax users that makes it easier to get useful information out of the Internal Revenue Code by providing more context around your searches. No more scrolling through pages of search results. This new feature offers a guided search that brings you directly...…

Featured Articles

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December 5, 2014 

2014 Review of Thomson Reuters Checkpoint

Checkpoint is the online tax and accounting research solution offered by Thomson Reuters. Its most recent search enhancement, Intuitive Search, returns the most relevant results after recognizing whether a user has entered Terms & Connectors, a ...

Dustin Wheeler

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December 5, 2014 

2014 Review of CCH IntelliConnect

Wolters Kluwer, CCH provides tax and accounting professionals with a versatile web-based research product line called IntelliConnect accessible through web browsers and mobile apps.

Dustin Wheeler

 2014 Review of Professional Tax Research Systems

December 5, 2014 

2014 Review of Professional Tax Research Systems

As a young boy, I once accompanied my parents on a visit to their CPA’s office. I curiously looked around at the thick black books that lined the bookshelves, noticing that the tax court cases and internal revenue code went back to the early 1900s.

Dustin Wheeler

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November 5, 2014 

2014 Reviews of Tax Document Automation Systems

Life can be funny. There are times when no matter how much we are told something is bad for us, we often ignore the message and continue down our current path. Whether it is smoking cigarettes, excessive drinking, texting while driving, you name it...

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October 10, 2014 

2014 Review of Professional Tax Planning Systems

By Bill Kennedy, CPA, CA The Affordable Care Act changes had the biggest impact on tax software across the country this year, as developers scrambled to incorporate the new Net Investment regulations into their packages, particularly for high net worth individuals. All of the packages reviewed have been updated for the impact of this legislation....…

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September 5, 2014 

Building for Success by Finding the Right Partners

There are as many tips for building a successful practice as there are successful firms, but what they all share are strategies that have led to successful partnerships with outside technology and service providers. In the 21st Century, these technologies and services are more than simple tools or aides, they are integral components of business...…

Isaac M. O'Bannon

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September 5, 2014 

Orange Door, Inc. — Orange Door Tax Suite Pro

2011 Overall Rating 3.75   650-952-1773 www.orangedoorinc.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor   Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…

Isaac M. O'Bannon

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September 5, 2014 

Drake Software — Drake Tax

2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com   Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: –          Exceptional live support –          Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…

Isaac M. O'Bannon

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September 5, 2014 

Intuit — ProLine Tax Online Edition

2011 Overall Rating 3.5 888-236-9501 accountant.intuit.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor     Best Fit: Small practices with generally less complex clients, primarily 1040-focused who need mobility Strengths: Web-based No IT headaches Inexpensive Instant ramp-up/down Any number of users On-demand use PC & Mac friendly Potential Limitations: Lack...…

Isaac M. O'Bannon

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September 5, 2014 

CCH Small Firm Services — TaxWise

800-755-9473 www.taxwise.com 2011 Overall Rating 4.5   Best Firm Fit: High-volume, time-sensitive focused practices employing non-professional data-entry staff. Also a fit for those looking to grow their business through office expansion and additional customer offerings such as full-year accounting services like write-up and payroll. Strengths –          Support for all entities at federal & state level...…

Isaac M. O'Bannon

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September 5, 2014 

CCH Small Firm Services — ATX

800-681-1752 www.atxinc.com 4.5 – 2011 Overall Rating Best Firm Fit: Small and mid-sized full-service accounting firms with generally less complex clients, yet with broader entity needs, including payroll and wage compliance. Strengths: –          Support for all entities at federal & state level –          W-2/1099 & wage reporting –          Form & interview-style input –          Excellent training...…

Isaac M. O'Bannon