Review of Estate Planning Systems — 2006
While there may be talk of eliminating the Federal Estate Tax (FET), the products in this review give no sign of that happening anytime soon.
While there may be talk of eliminating the Federal Estate Tax (FET), the products in this review give no sign of that happening anytime soon.
800-773-5445www.SimplyAccounting.com
Fifteen years ago, the idea of changing tax preparation software could bring a tax professional to his or her knees in fear for several reasons: The IT headaches involved in switching systems; retraining preparer staff on the new program; and the lengthy and often inaccurate process of converting data files from the old system.
800-726-1040www.ria.thomson.com
The time is now! If not now, when? Electronic document management systems (EDMS) for the tax and accounting practice have come of age. We are rapidly approaching the point where document management reaches critical mass in the tax and accounting profession, defined here as when the number of firms that have implemented EDMS outnumber those that haven’t.
The evolution of document management systems has created a market of additional software and services that enhance or supplement the core document management application.
Public accounting is a very special profession. I’m sure you each vividly remember your first day on the job, fresh out of school and … dumb as a box of rocks. Of course, you didn’t know the last part.
The professional service trades have a long history of relationship networking and have often utilized the power of community to get new clients, to meet more prospects and to generally market their services, but there is more to be accomplished.