When I was approached by the editorial staff at CPAPA to write an article on tax document automation, I immediately accepted the assignment. It wasn’t until I began to write this that I realized all of the different opportunities that exist for today’s tax practitioner to automate their tax documents. To help organize the discussion, […]
Results Software was in attendance at the recently wrapped Sleeter Conference in Las Vegas…and there was much to tell. Within the past few days, the company released the 2012 version of their CRM (client relationship management) Business Suite—both the desktop and web-based versions. The application is an exceptionally robust CRM tool that integrates with several […]
Awards Recognize Technologies That Help Small Businesses Work Smarter
214-547-4100 www.waspbarcode.com 2011 Overall Rating 4 Best Fit Businesses needing to track mobile assets, such as tools, equipment and vehicles, including scheduling and check-in/out features. Strengths Excellent location tracking capabilities Built-in barcode scanning support Intuitive interface Potential Limitations Limited to a single book per asset No compliance reporting for FASB 109, Sec. 179, IRS […]
www.taxalmanac.org TaxAlmanac is a free online tax research resource designed for tax professionals. It is a wiki site and largely depends on tax professionals creating and sharing knowledge. A wiki site is simply a collection of web pages developed and maintained through volunteer collaboration, the most popular of which is Wikipedia. TaxAlmanac is simple in […]
800-200-7599 lacerte.intuit.com/products/tax-research proseries.intuit.com/products/tax-research 2011 Overall Rating 4.5 BEST FIT Tax practices currently utilizing the Lacerte or ProSeries tax solutions. STRENGTHS Powered by Google Enterprise Search Engine helps to find the answer quickly All-inclusive pricing with no additional fees for network use or multiple users No separate product to load or login to Strong […]
800-934-1040 http://proseries.intuit.com/products/fam 2011 Overall Rating 4.25 Best Fit Professionals using the ProSeries tax compliance system, whose clients have increasing asset bases and moderately complex depreciation strategies and needs. The program can also be used as a stand-alone with the tax package. Strengths Direct integration with the ProSeries compliance system Intuitive interface & navigation […]
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 5 Best Fit Firms serving multiple clients with moderate to complex asset bases and depreciation needs, particularly those firms using other programs in the CS Professional Suite. Strengths Mass edits across groups, departments & global User-friendly wizards for many tasks Simplified splits, disposals & consolidations Good user customization […]