Like many others, before launching her own practice — Lime & Company — Andrea Abel worked for other firms. During this time, she enhanced her practitioner skills while also gaining valuable insight into what it takes to run a successful business.
800-507-1992 www.realtaxtools.com W2 Mate, which is offered by Real Business Solutions, is a multi-employer year-end form preparation and filing system with support for forms W-2s, and most common forms 1099 and 1098, as well as transmittal forms W-3 and 1096. The program, which can be installed on workstations or networked servers, can be used either […]
www.cpasitesolutions.com Although CPA Site Solutions’ Complete Web Site service may not have the same name recognition as some software providers who offer web building solutions, it is certainly a worthy option for accountants who want just what the name implies — a complete solution. Since premiering in January 1999, Complete Web Site is now in […]
800-375-9542 www.ATXinc.com www.TaxWise.com 2011 Overall Rating 4.5 Best Fit Small and mid-sized tax and accounting practices seeking to broaden their client services by offering year-end compliance, particularly those using solutions from CCH Small Firm Services for tax preparation and write-up. Strengths Integration with professional tax package. Strong federal & state support, including e-filing. Library […]
websites.intuit.com Best Fit Virtually any small business, including tax and accounting practices, wanting a simple and automated website creation system. Strengths Easy to add Intuit Web Payment service for ecommerce activities Good search engine optimization tools Includes email marketing features and an online small business marketing toolkit Broad collection of template designs Customized […]
XpandedReports, developers of the browser-based reporting add-on application which integrates with QuickBooks, recently announced smart integration with SmartVault, providers of Cloud-based document storage and file sharing solutions. Integration between systems leverages XpandedReports and SmartVault’s bi-directional integration with QuickBooks to deliver a single, streamlined solution that shares a single document management platform. For users, this means […]
http://websites.buildyourfirm.com Best Fit Build Your Firm intentionally focuses on the small firm as its primary customer. Strengths Over 95 modifiable templates available. Customization services offered. Variety of free add-ons such as file transfer, logo integration, credit card processing, e-commerce, spam filtering, portals, etc.) Provides statistics for site tracking; also integrates with Google Analytics and […]
800-264-3155 www.W21099.com 2011 Overall Rating 4.75 Best Fit Professional practices with large client rosters for whom they provide year-end reporting. Strengths Excellent multi-client management functionality. Comprehensive state, federal & local form support. Multiple batch filing & printing options. Good integration capabilities. Barcoding of W-2s & SSN masking. Automated, free web-based data backup. Potential Limitations […]