800-Call ADP (225-5237) www.accountant.adp.com 2011 Overall Rating 4.25 Best Fit Firms who manage payroll and compliance needs for multiple client businesses, but who prefer most compliance work to be outsourced. It’s also a good fit for professionals who want to provide human resource tools and workers’ compensation premium payment solutions. Strengths Available in full-service […]
888-736-7638 www.pensoft.com 2011 Overall Rating 4 Best Fit Accounting professionals who provide payroll processing for multiple clients and prefer an on-premises application. Strengths Drag-and-drop report modification allows custom reporting, and report customizations can be saved for use in future months. An unlimited number of users can access each company file simultaneously. Export files […]
Do you ever feel confined and limited by your office walls? Do you find that a different environment can sometimes change your perspective? How many times have you found yourself wishing you could be in multiple places at once?
Advisors Can Monitor Clients’ Financial Performance with All-in-One Financial Analysis and Budgeting Software that Integrates With QuickBooks and all Major Accounting Software Packages.
TaxWise:888-455-0182; www.taxwise.com ATX: 888-455-0183; www.atxinc.com 2011 Overall Rating 4.25 Best Fit: Firms using the ATX or TaxWise tax and workflow products who want an easy-to-use write-up package with after-the-fact payroll reporting, financials generation and optional live payroll are a match with Client Accounting Suite. CCH ProSystem fx Tax and Practice Management users are supported […]
561-995-1477 www.axpert.com 2011 Overall Rating 4.25 Best Fit: Firms managing small to mid-sized enterprises, and those with multiple locations. Strengths: Doesn’t require monthly closings Run reports across multiple years, any time periods Broad reporting & financials customization Strong support for multi-location entities Potential Limitations: No bank statement import function (although import is available from […]
800-267-8379 www.accountant.intuit.com 2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement […]
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The […]