Now that extensions are behind us, and we are helping clients with tax planning, some of you are beginning to look ahead to the coming year and your own personal and business plans. Although a single article won’t necessarily help you build an entire business plan, a few ideas that are incorporated and well executed could make a world of difference for your firm and your clients.
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 […]
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 […]
Sage Business Intelligence, powered by Alchemex, is a solution that provides drag-and-drop reporting for Sage Peachtree, Sage Simply Accounting, Sage ERP MAS 90, Sage ERP MAS 200, Sage ERP MAS 500, and Sage ERP ACCPAC (This tool was first discussed in the April/May 2011 issue). In the months since its launch, Sage’s strategy for supporting […]
www.accountantsworld.com/wr Best Fit Tax and accounting firms who want tight integration with the vendor’s web-based product suite. Strengths Expanded and improved library of customizable templates provides unlimited combinations. Users have direct access with tight integration to all AccountantsWorld cloud applications Syndicated news content, including stock and custom RSS feeds, and AW-supplied newsletters are […]
866-440-5471 www.SpokaneComputer.com 2011 Overall Rating 4.25 Best Fit Practices seeking a simple system for managing multiple clients, with support for all federal and state year-end compliance requirements. Strengths Intuitive interface, client management screens. Import from Microsoft Excel, QuickBooks, Sage Peachtree & text files. Multiple file output options. Print/mail service bureau option. Potential Limitations No […]
Time is Money: 9 Products to Help Improve Your Revenue Stream
800-285-0999 www.sagetimeslips.com 2011 Overall Rating 4.75 Best Firm Fit Small and mid-sized firms. Strengths Timeslips eCenter allows users to enter time & expenses remotely. Timeslips Today dashboard view provides helpful information & is customizable. Integration with accounting software, including Sage Peachtree and QuickBooks. Potential Limitations Does not support HR tracking, such as personal time […]