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Isaac M. O'Bannon

Managing Editor

isaac.obannon@cpapracticeadvisor.com

Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com

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Software

2016 Overview of BNA 706 Preparer & 709 Preparer

Bloomberg BNA offers a variety of tax and financial information tools and resources, as well as software and online services for estate tax compliance, gift tax compliance, and estate planning – BNA 706 Preparer and BNA 709 Preparer.

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Software

2016 Review of Intuit - Intuit Tax Online

Intuit Tax Online offers a completely web-based and app-enhanced solution for professional tax compliance. The system is available via per-return pricing level based on the number of client returns the professional will process.

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Software

2016 Review of Drake Software - Drake Tax

Drake Software is an affordable, all-inclusive professional tax preparation system with unlimited e-filing, including multiple state returns. Firms also have access to a variety of practice resources, such as document management, tax planning, and ...

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2016 Review of Wolters Kluwer - ATX

The ATX family of professional tax and accounting programs is part of Wolters Kluwer CCH Small Firm Services, and is geared primarily toward small firms looking for a system that simplifies the preparation process, making it easy to get new and ...

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Software

2016 Review of Wolters Kluwer - TaxWise

TaxWise offers several bundled versions that combine tax, accounting, research, payroll, file sharing and firm management functions, plus bank products, with the systems providing user-friendly interfaces and streamlined workflow for small and mid ...

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Software

2016 Review of Intuit - ProSeries Tax

The ProSeries system offers comprehensive professional tax preparation for traditional tax and accounting firms, with streamlined data entry processes that help maximize efficiency.

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Software

2016 Review of Thomson Reuters - GoSystem Tax RS

GoSystem Tax RS offers a comprehensive, web-based tax compliance system for professionals. The program, which has been totally cloud-based since 1998, is generally designed for mid-sized and larger firms, but can fit the needs of any practice that ...

Software

2016 Review of Wolters Kluwer - ProSystem fx Tax

CCH ProSystem fx Tax is a professional tax preparation and management program that can be used as a stand-alone system or as part of a broad suite of professional tax, engagement and firm management tools and resources. The desktop-based system can be ins

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Software

2016 Review of Thomson Reuters - UltraTax CS

The UltraTax CS system from Thomson Reuters offers extensive tax compliance and practice management tools that enhance firm workflow. It can be used independently but is at its most productive and efficient when used as a central component of the CS ...

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Software

2016 Review of Intuit - Lacerte Tax

For nearly 35 years, the Lacerte Tax professional tax system has provided tax professionals with compliance and practice management tools and features that streamline tax production and workflow. The comprehensive system is available in packages that ...

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ESG

2016 Review of Wolters Kluwer - CCH Axcess Tax

CCH Axcess offers a comprehensive, cloud-based suite of professional accounting and tax systems that utilize a singular database and can enhance firm productivity across multiple engagement types, and help firms standardize their workflow processes.

Software

2016 Reviews of Professional Tax Compliance Systems

For our reviews of tax preparation systems, we divide products into two categories: Advanced Workflow and Traditional Workflow. In general, smaller firms would be best served using a “traditional workflow” system, which are designed for more typical ...