Mary Girsch-Bock

Contributing Writer

Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com.  She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.

October 14, 2020 

2020 Review of Justworks Payroll

Justworks Payroll www.justworks.com 888-534-1711 From the 2020 reviews of professional payroll systems. Justworks is a PEO (Professional Employer Organization) that has bundled payroll, compliance, HR, and benefits administration under a single umbrella. Designed for smaller businesses that need access to affordably priced benefits and automated payroll and HR services, Justworks is cloud-accessible, with two plans...…

Mary Girsch-Bock

October 14, 2020 

2020 Review of SurePayroll

SurePayroll/SurePayroll for Accountants SurePayroll – A Paychex Company www.surepayroll.com 877-954-7873 From the 2020 reviews of professional payroll systems. SurePayroll from Paychex is designed for small businesses with fewer than 100 employees. SurePayroll offers two plan options: Self-Service for those who wish to manage all payroll in-house, and full-service, which includes complete payroll processing and tax...…

Mary Girsch-Bock

October 14, 2020 

2020 Review of AMS 1099 Forms Filer/Payroll

AMS Payroll – 1099 Forms Filer/Payroll Advanced Micro Solutions www.1099-etc.comAMS 800-536-1099 From the 2020 reviews of professional payroll systems. AMS Payroll/1099 Forms Filer/Payroll (AMS Payroll) from Advanced Micro Solutions is an add-on module that is designed to work with W-2/1099 Forms Filer. Though AMS Payroll also works with other AMS applications, it cannot be used...…

Mary Girsch-Bock

October 14, 2020 

2020 Review of Paychex Flex

Paychex Flex www.paychex.com From the 2020 reviews of professional payroll systems. Paychex Flex is an online payroll service application from Paychex. Designed for small businesses with up to 50 employees, Paycheck Flex offers three plans: Paychex Go, Paychex Flex Select, and Paychex Flex Enterprise. All three plans offer full-service payroll, including processing and remitting of...…

Mary Girsch-Bock

September 21, 2020 

2020 Review of Doc.It Suite

Doc.It Suite www.Doc-It.com From the 2020 reviews of Document Storage and Document Management systems. Doc.It Suite is a robust, scalable document storage and management application that includes a work binder, PDF editor, workflow, an autofiler, and an archive option. While Doc.It Suite is suitable for larger firms, smaller firms may want to consider Doc.It Explore,...…

Mary Girsch-Bock

September 21, 2020 

2020 Review of Cloud Cabinet from AccountantsWorld

AccountantsWorld Cloud Cabinet www.accountantsworld.com From the 2020 reviews of Document Storage and Document Management systems. Cloud Cabinet from AccountantsWorld is best suited for small to mid-sized accounting firms. Cloud Cabinet can be used as a stand-alone document management application, but works best when coupled with other AccountantsWorld applications. Completely cloud-based, Cloud Cabinet offers online document...…

Mary Girsch-Bock

September 21, 2020 

2020 Review of CCH Axcess Document

CCH Axcess Document Wolters Kluwer https://taxna.wolterskluwer.com/professional-tax-software/axcess/document From the 2020 reviews of Document Storage and Document Management systems. CCH Axcess Document from Wolters Kluwer is well suited for accounting firms of any size. While users will experience greater functionality when used with other Wolters Kluwer applications, CCH Axcess Document can also be used as a stand-alone...…

Mary Girsch-Bock

September 21, 2020 

2020 Review of Drake Documents

Drake Documents www.drakesoftware.com From the 2020 reviews of Document Storage and Document Management systems. Drake Documents is one of the workflow tools offered by Drake Tax. Best suited for small to mid-sized accounting firms, Drake Documents is included as part of Drake Tax and is not offered as a stand-alone document management application. Available as...…

Mary Girsch-Bock

September 21, 2020 

2020 Review of OfficeTools WorkSpace Document Management

OfficeTools WorkSpace Document Management System www.officetools.com From the 2020 reviews of Document Storage and Document Management systems. OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a practice management application that combines CRM, project management, and time and billing into a single application. The DMS offered in OfficeTools is part of the main application...…

Mary Girsch-Bock

September 21, 2020 

2020 Review of SmartVault Document Storage

SmartVault Document Storage www.smartvault.com From the 2020 reviews of Document Storage and Document Management systems. SmartVault offers complete online document storage, branded client portals, and secure file sharing capability. A good fit for businesses and accounting firms of any size, SmartVault is scalable, with two types of plans: SmartVault for Business, and SmartVault for Accountants....…

Mary Girsch-Bock

September 21, 2020 

2020 Review of Onvio Documents by Thomson Reuters

Onvio Documents Thomson Reuters https://tax.thomsonreuters.com/onvio/documents/ From the 2020 reviews of Document Storage and Document Management systems. Well-suited for accounting firms of any size, Onvio Documents is part of the Onvio Firm Management suite of applications from Thomson Reuters. Onvio also includes time and billing and an online client center that functions as a portal. Designed...…

Mary Girsch-Bock

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half