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.
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October 14, 2020
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...…
October 14, 2020
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...…
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October 14, 2020
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...…
October 14, 2020
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...…
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September 21, 2020
In this issue of CPA Practice Advisor, we reviewed both document storage and document management systems, with a features chart included with the review.
September 21, 2020
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,...…
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September 21, 2020
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...…
September 21, 2020
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...…
September 21, 2020
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...…
September 21, 2020
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...…
September 21, 2020
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....…
September 21, 2020
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...…
