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Mary Girsch-Bock

Contributing Writer

mary.girschbock@cpapracticeadvisor.com

Mary grew up in Chicago, graduating from 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’s work has appeared 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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Firm Management

2015 Review of Thomson Reuters FileCabinet CS

FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...

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Firm Management

2015 Review of Office Tools Pro - Practice Management Workspace

Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.

Firm Management

2015 Review of Cabinet SAFE Cloud

Originally designed for accounting firms, Cabinet SAFE Cloud is designed to provide flexible, robust document management capability with documents stored safely in the cloud. Cabinet SAFE is also available for those that need an on-premise product ...

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Firm Management

2015 Review of CCH Axcess Document and ProSystem fx Document

CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. CCH ProSystem fx Document offers the on premise version of the product, while CCH Axcess Document is deployed in ...

Firm Management

2015 Review of Document Management and Document Storage Systems for Accounting Firms

Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...

Firm Management

2015 Review of AccountantsWorld Cloud Cabinet

Both a document sharing portal and a document management system, Cloud Cabinet is one of the tools offered in AccountantsWorld Power Practice suite of products. Completely cloud-based, Cloud Cabinet uses Amazon.com’s secure data center to safely and ...

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Sales Tax

2015 Review of CCH Sales Tax SaaS

The CCH Sales Tax SaaS group of products from Wolters Kluwer Tax & Accounting US is designed for the individual business owner, as well as accounting firms that manage the sales tax reporting for multiple clients, and need real-time sales tax calculations

2015 Review of CCH Sales Tax Office

Sales Tax Office from CCH is designed for large corporations that have complex sales and use tax needs and require complete integration with a core accounting system, making it an ideal solution for businesses with multiple entities, divisions, or ...

Sales Tax

2015 Review of Avalara AvaTax – Sales Tax – Cert Capture - Returns

Organizations or accounting firms that need accurate sales tax calculation, rate look up capability, as well as integration with numerous accounting and financial systems. Avalara is a certified streamlined sales tax (SST) compliance service provider.

Sales Tax

2015 Review of Avalara TrustFile

Billed as Sales Tax Filing for Small Businesses, TrustFile generates signature ready sales tax returns, providing detailed sales reports by state, with further detail provided for city, county and state tax rates and calculations.

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Automation

2015 Reviews of Sales and Use Tax Compliance Systems

It’s not just tracking additional jurisdictions that can become problematic. Sales and use taxes change much more frequently than other taxes such as income tax or property tax, so ensuring that a business is charging the correct amount of sales tax ...

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Small Business

2015 Review of Cougar Mountain Denali

Denali Business Accounting from Cougar Mountain Software is a modular product well-suited for small to mid-sized businesses. This on-premise product also offers industry specific accounting capability; offering both point of sale and nonprofit ...