July 2010

February 26, 2019 

characters 6139 800-267-1317 www.caseware.com The Working Papers system from CaseWare is an engagement management system that offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration, folder lockdowns and roll-forwards. The system includes full reporting options; integration with third-party accounting, tax, productivity and research tools; and is both GAAP and IFRS...…

February 26, 2019 

Characters 8192 AuditConfirmations LLC www.auditconfirmations.com AuditConfirmations offers an electronic bank confirmation (deposit and loan accounts) process targeted specifically to tax and accounting firms. AuditConfirmations allows firms to electronically submit bank confirmations to any bank using the bank’s contact name and email address. The process works by having the auditor create an audit confirmation request, which...…

February 26, 2019 

Characters 6139 800-PFX-9998 www.CCHGroup.com CCH’s ProSystem fx Engagement is designed to be used as an integrated part of the vendor’s comprehensive suite of professional accounting, tax and practice management systems, providing advanced workflow tools, collaboration capabilities, automation of tasking, integration with external programs and strong oversight for audit managers. The system includes the core features...…

February 26, 2019 

EngTBIntro0710.doc — 4368 By Isaac M. O’Bannon, Technology Editor Trial balance and audit engagement management programs share a few essential basics: creation of financials and client deliverables, account manipulation, consolidations, reporting, and analysis. After these areas, however, trial balance usually stops and engagement systems are just beginning, and the two types of systems very rarely...…

February 26, 2019 

characters 3017 800-PFX-9998 www.CCHGroup.com The ProSystem fx Trial Balance system can be used as a stand-alone trial balance program or used in conjunction with the ProSystem fx Suite of professional accounting and tax applications. The system offers import capabilities from most small and mid-sized business accounting programs, allowing users to easily work with data from...…

February 26, 2019 

Characters 7105 877-683-3280 www.intuit.com Used by millions worldwide, QuickBooks has expanded its hold on the small business industry by introducing the “Choose an Edition” option, which allows users to choose from seven different industry types when installing the software. This provides users with the ability to access the correct chart of accounts and feature headings....…

February 26, 2019 

Characters 7258 800-888-6894 www.etek.net eTEK for Microsoft Office is a financial/job costing software product ideal for construction companies looking to step up from off-the-shelf products. Designed to be highly functional as well as scalable, eTEK offers solid features and an easy-to-use interface that has been designed for functionality and efficiency. Basic System Functions When eTEK...…

February 26, 2019 

1391 characters www.imaginetime.com ImagineTime, which offers practice management, CRM, due-date monitoring and time and billing systems to professional accountants, recently introduced its new Document Management system. As with the other programs the company offers, the document management program is designed specifically for professional practices. The program works as an integrated module of the core ImagineTime...…

February 26, 2019 

7080 characters 800-388-4697 www.Peachtree.com With each subsequent release, Peachtree Accounting reinforces its popularity with accountants and small business owners alike. Always a favorite for the small business owner, Peachtree continues to make annual improvements to its already solid product, gaining more satisfied customers in the process. Sage Peachtree Premium Accounting for Construction 2011, designed for...…

February 26, 2019 

2736 characters   As more people are creating more service-related businesses, the software industry has been scrambling to keep up with the growth. And small service businesses (equipment rentals, HVAC and home builders) continue to see growth. This growth has produced more demand for software that suits the needs of these specialized business types. As...…

February 26, 2019 

8624 characters 800-365-6790 www.a-systems.net A-Systems JobView is an industry-specific product designed for construction companies and contractors of all sizes. Available in three distinct versions, JobView offers an easy-to-implement, easy-to-navigate system that does the job often purported by much more expensive products. Basic System Functions A-Systems JobView offers users a minimalist approach on the user interface....…

February 26, 2019 

6803 characters 800-388-3038 www.cougarmtn.com CMS Professional is celebrating over thirteen years on the market. The first Windows-based product offered by parent company Cougar Mountain Software, CMS Professional offers several specialty-based products, including its popular Job Cost software. Marketed as an add-on product to the CMS Professional lineup, it integrates into the CMS Professional and Point-of-sale...…

February 26, 2019 

8918 characters 800-838-6427 www.bissoftware.com MICS has been producing construction-related software for more than 25 years. BIS for Windows was first introduced in 1997 and has continuously added system enhancements and features that the construction community has requested. Available in three editions, BIS offers construction and contracting companies a scalable product designed for businesses large and...…

February 26, 2019 

8229 characters 800-726-6278 www.sagemasterbuilder.com Sage Master Builder is an integrated construction/financial product especially well-suited for mid-sized construction and contractor-related businesses. Easily navigated, with a user-friendly interface, Master Builder provides all of the features construction businesses need at an affordable price. Basic System Functions Sage Master Builder has an easy-to-navigate user interface, with installed modules listed...…

February 26, 2019 

8381 characters 262-317-3700 www.wennsoft.com WennSoft was founded in 1995 and offers enterprise-level software solutions to the construction trades, including builders, equipment managers and operators, and service contractors. Built on Microsoft Dynamics GP, WennSoft is a powerful industry-specific tool that is surprisingly easy to use. Basic System Functions WennSoft contains a drop-down menu at the top...…

February 26, 2019 

1863 Characters 800-688-4281 www.personable.com The SourceLink document storage solution is a niche application designed to integrate directly with QuickBooks to store and tag supporting documents with individual QB transactions. Core Functionality The Workflow DMS module incorporates rules-based document routing functionality. Documents are organized by a folder/sub-folder hierarchy. The files are stored within Windows Explorer. A...…

February 26, 2019 

1222 characters 877-PAPER-99 (877-727-3799) www.PaperSave.com PaperSave approaches document management from a unique perspective compared to the other solutions in our document storage review, which makes it more difficult to assign a comparable rating to PaperSave. It is designed primarily to be a document management system that is linked to accounting systems such as QuickBooks, Microsoft...…

February 26, 2019 

3301 characters 800-765-7777 (Lacerte) Lacerte.intuit.com 800-934-1040 (ProSeries) Proseries.intuit.com The Lacerte DMS and ProSeries DMS are essentially the same application with minor differences to accommodate their respective tax prep packages. Core Functionality As you might expect, the primary feature is the integration with the tax software. When you print a preparer or client copy of the...…

February 26, 2019 

2952 characters 877-574-5505 www.efilecabinet.com As the name implies, eFileCabinet is designed to emulate a traditional paper file cabinet. Core Functionality The files are organized in a typical cabinet > drawer > folder > sub-folder > document model. The initial view displays a list of client names as a link to their respective folders. The client’s...…

February 26, 2019 

2929 Characters 2010 Document Storage Review By John Higgins, CPA.CITP Are you thinking about going paperless? If so, you will find this review of electronic document storage solutions for accounting and tax practices to be a helpful resource to shortcut your process of researching potential solutions. In last month’s issue, we reviewed a series of...…

September 5, 2014 

800-968-8900 CS.ThomsonReuters.com Thomson Reuters offers Trial Balance CS as a stand-alone program that can be used as an integrated component of the larger CS Professional Accounting Suite. The system can support any number of client businesses and includes an array of tools for generation of financial statements, testing balances, customizing client-ready output and performing consolidations....…

September 5, 2014 

800-968-8900 cs.ThomsonReuters.com Engagement CS is the audit engagement component of the CS Professional Suite from Thomson Reuters, providing a workflow and process management solution that includes comprehensive trial balance capabilities along with multi-professional collaboration tools, advanced document archiving, integrated research and confirmation services, and additional practice tools. Basic System Functions Engagement CS is available as...…

September 5, 2014 

800-292-2962 www.cyma.com CYMA Accounting for Windows offers several industry-specific modules designed to integrate with the vendor’s financial suite of modules. Ideal for mid-sized construction companies, CYMA offers an array of features not frequently found in less expensive products. Although it can easily work independently, the Job Costing module is truly designed to work with the...…

October 29, 2012 

2565 characters 888-667-8440 www.officetoolspro.com Office Tools Pro (OTP) distinguishes itself in this market by offering an integrated solution that includes document storage, contact management, time tracking, billing, project tracking and more. Core Functionality OTP is designed as an all-in-one solution, providing direct integration with the applications listed above, and they are all accessible from a...…

October 5, 2012 

Characters 3094 866-674-6785 www.smartvault.com SmartVault was originally designed as a document storage system for QuickBooks, but has moved towards a generic platform to store and share files, whether or not they are related to QB. Core Functionality SmartVault is a “cloud computing” solution provided in a web-hosted environment. The primary function of SmartVault is for...…

October 4, 2012 

3553 characters 800 230-2322 www.ark-works.com ArkWorks is designed to serve as an integrated document storage solution for the TaxWorks tax prep software. ArkWorks is also marketed as a standalone product, which is compatible with all tax and other software programs. The company noted that 40 percent of its current ArkWorks customers are non-TaxWorks users. Core...…

August 23, 2012 

3571 characters Computhink Inc. — ViewWise 800-98-THINK www.computhink.com ViewWise is a horizontal document storage solution that is designed to be deployed in many different industries. Core Functionality The interface uses a common design, with a toolbar along the top and a Windows Explorer-like folder display for organizing the files along the left side. The storage...…

August 22, 2012 

4279 characters 800-375-9542 www.ATXinc.com www.TaxWise.com As the name implies, ATX and TaxWise Scan&Fill is a scanning and document storage system that is designed as an integral extension of the ATX and TaxWise tax prep software. Core Functionality The interface is simple in its design. An intuitive toolbar of functions is displayed along the top of...…

August 13, 2012 

3333 characters 888-999-1366 www.accountantsworld.com The AccountantsWorld (AW) CyberCabinet application is an integral component in the AW strategy to provide a complete accounting practice portal of online applications. Core Functionality The AccountantsWorld lineup of applications includes payroll (Payroll Relief), client accounting (Accounting Relief), practice management (Power Practice) and more. CyberCabinet is the document storage application that...…

July 1, 2010 

Engagement & Trial Balance: Do You Need A Standalone System?

July 1, 2010 

Market Booming for Contractor/Construction Accounting & Management Systems

July 1, 2010 

Document Storage: 12 Products To Help Shortcut Your Search

July 1, 2010 

Column: Tricks & Tips

July 1, 2010 

Special Feature

July 1, 2010 

Column: My Perspective

July 1, 2010 

Column: From the Trenches

July 1, 2010 

Column: The QuickBooks Advisor

July 1, 2010 

A Productivity in Practice Feature

July 1, 2010 

Mobile professional payroll applications, online document storage, SaaS-based account-ing and practice management tools, and an in-practice knowledge sharing system were among the technologies honored at The CPA Technology Advisor’s 7th Annual Tax and Accounting Technology Innovation Awards.

June 7, 2010 

2563 Characters 866-670-8471 www.drakesoftware.com The Drake DMS application has been offered free to Drake customers since 2005. It can be used on a stand-alone basis, but from a practical perspective its inherent value is in its tight integration with the Drake tax preparation, tax planning and client write-up applications. Core Functionality The methodology used to...…