800-292-2962 www.cyma.com 2011 Overall Rating 4.75 Best Fit: Professional firms managing complex clients with multiple locations or subsidiaries, as well as nonprofit and grant-based organizations. Strengths: Exceptional customization options Comprehensive module options with strong integration Output to many formats Broad reporting & financials generation Potential Limitations: Module-based pricing No client portals Summary & […]
TaxWise:888-455-0182; www.taxwise.com ATX: 888-455-0183; www.atxinc.com 2011 Overall Rating 4.25 Best Fit: Firms using the ATX or TaxWise tax and workflow products who want an easy-to-use write-up package with after-the-fact payroll reporting, financials generation and optional live payroll are a match with Client Accounting Suite. CCH ProSystem fx Tax and Practice Management users are supported […]
Over the past several years, some accounting technologists have come close to announcing the demise of client write-up (or at least the significant decline in its necessity and profitability for professional accountants).
561-995-1477 www.axpert.com 2011 Overall Rating 4.25 Best Fit: Firms managing small to mid-sized enterprises, and those with multiple locations. Strengths: Doesn’t require monthly closings Run reports across multiple years, any time periods Broad reporting & financials customization Strong support for multi-location entities Potential Limitations: No bank statement import function (although import is available from […]
800-968-8900 www.CS.ThomsonReuters.com 2011 Overall Rating 5 Best Fit: Firms looking for a central write-up and trial balance system as part of a suite of integrated tax and practice management systems for managing workflow across all engagements. Strengths: Excellent integration Comprehensive reporting & financials Broad payroll compliance with state & some local support Client-side […]
888-999-1366 www.AccountantsWorld.com/AR 2011 Overall Rating 4.75 Best Fit: Firms who want to bring both their practice and their clients onto a web-based accounting system that gives the firm greater control over data and the ability to monitor and control what their clients can do with their collaborative bookkeeping system. Strengths: Simple navigation & […]
800-267-8379 www.accountant.intuit.com 2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement […]
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The […]