Accounting September 28, 2023
The Accounting Technology Lab Podcast – Rapid Close Tools – Sept. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, talk about the latest advances in rapid close / financial close software.
May 27, 2013
2013 Review of FUND E-Z Nonprofit Accounting and Fund Raising Software
FUND E-Z Nonprofit Accounting and Fund Raising Software877-696-0900www.fundez.com From the June 2013 review of non-profit accounting systems. Best Fit: Fund E-Z is nonprofit accounting and fundraising software designed for small to mid-sized nonprofit organizations and government entities. Strengths Intuitive user interface Scalable, with two product editions available Excellent fundraising module can be utilized as a...…
May 27, 2013
Information When, Where, and on What Device YOU Want It
I don’t know if it’s just me (I’m assuming I’m not alone in this), but my information consumption habits have changed drastically over the past few years. Less than five years ago I would gather up all my monthly trade publications and while sitting with a cup of coffee flip through the pages, reading the…
May 6, 2013
Document Management Systems Offer Variety of Features for Different Types of Practices
Because different firms need different capabilities in their document storage and management systems, we typically break tools for working with documents into five separate review categories.
April 29, 2013
The ‘Busy Season’ That Almost Wasn’t
As we wrap up another busy season, we have the chance to catch our breath and reflect on the past few months. When reflecting to the beginning of 2013, many of us recall the fear of the unknown on various tax guidance and advice we had given the previous year.
April 29, 2013
2013 Review of Thomson Reuters – GoSystem Tax RS
Thomson Reuters – GoSystem Tax RS800-968-8900cs.thomsonreuters.com/gosystem BEST FIRM FIT: Medium-size accounting firms and larger or firms requiring tools to manage high net-worth individuals and multi-tiered or consolidated entity returns. STRENGTHS Simultaneous and multi-level staff editing capabilities Strong data import features Support for advance return types POTENTIAL LIMITATIONS On-screen review tools are not as complete as...…
April 29, 2013
2013 Review of Intuit, Inc. – Lacerte Tax
Intuit, Inc. – Lacerte Tax800-765-7777accountants.intuit.com/tax/lacerte BEST FIRM FIT: Full service tax and accounting firms with multiple staff, who want the benefits of integration with many of Intuit’s other systems, including QuickBooks data import for business entity returns, document management, research and data analysis. STRENGTHS Easy, intuitive interface Wizards to aid with electronic filing and data...…
April 29, 2013
2013 Review of CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)
CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)800-PFX-9998tax.cchgroup.com BEST FIRM FIT: Firms of any size looking for options to streamline tax compliance and are comfortable accessing information via Internet STRENGTHS Client focused and provides granular access to client data Quick resolutions to federal and State changes as changes occur Familiar interface for legacy...…
April 29, 2013
Software that Meets the Core Needs of Tax-Focused Firms
From the May 2013 issue. In our May issue each year, we review tax preparation systems designed for professionals who prepare federal and state income tax returns for individuals, businesses and other entities. There is a significant difference between the types of professional preparation systems on the market, but differences in capabilities are often intentional,...…
April 29, 2013
2013 Review of TaxWise, by CCH Small Firm Services
TaxWise by CCH Small Firm Services(800) 755-9473www.TaxWise.com From the May 2013 review of Professional Tax Preparation systems. TaxWise by CCH Small Firm Services (800) 755-9473 www.TaxWise.com Best Firm Fit: TaxWise is a traditional tax application which is designed for high volume 1040 and business returns which can be purchased with a range of integrated applications. Strengths...…
April 29, 2013
2013 Review of TaxSlayer Pro Premium
TaxSlayer Pro Premium(888) 420-1040www.TaxSlayerPro.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Firms who focus on preparing individual income tax returns with a limited number of business returns Professionals who need a solution with a low price for unlimited users and support for bank products and in-application invoicing Strengths Supports...…
April 29, 2013
2013 Review of Intuit ProSeries Professional
Intuit ProSeries Professional(800) 934-1040www.proseries.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Small to mid-sized firms who need a tool to prepare a high volume of individual returns as well as some business returns Firms who need integrated solutions for Scan and Organize, tax research, fixed assets, data download from...…
April 29, 2013
2013 Review of Intuit Tax Online
Intuit Tax Online(866) 676-9674Accountants.intuit.com/tax/online From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who are either short on cash or unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers in remote locations. Strengths ITO has no “per user” charges...…