Review

November 23, 2020 

Avalara’s AvaTax is a cloud-based sales and use tax calculator that offers integration with popular retail and accounting software applications for easy, automated sales and use tax calculations. AvaTax is a good fit for businesses of any size as well...

Mary Girsch-Bock

November 23, 2020 

CCH SureTax Calc from Wolters Kluwer is part of the SureTax suite of applications which along with SureTax Calc include SureTax ECM, SureTax Integration, SureTax Returns, and SureTax Rates & Rules. SureTax Calc can be used as a ...

Mary Girsch-Bock

November 23, 2020 

CFS Tax Software Inc. offers sales tax software for accounting firms that need to calculate, print, and file sales tax returns for clients in California and/or New York. CFS Tax Software has been described as the first application that ...

Mary Girsch-Bock

November 23, 2020 

TaxJar is best suited for businesses that actively sell products online, integrating with a number of popular e-commerce platforms along with third-party accounting applications. While best suited for businesses, TaxJar also offers a ...

Mary Girsch-Bock

November 23, 2020 

Vertex Cloud Indirect Tax is an application that offers complete sales and use tax compliance. Designed for businesses of any size that have the desire to automate the entire sales and use tax process, Vertex Cloud Indirect Tax is best suited for ...

Mary Girsch-Bock

November 23, 2020 

Avalara Returns for Small Business www.Avalara.com From the 2020 reviews of sales tax compliance systems. Designed for small businesses that are looking to simplify the entire returns process, Avalara Returns for Small Business tackles the entire sales tax returns process from form preparation and filing, to sales tax remittance. Designed for automation, users only need...…

Mary Girsch-Bock

October 16, 2020 

AccountantsWorld Cloud Cabinet www.accountantsworld.com/CloudCabinet.html From the 2020 reviews of client portals for accounting firms. Cloud Cabinet Client Portal is ideal for small firms already invested in the AccountantsWorld ecosystem. Due to its tight integration into their other solutions, AccountantsWorld client portals are designed to integrate with other AccountantsWorld applications including Accounting Power, Website Relief, Practice...…

Garrett Wagner

October 16, 2020 

CCH Axcess Portal https://taxna.wolterskluwer.com  From the 2020 reviews of client portals for accounting firms. CCH Axcess Portal is a cloud-based file sharing system best-suited to firms using CCH Axcess Document as the tight integration means these solutions function like one streamlined application. The system also integrates with other components of the Wolters Kluwer professional accounting...…

Garrett Wagner

October 16, 2020 

Citrix ShareFile www.sharefile.com From the 2020 reviews of client portals for accounting firms. Citrix ShareFile provides document management and client portal functions for professional firms and can be scaled to meet the needs of most sized entities. The system also offers integrated email, and file syncing functions that enable working while not connected to the...…

Garrett Wagner

October 16, 2020 

SmartVault www.smartvault.com From the 2020 reviews of client portals for accounting firms. SmartVault is a file-sharing and document management system designed for accounting firms and their clients. The system is geared toward firms of 5-to-50 staff, supporting the transfer of all file types, with a focus on accounting, tax and payroll documents. The system integrates...…

Garrett Wagner

October 14, 2020 

Intuit Online Payroll for Accountants Intuit Acountants.intuit.com From the 2020 reviews of professional payroll systems. Intuit Online Payroll for Accounting Professionals is designed specifically for accounting firms that are interested in offering payroll and related services to clients not currently using QuickBooks applications. For QuickBooks clients, firms can choose to use QuickBooks Online Payroll. Intuit...…

Mary Girsch-Bock

October 14, 2020 

Crest Payroll Payroll Logix Inc. 888-400-1613 crestpayroll.com From the 2020 reviews of professional payroll systems. Acquired by Payroll Logix Inc. in 2018, Crest Payroll is designed for accounting professionals that currently or plan to offer payroll services to their clients. A cloud-based payroll solution, Crest Payroll can be used on a variety of common web...…

Mary Girsch-Bock