Software

quickbooks-new-logo1

September 12, 2014 

Intuit Connects Small Businesses and Lenders with QuickBooks Financing

The small business owner continues to be at the heart of the QuickBooks ecosystem. With every product, service and feature released, Intuit seems to be determined to make the next step even easier than the previous. So, it was no surprise when Intuit launched QuickBooks Financing to help with what remains a big challenge for...…

Taija Sparkman

taxes91

September 11, 2014 

CPAs Challenge the IRS on PTIN Fees

First, a federal appeals court invalidated most of the regulations imposing continuing education and other regulatory requirements imposed by the IRS on tax return preparers (Loving, et al v. IRS, Civil Action 12-385 (JEB), U.S. Dist. Ct. DC, 1/18/13). .

Ken Berry, JD

 Avalara Partners with PEO Provider PayPlus

September 8, 2014 

Avalara Partners with PEO Provider PayPlus

Cloud sales tax and compliance systems provider Avalara has formed a strategic alliance with PayPlus Software, Inc., (www.payplus.com), a payroll and employee management software company serving the Professional Employer Organization (PEO) industry.

Isaac M. O'Bannon

lacerte_10277458

September 5, 2014 

Lacerte Tax, an Intuit ProLine Solution

2011 OVERALL RATING 4.50   800-765-7777 www.proline.lacertesoftware.com   Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor   BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…

Steven M. Phelan

cch_10277459

September 5, 2014 

CCH, a Wolters Kluwer business — ProSystem fx Tax

OVERALL RATING 4.75   800-PFX-9998 (739-9998) CCHGroup.com   Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor   BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud).  STRENGTHS: –          Integration...…

Steven M. Phelan

orangedoor_10277461

September 5, 2014 

Orange Door, Inc. — Orange Door Tax Suite Pro

2011 Overall Rating 3.75   650-952-1773 www.orangedoorinc.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor   Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…

Isaac M. O'Bannon

drake_10277462

September 5, 2014 

Drake Software — Drake Tax

2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com   Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: –          Exceptional live support –          Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…

Isaac M. O'Bannon

intuitproline_10277460

September 5, 2014 

Intuit — ProLine Tax Online Edition

2011 Overall Rating 3.5 888-236-9501 accountant.intuit.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor     Best Fit: Small practices with generally less complex clients, primarily 1040-focused who need mobility Strengths: Web-based No IT headaches Inexpensive Instant ramp-up/down Any number of users On-demand use PC & Mac friendly Potential Limitations: Lack...…

Isaac M. O'Bannon

cchtaxwise_10277464

September 5, 2014 

CCH Small Firm Services — TaxWise

800-755-9473 www.taxwise.com 2011 Overall Rating 4.5   Best Firm Fit: High-volume, time-sensitive focused practices employing non-professional data-entry staff. Also a fit for those looking to grow their business through office expansion and additional customer offerings such as full-year accounting services like write-up and payroll. Strengths –          Support for all entities at federal & state level...…

Isaac M. O'Bannon

atxv3_logo_bliss_cmyk_2011_102_10270984

September 5, 2014 

CCH Small Firm Services — ATX

800-681-1752 www.atxinc.com 4.5 – 2011 Overall Rating Best Firm Fit: Small and mid-sized full-service accounting firms with generally less complex clients, yet with broader entity needs, including payroll and wage compliance. Strengths: –          Support for all entities at federal & state level –          W-2/1099 & wage reporting –          Form & interview-style input –          Excellent training...…

Isaac M. O'Bannon

taxworks2011_10247790

September 5, 2014 

RedGear Technologies — TaxWorks

800-230-2322 www.taxworks.com 2011 Overall Rating 4.25   Product Delivery Methods: __x__ On-Premises _____ SaaS _____ Hosted by Vendor   Best Firm Fit: Small 1040-focused tax offices with limited to moderate need for additional entities. Strengths: – All federal and state entities – Integrated bank products – Good client communication templates & e-mail integration – Data...…

Isaac M. O'Bannon

intuitproseries_10277465

September 5, 2014 

Intuit — ProSeries

800-934-1040 www.proseries.com 2011 Overall Rating 4.75 Best Firm Fit: Small to mid-sized firms with mostly 1040s, but also diverse business taxation needs with some moderately complex clients. Strengths: – Supports all entities, states & most local taxes – Options for research, fixed assets, document management & W-2/1099 reporting – Integrated billing system – Optional innovative...…

Isaac M. O'Bannon

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