Software

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June 2, 2014 

2014 Review of Drake Tax

Drake Software is a tax software solution designed for quick data entry and return processing. A unique aspect to Drake Software is the all-inclusive pricing model. This allows tax practitioners to process unlimited federal, state and electronic filing at a known, fixed rate with no additional function modules to purchase. Drake’s software system includes built-in…

Steven M. Phelan

 The Secret Sauce to Beating the Competition

May 15, 2014 

The Secret Sauce to Beating the Competition

His firm has seen around 70 new clients since it opened, and business increased by 50% last February. James says that much of his success lies in his team’s terrific focus on giving his customers what they want, something he feels is often overlooked in other firms who are too busy chasing the next prospect.

Hugh Duffy

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May 15, 2014 

Intuit Acquires Online Accounts Payable System Invitbox

Intuit announced late Wednesday that it has acquired Invitco. The Australia-based company is the developer of Invitbox, an online system for managing accounts payable. Intuit is the company behind QuickBooks, TurboTax, Quicken, Mint and many other small business and financial management systems.

 Intuit Marks First “Accountant Day”

May 14, 2014 

Intuit Marks First “Accountant Day”

On May 8, Intuit market the first-ever Global Accountant Day (Twitter: #accountantday), bringing the company's more than 250 accountant-facing employees a challenge to put aside their day-to-day work to reach out and interact with an accountant.

 Tools for Helping Shoebox Clients Get Organized

May 13, 2014 

Tools for Helping Shoebox Clients Get Organized

When I look back on my time in practice, some of the biggest lies I ever told myself related to shoebox clients ever getting more organized on their own. I always wanted to believe that the client wanted to have a more structured organization system for their finances.

Brian Tankersley

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May 12, 2014 

2014 Review of FUND E-Z Nonprofit Accounting Version 10

BASIC SYSTEM FUNCTIONS – 5 Stars FUND E-Z is easily installed in just a few minutes, and potential users are able to download a 30-day demo from the website for a trial run.  A recent redesign offers users an easily navigatable ribbon-style menu similar to the ribbons found in the Microsoft Office products.  Fully customizable,...…

Mary Girsch-Bock

 2014 Review of Blackbaud – The Financial Edge

May 12, 2014 

2014 Review of Blackbaud – The Financial Edge

Basic System Functions – 5 Stars The Financial Edge is available as an on-premise product or as a hosted product.  Though a robust system, The Financial Edge is easily navigated, with a drop-down menu at the top of the main screen offering access to system modules. A vertical navigation bar offers quick access to all...…

Mary Girsch-Bock

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