Accounting December 17, 2024
The new new integration is powered by QuickFee Connect and streamlines payment workflows, accounts receivable processes, and client experience touchpoints for users of both platforms.
November 25, 2024
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November 18, 2024
December 18, 2012
Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports...…
December 18, 2012
SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs,...…
December 18, 2012
GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and...…
November 18, 2012
What apps are the most popular for small businesses? There are many ways to measure that... here's one.
October 31, 2012
Intuit encourages it’s employees and customers to be innovators that help improve and shape the future of it’s products.
October 29, 2012
Brian Looks at Two Apps for Microsoft Office and the CCH Mobile app.
October 23, 2012
Intuit Helps Accounting Professionals Stand Out in the Cloud.
October 22, 2012
New integration tags SmartVault as the first to market with integrated document management capabilities for QuickBooks Online users.
October 2, 2012
In order to be competitive, small to mid-size accounting firms need to offer the most advanced technology to their clients, but that can entail significant up-front investment in equipment, software and applications.
October 2, 2012
A new survey shows that the majority of small business owners (73 percent) are most stressed by the functions like managing revenue, expenses and collecting overdue payments.
September 27, 2012
The IRS has selected CCH to provide sales tax rates and taxability tables for the eighth consecutive year.
September 27, 2012
This month’s applications are tools which help you save time and access desktop applications from your mobile device. While these apps might not seem like deserve to be called “revolutionary”, almost all of the technology leaders I work with use mobile apps like these to perform tasks which previously needed human interaction or required the...…