Technology

The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.

RedGear Technologies — TaxWorks www.taxworks.com 800-230-2322 Best Fit: 1040-focused tax offices with occasional need for additional entities, particularly those wishing to offer integrated bank products, with bilingual options and remote data entry capabilities. Strengths Integrated support for bank products Client communication templates and e-mail integration Digital client tax organizers Data import from multiple accounting systems […]

TaxSlayer Pro — TaxSlayer Pro Premium www.taxslayerpro.com 888-420-1040   Strengths All entities at federal and state level, with unlimited e-filing Built-in support for bank products, with text-messaging to clients Online return backup can act as limited portal Smart phone and remote access to firm reporting Supports the W-2 barcode scanning to automatically populate inside a […]

As tax season comes to a close, many taxpayers are looking for possible tax breaks to help lower their taxes. However, tax credits could potentially reduce a taxpayer’s tax bill dollar for dollar, says CCH, a Wolters Kluwer business and provider of tax, accounting and audit information, software and services.

The FAA is re-thinking its rules barring electronic devices during taxi, takeoff and landing.

Intuit—Lacerte Tax lacerte.intuit.com 800-765-7777     BEST FIT Small and medium size firms with a focus on medium complexity work and organizations reliant on other Intuit products, such as QuickBooks   STRENGTHS Easy, intuitive interface Licensing structure includes electronic organizers, trial balance modules and state electronic filing Strong integration with Intuit product offerings   POTENTIAL […]

Thomson Reuters — GoSystem Tax RS CS.ThomsonReuters.com 800-968-8900 BEST FIT Firms requiring calculation power for complex business entity structures and support for entities processing multiple K-1s   STRENGTHS Ability to handle the most complex tax return structures Wholly web-based solution that is accessible from nearly anywhere Nice features to aid new users in learning proper […]

Thomson Reuters — UltraTax CS CS.ThomsonReuters.com 800-968-8900 BEST FIT Firms of all sizes serving a wide variety of client types and who may use other products within the CS Professional Suite   STRENGTHS Strong integration with CS Professional Suite product lineup Available as a hosted solution Support for up to 4 monitor configurations   POTENTIAL […]