Brian Tankersley is a technology contributor for CPA Practice Advisor, and is a frequent speaker at national continuing education courses on auditing and technology, as well as a consultant, coach and instructor for K2 Enterprises.
July 29, 2013
Best Firm Fit: Cloud9 hosts numerous applications and custom virtual servers for a wide range of industries, including accounting firms, law firms, and general small businesses. The company reports that 65% of their users work with professional tax and accounting firms. Also, as one of two providers in this review which offer hosting of Canadian...…
July 29, 2013
Best Firm Fit: Organizations looking for basic QuickBooks or multi-user Sage 50 hosting at an attractive price, or those who need hosted virtual servers. Also, firms with an IT department who need expertise in some, but not all, areas of hosting data online and would like an outside technical resource to serve as a backup...…
July 29, 2013
Best Firm Fit: Firms who need a QuickBooks host and do not need automatic provisioning of configurations and/or new users. Strengths: The company offers the free Open Office productivity suite for those who need a simple, inexpensive tool for editing documents, spreadsheets, and presentations. The only host which offers two factor authentication of users (e.g....…
July 29, 2013
Best Firm Fit:Any company looking to leverage the efficiencies of the cloud to successfully grow their business. Also, firms who are looking to expand their practice and provide higher value to clients by offering them a mobile, collaborative, fully managed environment to access their desktop accounting applications. Strengths: The Company is an authorized host for...…
July 29, 2013
Best Firm Fit: Organizations who use professional tax and accounting applications from multiple providers. InsynQ has a particularly strong reputation for successfully dealing with the challenges of hosting Lacerte Tax and ProSeries Tax Professional, which challenge many providers. Also, as the only provider in this review which offer hosting of Canadian tax and accounting applications...…
July 29, 2013
Sales and use tax is one of the three primary areas which legislators use to fund state and local government (the other two major areas are income taxes and property taxes). The concept is relatively simple: if you buy something tangible, you pay a fixed percentage to the local government as a tax.
July 22, 2013
Sage North America formally kicked off its annual Sage Summit conference this morning. The convention, which brings thousands of Sage customers and business partners together every year, is being held at the Gaylord National Resort just outside Washington, D.C. from July 21-26.
July 16, 2013
Document Storage Solutions are one of several types of applications which accounting professionals may use in a firm to store, organize, search, and retrieve their digital documents.
June 28, 2013
Over my 20 year career, I’ve spent an eternity in queues for tech support from a variety of companies. As I write this, I’ve been on hold for 80 minutes during business hours on a weekday to speak to a human about an issue. Dealing with hardware and software support is a hidden cost of…
June 28, 2013
Personable Document Management Suite 2013800.688.4281www.personable.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who work with the desktop version of QuickBooks, as well as those who would like to set up workflow processes within the firm as well as with clients. Strengths Offers integration with Outlook, Windows Explorer, and QuickBooks....…
June 28, 2013
Intuit Lacerte and ProSeries DMS800.765.7777 (Lacerte) – http://accountants.intuit.com/lacerte800.934.1040 (ProSeries) – http://accountants.intuit.com/proseries From the July 2013 review of Document Storage systems. Best Firm Fit: Small tax and accounting firms who use Intuit’s Lacerte or ProSeries tax software and need to store documents associated with tax engagements. Strengths Good direct integration with the Lacerte and ProSeries applications,...…
June 28, 2013
Drake Document Manager800.890.9500www.DrakeSoftware.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who use the Drake Enterprises suite of applications for professional tax, accounting, and bookkeeping firms. Strengths Simple to use and included with the budget-priced Drake suite. Good integration with Drake’s add-on services for customers, including GruntWorx tax document organization...…
