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.
April 29, 2013
From the May 2013 issue. In our May issue each year, we review tax preparation systems designed for professionals who prepare federal and state income tax returns for individuals, businesses and other entities. There is a significant difference between the types of professional preparation systems on the market, but differences in capabilities are often intentional,...…
Technology April 29, 2013
From the May 2013 issue. Accountants who have ever lost a computer, smartphone, or tablet know how frustrating it is to try to locate it, especially if the item was lost during business travel. There are a number of tracking applications which, if installed and activated, will let you locate where your device last connected...…
Firm Management April 2, 2013
Many accountants need or want to capture documents outside of the office. Whether you have an audit team working in the field or you just need to capture an image of a W-2, there are many hardware and software tools which can be used to create PDF versions of paper documents.
March 27, 2013
From the April 2013 review of portal systems. Although our review is focused on solutions which are separate from the other applications used by an organization, there are some solutions which offer portals as an integrated add-on feature. We excluded these from our traditional review, but these tools should be considered for those who use...…
March 27, 2013
One of the real challenges associated with selecting portal solutions is the way the product fits into a company’s workflow. We selected eleven portal products for this year’s review (and could have easily located and reviewed 50 solutions, assuming unlimited money and caffeine were available).
February 27, 2013
Wave Accounting212-334-9753www.waveapps.com Wave Accounting is part of Wave Apps, a suite of free or low cost apps which can be used by micro-businesses to run their business. The product is set up to work with business and personal accounts, and will automatically classify business expenses to accounts based on the payee information downloaded from the...…
February 27, 2013
Xero800-411-XEROwww.Xero.com Xero is an online client accounting system which has the goal of “zero data entry” by the accounting professional. The Company has made a number of strategic investments over the last year, and has significantly enhanced the headcount of its US operations with a number of accounting software industry veterans. Updates are released and...…
February 27, 2013
Intuit QuickBooks Online800-286-6800www.quickbooksonline.intuit.com Intuit QuickBooks Online was one of the first SaaS accounting software applications for small business, and has released many enhancements (including some designed for accountants) in the last two years. New features like QuickBooks Online for Accountants (QBO4A) and third party apps available in the Intuit Marketplace (IPP) make it possible for...…
February 27, 2013
Kashoo888-520-5274www.kashoo.com Kashoo is a Canadian based SaaS accounting software company which pitches itself as a “real, simple cloud accounting solution for small business, with anytime, anywhere access via your iPad or Web Browser.” The product has a strong following in Canada, and is currently used by users in over 130 countries. Key features include a...…
February 27, 2013
Monchilla802-445-5288www.Monchilla.com Monchilla is a new SaaS accounting software platform which launched in October 2012. Monchilla has three major components to its small business management suite: Money (e.g. accounting/general ledger), Time (time tracking), and Payments (electronic payments to customer and suppliers). This review will focus on the Money module, and will not evaluate Time and Payments,...…
February 27, 2013
Sage 50 Complete Accounting 2013866-996-7243na.sage.com Sage 50 Accounting 2013—U.S. Edition is the new name for Sage Peachtree. During 2012, Sage renamed most of its products with a new naming scheme aimed at increasing awareness of the Sage brand. The Company is also rolling out connected services like credit card processing and e-Marketing tools which can...…
February 27, 2013
QuickBooks Premier 2013877-683-3280www.quickbooks.com Intuit’s QuickBooks is a product most accounting professionals work with at some level, and there are a number of different versions to the product, which is confusing to many users. Major versions of the product include: QuickBooks Enterprise Solutions, a product aimed at companies who want an on-premises product with industry-specific reporting...…
