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 18, 2018
One of the more interesting areas for new offerings in accounting technology has been the emergence of toolsets to automate the analysis of data sets. Whether we’re learning about end user tools for accounting firms like InformationActive’s Active ...
March 22, 2018
There is a mania surrounding the blockchain technology which underlies cryptocurrencies– it is surrounded by a boundless enthusiasm, and based on the breathless excitement, one might believe that it is the cure for cancer, Alzheimer’s disease, and the ...
October 20, 2016
“The Accountant” is an action film/morality story starring Ben Affleck and Anna Kendrick, which premiered on October 13 and is now in theaters nationwide. While the movie takes a number of liberties and stretches the definition of accountant enough to make any CPA or member of a state board of accountancy blush, it’s a good...…
September 5, 2014
One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but…
September 5, 2014
800-739-9998 CCHGroup.com 2011 Overall Rating 4.5 Best Fit Firms who want to control all aspects of the tax document automation process Organizations who use other ProSystem fx applications in their individual tax preparation process Firms who process more than 300 individual tax returns using ProSystem fx Tax Strengths One of two products in this review...…
September 5, 2014
888-455-0183 – www.atxinc.com 888-455-0182 – www.taxwise.com 2011 Overall Rating 3.5 Best Fit TaxWise and ATX customers who would like to implement automated tax document filing. Tax & accounting firms, especially those with high-volume, that need a solution housed entirely on premises. Automated sorting & filing of documents in the document management system is impressive....…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.5 Best Fit Firms who use the related Thomson Reuters applications (FileCabinet CS and UltraTax CS). Note: FileCabinet CS is required for labeling and organizing. UltraTax CS is required if firms want to take advantage of the data extraction feature. UltraTax CS users who have clients with significant securities trades...…
September 5, 2014
800-200-7599 http://lacerte.intuit.com/products/tax-import/ http://proseries.intuit.com/products/tax-import/ 2011 Overall Rating 4.5 Best Fit Lacerte Tax and ProSeries Tax Professional users who would like to reduce time spent entering data into the tax application. Strengths Innovative 1099DropOff.com website is easy to remember, and facilitates direct download of tax information from financial institutions. Client application integration into the tax software...…
September 5, 2014
800-805-8582 www.sureprep.com 2011 Overall Rating 4.75 Best Fit Firms where more than one person is involved in the return preparation process. Organizations willing to use SurePrep’s proprietary SPBinder documentation tool. Practitioners who are comfortable using paraprofessionals to handle the majority of the data input associated with a client. Strengths Guides and certification process designed...…
September 5, 2014
800-291-2136 www.copanion.com 2011 Overall Rating 4.5 Best Fit While the GruntWorx Gather, GruntWorx Organize, and GruntWorx Trades services create files that are compatible with almost any tax application or document management tool, the GruntWorx Populate tool integrates fully with GoSystem Tax RS, ProSystem fx Tax or UltraTax CS. Strengths Firms can process as few...…
September 5, 2014
One of the problems with getting the average user to adopt new technology is an unnatural fear that they will somehow make a mistake and cause a cataclysmic event that destroys Western civilization as we know it. Although that’s probably a slight exaggeration of the fears that prevent them from trying new features and functions,...…
September 5, 2014
The larger an organization gets, the harder it is to separate the truly important information from the routine and mundane details that seem to consume our daily lives. Too often, the most important information is obscured by the volume of transactions flowing through our business management systems. Although tools like alerts and reports can show...…
