Brian Tankersley

August 8, 2014 

The last 18 months have been a period of significant change for the document management systems of many accounting professionals and their firms.

Brian Tankersley

June 16, 2014 

Selecting a small business accounting package is, in some ways, like purchasing a piece of home exercise equipment. The solution needs to meet your needs, be easy to use, should fit within your budget, and should be pleasant enough to use that the client will actually keep their books after the first week or two.

Brian Tankersley

June 11, 2014 

CFS Tax Software’s CA Sales Tax Preparer and NY Sales Tax Preparer applications are full-featured standalone tools for preparing New York and California sales tax returns for multiple clients.  The applications support all state, city, county, and other special districts which levy sales taxes in the two states.  The products also support most major forms...…

Brian Tankersley

June 11, 2014 

Sales and use tax is a key source of government funding in most states. Unlike property tax and state income tax, however, the legislators and regulators have adopted a patchwork of different rules which affect the taxability of the items. In addition to dealing with statewide tax rates in 45 states, 38 states levy sales…

Brian Tankersley

June 11, 2014 

In addition to its publishing products, Bloomberg BNA offers two software tools which are designed to help companies and practitioners stay up to date on tax rates and prepare accurate forms.

Brian Tankersley

June 11, 2014 

CCH’s sales tax compliance applications are priced based on a range of factors, including the number of entities, the number of returns, and the features purchased. Specific pricing is available upon request.

Brian Tankersley

June 11, 2014 

Avalara is a company that specializes in creating end-to-end solutions for helping organizations of all sizes comply with transaction-based taxes like sales and use tax, value added tax (VAT), and Canada’s GST/HST in over 100 countries, including thousands of state and local special tax districts within these countries.

Brian Tankersley

June 7, 2014 

Kashoo is a web-based micro-business application which describes itself as a tool for “real simple accounting” and “small business record-keeping.”  Users can connect Kashoo to bank and credit card accounts online, and transactions are imported into the application without data entry.  Payroll giant Paychex made an investment in the company in 2013 and now remarkets...…

Brian Tankersley

June 7, 2014 

Our review of SaaS accounting solutions has focused on tools to help manage a general ledger and create financial reports, but many self-employed individuals and micro-businesses need a more basic day-to-day solution to help them bill customers, track receivables, and manage projects. While many applications can meet the needs of this segment, including the lower…

Brian Tankersley

June 6, 2014 

These applications are low cost or free, and are supported with in-application ads and other special offers provided based on the user’s personal profile. Since they are stored online, the data can be shared with outside advisors, including the individual’s accounting firm.

Brian Tankersley

June 6, 2014 

Xero is a micro-business SaaS accounting platform which is well established in Australia and New Zealand, and was launched in the U.S. in 2012. The company has made significant investments in personnel to compete with other small business accounting software providers in the U.S. market, and has hired a long list of industry veterans to…

Brian Tankersley

June 6, 2014 

Wave Accounting is part of Wave Apps, which is a suite of free or low-cost apps for self-employed individuals and micro-businesses to accomplish traditional accounting tasks like billing customers, recording payments, writing checks, and downloading transactions from financial institutions.

Brian Tankersley