Dustin Wheeler is a tax manager at Hawkins Cloward & Simister in Orem, Utah, where he provides accounting and business advisory services. He blogs about technology and accounting at www.dustinwheelercpa.com.
July 27, 2012
Thomson Reuters — Web Builder CS, Powered by Emochila CS.ThomsonReuters.com/web-builder Best Fit: Tax and accounting firms that either want a customized design or want to build a site based on a template. Since the product is owned by Thomson Reuters and contains a template for a client login page to NetClient CS, as well as...…
July 27, 2012
CCH, a Wolters Kluwer Business — CCH Site Builderwww.CCHwebsites.com Best Fit: Firms using the CCH ProSystem fx Suite and firms that want to add state-specific tax alerts or premium content (such as the CCH Tax Guide and toolkits) not offered by other vendors. Strengths Integration with ProSystem fx Portal, CCH File Share, GainsKeeper, and ProSystem...…
July 27, 2012
Websites designed for accounting firms.
July 27, 2012
Build Your Firm – Website Development & Internet MarketingWebsites.BuildYourFirm.com Best Fit: Build Your Firm is a good fit for firms that want to outsource both the design and written content in the process of building a completely customized website, especially those highlighting a particular specialization or industry niche. Strengths Recently increased number of e-mail...…
July 27, 2012
AFSB Accounting and Financial Site Builderwww.afsb.net Best Fit:Firms adding their own content to a template-based solution at a low cost. Strengths With a basic monthly subscription fee of $29.99 and a 20% discount if paid annually ($288/year, effectively $24/month), AFSB is the least expensive web builder among the products reviewed after the discount. Over 120...…
July 27, 2012
CPAsites, LLC — CPAsites.comwww.cpasites.com Best Fit:CPA firms that want a unique design or features that other template-based providers do not offer. CPAsites.com takes pride in being 100% CPA-owned and managed, which gives them the ability to relate to the online needs of CPA firms. Strengths CPAsites does not use pre-designed templates, so all websites are...…
July 27, 2012
AccountantsWorld — Website Reliefwww.AccountantsWorld.com Best Fit:Small accounting practices, particularly those using the AccountantsWorld Power Practice suite, who will benefit from integration with professional programs and client portals. Strengths There are hundreds of templates with an unlimited number of combinations to choose from. Free unlimited support and web-based seminars. Seamless integration with the AccountantsWorld online applications....…
July 27, 2012
CPASiteSolutions — CompleteWebSuitewww.CPASiteSolutions.com Best Fit Firms that want a site from one the best template-based web builders along with comprehensive web marketing services, and firms that want to build a website quickly. CPASiteSolutions boasts that it only needs 15 minutes of a CPA’s time and that the dedicated webmaster often completes the site within 2...…
November 30, 2011
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2012 Overall Rating 3.75 Best Firm Fit Firms using TaxWise or ATX that are looking for both a document management and automated tax document tool. It’s a good fit for high-volume retail firms that need a solution housed entirely on premises, especially those that will use the integrated electronic signature...…
November 29, 2011
800-200-7599 http://lacerte.intuit.com/products/tax-import http://proseries.intuit.com/products/tax-import 2012 Overall Rating 4.75 Best Firm Fit Firms using the Lacerte and ProSeries tax programs seeking to reduce the time spent on organizing source documents and data entry. Strengths The new Pre-Import Review feature provides a side-by-side view of electronic values and images from source documents. Direct download provides an easy...…
November 23, 2011
800-805-8582 www.sureprep.com 2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…
November 23, 2011
800-291-2136 www.copanion.com 2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should...…
