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.
November 23, 2011
800-968-8900 CS.ThomsonReuters.com 2012 Overall Rating 4.25 Best Firm Fit Firms using other applications of the CS Professional Suite. Specifically, a FileCabinet CS license is required for the labeling and organizing function. An UltraTax CS license is required for the data extraction and import into the tax software. Strengths Integration throughout the CS Professional Suite....…
November 22, 2011
6 Effective Tools for Tax Document Automation
November 22, 2011
800-739-9998 CCHGroup.com 2012 Overall Rating 4.75 Best Firm Fit Firms using other ProSystem fx applications to prepare individual income tax returns, as well as firms that want the OCR and organizing processes to run on premise with a fast turnaround time. Strengths With the right hardware and recommended scanning procedures, the OCR processing should...…
September 8, 2011
Time is Money: 9 Products to Help Improve Your Revenue Stream
September 8, 2011
877-4-TENROX www.tenrox.com 2011 Overall Rating 5 Best Firm Fit Medium-sized and large firms. Strengths Interface & many aspects of the program are very customizable. Great user & project management capabilities. Best management dashboards among products reviewed. Tracks accrued vacation & sick days. Integration with many accounting & payroll products, the most comprehensive among products...…
September 8, 2011
888-877-2231 www.tpssoftware.com 2011 Overall Rating 4.5 Best Firm Fit Small and mid-size firms using Microsoft Office. Strengths Most complete integration with Microsoft Office among products reviewed, allowing for maximum customization of invoices & reports. Unique to the other products reviewed, the time entry screen includes a graphical timeline showing how a day’s time was...…
September 8, 2011
800-285-0999 www.sagetimeslips.com 2011 Overall Rating 4.75 Best Firm Fit Small and mid-sized firms. Strengths Timeslips eCenter allows users to enter time & expenses remotely. Timeslips Today dashboard view provides helpful information & is customizable. Integration with accounting software, including Sage Peachtree and QuickBooks. Potential Limitations Does not support HR tracking, such as personal time...…
September 8, 2011
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.25 Best Firm Fit Small firms using the AccountantsWorld Power Practice System. Strengths Intuitive, easy to set up & begin using. Integration with other products in the AccountantsWorld suite. E-mail broadcast for client communications, with tools to group clients for e-mails & track which e-mails were sent to clients....…
September 8, 2011
877-245-5484 www.Bill4Time.com 2011 Overall Rating 4.5 Best Firm Fit Small and mid-sized firms wanting to do all time and billing in the cloud. Strengths Many options for capturing time, including a desktop widget & mobile apps. Easy integration with PayPal for collecting online payments. Scheduling integration with Outlook, Google Calendar & iCal. Billing rate...…
September 8, 2011
855-687-1024 www.BillQuick.com 2011 Overall Rating 5 Best Firm Fit Small and mid-sized firms. Strengths Feature-rich SaaS version available, which can synchronize automatically with the desktop product. Native iPhone & Android apps. Free Lite version available. Tracks personal time off hours & approvals. The most extensive integration options with accounting software among products reviewed. Strong...…
September 8, 2011
877-520-1525 www.imaginetime.com 2011 Overall Rating 4.25 Best Firm Fit Small firms, especially those taking advantage of the tax software integration available. Strengths Ribbon interface similar to Microsoft Office. Integration with tax software & QuickBooks. Synchronization with Outlook, including viewing staff calendars side-by-side. Potential Limitations No SaaS version. Summary & Pricing ImagineTime is a time...…
September 8, 2011
888-340-6425 www.Chrometa.com 2011 Overall Rating 4.5 Best Firm Fit Small firms with simple billing needs, or firms of any size for timekeeping. Strengths Innovative system for automatically tracking time. Integration with several accounting programs and other billing programs. SaaS software that can aggregate time from multiple PCs. Potential Limitations Limited invoicing capabilities. Works...…
