Steven Phelan

October 10, 2014 

2014 Review of Tax-Mate 1099 Advisor from Form Magic, Inc.

Tax-Mate 1099 is a year-end compliance solution that comes in four editions, Print, Print Plus, Transmittal, and Advisor with each edition providing more features, respectfully. This article will focus on Tax Mate 1099 Advisor due to the focused effort on accountant centric features. Basic System Functions – 5 Stars Tax-Mate 1099 Advisor installs on local...…

Steven M. Phelan, Steven Phelan

April 21, 2014 

2014 Review of Professional Tax Preparation Systems

Tax preparation remains a major source of revenue for many accounting firms. Although seasonal income for many, a lot of consideration should still be given for the most appropriate tax software solution. Each firm has a different number of employees, client focus and a host of other differences to consider. Thankfully there are plenty of…

Steven Phelan

May 27, 2013 

Practice Management Tools Help Build a Smarter, More Productive Firm

The accounting firm of today frequently performs work outside the traditional tax and accounting service offerings and it is critical this data is accurately and timely managed. Practice management software delivers tools required to track all client data, employee time, outstanding projects and a host of other items.

Steven Phelan

September 27, 2012 

2012 Review of Intuit Online Payroll for Accounting Professionals

Intuit Online Payroll for Accounting Professionals888-236-9501www.accountant.intuit.com/payroll From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals mainly reliant on the QuickBooks accounting software platform but need a higher level of outsourced payroll support Strengths Internet-based solution to allow anytime payroll processing Provide platform for collaborating with clients on various payroll tasks...…

Steven M. Phelan, Steven Phelan

September 27, 2012 

2012 Review of Red Wing Software, Inc. – CenterPoint Payroll

Red Wing Software, Inc. – CenterPoint Payroll800-732-9464www.redwingsoftware.com From the October 2012 review of professional payroll systems. BEST FIRM FIT: Organizations looking for a fully customizable, in-house solution to meet a variety of payroll needs STRENGTHS Highly customizable user interface Ability to allocate payroll across multiple departments, locations and pay rates Strong reporting capabilities High level...…

Steven Phelan

Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half