Firm Management August 4, 2025 Sponsored
In this session, Lera Kooper walks through how her firm used Canopy to unclunk their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
August 14, 2025 Sponsored
June 30, 2025 Sponsored
June 24, 2025
September 5, 2014
OVERALL RATING 4.75 800-PFX-9998 (739-9998) CCHGroup.com Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud). STRENGTHS: – Integration...…
September 5, 2014
2011 Overall Rating 3.75 650-952-1773 www.orangedoorinc.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…
September 5, 2014
2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: – Exceptional live support – Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…
September 5, 2014
2011 Overall Rating 3.5 888-236-9501 accountant.intuit.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Fit: Small practices with generally less complex clients, primarily 1040-focused who need mobility Strengths: Web-based No IT headaches Inexpensive Instant ramp-up/down Any number of users On-demand use PC & Mac friendly Potential Limitations: Lack...…
September 5, 2014
800-755-9473 www.taxwise.com 2011 Overall Rating 4.5 Best Firm Fit: High-volume, time-sensitive focused practices employing non-professional data-entry staff. Also a fit for those looking to grow their business through office expansion and additional customer offerings such as full-year accounting services like write-up and payroll. Strengths – Support for all entities at federal & state level...…
September 5, 2014
800-681-1752 www.atxinc.com 4.5 – 2011 Overall Rating Best Firm Fit: Small and mid-sized full-service accounting firms with generally less complex clients, yet with broader entity needs, including payroll and wage compliance. Strengths: – Support for all entities at federal & state level – W-2/1099 & wage reporting – Form & interview-style input – Excellent training...…
September 5, 2014
800-230-2322 www.taxworks.com 2011 Overall Rating 4.25 Product Delivery Methods: __x__ On-Premises _____ SaaS _____ Hosted by Vendor Best Firm Fit: Small 1040-focused tax offices with limited to moderate need for additional entities. Strengths: – All federal and state entities – Integrated bank products – Good client communication templates & e-mail integration – Data...…
September 5, 2014
800-934-1040 www.proseries.com 2011 Overall Rating 4.75 Best Firm Fit: Small to mid-sized firms with mostly 1040s, but also diverse business taxation needs with some moderately complex clients. Strengths: – Supports all entities, states & most local taxes – Options for research, fixed assets, document management & W-2/1099 reporting – Integrated billing system – Optional innovative...…
August 20, 2014
UltraTax CS, the professional tax compliance system from Thomson Reuters, recently received a NASS Medallion Award from Kansas Secretary of State Kris Kobach. The award was presented in honor of a new state-of-the-art innovation in electronic tax preparation for business customers. It was presented on August 18 during a press conference in Leawood, Kansas.
August 8, 2014
If you’ve been following Intuit the past year, chances are you’ve heard the company talk about its plans to remove pain points for small businesses. Every move the company has made seems to be a calculated step in the direction of building a seamless QuickBooks Online ecosystem for its customers.
August 4, 2014
A majority of U.S. taxpayers view tax scams as a major issue for them, with 78 percent of Americans believing they are vulnerable and could become a victim.
July 29, 2014
Venture capitalist and serial entrepreneur Marc Andreessen and Arianna Huffington, the editor-in-chief of Huffington Post, will headline an impressive lineup of featured speakers at Intuit Inc.’s upcoming inaugural QuickBooks Connect conference, scheduled for Oct. 21–23 in San Jose, Calif.