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
April 29, 2013
Intuit, Inc. – Lacerte Tax800-765-7777accountants.intuit.com/tax/lacerte BEST FIRM FIT: Full service tax and accounting firms with multiple staff, who want the benefits of integration with many of Intuit’s other systems, including QuickBooks data import for business entity returns, document management, research and data analysis. STRENGTHS Easy, intuitive interface Wizards to aid with electronic filing and data...…
April 29, 2013
CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)800-PFX-9998tax.cchgroup.com BEST FIRM FIT: Firms of any size looking for options to streamline tax compliance and are comfortable accessing information via Internet STRENGTHS Client focused and provides granular access to client data Quick resolutions to federal and State changes as changes occur Familiar interface for legacy...…
April 29, 2013
From the May 2013 issue. In our May issue each year, we review tax preparation systems designed for professionals who prepare federal and state income tax returns for individuals, businesses and other entities. There is a significant difference between the types of professional preparation systems on the market, but differences in capabilities are often intentional,...…
April 29, 2013
TaxWise by CCH Small Firm Services(800) 755-9473www.TaxWise.com From the May 2013 review of Professional Tax Preparation systems. TaxWise by CCH Small Firm Services (800) 755-9473 www.TaxWise.com Best Firm Fit: TaxWise is a traditional tax application which is designed for high volume 1040 and business returns which can be purchased with a range of integrated applications. Strengths...…
April 29, 2013
TaxSlayer Pro Premium(888) 420-1040www.TaxSlayerPro.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Firms who focus on preparing individual income tax returns with a limited number of business returns Professionals who need a solution with a low price for unlimited users and support for bank products and in-application invoicing Strengths Supports...…
April 29, 2013
Intuit ProSeries Professional(800) 934-1040www.proseries.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Small to mid-sized firms who need a tool to prepare a high volume of individual returns as well as some business returns Firms who need integrated solutions for Scan and Organize, tax research, fixed assets, data download from...…
April 29, 2013
Intuit Tax Online(866) 676-9674Accountants.intuit.com/tax/online From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who are either short on cash or unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers in remote locations. Strengths ITO has no “per user” charges...…
April 29, 2013
AgileTax by Thomson Reuters(855) 244-5382www.AgileTax.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Startup firms who need to pay over time or are unsure how many returns they expect to prepare. Firms who need built-in online collaboration or work with part-time preparers or preparers in remote locations. Strengths No installation...…
April 29, 2013
Drake Software(800) 890-9500www.DrakeSoftware.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit: Firms who prepare primarily 1040’s (including multiple locations) who need to also prepare returns for other kinds of entities. Users who want a value-oriented application with a comprehensive suite of solutions for a single price. The company’s most popular...…
Technology April 29, 2013
From the May 2013 issue. Accountants who have ever lost a computer, smartphone, or tablet know how frustrating it is to try to locate it, especially if the item was lost during business travel. There are a number of tracking applications which, if installed and activated, will let you locate where your device last connected...…
April 26, 2013
Xero and SurePayroll, provider of online payroll services, have announced an integration to offer an integrated accounting and payroll solution to small businesses and accounting professionals.
April 25, 2013
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