Accounting June 28, 2025
Nominations Open for 2025 Innovation Awards
The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.
Accounting June 28, 2025
The Innovation Awards highlight technologies that are shaping the profession and small businesses through increased collaboration and productivity.
August 1, 2025
August 1, 2025
May 24, 2012
Avalara, cloud-based sales tax automation solution, announced today that its geolocation sales tax engine will now be integrated into Intuit’s GoPayment, an application that allows small business owners to use their mobile devices to accept credit card payments.
May 1, 2012
BNA Software, a Bloomberg BNA business, recently launched a web version of its BNA Income Tax Planner software.
April 27, 2012
Claimants submitting an economic loss or property damage claim under the BP Settlement who need to hire an accountant to help prepare the claim may receive reimbursement for those services.
April 11, 2012
A survey of 500 accountants reveals the top mistakes small businesses make at tax time.
March 28, 2012
Intuit — Intuit Tax Onlineproadvisor.intuit.com/product/intuit-tax-online866-676-9674 Strengths Web-based, anytime access No IT management or updating required Pay-Per-Return pricing, no startup costs Instant ramp-up/down with any number of users PC and Mac friendly Mobile app for checking status, client information, securely emailing returns From the makers of Lacerte and ProSeries Potential Limitations Lacks integration with accounting programs...…
March 28, 2012
Intuit — ProSerieswww.proseries.com800-934-1040 From the May 2012 review of professional tax compliance systems (traditional workflow). Best Fit: Small to mid-sized firms focused on large 1040 client bases, but also with the need for varied business compliance. Firms who require workflow solutions and integration with QuickBooks. Strengths Optional scan and organize system, plus direct download of...…
March 28, 2012
CCH Small Firm Services – ATXwww.atxinc.comPhone: 866-345-4172 Strengths: Compliance for all entities including federal and state plus local forms W-2/1099 and wage reporting options Form and interview-style input Available bundles for Workflow, Research and Accounting functions Integrated AR management and credit card acceptance Potential Limitations: Does not offer client portals or online tax organizers Limited...…
March 28, 2012
CCH Small Firm Services — TaxWisewww.taxwise.com866-345-4171 Strengths Compliance for all entities at federal and all states Form-based interface, friendly navigation Scan and populate feature for W-2s, 1099s and K-1s Integrated suite of products including fixed asset management, client write-up (AP and AR) and document storage Multiple client refund options, such as debit card and refund...…
March 27, 2012
Drake Software — Drake Taxwww.DrakeSoftware.com800-890-9500 Strengths: Top-rated live support All-inclusive pricing includes all entities, states, e-filing, tax planning, document management, and write-up system with live & ATF Payroll New online client collaboration system Integration with GruntWorx for paperless and automated tax prep Optional debit card and bank product dispersal of proceeds Multi-office manager sync system;...…
March 27, 2012
RedGear Technologies — TaxWorks www.taxworks.com 800-230-2322 Best Fit: 1040-focused tax offices with occasional need for additional entities, particularly those wishing to offer integrated bank products, with bilingual options and remote data entry capabilities. Strengths Integrated support for bank products Client communication templates and e-mail integration Digital client tax organizers Data import from multiple accounting systems...…
March 27, 2012
TaxSlayer Pro — TaxSlayer Pro Premium www.taxslayerpro.com 888-420-1040 Strengths All entities at federal and state level, with unlimited e-filing Built-in support for bank products, with text-messaging to clients Online return backup can act as limited portal Smart phone and remote access to firm reporting Supports the W-2 barcode scanning to automatically populate inside a...…
March 27, 2012
As tax season comes to a close, many taxpayers are looking for possible tax breaks to help lower their taxes. However, tax credits could potentially reduce a taxpayer’s tax bill dollar for dollar, says CCH, a Wolters Kluwer business and provider of tax, accounting and audit information, software and services.