Technology

April 29, 2013 

CCH, a Wolters Kluwer Business – ProSystem fx Document(800) 739-9998www.CCHGroup.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who use the ProSystem fx suite of apps, organizations who need the product’s capabilities for integrating with information technology systems (active directory) and organizing documents by department or practice area. Organizations who...…

April 29, 2013 

Cabinet SAFE CLOUD(800) 621-6501www.CabinetPaperless.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who want a product which can be accessed through a web browser or a client application and can be hosted in the cloud or using an on-premises server. Companies who need a document management system within the desktop...…

April 29, 2013 

Conarc iChannel(770) 849-0508 x116www.Conarc.com From the May 2013 review of Document Management systems. Best Firm Fit Firms of 25 or more who need an integrated document management, client portal, project management, and CRM capabilities Strengths Web-based application with options for on-premises, hosted, and managed server deployment Secure e-mail function allows users to compress, password protect,...…

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...…

Brian Tankersley

Accounting April 29, 2013 

I’ve been immersed in our profession every since I was a kid. I practically grew up in my father’s public accounting firm in Bloomington, Indiana. On Saturday mornings, I would drive with Dad to his office. Being the 1960s, business was done much differently than it is today. Core ‘workflow’ tools consisted of pencils, paper,…

Darren Root, CPA, CITP, CGMA

April 29, 2013 

Thomson Reuters – GoSystem Tax RS800-968-8900cs.thomsonreuters.com/gosystem BEST FIRM FIT: Medium-size accounting firms and larger or firms requiring tools to manage high net-worth individuals and multi-tiered or consolidated entity returns. STRENGTHS Simultaneous and multi-level staff editing capabilities Strong data import features Support for advance return types POTENTIAL LIMITATIONS On-screen review tools are not as complete as...…

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 

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,...…

Brian Tankersley

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...…