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intuitproline_10277460

September 5, 2014 

Intuit — ProLine Tax Online Edition

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...…

Isaac M. O'Bannon

cchtaxwise_10277464

September 5, 2014 

CCH Small Firm Services — TaxWise

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...…

Isaac M. O'Bannon

atxv3_logo_bliss_cmyk_2011_102_10270984

September 5, 2014 

CCH Small Firm Services — ATX

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...…

Isaac M. O'Bannon

taxworks2011_10247790

September 5, 2014 

RedGear Technologies — TaxWorks

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...…

Isaac M. O'Bannon

intuitproseries_10277465

September 5, 2014 

Intuit — ProSeries

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...…

Isaac M. O'Bannon

KS-Secretary-of-State-Seal1

August 20, 2014 

UltraTax CS Wins Award From Kansas Secretary of State

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.

Isaac M. O'Bannon