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 2012 Review of Intuit — Intuit Tax Online

March 28, 2012 

2012 Review of Intuit — Intuit Tax Online

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...…

 2012 Review of Intuit — ProSeries

March 28, 2012 

2012 Review of Intuit — ProSeries

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...…

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March 28, 2012 

2012 Review of CCH Small Firm Services – ATX

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...…

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March 28, 2012 

2012 Review of CCH Small Firm Services — TaxWise

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...…

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March 27, 2012 

2012 Review of Drake Software — Drake Tax

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;...…

Isaac M. O'Bannon