December 27, 2012
Gadget bonus ideas for the new year: Dec. 27: A Man Cave Must
Looking for post-holiday gift ideas? Isaac points out a few cool tech gadgets.
December 24, 2012
35 day gift countdown… Down to day number 1: Plug your mobile gadgets into the sun
One day left (counting down): Isaac wraps up his series of gadget gift ideas that will last through the 2012 holidays.
December 23, 2012
35 days of tech gifts: Day 2: Mobile storage is cool again
Day 2 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 22, 2012
35 Days of tech gifts countdown: Day 3: Hands-free communication on two wheels
Day 3 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 20, 2012
35 days of tech gift ideas: Day 5: Cool in the pool, a waterproof speaker and speakerphone
Day 5 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 19, 2012
35 Days of tech gift ideas: Day 6: Keep your paperwork simple and neat
Day 6 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 18, 2012
Jumping on Board the Fast Moving Mobile Train
It’s been more than 13 years since we started our transition to paperless, and today we are still paper free. Over the past five years, the focus has been on implementing a single client database...
December 18, 2012
Jon Baron’s Ongoing Quest for Technology Innovation
Darren Root speaks with Jon Baron, managing director of the Professional Segment for the Tax & Accounting business of Thomson Reuters.
December 18, 2012
2013 Review of Intuit Tax Import for Lacerte and ProSeries
Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports...…
December 18, 2012
2013 Review of SurePrep — 1040SCAN Pro; 1040SCAN Organize
SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs,...…
December 18, 2012
2013 Review of CCH ProSystem fx Scan
CCH a Wolters Kluwer business — ProSystem fx Scan 800-739-9998 CCHGroup.com Best Fit: Firms wanting to integrate automated workpaper and form preparation into the larger suite of tax and practice management programs in the ProSystem fx Suite. Strengths Optical character recognition (OCR) is streamlined and fast The AutoFlow Wizard feature helps provide data validation User...…
December 18, 2012
2013 Review of GruntWorx – Tax Document Automation
GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and...…