March 30, 2012
Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for...…
March 29, 2012
CCH, a Wolters Kluwer Business – ProSystem fx Document800-739-9998www.CCHGroup.com Strengths: Integration with suite of ProSystem fx applications True web based SaaS model for scalability and simplified deployment and upgrade maintenance Maturity of ProSystem fx Scan with PDFlyer application to streamline 1040 document organization and document annotation Common client database eliminates redundant client setup across all...…
March 29, 2012
Cabinet NG’s CNG-SAFE (Shared Access Filing Environment)800-621-6501www.cabinetng.com Strengths Optional web hosting delivery model Extended set of integration utilities NEW scheduling utility Direct QuickBooks integration Rules based workflow routing capability Facilitates drag and drop of files between CNG-SAFE and Windows Explorer Potential Limitations Generic (vs. specific) integration with popular tax and audit software other than QuickBooks...…
March 29, 2012
Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support...…
March 29, 2012
Intacct – Intacct Corporationwww.intacct.com877-437-7765 Strengths: Has a strong ecosystem of third party solutions to meet most industry requirements. Customizable dashboards are very impressive, and provide an alternative to standard reports. Full integration between customer relationship management and payroll Supports any number of users, with strong user access control tools Relationship with AICPA/CPA2Biz has yielded integrations...…
March 27, 2012
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.
March 27, 2012
The FAA is re-thinking its rules barring electronic devices during taxi, takeoff and landing.
March 26, 2012
CCH, a Wolters Kluwer business — ProSystem fx Tax SaaS CCHGroup.com 800-739-9998 BEST FIT: Tax and accounting firms with a wide range of client complexity who need a top tier tax preparation product. STRENGTHS Multiple platforms to choose from, including a state-of-the-art SaaS solution New interface should be familiar for users already converted...…
March 22, 2012
The tax season may be over, but if you're considering changing programs, now's the time.
March 19, 2012
A very challenging demographic for many practitioners is the “micro business.”
March 6, 2012
Survey Shows Finding The Right IT Vendor to Partner With Is Critical Decision for SMBs Adopting Cloud Applications
