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Review of Client Write-Up Software — 2005

Easy to learn + intuitive setup + fast data entry + import/export efficiency + needs-integrated + flexible/modifiable use and output + affordability = Best of Class Write-Up software = PRODUCTIVITY.

From the September 2005 Issue

Easy to learn + intuitive setup + fast data entry + import/export efficiency
+ needs-integrated + flexible/modifiable use and output + affordability = Best
of Class Write-Up software = PRODUCTIVITY.

No doubt we can come up with a lot more “ingredients” to add to
our recipe. But can we agree on the proper amount of a given ingredient? And
when does an ingredient become an enhancement? When does an enhancement become
a separate program?

The objective of write-up programs is to take client data and create (general
ledger) books, trial balances, financial statements and databases. Clients have
unique information needs. Program flexibility assures the practitioner that
they will be able to (generally) meet the unique demands of each client engagement.

Whether the practitioner bills by the hour or by the job, the write-up software
program of choice should enable the practitioner. Productivity begets productivity.
We see this every day in practice, as we remember how long a client service
engagement used to take from start to finish. While I can’t speak for
every practitioner, I know that in my firm our write-up program has truly become
the centerpiece to engagements, which leads to the preparation of financial
statements and/or tax returns. More than a centerpiece, it is truly a gateway.
Each staff person counts on our client database, which is “enabling”
to the provision of related services. Such enabling leads to increased confidence
in the provision of services, and increased confidence leads to increased productivity
in client engagements.

Of course, we wouldn’t want to fall into false confidence in terms of
accounting (engagement) abilities. Talk about a false sense of security. I can
hear a college professor uttering a well-known (and now infamous) line of prose,
“If your only tool is a hammer, every project starts looking like a nail.”
No fooling. I’m hip. I need write-up software with enhancements so I don’t
have to “cut and paste the output from every engagement” to fit
the abilities of the write-up application. Rather, enhanced write-up software
can fit the needs of the client engagement. No “cut and paste” necessary
nor spoken there.

No two write-up programs surveyed in this review were exactly alike. However,
good programs — those that enable their users — convey a message
of quality that the user can immediately sense. Without a doubt, integration
with other programs in the practitioner’s office is an important attribute
for write-up program selection. Speaking of attributes, ultimately the integration
with your client’s data may prove the most important — the ability
for information to be shared between the accountant and client, with little
fuss or muss. Software utilities should be easy; hoop jumping should be avoided.

AccountantsWorld — Accountant’s
Accountant’s Relief runs in the practitioner’s
office, while Accounting Relief AC is a web-based, online product available
through AccountantsWorld Online, allowing for practitioner and client access. Client access is determined and controlled by the practitioner.
CCH Tax and Accounting — ProSystem
fx Write-Up
Welcome to the new kid on the block. ProSystem
fx Write-Up features a comprehensive product including general
ledger, comprehensive financial statements, bank reconciliation, after-the-fact payroll, checkwriting, import and export utilities, and integration with the ProSystem fx family of products, including Tax, Engagement and Trial Balance products.
CYMA Systems, Inc. — CYMAiv
Client Write-Up
Founded in 1980, CYMA Systems, Inc. is one of the
oldest personal computer accounting software companies in the United States. The CYMA product family consists of three native-mode 32-bit Windows accounting systems, CYMAiv Financial Management System, CYMAiv Not-For-Profit Edition and CYMAiv Client Write-Up.
Financial Microsystems Inc. —
Client Ledger System
Known to its users as CLS, the Client Ledger System
is written to run under MS-DOS and is compatible with all versions of
Microsoft Windows.
Intuit — EasyACCT Professional
Intuit’s EasyACCT has been part of the company’s
line of products for several years, though it may be familiar to many
users as the write-up offering of the now-defunct TaascFORCE. With solid improvements to the EasyACCT write-up program…
Intuit — QuickBooks: Premier
Accountant Edition 2005
Intuit actually has two write-up packages, the
result of its purchase of EasyACCT plus the development of its QuickBooks
Premier Accountant Edition (QBAE).

Micronetics — XPert Write-Up
for Windows
Xpert Write-Up for Windows is a 32-bit Windows-compliant
program for workstations running Windows 95/98/NT/2000/XP. It supports networks running AS400, NetWare, NT, 2000, Unix and Linux, as well
PC Software Accounting, Inc.
— Client Write Up for Windows
PC Software Accounting Inc. formally released its
native-mode Windows version of the Client Write Up System in May of 1997,
after having provided a DOS Client Write Up System for many years previously.
Sage Software/CPASoftware Division
— CPAClient Write-Up
CPAClient Write-Up consists of general ledger,
after-the-fact payroll, financial reporting, trial balance and bank reconciliation.
Thomson Creative Solutions —
Write-Up CS
Write-Up CS is the de facto standard, a.k.a. the
Top Dog. This program and its many innovations are regarded as the industry
The Versatile Group — CertiflexDimension
The Versatile Group, Inc. offers CertiflexDimension
Professional Accountant Series and the CertiflexDimension Business Accounting
UBCC — Client Data Center
UBCC offers a comprehensive write-up solution in
a real-time, platform-independent, character-based program known as Client
Data Center.
Related Product — DirecTax
DirecTax Offers Standardized Method Of Paying All

Client Write-Up Software — Executive
Time and time again we hear that what’s important
is not the cost of the software; rather, it is the cost of implementing
and building a (supporting) database with the program, with migrating a
practitioner’s accounting practice to regular and sustained use of
the write-up program.