March 23, 2020
Doc.It provides document management, workflow, document storage and web portal products that help accounting firms efficiently gather, process, store and deliver documents. Doc.It solutions improve data security, enhance client services and consolidate
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
September 5, 2014
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
2011 Overall Rating 4.5 877-683-3280 www.intuit.com Best Fit: Targeted at accountants who support non-accountant business owners who maintain their own books. Strengths: Ease of use & large install base, which means more end users will have experience with the application Strong accountant program with good training & referrals to certified ProAdvisors Company Snapshot improvements...…
September 5, 2014
2011 Overall Rating 4.25 800-732-9464 www.redwingsoftware.com Best Fit: Small & mid-sized businesses who need an entry-level product with all the basics; scalable to more sophisticated TurningPoint accounting product designed for larger companies Strengths: Inventory module supports LIFO, FIFO & Average Cost valuation methods, as well as lot tracking Excellent forms & reports designer, but...…
September 5, 2014
2011 Overall Rating 3.75 650-952-1773 www.orangedoorinc.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…
September 5, 2014
2011 Overall Rating 4 800-648-6258 www.addsuminc.com Best Fit: A good fit for those with high transaction volume bookkeeping operations who require inventory support. Designed for small to mid-sized businesses, particularly small retailers and contractors who require industry-specific features. Strengths: Strong POS capabilities Multi-user version supports unlimited users at a site for $799 Support for...…
September 5, 2014
2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: – Exceptional live support – Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…
September 5, 2014
2011 Overall Rating 4.75 800-388-4697 www.Peachtree.com Best Fit: Easy-to-use application for those who handle inventory, job costing or other complex areas; evolves with the needs of small businesses. Strengths: – Scalable application with numerous industry versions – Business Status Report, along with New Sage Peachtree Business Intelligence reporting, Business Analytics for Sage Peachtree...…
September 5, 2014
2011 Overall Rating 4.5 800-322-6962 www.accountedge.com Best Fit: With hundreds of business templates, AccountEdge is suitable for a variety of small businesses. Strengths: – Strong Apple Mac support – Mac network version available – Includes 100 industry-specific charts of accounts – Mobile version for iOS devices – U.S. & Canadian versions available – ...…
September 5, 2014
2011 Overall Rating 4.75 800-388-3038 www.cougarmtn.com 4.5 – Basic System Functions 5- Core Accounting Capabilities 4.5 – Day-to-Day Operations 4.5 – Management Features 5 – Integration & Import/Export 4.75 – Help/Support Best Fit: Recently rewritten modular application provides mid-range flexibility and sophistication at a reasonable price. Well-suited for small to mid-sized businesses. Strengths:...…
September 5, 2014
4 – 2011 Overall Rating 800-444-9922 www.checkmark.com 4 – Basic System Functions 4.5 – Core Accounting Capabilities 3.25 – Day-to-Day Operations 4.25 – Management Features 3.5 – Integration & Import/Export 4.25 – Help/Support Best Fit: With good basic functionality at a value price point, this may be a good fit for accounting...…
September 5, 2014
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...…
September 5, 2014
888-420-1040 www.taxslayerpro.com 2011 Overall Rating 4 Best Firm Fit: Tax offices primarily focused on retail 1040 processing and bank products, with some need for simple business entity returns Strengths: – Support for all entities at federal & state level – Integrated bank products – Unlimited e-filing – Online return backup functions as limited portal...…