Financial

8am™ CPACharge

August 19, 2025 

8am™ CPACharge

Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...

Featured Articles

BloombergTax 5a6f2efbf2d62

February 17, 2010 

BNA Estate & Gift Tax 706 Preparer

BNA Estate & Gift Tax™ 706 Preparer makes filing estate tax returns quick, accurate, and cost-effective, enabling you to file on time and, just as importantly, with confidence. A BNA exclusive – two years of calculations – lets you finalize IRS Form 706 due in the current form year and start work on returns before...…

BloombergTax 5a6f2efbf2d62

February 17, 2010 

BNA Estate & Gift Tax 709 Preparer

BNA Estate & Gift Tax™ 709 Preparer simplifies gift tax form preparation, saving you time and effort while ensuring accuracy. You’ll complete returns faster and with greater confidence, while streamlining and improving client communications with automated letters and reports about the client’s gift tax return. Learn More About BNA Estate & Gift Tax 709 Preparer...…

DC logo (no box)

February 17, 2010 

DoubleCheck ERICA™ Solution Suite

“GRC & Audit the way YOU need it”. The DoubleCheck ERICA ™ Solution Suite is the best way for mid-large size companies to integrate their Enterprise Risk, Internal Controls and Audit needs within a single platform (GRC & Audit).  The perfect solution for the company supporting or moving towards a more integrated GRC environment and desiring a cost...…

DC logo (no box)

February 17, 2010 

DoubleCheck Essentials™ Solution

DoubleCheck Essentials™ is ideal for small user groups or project based teams, with primary focus on Compliance Management, Financial Reporting Compliance (ICFR) and/or Internal Audit

 CyberShift Expense

February 17, 2010 

CyberShift Expense

Travel and Expense (T&E) management solutions are critical components in an organization’s business strategy to control costs, increase employee satisfaction and improve bottom line performance. CyberShift is a global leader in expense management, with its CyberShift Expense solution automating the processing and facilitating the management of employee business expenses, the second largest controllable expense after...…

logo_PlanGuru

February 17, 2010 

PlanGuru

Designed for the small to medium sized business, PlanGuru gives you multi-year capabilities and sophisticated budgeting and forecasting methods all without having to create or maintain formulas. PlanGuru’s simple, intuitive interface and integration with QuickBooks and Excel makes implementation and utilization simple for businesses of all sizes and shapes. Plus you get cash flow analysis,...…

 QP-SEP Illustrator

February 17, 2010 

QP-SEP Illustrator

Design and allocating contributions in SEPs, SARSEPs, PS, and MP plans for corps and self-employed.

Pro_Tag_CLR

February 17, 2010 

StockOpter Pro

Excel based stock option strategy modeling software that enables financial advisors to model exercise and sell strategies over a 15 year period and optimize them for tax and cash flow efficiency.  StockOpter Pro is an effective tool for advisors who need to model complex exit strategies or address AMT issues from ISOs.

StockOpter.com_NoTag_CLR

February 17, 2010 

StockOpter.com

A web-based Equity Compensation portfolio analysis and tracking platform that enables financial advisors to attract and serve executives by facilitating timely and informed decisions.  With a minimum amount of time and effort, StockOpter.com creates personalized reports, runs “what-ifs” and automatically monitors decision criteria.

CPAA_Box Shot_sm

February 17, 2010 

CenterPoint Accounting for Agriculture Software

CenterPoint Accounting for Agriculture helps you manage your farm’s finances and profitability with software specifically designed for agriculture. Value and Versatility CenterPoint financial management software offers the best value for ag-specific financial analysis tools that help you make smart business decisions and achieve your goals. It is the most versatile product on the market, yet...…