August 19, 2025
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...
March 23, 2020
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
January 10, 2012
800-968-8900 cs.thomsonreuters.com/engagement 5.0 overall BEST FIT Small to medium sized accounting firms with a focus on audit engagements, especially those currently relying on PPC Practice Aids for guidance. STRENGTHS Strong integration with PPC Practice Aids and other Thomson Reuters products Ability to manage engagement without network connectivity Available as a fully hosted solution POTENTIAL...…
January 9, 2012
800-PFX-9998 www.cchgroup.com 4.75 overall BEST FIT Any accounting firm that is currently in or converting to a paperless workflow environment STRENGTHS Strong integration with ProSystem fx product lineup Intuitive interface based on Microsoft Windows and Office functionality High level of security from both user and data standpoints POTENTIAL LIMITATIONS Limited integration with PPC...…
January 7, 2012
Combined, the firms will rank in top 15 firms in U.S with more than 41 offices, 2,300 staff, 70,000 clients and annual revenues over $314 million.
January 4, 2012
With 140,000 apps available for the iPad and thousands for other tablets, the devices make sense for many practices.
January 3, 2012
It seems that everywhere we turn these days we’re inundated with messages of moving to the Cloud. Sometimes it feels as though the Mad Men advertising powerhouse is hard at work in the Sterling-Cooper board room, coming up with new material to keep the accounting world drinking that Cloud Kool-Aid
January 3, 2012
Survey by Oklahoma Society shows most CPAs in that state see recovery on the near horizon.
December 7, 2011
Thought leaders share insight on how client portals lead to happier, more engaged clients who have secure, anytime/anywhere access to their most recent data and information.
November 23, 2011
800-805-8582 www.sureprep.com 2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…
November 23, 2011
800-291-2136 www.copanion.com 2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should...…
November 23, 2011
800-968-8900 CS.ThomsonReuters.com 2012 Overall Rating 4.25 Best Firm Fit Firms using other applications of the CS Professional Suite. Specifically, a FileCabinet CS license is required for the labeling and organizing function. An UltraTax CS license is required for the data extraction and import into the tax software. Strengths Integration throughout the CS Professional Suite....…