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
September 5, 2014
Audits are not the realm of only the Big 4 and other very large practices. Many small and mid-sized firms also offer A&A services to their clients. But audits can certainly be complex and labor intensive, not to mention the considerable regulatory obligations that accompany them. With the right tools and services, such as those…
September 5, 2014
ACI Systems Inc. — TaskTracker 800-749-3554 http://acisystems.net ACI TaskTracker is a simple due-date tracking program developed for accounting and tax firms, offering tools for monitoring federal and state compliance due dates. While the system is primarily focused on income and franchise tax returns, and includes more than 150 predefined reports for those items, it also...…
September 5, 2014
Commercial Logic, Inc. — Advance Practice Management 603-643-1900 www.cli-usa.com APS Advance Practice Management, offered in the U.S. by Commercial Logic, Inc., is a widely used practice management system, and is part of the broader APS Suite, which includes document management, CRM, resource planning, online business intelligence and business process automation. The system is designed to...…
September 5, 2014
Practice management software has evolved over the years from programs that did little more than time and billing to completely integrated technologies providing firm partners and managers with real-time data related to productivity and financial performance. As comprehensive systems, they give firm owners tools to perform a detailed analysis in their practices in terms of...…
September 5, 2014
800.968.8900 CS.ThomsonReuters.com 2011 Overall Rating 4.75 Best Firm Fit Firms wanting strong dashboards and Outlook integration, particularly those using other Thomson Reuters CS Professional Suite applications. Strengths SaaS version available Powerful integration with the rest of the CS Professional Suite Useful dashboards with drilldown capability Can internally process credit card payments & ACH...…
September 5, 2014
661-951-9200 www.officetoolspro.com 2011 Overall Rating 4.5 Best Firm Fit Small to mid-sized firms not currently using a completely integrated suite of tax and accounting products. Strengths Integration with Lacerte, QuickBooks & Outlook Interface is easy to navigate & is focused on the client Strong contact management capabilities, including social media The only practice...…
September 5, 2014
800-739-9998 opt. 1 www.cchgroup.com 2011 Overall Rating 4.25 Best Firm Fit Firms wanting powerful time, project, marketing and client management features, particularly those using other components of the ProSystem fx Suite. Strengths Strong integration with ProSystem fx Suite, Sage Abra Payroll, and Sage MAS 90, 200 and 500 Great features for tracking marketing...…
September 5, 2014
800-267-1317 www.caseware.com 2011 Overall Rating 4.25 Best Firm Fit Firms currently using CaseWare Working Papers. Strengths Integration with CaseWare Working Papers Scalable & works well for multi-partner and multi-location firms Layout & Windows Explorer-like Document Manager will be familiar to CaseWare Working Papers users Potential Limitations Does not track accruable employee benefits No complete...…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.25 Best Firm Fit Firms that utilize PPC Practice Aids should consider this product. The seamless integration with the PPC Practice Aids will allow for increased productivity and quality during the execution of engagement tasks. Strengths Integration with PPC Practice Aids Integration with other Thomson Reuters products, including...…
September 5, 2014
CCH, a Wolters Kluwer business – ProSystem fx Engagement 800-739-9998 CCHGroup.com From the August 2011 Review of Engagement & Trial Balance Systems Best Fit: Firms that are trying to maximize overall engagement efficiency with integration with other CCH and third-party applications. Basic System Functions: CCH ProSystem fx Engagement uses a familiar Microsoft Explorer user...…
September 5, 2014
The CCH ProSystem fx Trial Balance product is an “after the fact” trial balance and accounting product that allows multiple users to access files. The product is best suited as a tool for client write-up where the bookkeeping is performed in another application, as the product does not include the subsidiary ledgers normally included in...…
September 5, 2014
Accountants have long had a reputation as being somewhat reclusive, perhaps even seen as professional hermits, because of the nature of many of the traditional services they provided.