Tax & Accounting Research

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February 26, 2019 

CCH® CodeConnect

Only available on CCH® IntelliConnect®, CCH CodeConnect is a groundbreaking enhancement for federal tax users that makes it easier to get useful information out of the Internal Revenue Code by providing more context around your searches. No more scrolling through pages of search results. This new feature offers a guided search that brings you directly...…

Featured Articles

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September 5, 2014 

RedGear Technologies — TaxWorks

800-230-2322 www.taxworks.com 2011 Overall Rating 4.25   Product Delivery Methods: __x__ On-Premises _____ SaaS _____ Hosted by Vendor   Best Firm Fit: Small 1040-focused tax offices with limited to moderate need for additional entities. Strengths: – All federal and state entities – Integrated bank products – Good client communication templates & e-mail integration – Data...…

Isaac M. O'Bannon

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September 5, 2014 

TheTaxBook, published by Tax Materials, Inc.

www.thetaxbook.com 866-919-5277 TheTaxBook is a concise, easy-to-understand topical summary of key tax laws and rules designed for tax preparers. While a full tax research service will be needed for detailed technical guidance on unfamiliar topics, TheTaxBook is designed to provide general guidance, including current rates, per diem amounts, and summaries of law changes from the...…

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September 5, 2014 

Thomson Reuters — Checkpoint

800-950-1216 ria.thomsonreuters.com Checkpoint is a research product for accounting and tax practitioners that includes reference sources in areas such as U.S. Federal, state, and local taxation; accounting, auditing and corporate finance; estate planning; international taxation; as well as ancillary topics such as payroll, pensions and employee benefits. The product also includes user-configurable news alerts for...…

Brian Tankersley

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June 26, 2014 

CCH IntelliConnect Direct Now Available to All Professionals

Tax and accounting technology developer Wolters Kluwer, CCH has made its new CCH IntelliConnect Direct available to all professionals. The system, which provides a universal research interface that offers anytime, anywhere access to accurate, reliable, and continuously updated U.S. and global tax, accounting and regulatory information and guidance, had been in limited beta availability. It…

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June 5, 2014 

CCH Launches ‘Quick Answers’ Research Content Library

CCH has launched a new online research tool called “Quick Answers.” The system features more than 2,000 answers to questions most often researched in IntelliConnect, CCH's research platform for tax and accounting professionals. In addition, the company is previewing CCH IntelliConnect Direct, a new universal platform research tool that provides clear and intuitive access to…

Isaac M. O'Bannon

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June 2, 2014 

Checkpoint Pocket Assistant

Perform routine tasks from anywhere with this new free iPhone app! Checkpoint Pocket Assistant includes the 2013 Tax Rate Guide (with Federal income, gift and estate tax rates) plus the COLA Profit-Sharing Plans. Like Kind Exchange Calculator — Quickly determines the realized gain, recognized gain and basis of the like-kind property received for most like-kind...…

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April 21, 2014 

2014 Review of Intuit Lacerte Tax

Lacerte Tax is the top-tier tax software solution offered by Intuit. Introduced 30 years ago, Lacerte Tax remains supported by Intuit and continues to be a popular tax solution for accounting professionals. New for the current year are significant enhancements to the electronic filing functionality and updates to error diagnostics.

Steven M. Phelan

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April 21, 2014 

2014 Review of Thomson Reuters UltraTax CS

UltraTax CS is part of the CS Professional Suite of products, which is an integrated lineup of tax and accounting solutions. With multiple integration point options both inside and outside the CS Professional Suite, UltraTax CS focuses on a streamlined interface to help accounting practitioners work efficiently. New features for the current release include a…

Steven M. Phelan

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April 21, 2014 

2014 Review of Intuit ProSeries Tax

ProSeries Tax is the mid-tier tax software solution offered by Intuit. ProSeries Tax is designed as an affordable tax software solution to assist tax practitioners with processing returns quickly. New for the current year are significant updates to the electronic filing functionality and a complete overhaul on PDF capabilities.

Steven M. Phelan

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April 21, 2014 

2014 Review of Intuit Tax Online

Intuit Tax Online is an Internet-based tax solution with a fixed, all-inclusive pricing structure. Intuit Tax Online provides a streamlined interface to process simple returns through an anytime, anywhere platform. New for the current release is a streamlined interface and a new mobile app that may be downloaded by clients.

Steven M. Phelan

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April 21, 2014 

2014 Review of CCH Small Firm Services – TaxWise

TaxWise is a tax solution provided by CCH Small Firm Services. Intended for use by sole-practitioners, to firms with 10 or fewer staff, the solution is focused on quick data entry. TaxWise offers several unique features including bilingual forms and inclusion of CCH US Master Tax Guide in several of its pricing options.

Steven M. Phelan