February 26, 2019
TaxWorkFlow provides the best value in comprehensive, customizable practice management for tax and accounting professionals. Easy to use and extremely powerful, TaxWorkFlow simplifies and automates workflow while providing added-value tools to ensure success in every process-driven engagement from day-to-day accounting to tax and audit work. CPA and accounting firms looking for an affordable and effective...…
February 26, 2019
February 3, 2018
November 12, 2016
November 16, 2015
November 16, 2015
July 27, 2012
A paperless accounting practice is in many regards very similar to one based on paper, although it will be much more efficient if good practices and standards are implemented during the transition to paperless. Many firms start the move to paperless by scanning documents and storing them on a hard drive in some sort of...…
July 10, 2012
Hogan joins XCM Solutions from Fujitsu Computer Products of America, Inc., where she has built a strong reputation among practitioners and vendors alike while serving as Business Development Manager.
June 25, 2012
Earn 1 hour of free CPE during webcast on document management.
June 18, 2012
Thomson Reuters introduces Agile Tax, a new cloud-based tax compliance system for tax and accounting professionals.
June 18, 2012
Even small businesses can benefit from sales tax automation, from the headaches of keeping up with constantly-changing rates, to the perils of audits and penalties.
May 24, 2012
NATP members to receive discount on a tool that will guide them through their clients’ issues that come up after filing, such as IRS notices—allowing for greater accuracy and efficiency in providing what the IRS requires and resulting in a prompt response.
May 22, 2012
Integrating traditional paper-based processes with paperless technology offers practitioners the organizational and review flexibility of paper plus the efficiency of a digital workflow
April 5, 2012
The success of your firm depends on so many factors, but none are more important than your dedication to your clients and your professional knowledge. Almost everything else is logistics and workflow: How you get your work done; How you provide finished products for your clients; How you collaborate with staff and clients; and How...…
March 28, 2012
Intuit — ProSerieswww.proseries.com800-934-1040 From the May 2012 review of professional tax compliance systems (traditional workflow). Best Fit: Small to mid-sized firms focused on large 1040 client bases, but also with the need for varied business compliance. Firms who require workflow solutions and integration with QuickBooks. Strengths Optional scan and organize system, plus direct download of...…
March 28, 2012
CCH Small Firm Services – ATXwww.atxinc.comPhone: 866-345-4172 Strengths: Compliance for all entities including federal and state plus local forms W-2/1099 and wage reporting options Form and interview-style input Available bundles for Workflow, Research and Accounting functions Integrated AR management and credit card acceptance Potential Limitations: Does not offer client portals or online tax organizers Limited...…
March 28, 2012
CCH Small Firm Services — TaxWisewww.taxwise.com866-345-4171 Strengths Compliance for all entities at federal and all states Form-based interface, friendly navigation Scan and populate feature for W-2s, 1099s and K-1s Integrated suite of products including fixed asset management, client write-up (AP and AR) and document storage Multiple client refund options, such as debit card and refund...…
March 26, 2012
Intuit—Lacerte Tax lacerte.intuit.com 800-765-7777 BEST FIT Small and medium size firms with a focus on medium complexity work and organizations reliant on other Intuit products, such as QuickBooks STRENGTHS Easy, intuitive interface Licensing structure includes electronic organizers, trial balance modules and state electronic filing Strong integration with Intuit product offerings POTENTIAL...…