February 26, 2019
Drake Software is the Smart Choice for Tax Professionals For over 33 years, Drake’s team of programmers, tax analysts, CPAs, and EAs has provided tax professionals the tools they need to grow their businesses. Each year, Drake processes more than nine million federal- and state-accepted returns, focusing on value, consistent excellence in federal and state...…
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
February 26, 2019
March 9, 2012
Avalara – AvaTax Calcwww.Avalara.com877-780-4848 More about this product is at: www.avalara.com/products/avatax Best Fit:Businesses with sales tax reporting obligations across multiple jurisdictions throughout the U.S. and Canada. AvaTax also supports those businesses that have overseas subsidiaries with single country VAT requirements, and offers transaction processing in over 50 countries, with plans to expand on this capability...…
March 9, 2012
TrustFile, an Avalara Company – TrustFile Sales & Use Tax www.TrustFile.com 877-222-0187 Best Fit: Accounting firms or businesses with transactional tax reporting obligations to multiple states, with built-in e-filing capabilities for 12 supported states. Strengths: Easy to use and learn Built-in e-filing and online tracking/acknowledgements Ability to produce PDF copies for digital storage...…
March 8, 2012
CCH, a Wolters Kluwer business – CCH CorpSystem Sales Tax SaaS PRO – 6995 www.salestax.com 866-513-CORP Best Fit: Firms or managers overseeing the transaction tax needs and compliance of multiple businesses and who want rates integrated live into the business’ accounting systems. The system is also suited to those with increasingly complex reporting requirements...…
March 8, 2012
Electronic Sales & Use Tax, Inc. – eFileSalesTax.com – 6036 www.efilesalestax.com 877-584-2309 Best Fit: Accounting professionals responsible for businesses with sales and use tax filing requirements in California, Florida, Illinois, or Colorado seeking an e-file solution. Strengths: User-friendly web-based system with multi-client management tools. E-filing of returns to each of these states Bilingual...…
March 7, 2012
SU Tax Intro – April 2012 I’ve written about the volatility and challenges of sales and use tax compliance for more than 10 years and, despite movements like the Streamlined Sales Tax Initiative and increased efforts from states to recoup lost tax revenues for their battered budgets, I’ll probably be writing about sales taxes for...…
February 28, 2012
The IRS recently released its annual “Dirty Dozen” for 2012, a list of tax schemes that taxpayers should be aware of to avoid falling victim to identity theft and return preparer fraud.
February 14, 2012
Now that tax season is underway, many taxpayers may be wondering what’s the best approach to filing this year: to prepare their taxes themselves or hire a professional.
January 12, 2012
Acquisition shows an emerging global perspective on professional tax compliance, and makes Thomson Reuters one of the top three pro-tax providers in Canada, behind CCH, a Wolters Kluwer business, and Intuit.
December 2, 2011
800-739-9998 www.cchgroup.com/portal 2012 Overall Rating 4.75 Best Fit Firms wanting secure client file sharing functions with integration into other CCH programs, along with file versioning and automated retention and expiration capabilities. Strengths Can be used on all major browsers and platforms Strong security customization File versioning for online edits to shared documents Customizable...…
December 2, 2011
866-674-6785 www.SmartVault.com 2012 Overall Rating 4.75 Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or...…
December 2, 2011
800-968-8900 www.cs.thomson.com 2012 Overall Rating 5 Best Fit Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs. Strengths Customizable firm branding and integration of login on firm website Two-way firm/client sharing and collaboration Broad integration with programs in CS Professional Suite Ability to...…
December 2, 2011
781-356-5152 www.XCMsolutions.com 2012 Overall Rating 4.25 Best Fit Firms using or considering the broader XCM Workflow Management system to provide structured digital management of their engagements, including the ability to securely share files with clients. Strengths Simple client interface No storage or bandwidth/transfer limits Customizable firm branding Two-way firm/client sharing and collaboration Dependable hosting,...…