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
September 5, 2014
2011 OVERALL RATING 4.50 800-765-7777 www.proline.lacertesoftware.com Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…
September 5, 2014
2011 OVERALL RATING 4.75 800-968-8900 CS.ThomsonReuters.com Please indicate the available delivery methods for your product below: __x__ On-Premises __x__ SaaS _____ Hosted by Vendor BEST FIRM FIT: Good fit for top 50 firms, the Fortune 500, and those who need multi-office, multi-department support for the most complex returns. The only purely browser-based...…
September 5, 2014
OVERALL RATING 4.75 800-968-8900 CS.ThomsonReuters.com Product delivery methods: __x___ On-Premises _____ SaaS __x___ Hosted by Vendor BEST FIRM FIT: Small to mid-sized firms that need advanced workflow functionality. Excellent fit for most full-service tax and accounting firms. STRENGTHS: Integration with other Thomson Reuters CS Suite products, as well as the CheckPoint research...…
September 5, 2014
OVERALL RATING 4.75 800-PFX-9998 (739-9998) CCHGroup.com Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud). STRENGTHS: – Integration...…
September 5, 2014
2011 Overall Rating 3.75 650-952-1773 www.orangedoorinc.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…
September 5, 2014
2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: – Exceptional live support – Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…
September 5, 2014
2011 Overall Rating 3.5 888-236-9501 accountant.intuit.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Fit: Small practices with generally less complex clients, primarily 1040-focused who need mobility Strengths: Web-based No IT headaches Inexpensive Instant ramp-up/down Any number of users On-demand use PC & Mac friendly Potential Limitations: Lack...…
September 5, 2014
888-420-1040 www.taxslayerpro.com 2011 Overall Rating 4 Best Firm Fit: Tax offices primarily focused on retail 1040 processing and bank products, with some need for simple business entity returns Strengths: – Support for all entities at federal & state level – Integrated bank products – Unlimited e-filing – Online return backup functions as limited portal...…
September 5, 2014
800-755-9473 www.taxwise.com 2011 Overall Rating 4.5 Best Firm Fit: High-volume, time-sensitive focused practices employing non-professional data-entry staff. Also a fit for those looking to grow their business through office expansion and additional customer offerings such as full-year accounting services like write-up and payroll. Strengths – Support for all entities at federal & state level...…
September 5, 2014
800-681-1752 www.atxinc.com 4.5 – 2011 Overall Rating Best Firm Fit: Small and mid-sized full-service accounting firms with generally less complex clients, yet with broader entity needs, including payroll and wage compliance. Strengths: – Support for all entities at federal & state level – W-2/1099 & wage reporting – Form & interview-style input – Excellent training...…
September 5, 2014
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...…
September 5, 2014
800-934-1040 www.proseries.com 2011 Overall Rating 4.75 Best Firm Fit: Small to mid-sized firms with mostly 1040s, but also diverse business taxation needs with some moderately complex clients. Strengths: – Supports all entities, states & most local taxes – Options for research, fixed assets, document management & W-2/1099 reporting – Integrated billing system – Optional innovative...…