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
April 21, 2014
Agile Tax is in its sophomore year as a tax solution. The program was built as an Internet solution, and tax practitioners can process an unlimited number of returns for a fixed monthly cost. The system is designed for high volume tax processing and intended as a standalone product. New for the current release are…
April 21, 2014
Bloomberg BNA is typically relied on to provide high levels of tax, regulatory and compliance expertise. Used by thousands of tax professionals, including the IRS, Bloomberg BNA provides a number of solutions for tax, accounting, financial planning and estate planning.
February 17, 2014
At the center of a well-run firm is the right technology — technology that fuels firm growth, supports effective firm management and protects the firm's reputation. That solution is CCH Axcess — the tax and accounting profession's first modular cloud-based tax preparation, compliance and firm management solution that can be tailored to meet the needs...…
January 18, 2014
The IRS recently said that the 2014 tax filing season for individual returns won’t kick off until January 31, a delay of ten days due to the government shutdown last October. But taxpayers using the IRS’ Free File program can still get a head start.
September 8, 2013
On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”
August 29, 2013
Best Fit: Firms using the Thomson Reuters CS Professional Suite that can benefit from the integration between Planner CS and the suite’s tax preparation and document management products. Strengths Capable to producing projections for an unlimited number of years Integration with several components of the CS Professional Suite Many options for customizing reports and graphs...…
August 29, 2013
Best Fit: Firms with clients requiring complicated tax planning across multiple states and firms that take advantage of its web-based capabilities (such as accessing the program from multiple computers and/or locations). Strengths Only planning product among those reviewed with mobile apps and web-based administrative tools. Imports tax data from several popular tax preparation programs Many...…
August 29, 2013
Best Fit: Firms using other components of the ProSystem fx Suite or CCH Axcess Tax that take advantage of the direct integration. Strengths Imports tax data from ProSystem fx Tax and CCH Axcess Tax The license allows for an unlimited number of users at a firm location Interactive tutorial and ample help resources Potential Limitations...…
August 29, 2013
Best Fit: While firms using Lacerte Tax and DMS will benefit with the direct integration, it may also be considered as a standalone product because it is easy to use and a lower cost alternative than the products reviewed. Strengths User-friendly interface similar to that of the tax program. Easily imports client tax data from...…
August 24, 2013
UltraTax CS fulfills the tax software offering within the CS Professional Suite lineup of products. Built for use by firms of all sizes and clients of all complexity, UltraTax CS provides a comprehensive set of tools for tax professionals. Among numerous enhancements this year are updates to the electronic filing module, help and support additions...…
August 24, 2013
BEST FIRM FIT: Sole-practitioners and small firms with a diverse range of client complexity and firms currently using other products in the CS Professional Suite lineup STRENGTHS Strong multi-state capabilities Personal property tax included for a number of states Updated to MeF platform for federal electronic filing Strong review and multi-monitor support POTENTIAL LIMITATIONS Multiple...…
April 29, 2013
As we wrap up another busy season, we have the chance to catch our breath and reflect on the past few months. When reflecting to the beginning of 2013, many of us recall the fear of the unknown on various tax guidance and advice we had given the previous year.