Tax Software with Integrated Write-Up

 AccountantsWorld — Accounting Relief

February 26, 2019 

AccountantsWorld — Accounting Relief

8488 888-999-1366 www.AccountantsOffice.com AccountantsWorld was the first major vendor to offer a totally web-based accounting system for professionals, offering its software-as-a-service Accounting Relief write-up system with the ability to manage any number of clients for a monthly or annual price. The system includes comprehensive features with full GL, trial balance, reconciliation, after-the-fact payroll and financial...…

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September 5, 2014 

CCH Small Firm Services — ATX

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...…

Isaac M. O'Bannon

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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 

Intuit — ProSeries

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...…

Isaac M. O'Bannon

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September 5, 2014 

The Versatile Group, Inc. — CertiflexDimension

8230 800-237-8435 www.CertiflexDimension.com The Versatile Group offers professional accounting and business management systems under the CertiflexDimension brand. The company’s professional Client Write-Up program and integrated business accounting series includes full GL, AR and AP, along with integrated reconciliation features, after-the-fact payroll, comprehensive financials, reporting, advanced journal management utilities and multiple data import options. The system...…

 Thomson Reuters — Accounting CS

September 5, 2014 

Thomson Reuters — Accounting CS

800-968-8900 www.cs.thomsonreuters.com Thomson Reuters debuted its new Accounting CS system earlier this year, offering a unified professional application that combines write-up, trial balance, financials reporting, and live and after-the-fact payroll processing and compliance system. It also includes web-based client-side accounting that integrates directly with the professional package, thereby enabling greater collaboration, streamlining write-up and payroll...…

 CYMA Systems, Inc. — CYMA

September 5, 2014 

CYMA Systems, Inc. — CYMA

6411 800-292-2962 www.cyma.com CYMA Systems has developed business and professional accounting systems since 1980, with current solutions that include Client Write-Up, business accounting, non-profit fund accounting, payroll, inventory management and job costing. The company’s CYMA IV Financial Management System is the core of each of its programs, including the write-up system, which has available modules...…

 CCH Small Firm Services —Client Accounting Suite

October 23, 2012 

CCH Small Firm Services —Client Accounting Suite

7265 TaxWise: 800-755-9473; www.taxwise.com ATX: 877-728-9776; www.atxinc.com The TaxWise and ATX brands, which each offer popular professional tax compliance packages, also include a suite of accounting systems, including write-up, trial balance, fixed asset management, client checkbook, payroll, firm management, document management, W-2 and 1099 compliance, and payroll reporting. But rather than offer separate versions of...…

 CCH 2010 Who’s Who

August 17, 2012 

CCH 2010 Who’s Who

COMPANY DESCRIPTION The digital future has arrived and the accounting profession is changing rapidly. Professionals today have different needs, expectations and capabilities. In addition to accuracy, professionals need greater mobility, simplicity and speed. These needs place a premium on access to active intelligence, agile systems and integrated workflow solutions. This is precisely the value that...…

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November 16, 2011 

1098 Software

Mortgage Interest Statement Software – IRS Form 1098

 Form 3921 – Exercise of an Incentive Stock Option Under Section 422(b)

November 16, 2011 

Form 3921 – Exercise of an Incentive Stock Option Under Section 422(b)

Using the E-File Magic 3921 software you can print, mail, and e-File your 3921 forms with ease. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your...…

 Form 1099-SA Software – Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

November 16, 2011 

Form 1099-SA Software – Distributions From an HSA, Archer MSA, or Medicare Advantage MSA

Using the E-File Magic 1099SA software you can print, mail, and e-File your 1099SA forms with ease.  You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your...…

 The Evolution of Write-Up Continues

November 16, 2011 

The Evolution of Write-Up Continues

Alongside professional tax preparation, write-up has long been a cornerstone client service for many full-service accounting firms, providing monthly, quarterly and annual engagements that equate to a fiscal checkup for client businesses. The core elements of account reconciliation, fixing improperly posted transactions and preparation of financial statements are critical to these entities truly knowing their…