Tax

 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...…

 New River Innovation Releases Web-based IRS Research Application—Beyond415Guidance

October 17, 2012 

New River Innovation Releases Web-based IRS Research Application—Beyond415Guidance

From Darren’s CPA Practice Advisor blog: My Perspective. Just this week, a new cloud-based IRS “research center” application was released to the tax and accounting profession—Beyond415 Guidance. The stand-alone app from New River Innovation offers practical and up-to-date guidance for resolving issues after tax filing. Product features include searchable guidance that covers individual, business, and...…

Darren Root, CPA, CITP, CGMA

 2012 Review of Thomson Reuters Planner CS

September 27, 2012 

2012 Review of Thomson Reuters Planner CS

Thomson Reuters — Planner CS800-968-8900 cs.thomsonreuters.com From the October 2012 review of professional tax planning systems. Best Fit: Although it can be used as a stand-alone program, Planner CS provides the greatest benefit to users of UltraTax CS and other programs in the Thomson Reuters CS Professional Suite due to tight integration with tax preparation,...…

Isaac M. O'Bannon

 2012 Review of Lacerte Tax Planner

September 27, 2012 

2012 Review of Lacerte Tax Planner

Intuit — Lacerte Tax Planner800-765-7777 www.lacertesoftware.com From the October 2012 review of professional tax planning systems. Best Fit: Although Lacerte Tax Planner can be used independently, integration and automated features make it even more valuable to firms using the broader tax preparation system. Strengths Intuitive interface and user-friendly navigation Direct integration with Lacerte Tax 1040...…

Isaac M. O'Bannon

 2012 Review of BNA Income Tax Planner

September 27, 2012 

2012 Review of BNA Income Tax Planner

BNA Software — BNA Income Tax Planner800-424-2938 www.bnasoftware.com From the 2012 review of professional tax planning systems. Best Fit Firms with clients across the spectrum, including high net worth individuals, serial entrepreneurs, ex pats and others with increasingly complex planning and compliance requirements. Strengths Simple interface and navigation Exhaustive calculations and analysis functions Side-by-side comparisons...…

Isaac M. O'Bannon

 2012 Review of CCH ProSystem fx Planning

September 27, 2012 

2012 Review of CCH ProSystem fx Planning

CCH, a Wolters Kluwer business — ProSystem fx Planning800-739-9998 CCHGroup.com From the October 2012 review of professional tax planning systems. Best Fit: Professional accounting and tax practices seeking a planning system that integrates directly with ProSystem fx Tax and other programs in the ProSystem fx Suite. Strengths Direct integration with ProSystem fx Tax and Engagement...…

Isaac M. O'Bannon