August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
December 1, 2024
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February 26, 2019
7009 CCH 2010 Year in Review Across the entire suite of our solutions, CCH in 2010 invested in new and enhanced products, with great customer adoption and industry recognition. We continued to deliver innovative solutions to tax and accounting professionals, enabling firms to work anytime, anywhere. We delivered these new capabilities by building on our...…
February 26, 2019
It’s late January, which, for many accounting professionals (particularly those in public practice), means you’re ramping up for the busiest time of the year — 1040 season. Although not all firms focus equally on individual tax compliance services, there are few who are immune to this annual uptick in workload, since even those with...…
February 26, 2019
February 26, 2019
5115 characters Fix it or replace it? Every day, we face this question. As business owners and advisors to our clients, we could make an infinite number of things better. The choice is ours. For some, the answer is “intuitive;” and for others, it involves detailed analysis. The risk, of course, is the time and...…
February 26, 2019
With Intuit claiming a retail market share of 85 percent or higher in the small business accounting software market (according to http://fi.intuit.com/whyconnect and http://bit.ly/INTU2QFY10), many accountants and clients assume that QuickBooks has a monopoly over the small business accounting space. Although some clients may find that QuickBooks meets their accounting software needs, practitioners should also...…
February 26, 2019
18,576 characters Today’s small businesses are learning how to run lean all of the time. This isn’t necessarily a new reality, but the tight economy of the past few years has certainly caused small business owners to be increasingly aware of every dime they spend and every one they bring in. Both of these...…
February 26, 2019
Income statements and balance sheets. These basics of financial reporting have been around for what seems like forever, so why change your tool for producing these now? That’s an easy question to answer, actually — new demands by business for better information and advances in technology make change possible. Consider the case of FRx, a...…
February 26, 2019
9826 As you prepare for the coming tax season, now is a great time to look at the “health” of your clients’ QuickBooks files. At The Sleeter Group, we’ve always encouraged consultants to perform quarterly data file analysis engagements to make sure client-entered data is clean so the financial statements and business management reports are...…
February 26, 2019
2955 I suspect the majority of you have never heard of the small business accounting application called Sage Simply Accounting (Simply). Next year will mark the 25th anniversary of this application. So why is it that so many have not heard of it? The application has primarily been promoted in the Canadian market, where it...…
February 26, 2019
Characters 6139 800-PFX-9998 www.CCHGroup.com CCH’s ProSystem fx Engagement is designed to be used as an integrated part of the vendor’s comprehensive suite of professional accounting, tax and practice management systems, providing advanced workflow tools, collaboration capabilities, automation of tasking, integration with external programs and strong oversight for audit managers. The system includes the core features...…
February 26, 2019
Characters 8192 AuditConfirmations LLC www.auditconfirmations.com AuditConfirmations offers an electronic bank confirmation (deposit and loan accounts) process targeted specifically to tax and accounting firms. AuditConfirmations allows firms to electronically submit bank confirmations to any bank using the bank’s contact name and email address. The process works by having the auditor create an audit confirmation request, which...…
February 26, 2019
characters 6139 800-267-1317 www.caseware.com The Working Papers system from CaseWare is an engagement management system that offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration, folder lockdowns and roll-forwards. The system includes full reporting options; integration with third-party accounting, tax, productivity and research tools; and is both GAAP and IFRS...…