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
6486 800-PFX-9998 www.tax.cchgroup.com Designed for use by accounting and tax professionals, ProSystem fx Fixed Assets is a comprehensive tracking, management and reporting program that offers extensive depreciation calculation capabilities, projections, asset-life events and reporting. The program is part of the ProSystem fx Suite of professional applications, which includes integrated tax, write-up, trial balance, practice management,...…
February 26, 2019
2352 800-350-4720 www.aqubanc.com Cheque 21 System from Aqubanc, LLC is a system designed to optimize gift and donation processing. Designed to work with multiple nonprofit software systems such as Raiser’s Edge, DonorPerfect, Sage Fundraising 50, PledgeMaker and others, Cheque 21 allows larger nonprofits to easily process a large influx of donations. Aqubanc, LLC was formed...…
February 26, 2019
characters 3017 800-PFX-9998 www.CCHGroup.com The ProSystem fx Trial Balance system can be used as a stand-alone trial balance program or used in conjunction with the ProSystem fx Suite of professional accounting and tax applications. The system offers import capabilities from most small and mid-sized business accounting programs, allowing users to easily work with data from...…
February 26, 2019
EngTBIntro0710.doc — 4368 By Isaac M. O’Bannon, Technology Editor Trial balance and audit engagement management programs share a few essential basics: creation of financials and client deliverables, account manipulation, consolidations, reporting, and analysis. After these areas, however, trial balance usually stops and engagement systems are just beginning, and the two types of systems very rarely...…
February 26, 2019
As I write this column, spring is upon us. And almost in sync with signs the economy is starting to improve, the blossoms are opening up. This season of rebirth is a signal to start revving your engines to take advantage of both these positive events. We can’t offer much help on the green thumb...…
February 26, 2019
5851 characters One of the topics in this issue is innovation, and one thing I have learned about innovation is that it is easier and more successful when you are embracing change. Either you are affected by change or you can effect change. Every day, we have a choice, and my suggestion is to...…
February 26, 2019
7373 I have spent a lot of time looking at dashboards lately. See, I’ve been test driving new cars to see what might replace my 10-year old van now that carpool days are behind me. Car makers give us dashboards in a variety of colors and layouts, and each seems to have one or two...…
February 26, 2019
RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…
February 26, 2019
8110 characters In columns last month (July 2010), Executive Editor Darren Root, CPA.CITP, and I wrote about Apple’s new iPad (Darren’s July column is available at www.cpata.com/go/2841; my July column is at www.cpata.com/go/2843). Darren has long been a proponent of Apple technologies as reliable, quality products, while I’ve long been an Apple critic, pointing out...…
February 26, 2019
Characters 7258 800-888-6894 www.etek.net eTEK for Microsoft Office is a financial/job costing software product ideal for construction companies looking to step up from off-the-shelf products. Designed to be highly functional as well as scalable, eTEK offers solid features and an easy-to-use interface that has been designed for functionality and efficiency. Basic System Functions When eTEK...…
February 26, 2019
Characters 7105 877-683-3280 www.intuit.com Used by millions worldwide, QuickBooks has expanded its hold on the small business industry by introducing the “Choose an Edition” option, which allows users to choose from seven different industry types when installing the software. This provides users with the ability to access the correct chart of accounts and feature headings....…
February 26, 2019
6738 Every distribution company that’s enjoyed success will tell you their fortune is based on the balance of the three points of the distributor triangle: 1. Inventory – Know what you need to manage the cost of carrying inventory in the warehouse while staying responsive to customer needs. 2. Customers – Build loyalty by having...…