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8am™ CPACharge

August 19, 2025 

8am™ CPACharge

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...

Wolters Kluwer logo e1421098525337 1  5727efc412274

August 27, 2018 

2018 Review of CCH ProSystem fx Tax

CCH ProSystem fx Tax from Wolters Kluwer Tax & Accounting is part of the CCH ProSystem fx Suite. Designed as an on-premise solution, CCH ProSystem fx Tax can be installed on desktop and network systems. Well-suited for accounting firms of all sizes ...

Mary Girsch-Bock

CCH_Axcess_Platform_Wheel

August 27, 2018 

2018 Review of CCH Axcess Tax

CCH Axcess Tax from Wolters Kluwer Tax & Accounting is best suited mid-sized and larger full-service firms, as well as corporate tax offices that prepare more complicated tax returns. Completely cloud-based, CCH Axcess Tax is a modular system, and ...

Mary Girsch-Bock

746310622438129822 582090930312728570 mytaxpreapoffice logo full full 1  597e6e6b88f5a

August 27, 2018 

2018 Review of MyTAXPrepOffice

One of the best features of MyTAXPrepOffice is the colorful, fully customizable user dashboard that displays return data, a to-do list, a summary of e-filed returns and a list of rejected returns, with users able to choose the information that ...

Mary Girsch-Bock

BloombergTax 5a6f2efbf2d62

August 27, 2018 

2018 Review of Bloomberg Tax 706 Preparer

Bloomberg Tax offers a variety of tools and resources designed for tax professionals that need to process estate and gift tax returns for their high-net worth clients. Bloomberg Tax currently offers two applications; Estate and Gift Tax 706 Preparer ...

Mary Girsch-Bock

2018 SurePrep Logo 5b858829593b3

August 27, 2018 

2018 Review of TaxCaddy from SurePrep

TaxCaddy from SurePrep is designed to simplify the collection of necessary tax documents. CPAs can simply invite their clients to set up a free account on TaxCaddy. The client account is not perpetually linked to the CPA firm, instead the client owns ...

Mary Girsch-Bock

taxslayer pro desktop 1  5b5b3ddabaef2

August 27, 2018 

2018 Review of TaxSlayer Pro

Tax Slayer Pro has been offering tax preparation software to accounting professionals for over 20 years. Best suited for small to mid-sized firms that prepare a fairly high number of returns, the product is available in three editions: Classic, ...

Mary Girsch-Bock

boxart proseries 1  5b633d0abd98b

August 27, 2018 

2018 Review of Intuit ProSeries

ProSeries Tax from Intuit is best suited for small to mid-sized accounting firms that primarily prepare individual 1040’s though the product does offer the option to process business returns as well. ProSeries Tax is available in two editions: Basic ...

Mary Girsch-Bock

taxact pro 5706b62e5c8b6

August 27, 2018 

2018 Review of TaxAct Professional Edition

TaxAct Professional Edition is well suited for small to mid-sized firms and tax preparers that handle a high number of 1040 forms. Previously geared towards individuals, TaxAct Professional now offers a variety of options for both 1040 and business ...

Mary Girsch-Bock

thomson_10296414

August 27, 2018 

2018 Review of UltraTax CS

UltraTax CS is part of the CS Professional Suite of applications from Thomson Reuters. Best suited for large accounting firms, UltraTax CS can be used as a stand-alone application, but performs best when coupled with other CS Professional Suite ...

Mary Girsch-Bock

boxart lacerte 1  5b633c6645c7b

August 27, 2018 

2018 Review of Lacerte Tax – From Intuit

For tax year 2018, Lacerte Tax offers enhanced e-filing capability by adding more than 50 e-file return types including amended, extensions, and estimated payments for more than 15 states. The e-Organizer will also be included for unlimited tax ...

Mary Girsch-Bock