February 26, 2019
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...…
February 26, 2019
February 26, 2019
February 26, 2019
February 13, 2015
February 13, 2015
January 28, 2013
CYMA Systems, Inc. – CYMA 13: Financial Management System800-292-2962www.cyma.com Best Fit: Accounting firms that offer write-up, payroll compliance and reconciliation services to mid-sized and larger business clients, particularly consolidated entities and those with multiple locations or subsidiaries. Businesses can also use the system in-house. Strengths Good customization options Support for consolidations of multi-division/location entities Good...…
January 28, 2013
Whatever you call internet-based programs (cloud, web-based, online systems), the technology is significantly changing many aspects of the modern practice and how firms offer services to clients. With tax prep, the changes are noticeable in the move to paperless engagements, online tax organizers, portals and tax research. Perhaps the next most noticeable change the technology...…
October 29, 2012
PC Software Accounting, Inc. – Client Write-Up800-237-9234www.pcsai.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: Professionals who want an installed, specialized write-up utility and who prefer a heads-down data entry approach. Also for firms using older systems looking for conversions into a new program. Strengths: Includes full GL, AP, AR and journals...…
October 29, 2012
Micronetics, Int’l. – Accounting Xpert Enterprise Edition561-995-1477www.axpert.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: The system is best-suited to firms managing mid-sized and larger enterprises, particularly those with multiple locations. Strengths: Supports consolidated and multi-division entities Reporting across any time period/years Good reporting and financials customization, export options Strong support for...…
October 29, 2012
AccountantsWorld – Accounting Relief888-999-1366www.AccountantsWorld.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: Professionals wanting to take both their firm and their clients to a cloud-based, always-accessible accounting system with which there is no need for data transfer, since both sides are always working with the same live data. Strengths Newly redesigned interfaces...…
October 29, 2012
Intuit, Inc. – QuickBooks Accountant 2013800-267-8379www.accountant.intuit.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: Firms of most sizes with clients using QuickBooks and who provide general write-up and reconciliation, along with other professional services. Strengths: Newly streamlined navigation and interface New batch and pasting of thousands of transactions Reporting options include PDF,...…
October 29, 2012
CYMA Systems, Inc. – CYMA 13: Financial Management System800-292-2962www.cyma.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: Professional firms offering write-up and reconciliation services to mid-sized and larger business clients, including consolidated entities and those with multiple locations or subsidiaries. The system can also be used in-house by such businesses. Strengths Extensive...…
October 29, 2012
How the Cloud is Affecting Client Write-Up It would be hard to miss the major shift that small businesses have made toward cloud accounting over the past few years. Although there have been totally web-based accounting and business management systems since about 1998-1999, when NetSuite and Intacct debuted, these solutions were primarily focused on mid-sized...…
October 23, 2012
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...…
October 23, 2012
7193 Unless you know me personally, you wouldn’t know that I’ve spent my entire professional career involved in creating accounting software for computer systems. In some cases, I have written the software; in some cases I have designed the software. And in many other cases, I have advised developers on strategies. I have taught CPE...…
August 17, 2012
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...…
January 11, 2012
800-567-4500 www.pendock.com Accounting for Practitioners (AFP) is the trial balance and financial statement generation product within the Pendock Mallorn software lineup. Based on Excel, AFP is simple in function and ease of use, yet provides an abundant set of tools and calculations. AFP easily generates grouping schedules to aid in tax return preparation as well...…