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
November 16, 2011
Alongside professional tax preparation, write-up has long been a cornerstone client service for many full-service accounting firms, providing monthly, quarterly and annual engagements that equate to a fiscal checkup for client businesses. The core elements of account reconciliation, fixing improperly posted transactions and preparation of financial statements are critical to these entities truly knowing their…
August 12, 2011
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.75 Best Fit Accounting firms who use the Accounting CS application to work with clients on payroll and bookkeeping, as well as accounting professionals who use other CS Professional Suite tools for accounting, tax or document management. Strengths Uses combination of SaaS & hosted technologies to facilitate collaboration...…
August 12, 2011
ATX: 888-455-0183; www.atxinc.com TaxWise: 888-455-0182; www.taxwise.com 2011 Overall Rating 4 Best Fit Accounting firms and small companies who need a live and after-the-fact payroll preparation tool designed to work with the ATX and CCH write up solutions, as well as firms who are using ProSystem fx Practice Management, or need check in/checkout...…
August 4, 2011
800-237-8435 www.CertiflexDimension.com 2011 Overall Rating 4.75 Best Fit: Firms managing clients with high transaction volumes and multi-level company structures. Strengths: Good interface customization Strong reporting & financials options Broad set of core modules Broad reporting & financials generation Potential Limitations: Moderate reporting customization Module-based pricing Summary & Pricing CertiflexDimension Write-Up and the related modules...…
August 4, 2011
800-292-2962 www.cyma.com 2011 Overall Rating 4.75 Best Fit: Professional firms managing complex clients with multiple locations or subsidiaries, as well as nonprofit and grant-based organizations. Strengths: Exceptional customization options Comprehensive module options with strong integration Output to many formats Broad reporting & financials generation Potential Limitations: Module-based pricing No client portals Summary &...…
August 4, 2011
TaxWise:888-455-0182; www.taxwise.com ATX: 888-455-0183; www.atxinc.com 2011 Overall Rating 4.25 Best Fit: Firms using the ATX or TaxWise tax and workflow products who want an easy-to-use write-up package with after-the-fact payroll reporting, financials generation and optional live payroll are a match with Client Accounting Suite. CCH ProSystem fx Tax and Practice Management users are supported...…
August 3, 2011
Over the past several years, some accounting technologists have come close to announcing the demise of client write-up (or at least the significant decline in its necessity and profitability for professional accountants).
August 3, 2011
561-995-1477 www.axpert.com 2011 Overall Rating 4.25 Best Fit: Firms managing small to mid-sized enterprises, and those with multiple locations. Strengths: Doesn’t require monthly closings Run reports across multiple years, any time periods Broad reporting & financials customization Strong support for multi-location entities Potential Limitations: No bank statement import function (although import is available from...…
August 2, 2011
800-968-8900 www.CS.ThomsonReuters.com 2011 Overall Rating 5 Best Fit: Firms looking for a central write-up and trial balance system as part of a suite of integrated tax and practice management systems for managing workflow across all engagements. Strengths: Excellent integration Comprehensive reporting & financials Broad payroll compliance with state & some local support Client-side...…
August 2, 2011
888-999-1366 www.AccountantsWorld.com/AR 2011 Overall Rating 4.75 Best Fit: Firms who want to bring both their practice and their clients onto a web-based accounting system that gives the firm greater control over data and the ability to monitor and control what their clients can do with their collaborative bookkeeping system. Strengths: Simple navigation &...…
August 2, 2011
800-267-8379 www.accountant.intuit.com 2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement...…
