Review

CCH Axcess Portal https://taxna.wolterskluwer.com  From the 2020 reviews of client portals for accounting firms. CCH Axcess Portal is a cloud-based file sharing system best-suited to firms using CCH Axcess Document as the tight integration means these solutions function like one streamlined application. The system also integrates with other components of the Wolters Kluwer professional accounting […]

Citrix ShareFile www.sharefile.com From the 2020 reviews of client portals for accounting firms. Citrix ShareFile provides document management and client portal functions for professional firms and can be scaled to meet the needs of most sized entities. The system also offers integrated email, and file syncing functions that enable working while not connected to the […]

SmartVault www.smartvault.com From the 2020 reviews of client portals for accounting firms. SmartVault is a file-sharing and document management system designed for accounting firms and their clients. The system is geared toward firms of 5-to-50 staff, supporting the transfer of all file types, with a focus on accounting, tax and payroll documents. The system integrates […]

Intuit Online Payroll for Accountants Intuit Acountants.intuit.com From the 2020 reviews of professional payroll systems. Intuit Online Payroll for Accounting Professionals is designed specifically for accounting firms that are interested in offering payroll and related services to clients not currently using QuickBooks applications. For QuickBooks clients, firms can choose to use QuickBooks Online Payroll. Intuit […]

Crest Payroll Payroll Logix Inc. 888-400-1613 crestpayroll.com From the 2020 reviews of professional payroll systems. Acquired by Payroll Logix Inc. in 2018, Crest Payroll is designed for accounting professionals that currently or plan to offer payroll services to their clients. A cloud-based payroll solution, Crest Payroll can be used on a variety of common web […]

OnPay www.onpay.com 877-328-6505 From the 2020 reviews of professional payroll systems. OnPay is a cloud-based payroll application well-suited for small businesses, although the product is fully equipped to run payroll for up to 500 employees.  OnPay also offers partner pricing for accountants, with free payroll available for the firm, and discounts increasing as additional clients […]

Gusto www.Gusto.com 800-936-0383 From the 2020 reviews of professional payroll systems. Gusto is a cloud-based payroll application designed for small businesses, though the application is also suitable for accounting firms offering payroll services to clients. Gusto can be accessed from all devices including desktop and workstation computers, laptops, smart phones, and tablets. Along with full […]

CheckMark Payroll https://checkmark.com 800-444-9922 From the 2020 reviews of professional payroll systems. CheckMark Payroll is part of CheckMark’s suite of accounting and payroll applications currently available to U.S. and Canadian companies. CheckMark applications work on both Windows and Mac operating systems and is designed to be deployed on-premise. Though CheckMark Payroll integrates with other CheckMark […]