Brian Tankersley is a technology contributor for CPA Practice Advisor, and is a frequent speaker at national continuing education courses on auditing and technology, as well as a consultant, coach and instructor for K2 Enterprises.
June 28, 2013
SmartVault866-674-6785www.SmartVault.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to view images of documents linked to transactions. Strengths Secure and stable (99.9% uptime) document storage and file sharing which scales...…
June 28, 2013
Thomson Reuters – FileCabinet CS800.968.8900CS.ThomsonReuters.com From the Jully 2013 Review of Document Storage systems. Best Firm Fit FileCabinet CS from Thomson Reuters fits best within tax, accounting, and bookkeeping firms who use other components of the Thomson Reuters CS Professional Suite. Strengths Tight integration with other components of the Thomson Reuters CS Professional Suite of...…
June 28, 2013
Office Tools Professional Practice Management 2013661-794-2220www.officetoolspro.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Firms with 100 or fewer users who want to combine practice management, document management, workflow management, and CRM capabilities into a single, integrated application. This application is particularly useful for sharing client data within client service teams...…
June 28, 2013
AccountantsWorld CyberCabinet888.999.1366www.AccountantsWorld.com/CyberCabinet From the July 2013 Review of Document Storage systems. Best Firm Fit: CyberCabinet fits best for tax, accounting, bookkeeping, and payroll firms who use the other components of the AccountantsWorld PowerPractice System for client accounting, payroll, and practice management. As a cloud-based solution, the application also fits very well for “virtual” or multi-location...…
June 28, 2013
Thomson Reuters ONESOURCE Indirect Tax Global Software Suite888.885.0206 x1 Visit the website From the 2013 Review of Sales & Use Tax systems. Best Firm Fit: In-house corporate tax departments or tax consulting firms who outsource tax compliance for organizations of all sizes who are faced with simple to complex indirect tax needs. Also suited for...…
June 28, 2013
CFS Tax Software, Inc. — CA & NY Sales Tax Preparer800-343-1157www.taxtools.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Accounting professionals responsible for preparing sales tax returns for small and medium sized businesses with multiple locations in California or New York Strengths User interface is intuitive and easy to...…
June 28, 2013
TrustFile, an Avalara Company877-780-4848 www.avalara.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Businesses who would like to prepare and electronically file sales and use taxes in any or all of the 12 supported states. Firms and businesses who need sales tax, use tax, and VAT (GST/HST) forms for...…
June 28, 2013
Avalara — AvaTax877-780-4848www.avalara.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Businesses who must file sales tax, use tax, or VAT returns in multiple jurisdictions across the US, Canada, and over 70 other countries. Firms with clients who are subject to Streamline sales tax requirements (22 states) and want...…
June 28, 2013
Bloomberg BNA — BNA Sales & Use Tax Rates and Forms800-424-2938, option 3www.BNASoftware.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Firms who need a comprehensive source for nationwide sales tax rates and an exhaustive forms library. Strengths Rate tables include all US jurisdictions, and include functions to validate...…
June 28, 2013
CCH, a Wolters Kluwer Business —Sales Tax SaaS866.513.2677www.cchgroup.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Businesses or firms that need a sales tax calculation solution integrated into their live systems and an automated returns preparation tool with the option to outsource their tax return compliance work to CCH....…
May 27, 2013
This month’s mobile column features the CPA Practice Advisor app, as well as solutions for when your mobile device is “running on empty”.
May 6, 2013
Because different firms need different capabilities in their document storage and management systems, we typically break tools for working with documents into five separate review categories.
