December 21, 2015
2015 Review of Tax Research Systems
Taxation is no longer a once-a-year engagement, at least not for clients with more than a couple of W-2s and 1099s. Complex and high net worth clients require strategic tax planning, which in turn requires their professional to stay on top of changes ...
December 20, 2015
TaxWorkFlow Offers Comprehensive Practice Management Solution
Despite its name, the system is a powerful workflow system for all areas of an accounting firm’s practice, not just workflow. The system offers a myriad of functions for tracking client engagements status, managing those engagements for productivity ...
December 17, 2015
2015 Review of Time and Billing Systems
Even when billing on a flat-fee model, tracking staff time gives the management of a firm essential information on firm, including staff and group productivity, the appropriateness of the rates that are being charged, and which services are the most or le
December 13, 2015
Armanino Acquires S. California Accounting Firm
LCMT will become Armanino effective Jan. 1, 2016, and will keep its Woodland Hills, California office location at 5959 Topanga Canyon Blvd. #180. Clients will continue to work with the same partners and staff without disruption to service.
November 19, 2015
2015 Most Powerful Women in Accounting
Each year, CPA Practice Advisor recognizes women professionals who have had the most impact on the profession, whether through day-to-day client service as a partner or senior member of an accounting practice, or by mentoring and guiding others.
November 16, 2015
2015 Review of Intuit Lacerte and ProSeries Scan and Import
Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...
November 16, 2015
2015 Review of CCH ProSystem fx Scan with AutoFlow Technology
ProSystem fx Scan is a tax document automation system that offers optical character recognition (OCR) functions for identifying scanned-in tax forms and extracting data from the forms. It can be used as an integrated part of CCH’s ProSystem fx Suite ...
November 16, 2015
2015 Review of GruntWorx Organize, Populate and Trades
GruntWorx offers a completely web-based tax automation solution that helps firms create an editable and annotatable PDF tax binder out of their client’s scanned-in paper source documents.
November 16, 2015
2015 Review of SurePrep 1040SCAN
SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
