Isaac M. O'Bannon is the managing editor and digital content manager for CPA Practice Advisor (www.CPAPracticeAdvisor.com), drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O'Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma's College of Engineering and other technology leaders. He is a U.S. Navy veteran. Email: isaac.obannon - @ - cpapracticeadvisor.com
December 18, 2012
SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs,...…
December 18, 2012
CCH a Wolters Kluwer business — ProSystem fx Scan 800-739-9998 CCHGroup.com Best Fit: Firms wanting to integrate automated workpaper and form preparation into the larger suite of tax and practice management programs in the ProSystem fx Suite. Strengths Optical character recognition (OCR) is streamlined and fast The AutoFlow Wizard feature helps provide data validation User...…
December 18, 2012
GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and...…
December 18, 2012
Thomson Reuters — Source Document Processing800-968-8900CS.ThomsonReuters.com Best Fit: Professionals using UltraTax CS and other programs in the CS Professional Suite, who want an integrated option for creating digital workpapers from client source documents and automatic population of returns from the data on those forms. Strengths Thorough integration with other programs in the CS Professional Suite...…
December 18, 2012
Day 4 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 18, 2012
Day 7 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 17, 2012
Day 8 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 16, 2012
Day 9 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 15, 2012
Day 10 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 14, 2012
Day 11 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 13, 2012
Day 12 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 12, 2012
Day 13 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
