December 20, 2012
35 days of tech gift ideas: Day 5: Cool in the pool, a waterproof speaker and speakerphone
Day 5 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 19, 2012
2013 Readers Choice Awards: The Votes are In
Technology has changed rather dramatically since we started the Readers Choice Awards seven years ago, and certainly since this publication was initially started in 1991. Perhaps not as dramatic as the invention of the printing press, but when it comes to workflow processes and always-available access to personal and client data, there has been a...…
December 19, 2012
35 Days of tech gift ideas: Day 6: Keep your paperwork simple and neat
Day 6 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 18, 2012
A Taste for Success: A Florida Brewer and a CPA Get Craft Beer Going in Jacksonville
For Ben Davis, the calling is his love of beer. As the owner and head brewer of Intuition Ale Works (www.intuitionaleworks.com), he not only enjoys drinking the suds, but also brewing specialty craft beers.
December 18, 2012
2013 Review of Intuit Tax Import for Lacerte and ProSeries
Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports...…
December 18, 2012
State and local tax revenues up across U.S.
Summary of State and Local Government Tax Revenue: 3rd Quarter 2012
December 18, 2012
2013 Review of SurePrep — 1040SCAN Pro; 1040SCAN Organize
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
2013 Review of CCH ProSystem fx Scan
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
2013 Review of GruntWorx – Tax Document Automation
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
2013 Review of Thomson Reuters — Source Document Processing
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
35 days of gift ideas countdown: Day 4: The Perfect iPad Companion
Day 4 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
December 18, 2012
35 days of tech gift ideas: Day 7: Get Your BlackBerry fix in tablet format
Day 7 (counting down): Isaac continues his series of gadget gift ideas that will last through the 2012 holidays.
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
