Isaac M. O'Bannon

Managing Editor

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

March 9, 2012 

2012 Review of Thomson Reuters – ONESOURCE Indirect Tax, Sales & Use Tax & VAT/GST

Thomson Reuters – ONESOURCE Indirect Tax, Sales & Use Tax & VAT/GST http://ONESOURCE.ThomsonReuters.com/indirect-tax 888-885-0206   Best Fit: Mid-sized and larger enterprises with sales tax liability across numerous jurisdictions seeking an integrated sales tax rate utility. Organizations who need options for automating the entire end-to-end indirect tax determination, reporting, and compliance filing and remittance functions.  ...…

Isaac M. O'Bannon

March 9, 2012 

2012 Review of Avalara – AvaTax Calc

Avalara – AvaTax Calcwww.Avalara.com877-780-4848 More about this product is at: www.avalara.com/products/avatax Best Fit:Businesses with sales tax reporting obligations across multiple jurisdictions throughout the U.S. and Canada. AvaTax also supports those businesses that have overseas subsidiaries with single country VAT requirements, and offers transaction processing in over 50 countries, with plans to expand on this capability...…

Isaac M. O'Bannon

March 9, 2012 

2012 Review of TrustFile Sales & Use Tax

TrustFile, an Avalara Company – TrustFile Sales & Use Tax www.TrustFile.com 877-222-0187   Best Fit: Accounting firms or businesses with transactional tax reporting obligations to multiple states, with built-in e-filing capabilities for 12 supported states.   Strengths: Easy to use and learn Built-in e-filing and online tracking/acknowledgements Ability to produce PDF copies for digital storage...…

Isaac M. O'Bannon

March 8, 2012 

2012 Review of CCH CorpSystem Sales Tax SaaS PRO

CCH, a Wolters Kluwer business – CCH CorpSystem Sales Tax SaaS PRO – 6995 www.salestax.com 866-513-CORP   Best Fit: Firms or managers overseeing the transaction tax needs and compliance of multiple businesses and who want rates integrated live into the business’ accounting systems. The system is also suited to those with increasingly complex reporting requirements...…

Isaac M. O'Bannon

March 8, 2012 

2012 Review of BNA Software – BNA Sales & Use Tax Forms & Rates

BNA Software – BNA Sales & Use Tax Forms & Rates – 6406www.BNAsoftware.com800-424-2938 Best Fit:Preparers responsible for mid-sized and larger business sales tax and use tax filings who have broad reporting obligations across multiple, varied jurisdictions. The application also provides comprehensive rates tables which can be imported into many accounting systems. Strengths:• Comprehensive rate tables...…

Isaac M. O'Bannon

March 8, 2012 

2012 Review of Electronic Sales & Use Tax, Inc. – eFileSalesTax.com

Electronic Sales & Use Tax, Inc. – eFileSalesTax.com – 6036 www.efilesalestax.com 877-584-2309   Best Fit: Accounting professionals responsible for businesses with sales and use tax filing requirements in California, Florida, Illinois, or Colorado seeking an e-file solution.   Strengths: User-friendly web-based system with multi-client management tools. E-filing of returns to each of these states Bilingual...…

Isaac M. O'Bannon

March 8, 2012 

2012 Review of CFS Tax Software, Inc. – CA & NY Sales Tax Preparer

CFS Tax Software, Inc. – CA and NY Sales Tax Preparer   – 6399 www.taxtools.com 800-343-1157     Best Fit: Preparers responsible for small and mid-sized businesses with multiple locations and reporting requirements in California or New York. Strengths: Very easy to use, and includes automatic system updates Built-in e-filing and payments to California Reports, forms,...…

Isaac M. O'Bannon

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Contributors

Amy Vetter

Amy Vetter

CPA, CITP, CGMA

Becky Livingston

Becky Livingston

Accounting & AI Marketing Consultant

Brian Tankersley

Brian Tankersley

CPA, CITP, CGMA

Garrett Wagner

Garrett Wagner

CPA, CITP, CEO and Founder of C3 Evolution Group

Jim Boomer (WB)

Jim Boomer

CPA, CITP, CEO

Ken Berry, JD

Ken Berry, JD

CPA Practice Advisor Tax Correspondent

Kristy Short, Ed.D.

Kristy Short, Ed.D.

Accounting Content Specialist

Mary Girsch-Bock

Mary Girsch-Bock

Contributing Writer

Kepczyk 2019 5c6da0647d129

Roman Kepczyk

CPA, CITP, CGMA

Steve Saah

Steve Saah

Executive Director, Robert Half