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
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...…
March 8, 2012
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...…
March 8, 2012
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...…
March 8, 2012
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...…
March 8, 2012
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,...…
March 6, 2012
1st Global, a financial advisory services firm focusign on growth strategies for accounting practices, adds interactive, in-depth wealth management and business-building opportunities to website.
February 26, 2012
The March digital issue is here, allowing you to read all of the articles in a magazine-style digital format that lets you easily jump to articles and share with friends.
February 23, 2012
Which jobs keep people away from the ZZZs the most? According to a new survey, tax and accounting pros aren't even in the top 10.
February 23, 2012
Just as many small and mid-sized firms find success in concentrating on specific industry segments like construction, medical practices or franchisees, large accounting practices generally do the same, with numerous specialty groups that focus on even more varied industry areas. For example, Baker Tilly Virchow Krause, LLP (Baker Tilly) has a strong presence in, and...…
February 22, 2012
Professional Services Marketing 3.0, with an introduction by Michelle Golden, provides a view of the evolution of marketing for professionals since 1977.
February 17, 2012
“Every person who prepares returns for other taxpayers (including CPAs) is now required to have a PTIN, and to update it each year.”
February 15, 2012
Feature lets users stay in Outlook while securely sharing and managing files.
