Isaac M. O'Bannon

November 2, 2011 

800-681-1750; www.taxwise.com 800-681-1752; www.atxinc.com   2011 Overall Rating 4.25   Best Fit Small to medium sized firms that are looking for an easy-to-use asset management system that provides flexible reporting for clients with evolving asset management needs, including multi-departmental and geographical locations. Strengths Easy to use Supports all common depreciation methods Customizable reporting, including output...…

Isaac M. O'Bannon

November 2, 2011 

800-368-2405 www.sagefas.com   2011 Overall Rating 4.75   Best Fit Mid-sized or larger organizations, or professional firms managing the assets of such entities, who have increasingly complex asset depreciation needs and departmental management requirements. Strengths Excellent customization & assistive features Global edit capabilities Support for all asset types & disposal needs Strong reporting options &...…

Isaac M. O'Bannon

November 2, 2011 

800-966-7797 www.moneysoft.com Best Fit Fixed Asset Pro is best suited to medium to large organizations or firms managing their assets and who have asset management strategies of moderate complexity. Strengths Excellent data import & export capabilities Robust reporting & customization Ability to manage any number of entities & assets Potential Limitations No integrated RFID or...…

Isaac M. O'Bannon

November 2, 2011 

800-968-8900 CS.ThomsonReuters.com    2011 Overall Rating 5   Best Fit Firms serving multiple clients with moderate to complex asset bases and depreciation needs, particularly those firms using other programs in the CS Professional Suite. Strengths Mass edits across groups, departments & global User-friendly wizards for many tasks Simplified splits, disposals & consolidations Good user customization...…

Isaac M. O'Bannon

November 2, 2011 

800-PFX-9998 www.tax.cchgroup.com    2011 Overall Rating 4.75   Best Fit Firms with clients whose asset bases are large or complex, or potentially distributed across multiple geographical locations, particularly those using other components of the ProSystem fx Suite. Strengths Comprehensive capabilities for all depreciation methods & treatments Wizards for performing mass asset life events such as...…

Isaac M. O'Bannon

October 28, 2011 

If you’re reading this review, then you have more than a passing interest in fixed assets … if such a thing is possible. After all, in the glamorous world of tax and accounting, few things may inspire more eye rolls from clients than talking about effective depreciation strategies and methods such as MACRS, ACRS, straight-line,…

Isaac M. O'Bannon

October 27, 2011 

It’s November, and hopefully your clients are doing what they can to mitigate tax liabilities by the end of the year. If not, they may end up suffering from: Intaxication: A condition of confusion, denial and frustration brought on by attempting to understand the tax code. Symptoms can include insomnia, headaches, nausea, rage and depression....…

Isaac M. O'Bannon

October 18, 2011 

From Geeky to Chic, A Gadget for Everyone on Your List!

Isaac M. O'Bannon

October 11, 2011 

Every year around this time I receive a variety of demo gadgets and information on technologies that span the spectrum of being useful for business, as well as those geared toward personal entertainment, hobbies and sometimes just peculiar things. I include them in our annual Holiday Gift Guide, which runs in our December issue and...…

Isaac M. O'Bannon

October 10, 2011 

How optimism and remote technologies paved the way to one firm's success. The accounting profession has often been stereotyped as curmudgeonly, grumpy, stodgy, and fiscally dour, and, well … there were probably good reasons for those descriptions at one time.

Isaac M. O'Bannon

October 6, 2011 

How good are you at searching for things online? Do you generally find what you need quickly, or does it sometimes take what seems like an eternity to finally realize success? Even worse, do you occasionally give up? If you’re not in the first group above, you have something in common with today’s college students....…

Isaac M. O'Bannon

October 6, 2011 

800-765-7777 www.lacertesoftware.com    2011 Overall Rating 4.5 Best Fit  Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System...…

Isaac M. O'Bannon