Isaac M. O'Bannon

September 14, 2011 

800-375-9542 www.ATXinc.com  www.TaxWise.com    2011 Overall Rating 4.5 Best Fit Small and mid-sized tax and accounting practices seeking to broaden their client services by offering year-end compliance, particularly those using solutions from CCH Small Firm Services for tax preparation and write-up. Strengths Integration with professional tax package. Strong federal & state support, including e-filing. Library...…

Isaac M. O'Bannon

September 12, 2011 

361-884-1500 www.wagefiling.com Small businesses are often the ones least prepared for the challenges of tax season, especially when they find out that it actually starts in January with preparation of last year’s W-2s and 1099s. With good financial management and advice from a great accountant, they can be better prepared. But if they only have...…

Isaac M. O'Bannon

September 12, 2011 

7 Things to Consider for Year-End Reporting

Isaac M. O'Bannon

September 12, 2011 

800-264-3155 www.W21099.com    2011 Overall Rating 4.75 Best Fit Professional practices with large client rosters for whom they provide year-end reporting. Strengths Excellent multi-client management functionality. Comprehensive state, federal & local form support. Multiple batch filing & printing options. Good integration capabilities. Barcoding of W-2s & SSN masking. Automated, free web-based data backup. Potential Limitations...…

Isaac M. O'Bannon

September 12, 2011 

800-888-5803 www.tenenz   2011 Overall Rating 4.25 Best Fit Small practices managing year-end compliance processes for multiple small businesses. Strengths Easy interface & data entry. Free e-filing. Good forms support. Inexpensive. Potential Limitations Limited import options & does not export. No built-in invoicing functionality. Minimal online support, but live support is free.   Summary &...…

Isaac M. O'Bannon

September 9, 2011 

800-536-1099 www.1099-etc.com    2011 Overall Rating 4.5 Best Fit Accounting practices performing after-the-fact payroll, quarterly and year-end information reporting for multiple clients. Strengths Excellent interface, client management screens. Extensive federal, state & local forms library along with e-filing. Option for outsourcing printing & mailing of all recipient copies. Imports from outside accounting & other programs...…

Isaac M. O'Bannon

September 9, 2011 

888-IDMS-inc (436-7462) www.IDMSinc.com    2011 Overall Rating 4.5 Best Fit Professionals with multiple mid- to large-sized clients managing year-end compliance and ATF payroll for multiple entities. Strengths Multiple data-entry views, management dashboards. Good managerial reporting options, output formats. Print & mail outsourced service. Strong Help utility & assistive features. Built-in document management with secure emailing....…

Isaac M. O'Bannon

September 9, 2011 

866-440-5471 www.SpokaneComputer.com    2011 Overall Rating 4.25 Best Fit Practices seeking a simple system for managing multiple clients, with support for all federal and state year-end compliance requirements. Strengths Intuitive interface, client management screens. Import from Microsoft Excel, QuickBooks, Sage Peachtree & text files. Multiple file output options. Print/mail service bureau option. Potential Limitations No...…

Isaac M. O'Bannon

September 9, 2011 

866-999-1366 www.AccountantsWorld.com    2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance and ATF payroll for multiple entities. Strengths Strong multi-client views, dashboards. Web-based system provides remote access. Integration with larger web-based suite. Comprehensive forms support. Electronic filing of federal and state quarterly forms, W-2 and 1099   Potential Limitations No built-in invoicing functionality,...…

Isaac M. O'Bannon

September 9, 2011 

805-504-1366 www.magtax.com   2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance for multiple businesses, with built-in electronic filing for federal and supported states. Strengths Comprehensive forms, reporting capabilities. Output to various file formats. Excellent QuickBooks integration. Strong Help utility/assistive features. Potential Limitations No built-in invoicing functionality. Does not provide 940-series forms.   Summary...…

Isaac M. O'Bannon

September 9, 2011 

480-460-9311 www.1099fire.com   2011 Overall Rating 4 Best Fit Small and mid-sized businesses; for in-house use, although it does support multiple EINs. Strengths Multiple options for print, e-filing, various forms. Good multi-staff access capabilities. Outsourced print/mail service option. Potential Limitations Basic multi-client management utilities. Limited built-in help functionality.   Summary & Pricing The 1099 Fire...…

Isaac M. O'Bannon

September 8, 2011 

888-746-0440 www.FormMagic.com    2011 Overall Rating 4.5 Best Fit Accounting firms with large client bases, with varied import/integration needs. Strengths Strong multi-client management tools. Multi-user level security. Multiple data entry options. Built-in diagnostics. Potential Limitations Limited local forms. Lacks client billing/invoicing center. Summary & Pricing Tax-Mate provides a comprehensive 1099 and W-2 solution, with strong...…

Isaac M. O'Bannon