Professionals on the Move is a round-up of recent promotions and hiring announcements in and around the accounting profession.

AICPA News is a round-up of recent announcements by the American Institute of CPAs and the Association of International Certified Professional Accountants.

Of the accountants who experienced burnout, 53% were at or above the average score with 24% of them reporting medium-high or high levels of burnout...

The AICPA is offering a revised code on conflicts that may arise, with expanded guidance for CPAs in public practice as well as those in private business.

Pros on the Move is a round-up of recent promotions and hires in the accounting and tax space. Withum names 16 new partners. Armanino welcomes new Denver partner.

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants.

Professionals on the Move is a round-up of recent new hire and staffing announcements in and around the accounting space.

It used to be that receiving a Form 1099-K was relatively rare. The form, technically known as Form 1099-K Payment Card and Third-Party Network Transactions was used to report payments received from various third-party resources. Prior to 2022, the monetary threshold to receive a 1099-K was $20,000, with 200 sales-related transactions required. Both requirements had to be fulfilled in order to receive a 1099-K.

Practice management is the heart and sole of an accounting firm, handling everything from initial client contact to managing workflow, to properly tracking hours and billing clients. When asked, here’s what respondents said were their biggest practice management challenges in 2021.

Practice management is the heart and sole of an accounting firm, handling everything from initial client contact to managing workflow, to properly tracking hours and billing clients. When asked, here’s what respondents said were their biggest practice ...

Whatever the outcome, both small business merchants, new gig workers, and accountants alike should be prepared for an influx of Form 1099-K in 2023.

Professionals on the Move is a round-up of recent staffing announcements and promotions in and around the tax and accounting space.

Though data analytics will be used more broadly in the future for everything from auditing to financial planning, mastering data analytics is still a work in progress. Before data analytics can be effectively used, partners and staff must develop the ...

Every time you swipe your credit card, use a loyalty card at your favorite store, or purchase an item online, your data is being collected. The amount of data collected daily is enormous and is provides nothing of value unless it is properly analyzed ...

Professionals on the Move is a round-up of recent promotions and new hires in and around the accounting profession.

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants.

One of the more interesting results was that 63% of firms that responded indicated that they were using an external cloud provider to host their applications, up from 51% in 2020. These survey results indicate that firms have continued to move away ...

In today’s world, where everything and anything can be found on the internet, even if your current clients are talking up your firm to their friends and colleagues, chances are that before those prospects shoot you an email or pick up the ...

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants.

Professionals on the Move is a round-up of recent promotions and hiring announcements in and around the tax and accounting profession.

Because AI can be a useful solution for accounting firms struggling with increasing amounts of data, using AI can significantly reduce the amount of time spent on tedious tasks, allowing staff to focus on areas that require their expertise, such as ...

A mainstay in larger firms, there’s plenty of reasons to use a practice management system in smaller firms as well. Designed to streamline workflow, practice management systems can also help you better serve your clients, including making it easier ...

Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.

Professionals on the Move is a round-up of recent promotions and hiring announcements around the profession.

AICPA News is a round-up of recent announcements from the Association.

Finding and retaining staff members can pose a challenge for even the best accounting firms. Even prior to 2020s, worldwide pandemic, accounting firms were struggling to retain staff.

Unless you’re working in a silo, it requires a true team effort to effectively manage your accounting firm. One of the keys to a smooth-running CPA firm, like any business, depends largely on the people you invite into your firm.

Professionals on the Move is a round-up of recent promotions and staffing changes in and around the accounting profession.

There are a variety of tools on the market such as antivirus software and malware that can help protect your system from intrusion. But there are many other things you can do to ensure that your system remains secure and out of the hands of criminals.

Professionals on the Move is a round-up of recent hiring and promotion announcements in and around the tax and accounting profession.

AICPA News is a round-up of recent announcements from the American Institute of Certified Public Accountants and the Association of International Certified Professional Accountants.

Are you ready to grow your firm in 2022? There are several ways to do so, from adding more clients to offering additional services. While this list won’t tell you how to grow your firm or improve your existing services, it offers ...

Professionals on the Move is a round-up of recent promotions and hires at firms in the tax and accounting space.

AICPA News is a round-up of recent announcements from the association.

Professionals on the Move is a round-up of recent hiring and promotions in and around the accounting profession.

It may be easy to track credits that are reported in the same year, but many states require biannual or triannual reporting, making it even more important that CPE course documentation be managed properly. While there are some HR application that can ...

AICPA News is a round-up of recent announcements from the AICPA.

You can register for CPA Practice Advisor's free online CPE conference, Ensuring Success, at www.ensuringsuccess.com. Professionals can earn up to 14 hours of CPE during two days, choosing the courses and times they want.

Professionals on the Move is a round-up of recent hiring and promotion announcements in the profession.

Human capital management or HCM looks at your workforce differently. Instead of classifying employees as an expense, HCM views workers as an asset.

If you’ve ever done payroll for your own business or a client's, you’ll understand just how stressful the process can be. Employees are extremely proprietary about their paychecks and will notice the smallest discrepancy.

76% of accounting and finance leaders have stated that COVID-19 has accelerated the digital transformation of the accounts payable process.

Though the majority of businesses are still experiencing negative effects of the Coronavirus, some of the latest results are encouraging, with only 13% of respondents indicating that they need to obtain financial assistance or additional capital, down ...

AICPA News is a round-up of recent announcements from the American Institute of CPAs.

Sales tax management can be particularly confusing for businesses that sell merchandise in more than one tax jurisdiction, as is the case with most online sellers, who frequently sell in all fifty states, as well as in many global destinations.

AICPA News is a round-up of recent announcements from the association.

Like every other business sector, the accounting profession is rapidly changing. While some of these changes are a response to recent events, ever-changing technology is at the core of many of these accounting trends.

Before any of the other components can be examined, the control environment must first be established. The control environment examines the behavior of top management and their ability to implement the necessary controls, looking at everything from ...

Professionals on the move is a round-up of recent promotions and hires around the accounting space.

Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...

If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...

Professionals on the Move is a round-up of recent promotions, staffing changes, and achievements in the profession.

Professionals on the Move is a roundup of recent promotions and hires in and arround the accounting profession and technology providers that support the profession.

Aside from COVID-19, small business owners faced an additional set of challenges, with lack of capital (23%), employee recruitment and retention (19%, and marketing and advertising challenges (15%) topping the list.

To complicate matters, nonprofits that offer memberships are also tasked with tracking member status, invoicing members when their membership expires, while also maintaining an accurate list of all members, both current and expired.

Most Americans make the majority of their donations to charitable organizations at year end. But whether the donation is made in April or October, the same due diligence should be performed.

AICPA News is a round-up of recent announcements from the Association.

Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.

AICPA News is a round-up of recent announcements from the American Institute of CPAs.

Professionals on the Move is a round-up of recent promotions and staffing changes at accounting firms across the nation.

AICPA News is a round-up of recent announcements from the American Institute of CPAs.

We reviewed 11 W-2/1099 software applications, most of which are stand-alone applications designed to work with numerous software applications and operating platforms.

Keep your clients engaged and informed, and get your potential clients interested in your firm by creating a website that visitors will happily visit on a regular basis.

AICPA News is a roundup of recent announcements from the American Institute of CPAs.

Right Networks offers a growing range of solutions for small-to-medium accounting practices. Generally, they divide these into two camps for you to explore. One is their flagship QuickBooks Desktop hosting, offered under their ...

Avalara’s AvaTax is a cloud-based sales and use tax calculator that offers integration with popular retail and accounting software applications for easy, automated sales and use tax calculations. AvaTax is a good fit for businesses of any size as well...

CCH SureTax Calc from Wolters Kluwer is part of the SureTax suite of applications which along with SureTax Calc include SureTax ECM, SureTax Integration, SureTax Returns, and SureTax Rates & Rules. SureTax Calc can be used as a ...

CFS Tax Software Inc. offers sales tax software for accounting firms that need to calculate, print, and file sales tax returns for clients in California and/or New York. CFS Tax Software has been described as the first application that ...

TaxJar is best suited for businesses that actively sell products online, integrating with a number of popular e-commerce platforms along with third-party accounting applications. While best suited for businesses, TaxJar also offers a ...

Vertex Cloud Indirect Tax is an application that offers complete sales and use tax compliance. Designed for businesses of any size that have the desire to automate the entire sales and use tax process, Vertex Cloud Indirect Tax is best suited for ...

Today, sales and use tax automation is a necessity for any retailer of any size. It doesn’t matter if you’re selling from a single location in Chicago, or have locations across the U.S., you need something that will properly collect and ...

RUN Powered by ADP Payroll for Partners (RUN for Partners) is ADP’s white-labeled payroll processing and HR management solution designed for businesses with 1-49 employees. Interfacing with all the major accounting applications, it processes ...

Like everything else, payroll processing has changed. Years ago, payroll services were mainly used by larger companies, and affordable options were not readily available for smaller businesses. But the products on the market today are suitable for ...

In this issue of CPA Practice Advisor, we reviewed both document storage and document management systems, with a features chart included with the review.

AICPA News is a round-up of recent announcements from the association.

The tax document automation products reviewed in this issue vary, with some better suited to larger firms, while others work better for smaller firms processing fewer returns.

Point of sale applications vary tremendously, with some best suited for smaller retail businesses such as gift shops, while others are designed for larger stores with numerous locations.

Designed to be user-friendly and cloud-accessible in most cases, these applications no longer require expensive hardware and even non-accountants will find it easy to enter financial transactions and run reports.

Every year, accountants and CPAs are tasked with keeping track of all of the changes to tax laws. However, tax year 2019 brings with it its own set of challenges apart from the standard tax changes that are expected annually.

CCH ProSystem fx Tax from Wolters Kluwer is part of the CCH ProSystem fx Suite. Well-suited for accounting firms of any size, CCH ProSystem fx Tax offers both on-premise and online deployment and offers a long list of tax modules including Individual ...

ProConnect Tax Online is best suited for smaller firms that process fewer than 300 tax forms per year. ProConnect Tax Online supports both individual and business returns through an online platform that can be accessed from PCs, Macs, and ...

CCH Axcess Tax from Wolters Kluwer is best suited for small to mid-sized accounting firms, but is also suitable for use in corporate tax departments. CCH Axcess Tax is designed for more complex tax returns, and ...

MyTAXPrepOffice from Advanced Tax Solutions is an excellent option for high-volume tax preparation firms. Designed more from a preparation standpoint, and less as a complete practice management tool, MyTAXPrepOffice is better suited to straightforward ret

ProSeries Tax from Intuit is best suited for small to mid-sized accounting firms that need to prepare both personal and business forms for clients. ProSeries Tax currently offers two plans: Basic, for firms that only prepare 1040 forms, and ...

Lacerte Tax from Intuit offers both individual and business tax preparation capability and is a good fit for accounting firms of all sizes. Lacerte handles a wide variety of return types and also offers complete integration with QuickBooks Accountant. Lac

Drake Tax from Drake Software is best suited for small to mid-sized accounting and CPA firms that are looking for a complete tax solution. A consistent winner of the CPA Practice Advisor’s Reader’s Choice Awards since 2004, Drake Software offers a ...

ATX from Wolters Kluwer is a tax compliance application that is best suited for small to mid-sized accounting firms that typically process uncomplicated returns. ATX currently offers multiple tax packages including Pay-Per-Return, 1040, MAX, Total Tax ...

TaxSlayer Pro is the professional version of the commercial product, TaxSlayer. TaxSlayer Pro offers on-premise and cloud accessible applications and is better suited for firms that prepare a high number of returns annually.

TaxAct Professional Edition is designed for accounting and tax professionals and is a good fit for small to mid-sized firms that prepare a high number of individual and business returns.

TaxWise Online from Wolters Kluwer is a scalable cloud-based tax compliance application well-suited for small to mid-sized firms that process federal and state individual forms for clients. For firms that process both individual and business returns ...

UltraTax CS from Thomson Reuters is part of the CS Professional Suite of applications. UltraTax CS is better suited to larger firms that process more than 250 tax returns annually.

GoSystem Tax RS from Thomson Reuters is part of the CS Professional Suite of applications. A good fit for larger accounting firms as well as corporate tax departments, GoSystem Tax RS is equipped to handle the complex corporate returns, life insurance ...

Xero Practice Manager is designed to be used by accounting firms in conjunction with their clients' use of Xero Online Accounting. Xero Practice Manager is cloud-based, with users able to access the application from any device at any time.

Thomson Reuters Practice CS is a standalone product that is suitable for accounting firms of all sizes, however this product is part of the Thomson Reuters CS Professional Suite and firms using other Thomson Reuters applications will see the ...

CCH Axcess Practice Management and ProSystem fx Suite’s Practice Management both from CCH Group are best suited for mid-sized or larger accounting firms that use other CCH applications.

Designed for accounting firms of any size, Canopy offers complete project management, time and billing, document management, and client management capability. Canopy is completely cloud-based, so users can access the application from anywhere at any time.

Empire Suite is a cloud-based application that offers several solutions: Empire TIME, Empire EXPENSE, Empire CALENDAR, Empire RESOURCE, and Empire TIME OFF. All products are designed to work together to create a robust management solution.

OfficeTools from AbacusNext offers two practice management solutions: OfficeTools Cloud and OfficeTools WorkSpace. OfficeTools Cloud combines CRM, project and due date tracking, time and billing, and document management into a single, cloud accessible ...

While traditional time and billing has been the backbone of most practice management applications, today, most practice management applications also include CRM, project management, and financial management modules as well, providing firms with ...

If you or your client is in the business of selling products, be sure that you’re managing one of your most important assets properly by investing in inventory management software today.

WASP Inventory Cloud from WASP Barcode Technologies is best suited for mid-size and larger retail businesses that are also looking for sales, purchasing, and production capability. WASP Inventory Cloud also offers an on-premise solution for those that ...

Zoho Inventory Management is part of Zoho’s suite of applications that are designed for small to mid-sized businesses. Zoho Inventory is cloud-based, and it includes an app for both iOS and Android devices.

inFlow Inventory is well-suited for retailers, distributors, and online merchants of any size. inFlow is available as a cloud application, although there is a basic version that can be installed on desktop systems if desired. inFlow is scalable, with ...

EZOfficeInventory offers online asset tracking and inventory management and is a good fit for businesses with a large number of internal assets or inventory that needs to be tracked. EZ Asset Inventory is not a good fit for retailers or online sellers.

Fishbowl Warehouse is an on-premise inventory management application that is designed to seamlessly integrate with QuickBooks Desktop, QuickBooks Online, and Xero, though it can also be used as a stand-alone inventory management application if desired.

Acctivate Inventory management software is designed to be used exclusively with QuickBooks Desktop and QuickBooks Online applications. Along with advanced inventory management capability, Acctivate also includes purchasing, customer service, and ...

Asset Panda is a cloud-based asset management application that is suitable for businesses of any size that have a high number of internal and company assets that need to be tracked and managed properly.

AdvancePro offers a long list of core features including General System Management, Inventory Management, Warehouse Management, Order Management, Product Information, Pricing Management, Vendor Management, Bar Coding, Report Intelligence, Multiple ...

Hourly is a time tracking and payroll app ideal for service businesses with multiple employees working in multiple locations. Though the application does track and pay both hourly and salaried employees, it is better suited for businesses that employ ...

It can be a challenge to find the software best suited for the nonprofit in question. That’s where features and functionality really come into play. For instance, a nonprofit that is supported mainly through grants will need a very different software ...

Delivered via the cloud, Xero offers three plans, with each plan providing more advanced features. Xero includes a default chart of accounts with limited customization capability, making it difficult for nonprofits that need to manage numerous fund ...

Although QuickBooks Online for Nonprofits is not a fund accounting application, users are able to create custom accounts to track funds or grants if desired by adding a sub-account number, which is the same process used if tracking department expenses.

AICPA News is a roundup of recent announcements from the association.

It’s not an exaggeration to state that accounting and other professional firms leave millions of dollars of billable time on the table each year due to inaccurate timekeeping mechanisms, lack of accurate tracking, or simply time spent that never ...

Today, many accounting firms have ramped up marketing programs for their firm, including a more prominent social media presence, more aggressive direct mail advertising, and increased email marketing campaigns hoping to drive new business to their firm.

While you may not be interested in implementing a complete CRM application in your firm right now, here are a couple of options to consider if you wish to get a better handle on managing your current clients.

Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.

Web visitors make snap judgements in under 5 seconds, and if your web design comes up wanting, it’s likely that your firm will as well. Remember, for many of your potential clients, their first impression of your firm will be via your website.

AICPA News is a roundup of recent announcements from the American Institute of Certified Public Accountants.

Whether you’re a small, local businesses, or a global enterprise, if you have employees, you need to process W-2s. This is typically completed through your payroll service, but if you handle payroll in-house, you are responsible for processing these ...

AICPA News is a roundup of recent announcements from the American Institute of Certified Public Accountants.

Professionals on the Move is a roundup of recent staffing and leadership changes at firms across the country.

Designed for accounting professionals, CCH Axcess Portal is a module in the CCH Axcess cloud software solution from Wolters Kluwer. CCH Axcess Portal can be used as a stand-alone portal, or used in conjunction with other CCH Axcess modules for a more ...

ImagineShare is a new client portal now offered by ImagineTime, a comprehensive Practice Management suite of applications well suited for both the accounting and the legal profession. In addition to ImagineShare, ImagineTime also includes time and ...

SmartVault offers branded client portals, along with online document storage and secure file sharing capability. Best suited for small to mid-sized businesses and accounting firms. SmartVault is particularly well suited for firms using QuickBooks ...

Citrix ShareFile is a comprehensive file sharing application well suited for any business, including accounting firms, that need to share documents with clients or customers. Along with file sharing capability, Citrix ShareFile also includes document ...

Cloud Cabinet from AccountantsWorld offers both document management capability as well as client portals. Well suited for small to mid-sized accounting firms, Cloud Cabinet can be used as a stand-alone document management and portal solution ...

Web portals can drastically reduce the time it takes to obtain documents from clients. Instead of waiting until a client faxes in or emails a document, firms can provide their clients with a list of documents required, which the client, in turn, can ...

For years, every other Friday, when paychecks were disbursed, co-workers would line up outside my office, thankfully not for me, but for our staff payroll person, whose office was down the hall from mine. It never failed, not a payday went by without ...

1099 Forms Filer/Payroll (AMS Payroll) from Advanced Micro Solutions is an add-on module that is designed to be used with W-2/1099 Forms Filer. The product can also be used with other AMS applications, but cannot be used as a stand-alone payroll ...

CheckMark Payroll is part of CheckMark’s suite of accounting and payroll applications that are offered to both U.S. and Canadian businesses. Working on both Windows and Mac operating systems, CheckMark Payroll is an on-premise payroll application ...

Designed for accounting professionals that wish to offer payroll services to clients, Crest Payroll offers a fixed monthly fee for each client that averages out to around $1.25 to $1.75 per employee, per month, based on the features subscribed to.

CenterPoint Payroll, from Red Wing Software, is available as an on-premise application or a cloud-based application. Both are identical, with users receiving the same selection of features no matter which deployment method is used.

Accounting CS Payroll from Thomson Reuters is part of the CS Professional Suite. Accounting CS Payroll is designed for accounting professionals that handle payroll processing for clients, and can be used as a stand-alone application, or in conjunction ...

Intuit Online Payroll for Accountants is designed specifically for accounting firms that are interested in offering payroll and related services to their clients. Intuit Online Payroll for Accountants can be used as a stand-alone payroll application ...

CYMA Payroll is a flexible payroll application well suited for small to mid-sized businesses with more than 25 employees. The application was originally designed to be used as an on-premise application, but it can also be hosted in the cloud if desired.

OnPay is an online payroll application designed for small businesses, though the product can run payroll for businesses with more than 500 employees. OnPay also offers partner pricing for accountants, with the discount increased as the number of ...

Gusto is a cloud-based payroll application that is best suited for small to mid-sized businesses. Gusto is also a good solution for accounting firms that offer payroll to clients. Gusto can be accessed from any type of device including desktop ...

Designated a Professional Service Organization (PEO), Justworks provides small businesses with a bundled product that includes payroll, compliance, HR, and benefits in a single application that is best suited for smaller businesses.

Denali Payroll is part of Cougar Mountain Denali, a suite of accounting and related applications. Denali Payroll is best suited for small to mid-sized businesses that already use or plan to use other Denali applications, though the product can also be ...

Paychex Flex from Paychex is an online payroll processing application from Paychex. Designed for flexibility, Paychex Flex is a good fit for small to mid-sized businesses as well as accounting professionals that are interested in offering payroll ...

Payroll Mate, from Real Business Solutions is an on-premise payroll solution well suited for small businesses as well as accounting firms. The standard version of Payroll Mate supports up to 10 companies, with a maximum of 75 employees per client ...

SurePayroll is designed for small to mid-sized businesses with fewer than 100 employees. The company also offers SurePayroll for Accountants, a good fit for accounting firms that are interested in offering payroll services to clients.

RUN by ADP includes tax tables for all 50 states, with all federal, state, and local taxes filed by RUN. This includes all compliance reporting, electronic filing, and tax remittance. Both W-2s and 1099s are processed in the application as well. RUN ...

Professionals on the Move is a round-up of recent promotions and hiring in the accounting profession.

AICPA News is a roundup of recent announcements and events related to the American Institute of CPAs.

How many times have you or your staff misplaced a document lately? Perhaps you were positive it was on your desk, but you suddenly realize it’s nowhere to be found. If you’re one of the lucky ones, you found the document in question later that day...

SmartVault offers secure online document storage, and is a good fit for businesses and accounting firms of any size. The product is scalable, with plans available for small to enterprise level users. Along with online document storage, SmartVault ...

OfficeTools WorkSpace Document Management System (DMS) is part of OfficeTools, a complete suite that combines CRM, project tracking, and time and billing into a single interface. Best suited for small to mid-sized firms that are seeking an ...

Like all AccountantsWorld applications, Cloud Cabinet is cloud-based, allowing staff to access and store documents from any location. The application supports all file formats including Microsoft Word, Excel, and PowerPoint, TXT files, QuickBooks ...

eFileCabinet is a document management solution well-suited for accounting firms of any size, with the application also suitable for a variety of business types including legal, healthcare, and property management. eFileCabinet offers both online/cloud ...

Drake Documents is part of Drake Tax, and is well suited for small to mid-sized accounting firms that currently use other Drake Software applications. Drake Documents is included in Drake Tax and is not offered as a separate document management ...

PSIsafe uses a variety of methods to store documents, including repositories and cabinets. Repositories in PSIsafe are typically categorized by department or by group and can be completely customized by users. Once a repository is created, users can ...

iChannel from Conarc is best suited for larger businesses that have complex document storage and management needs, including accounting and legal firms, contracting companies, and commercial real estate companies. iChannel offers various deployment ...

Designed for accounting firms of any size, Onvio Firm Management - Documents is part of Onvio Firm Management from Thomson Reuters. Along with document management, Onvio Firm Management also offers complete time and ...

Doc.It Suite is a powerful, scalable document management and storage application designed for accountants, and well suited for accounting firms of any size. Doc.It Suite includes a client portal, workflow tools, work binders, and a PDF editor. Doc.It ...

Specifically designed for accounting and tax professionals, GoFileRoom offers a variety of add-on modules designed to increase product functionality including FirmFlow, ScanFlow, TaxSort, and RecordsFlow.

FileCabinet CS uses an intuitive folder structure and includes a default folder structure which can be used immediately. Templates are also available to use for an individual client or across the board. A global filing structure can also be created in ...

Tax Document Automation capability can save accountants hours and hours of work. Imagine simply placing documents into a scanner and just scanning them. No need to worry about organizing the documents prior to scanning them.

A roundup of recent news from the AICPA.

Today’s point of sale systems have evolved immensely from those original cash registers, with touch screen monitors, scanning devices, and the ability to seamlessly accept debit and credit card anywhere now the norm.

Not every retail business is looking for a complete front office/back office point of sale application. Smaller businesses, as well as online sellers are frequently looking for an application that allows payment acceptance from anywhere, whether it be ...

The National Association of State Boards of Accountancy (NASBA) and the American Institute of CPAs (AICPA) are seeking public comment on proposed revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

A roundup of recent news from the AICPA.

CCH Axcess Tax from Wolters Kluwer is well-suited for small to mid-sized accounting firms as well as corporate tax departments that prepare complex tax returns. CCH Axcess Tax is completely cloud-based and offers mobile apps for both iOS and Android ...

CCH ProSystem fx Tax from Wolters Kluwer is part of the CCH ProSystem fx Suite, and is well suited for accounting firms of any size. CCH ProSystem fx Tax is available as an on-premise solution and is scalable, offering a long list of modules including ...

CCH Axcess Tax from Wolters Kluwer is well-suited for small to mid-sized accounting firms as well as corporate tax departments that prepare complex tax returns. CCH Axcess Tax is completely cloud-based and offers mobile apps for both iOS and Android ...

GoSystem Tax RS from Thomson Reuters is part of the CS Professional Suite of applications designed for accounting professionals and corporate tax departments alike. GoSystem Tax RS is well suited for firms preparing multitiered consolidated corporate ...

UltraTax CS from Thomson Reuters, is part of the CS Professional Suite of applications. UltraTax CS is well-suited for larger accounting firms that process both individual and complex business returns. UltraTax CS can be used as a stand-alone tax ...

MyTAXPrepOffice from Advanced Tax Solutions is a good fit for high-volume tax preparers that typically handle straight-forward returns. MyTAXPrepOffice offers unlimited federal and state filing capability, with unlimited e-filing included in all ...

TaxSlayer Pro has been offering tax preparation software to accounting professionals for more than two decades. TaxSlayer Pro is best suited for firms that prepare a high number of returns. The product is scalable, with three editions available...

ProConnect Tax Online is best suited for smaller firms that process less than 300 tax forms per year. ProConnect Tax Online supports both individual and business returns through an online platform that can be accessed from PCs, Macs, and smart phones ...

TaxWise from Wolters Kluwer, is a scalable tax compliance application well-suited for small to mid-sized firms that process a variety of client returns. TaxWise Desktop is designed to be installed on-site on a local workstation or network.

Bloomberg Tax Estate and Gift Tax 706 Preparer automates IRS Form 706 preparation, including amended returns. IRS forms and schedules supported in the application include IRS Form 706, Form 8971, and Forms 706-CE, 56, 712, 2848, 4768, 8275, 8275-R, ...

Estate and Gift Tax 709 Preparer from Bloomberg Tax automates the preparation of IRS Form 709, while also supporting IRS forms including Form 56, 712, 2350, 4868, 8821, 8822, 8275, 8275-R, and 8892.

Taxfyle is designed for both consumers and accounting firms; connecting consumers with tax professionals who will prepare and file their taxes on demand. Taxfyle is an excellent alternative to do-it-yourself tax applications that put the ...

Throughout the review process, we looked at numerous system features and functions including cloud/remote access, the ability to support multiple tax preparers simultaneously, e-filing availability, and the ability to import data from other applications.

ATX from Wolters Kluwer is a tax compliance application that is well suited for small to mid-sized accounting firms that typically file fairly uncomplicated returns. ATX also offers excellent tax law research capability that integrates with the core ...

A roundup of recent news from the AICPA. The American Institute of CPAs (AICPA) issued a formal thank you to both the U.S. Treasury and the IRS for providing taxpayers with more extensive relief from penalties associated with underpayment of ...

WASP Inventory Cloud offers an intuitive user interface that is designed to integrate with other WASP applications. Users can easily add a new product in WASP Inventory Cloud manually, assigning a unique number to each product, or have a number ...

Zoho Inventory Management is a cloud-based inventory control application that is part of Zoho’s suite of applications designed for small to mid-sized businesses. Zoho Inventory allows users to centralize inventory, a great option for those with both ...

inFlow Inventory is best suited for small to mid-sized retailers and online merchants, as well as product distributors. inFlow is available as a cloud application or can be installed on-premise if desired. inFlow also offers iPhone and Android apps ...

Fishbowl Warehouse is a scalable warehouse/manufacturing application that is well suited for mid-sized to larger retail businesses, and online merchants. Along with the core Warehouse and Manufacturing applications, Fishbowl also offers a variety of ...

EZOfficeInventory is an online asset tracking and inventory management application that is designed for businesses that have a large number of assets or internal inventory that needs to be tracked. Not well-suited for retail businesses or online ...

Asset Panda is a flexible online asset management tracking program best suited for businesses that have a variety of asset types that need to be managed. Asset Panda also offers easy mobile capability and is compatible with iPhone, iPad, and Android ...

Advance Pro Supply Chain Management is best suited for mid-sized to larger manufacturing, distribution, and wholesale businesses, though the product can be used in retail businesses as well. Advance Pro offers a long list of standard modules, with a ...

Designed exclusively for QuickBooks, Acctivate Inventory for QuickBooks offers complete integration with desktop and online versions of the popular accounting application. Acctivate offers both on-premise and cloud deployment and can be used by retail ...

The bottom line is that if you own any type of inventory, whether it’s for resale, utilized in the course of business, or provided as part of a service, you need to have a method to manage that inventory properly.

"Professionals on the Move" is a periodic roundup of promotions and leadership changes at accounting firms and companies serving the profession.

A roundup of promotions and firm news from the accounting profession.

Launched in the summer of 2018, OnPoint PCR addresses industry trends, allowing firms to comply with standards, manage their engagements efficiently, while also providing firms with the impetus to adapt the latest technology.

The QuickBooks Online Nonprofit Edition is best suited for smaller nonprofit organizations that don’t require complex fund accounting capability. QuickBooks Online for Nonprofits is available in four versions; Simple Start, Essentials, Plus ...

Many smaller nonprofit organizations make the mistake of thinking that regular accounting software is adequate. And while it’s possible to make it work, the more a nonprofit grows, the greater the need for a system that is designed to track the ...

Accurate time management plays an important role in the success of any professional services firm, including accounting and CPA firms. While time management includes solid time and billing capability, time management is much more than simply recording ...

The level of features found in these products vary widely, but all offer solid time tracking and client invoicing capability. Advanced features and functionality are found in several of these applications as well. Here are some of the features we ...

BQE Core is cloud-based with a mobile app available that works with both iOS and Android smart phones and tablets. The mobile app offers extensive functionality, including a navigational dashboard, time and expense management, project management, and

Practice Relief offers users a variety of methods to enter time, including manual time entry. A time tracking wizard is also available that can track time automatically from any location, making it a practical solution for those that work remotely.

Big Time IQ Time and Billing Software is best suited for small to mid-sized professional services firms, including accounting and CPA firms. Big Time IQ is a scalable application, with three versions of the application available, making it suitable for

Imagine Time Time and Billing is part of the Imagine Time suite of practice management applications. Imagine Time is well-suited for professional services firms of any size. Imagine Time is available in both a desktop and a cloud-based application for

Bill4Time is a web-based time and billing application well suited for small to mid-sized businesses. Bill4Time was originally designed for legal professionals, but has expanded their product lineup to include other professional services firms including

Chrometa Time Tracking is well suited for professional services firms including accounting and CPA firms. Chrometa bills itself as a passive timekeeping system, putting a unique spin on time tracking by tracking all system time automatically without any

TPS is a practice management/time and billing application designed specifically for accounting professionals. Best suited for small to mid-sized firms, TPS also offers excellent client management capability, along with good project management.

TSheets is a time tracking application well suited for small to mid-sized businesses of any type. While TSheets can also be used to track job and project hours, it works best as a straight-forward time tracking application. TSheets is completely web-based

Practice Engine is a full-featured practice management application that offers excellent time and billing functionality. Completely browser-based, Practice Engine also includes complete practice management capability, including a Scheduler, Workflows/Job

The American Institute of CPAs (AICPA) recently wrote to the U.S. Department of the Treasury and the Internal Revenue Service to ask for additional and more extensive penalty relief to taxpayers for the 2018 tax year for underpayments and late ...

Concur Expense, from SAP Concur is well suited for businesses of any size, with two versions of the product available; the Standard edition, which works best for smaller businesses, and the Professional edition, which offers more advanced ...

Zoho Expense is part of Zoho One; a comprehensive suite of applications that are designed for small to mid-sized businesses. Zoho Expense is part of the Zoho One Finance Suite and is available in two editions; the Free Plan, which is suited for up to ...

Tallie is an online expense report software application that is well suited for businesses of all sizes. Tallie is available in two versions and can be used on any platform, including desktop and laptop computers, as well as iOS and Android ...

SpringAhead is a time and expense tracking application that also includes solid expense report creation. SpringAhead is well-suited for mid-sized businesses, particularly those that need to track time and expenses for employees.

Formerly known as Xpenditure, the product was rebranded as Rydoo in May of 2018. Created from three former startup applications: Xpenditure, iAlbatros and Sodexo, Rydoo was designed to save time by streamlining travel and expense management for ...

ExpensAble Expense Management is a travel and expense management application well suited for small to mid-sized businesses. ExpensAble is currently offered in two editions: Express, for businesses with less than 20 employees filing an expense report, ...

Certify Travel & Expense Management from Certify is well suited to businesses of any size. Certify is scalable, with three product levels available, and all plans offering seamless integration with both QuickBooks and QuickBooks Online.

Chrome River EXPENSE is a cloud-based web application designed for businesses of just about any size, though the product will work best in mid-sized to large corporations. Designed to manage both travel and other related expenses, Chrome River also ...

Expensify is a scalable travel and expense management application that is well suited for businesses of just about any size. Expensify is currently available in four editions; Track, Submit, Collect, and Control. Both the Collect and the Control ...

SutiExpense from SutiSoft is an online travel and expense management application that is designed to track corporate travel and related expenses. SutiExpense is well-suited for businesses of all sizes, and the product contains a mobile app that works ...

If you’re tired of piles of receipts and cumbersome spreadsheets, consider making the leap to expense management software. Our Expense Management reviews will help guide you through the process.

Even with the latest and greatest technology, travel and expense management is one area that remains ripe for fraud. While most employees would never dream of stealing from their employer, there are those that seem to lose their moral fortitude when ...

Office workers on average, spend more than six hours each week looking for misplaced documents. Improperly managing documents not only is frustrating for everyone, it’s now estimated that nearly $2.5 million per year is wasted looking for ...

The challenge in finding the right time and billing application for your business or firm is that multiple applications offer a variety of features and functionality. Here are just a few things you may want to look for when assessing time and billing ...

TSheets is well-suited for small to mid-sized businesses that require an accurate way to track employee time. While the product can be used to also track job and project hours, it is better suited for the former rather than the latter. Completely ...

Imagine Time Time and Billing is part of the Imagine Time suite of practice management applications. Imagine Time is well suited for accounting firms and legal firms of any size and can be utilized as a traditional desktop application or accessed via ...

Bill4Time offers web-based time and billing capability in an easy to use format that is well suited for small to mid-sized businesses. Initially designed for legal professionals, Bill4Time offers solutions that are a good fit for a variety of ...

TPS is a practice management/time and billing application designed specifically for accounting professionals. Best suited for small to mid-sized firms, TPS also offers excellent client management capability, along with good project management.

BigTime IQ Time and Billing Software is well suited for small to mid-sized professional service firms, including accounting and CPA firms. Scalable, BigTime IQ works well as a stand-alone time and billing solution, though users can reap ...

Chrometa is a time-tracking application well suited for accounting and CPA firms, as well as other professional firms and freelance professionals. Chrometa is unique, as it requires nothing from the user other than installation: automatically ...

BQE Core offers time and expense tracking along with project management, billing and accounting functionality. A relatively new application, BQE Core was launched in July of 2017 and is an excellent fit for small to mid-sized professional services ...

Practice Relief, part of AccountantsWorld Power Practice System is well suited for small to mid-sized accounting firms. Practice Relief can be used as a stand-alone application or with other modules that are included in the Power Practice system.

For business owners and accounting firms that are looking for a simpler way to track time and expenses without investing a lot of money, there are a variety of apps available that may fit the bill. As an added bonus, along with tracking time, many of ...

Previously offered to tax and accounting professionals under the name ClientWhys, this integrated suite of applications that provides marketing related tools and resources has recently rebranded itself as CountingWorks Pro. Along with custom website ...

Today, a website is a must. Fortunately, there are products and services available to ensure that your website is engaging, informative, and professional in appearance.

There are few industries as paper-driven as accounting. W-2s, 1099s, bank statements, and other tax related documents all start out as paper documents. The ability to import some of these items electronically has helped reduce paper loads, but the ...

In this issue, we reviewed five application hosting providers. The products vary in size and scope, with some products simply offering QuickBooks Desktop hosting, while others can host multiple applications and even create a custom server for users if ...

RetailSTAR is a comprehensive application designed for niche retail businesses with multiple locations. The integrated e-commerce module makes RetailSTAR particularly well-suited to those with a robust online store. For small retail businesses with a ...

QuickBooks Desktop Point of Sale 18.0 is best suited for small to mid-sized retail operations that desire integration with other QuickBooks Desktop financial applications. Available in three editions, QuickBooks Multi-Store edition can support up ...

Vend is a scalable point of sale application well suited for retail businesses of any size. Vend is designed to work online and works with iPad, Mac, or PC products, so users can use any or all platforms simultaneously. The product will also work ...

Celerant Stratus Retail is a comprehensive suite of retail applications that are best suited for larger retail businesses with multiple locations that sell in-store and online and is well suited in an environment that processes a high volume of ...

Cumulus Retail from CAM Commerce is a cloud-based point of sale application that is ideally suited for small to mid-sized niche retail businesses including apparel, footwear, gift and specialty stores, museum shops, and other vertical retail markets.

Advanced Accounting from AddSum offers complete front/back office functionality. Advanced Accounting is designed for retailers and manufacturers, and along with complete accounting functionality offers a solid point of sale module.

AccuPOS is a point of sale application designed to integrate with both QuickBooks and Sage Financial products. AccuPOS is best suited for niche retail businesses such as gift shops, restaurants, bars, convenience stores and liquor stores.

Keystroke Advanced is just one of the point of sale applications available from Specialized Business Solutions (SBS). SBS also offers Keystroke Express, ideal for small retail businesses, and Keystroke Point of Sale, a mid-level application ...

Denali Point of Sale from Cougar Mountain Software offers excellent point of sale capability and is an excellent fit for small to mid-sized retailers that already use Denali applications. Denali Point of Sale is offered in two of the three Denali ...

Along with barcode scanning and inventory control applications, WASP Barcode Technologies also offers a point of sale application well-suited for small to mid-sized retail businesses. Wasp QuickStore Point of Sale is available in three versions ...

Visit any coffeehouse and you’ll see customers paying with the cellphones. Go to a flea market or craft show and instead of a clumsy credit card machine, you’ll see a nice little attachment on the seller’s cellphone that processes payments instantly.

While losing potential customers by running out of stock can prove to be detrimental to a business’s long-term health, not managing inventory properly can have other negative effects on a client’s business as well. How does a retailer know what items ...

ATX from Wolters Kluwer Tax & Accounting is a tax compliance application best suited for small firms that file simple to complex returns. ATX also offers extensive tax law research capability that is designed to integrate with the core system.

CCH ProSystem fx Tax from Wolters Kluwer Tax & Accounting is part of the CCH ProSystem fx Suite. Designed as an on-premise solution, CCH ProSystem fx Tax can be installed on desktop and network systems. Well-suited for accounting firms of all sizes ...

TaxWise from Wolters Kluwer Tax & Accounting is best suited for small to mid-sized firms. TaxWise is scalable, with a version available for firms that process a limited number of returns as well as for those processing numerous individual and business ...

CCH Axcess Tax from Wolters Kluwer Tax & Accounting is best suited mid-sized and larger full-service firms, as well as corporate tax offices that prepare more complicated tax returns. Completely cloud-based, CCH Axcess Tax is a modular system, and ...

One of the best features of MyTAXPrepOffice is the colorful, fully customizable user dashboard that displays return data, a to-do list, a summary of e-filed returns and a list of rejected returns, with users able to choose the information that ...

Bloomberg Tax offers a variety of tools and resources designed for tax professionals that need to process estate and gift tax returns for their high-net worth clients. Bloomberg Tax currently offers two applications; Estate and Gift Tax 706 Preparer ...

TaxCaddy from SurePrep is designed to simplify the collection of necessary tax documents. CPAs can simply invite their clients to set up a free account on TaxCaddy. The client account is not perpetually linked to the CPA firm, instead the client owns ...

Tax Slayer Pro has been offering tax preparation software to accounting professionals for over 20 years. Best suited for small to mid-sized firms that prepare a fairly high number of returns, the product is available in three editions: Classic, ...

ProSeries Tax from Intuit is best suited for small to mid-sized accounting firms that primarily prepare individual 1040’s though the product does offer the option to process business returns as well. ProSeries Tax is available in two editions: Basic ...

TaxAct Professional Edition is well suited for small to mid-sized firms and tax preparers that handle a high number of 1040 forms. Previously geared towards individuals, TaxAct Professional now offers a variety of options for both 1040 and business ...

UltraTax CS is part of the CS Professional Suite of applications from Thomson Reuters. Best suited for large accounting firms, UltraTax CS can be used as a stand-alone application, but performs best when coupled with other CS Professional Suite ...

For tax year 2018, Lacerte Tax offers enhanced e-filing capability by adding more than 50 e-file return types including amended, extensions, and estimated payments for more than 15 states. The e-Organizer will also be included for unlimited tax ...

ProConnect Tax Online is best suited for both multi-service and tax-only firms that are small and growing. ProConnect Tax Online processes both individual and business returns, and offers easy online access, with users able to access the application ...

Canopy offers a series of software products designed for the professional accounting office, including Practice Management, Document Management and a client portal. Canopy also offers Tax Resolution, a great solution for CPAs that wish to guide their ...

GoSystem Tax RS from Thomson Reuters best suited for mid-sized and large firms that process more complex returns such as consolidated corporate returns, life insurance returns, and tax equalization returns. GoSystem Tax also offers individual tax ...

Drake Tax from Drake Software is well-suited for small to mid-sized accounting firms that process both individual and business taxes for clients. As a consistent winner of CPA Practice Advisor’s Reader’s Choice Awards annually since 2004, Drake ...

2018 will definitely be an interesting year for tax professionals, with the most significant tax changes in more than 30 years due to take place. These changes are widespread, taking place for both individual tax filers, as well as corporations.

Fyle offers automated employee expense tracking, utilizing data extraction technology to extract data from a variety of receipt types, reducing and in many cases eliminating manual data entry, while automating the expense report creation process.

One of the most common misconceptions is that nonprofit software is only useful for larger organizations; that smaller nonprofits can easily use standard accounting software. The truth is, while the needs of smaller nonprofits are less complicated ...

Employee travel and expense is ripe for abuse; accidental or intentional. Even when a business sets travel and expense policy, once an employee is on the road, it can be very easy to randomly make purchases without considering that same policy.

AvaTax from Avalara is well suited for businesses of just about any size as well as accounting professionals handling sales tax calculations and processing for clients. AvaTax, like all Avalara applications is cloud-based, so users can access the ...

In this issue, we review several sales and use tax software products that are designed to make managing sales tax functions easier. Many of the products offer tracking and filing in all the necessary states, though a few offer filing capabilities in ...

Bloomberg Tax Fixed Assets is a good fit for accounting firms of any size. The product would also fit well in a corporate environment for entities managing their fixed assets and depreciation in-house. Bloomberg Tax Fixed Assets is part of the newly ...

Depre 123 is a cloud-based app that is designed to run on Salesforce.com and can be used on any desktop or mobile device. Depre 123 is Bassets eDepreciations’s cloud-based asset management solution.

Cellutionware Depreciation Calculator from Cellutionware Software is an easy-to-use depreciation calculator program that is well suited for small to mid-sized businesses as well as accounting professionals that are looking for quick depreciation ...

Whether you’re a startup, a multi-national corporation, or somewhere in between, you have fixed assets. Purchased for long-term use in a business, fixed assets can include office furniture, computers, printers, vehicles, machinery, buildings, and land.

Sage Intacct Fixed Assets is part of Sage Intacct’s financial application. Designed to work primarily with other modules in the core financial application, Sage Intacct Fixed Assets is a good fit for mid-sized to larger businesses that manage a large numb

OnTheClock provides all employees with their own portal, where they can view their hours worked and their current PTO. The portal also offers access to any employee schedules that have been created.

Processing payroll is not for the faint of heart. While the process may seem fairly straight-forward, a small mistake can have tremendous repercussions. No longer as simple as taking hours from a timeclock, companies today have to pay part time ...

In 2005, approximately 10 percent of workers were considered freelancers or contractors. That number rose to almost 16 percent in 2015 and will likely continue to rise in the coming years, as businesses find that they can reduce salary and associated ...

Designed to be user friendly, MyCPADashboard.com provides accounting professionals with the ability to connect seamlessly to their clients via a secure user interface. Fully encrypted, both accountants and their clients can be assured that all data ...

The ability to process recurring invoices for items such as subscriptions and memberships, or monthly donations is important, as are things such as invoice branding and customization capabilities. And it never hurts to send customers a payment reminder...

Successful business owners know that in order to remain successful, and in business, customers must pay their bills on a timely basis. A solid accounts receivable system offers a variety of features that can assist with that, including offering a ...

It’s no secret that inadequate cash management is a major contributing factor to why businesses fail. Small businesses in particular need to implement proper cash management procedures into their everyday business, including timely reconciliation of ...

Originally designed for accounting firms, eFileCabinet is now used by a variety of business types including health care, law firms, and property management companies. eFileCabinet can be deployed as an on-premise product or as an online solution.

SmartVault Document Storage from SmartVault is a good fit for mid-sized accounting firms. SmartVault includes a client portal while offering integration with QuickBooks and QuickBooks Online, and also offers apps that provide integration with other ...

Drake allows users to store documents of any kind. All files are stored as a PDF, so users must print to the included document management print driver which will automatically save the documents to the folder indicated. With easy integration with ...

Cloud Cabinet is completely cloud-based, so firm employees can easily access stored documents at the office, at home, or on the road.

OfficeTools is a comprehensive practice management solution for accountants. Recently purchased by AbacusNext, OfficeTools is best suited for small to mid-sized accounting firms that are in the market for a strong practice management solution that...

Doc.It Suite is a sophisticated document management software that is well suited for firms of all sizes. Doc.It offers excellent document management capability, as well as a variety of other features such as Workflow, Archive, PDF Editor, Web Portal, ...

FileCabinet CS from Thomson Reuters is a document storage and management system designed for firms of all sizes. FileCabinet CS can be used as a stand-alone application, but works best in conjunction with other Thomson Reuters CS suite of applications.

GoFileRoom is cloud-based, so users can easily manage documents from any location using any device with an Internet connection.

iChannel from Conarc is best suited to larger accounting firms that desire a more comprehensive document management system. iChannel is also a good fit for commercial real estate and construction and contracting industries.

Completely cloud-based, Onvio Documents offers a mobile app that supports both iOS and Android devices. The mobile app offers the same functionality as the online application, and using the mobile app, users can snap a photo of source documents or ...

For accounting firms that process a high number of transactions monthly for their clients, data entry can be time-consuming. But ScanWriter from Personable eliminates the need for data entry, automating the process entirely.

Both CCH Axcess Document and ProSystem fx Document are well suited for accounting firms of any size that are currently using other CCH Axcess applications. Both products can be used as stand-alone applications as well.

PSIsafe offers both on premise as well as cloud deployment options, and is best suited for mid-sized to large businesses. A mobile app is also available that is compatible with both iOS and Android devices.

It’s been estimated that nearly 20 percent of an employee’s time is spent searching for documents. To make matters even worse, according to PricewaterhouseCoopers, 7.5 percent of documents in an office are simply lost. Not misplaced, or on someone’s ...

Available for as an iOS or Android app, ATracker allows you to start and stop time with a single touch. Limited setup is needed prior to using the app, so you’ll only need to enter a task or a list of tasks to start using the app. Once a task is ...

Clock Shark is designed for niche industries such as construction and other trades that can find it difficult to track time accurately. Clock Shark is cloud-based, and works with mobile devices including iPad, iPhone, Windows Mobile, and Android.

TSheets is best suited for small to mid-sized businesses that need a way to track and schedule employee time, though it also offers the ability to track hours to specific jobs and projects for client billing if desired. TSheets offers excellent ...

Harvest is a time tracking app that is designed to work with desktop systems or smartphones. Harvest allows you to easily track time as you work using the included timers, or you can enter time after a task has been completed.

Designed for Mac desktop systems, Time Tracker Professional is a good fit for freelancers or independent contractors. Once installed, Time Tracker Professional works in the background, automatically tracking whatever you’re working on, so users don’t ...

Time Camp is a time tracking and time management app ideal for professional service companies and consultants. Time Camp can be used as a desktop application, or with iPhone and Android devices. Time Camp offers visual time tracking, with a graphical ...

Chrometa is a time-tracking product that is well suited for small professional firms including accounting firms. Different from most of the other products reviewed, Chrometa uses passive timekeeping that is designed to automatically track all activity ...

Practice Relief, from AccountantsWorld, is ideally suited for small to mid-sized accounting firms. Practice Relief can be used as a stand-alone time and billing solution, though it is best when used with other AccountantsWorld applications.

Launched in July of 2017, BQE Core is a complete business management application designed for professional service businesses. Core is particularly well suited for small to mid-sized firms. Completely cloud-based, Core offers time and billing ...

Unlike many other apps, Toggl offers an app for desktop systems such as Windows, Mac, and Linux, along with apps for both iPhone and Android devices. To get started, users simply click the button to start the timer, and stop the timer when the task is ...

Designed specifically for accounting firms, TPS offers excellent practice management capability including a comprehensive time and billing function. TPS is best suited for small to mid-sized firms. Along with time and billing, TPS also offers ...

Well suited for both accounting firms and legal firms of just about any size, ImagineTime Time and Billing can be used as a stand-alone time and billing application or in conjunction with other Imagine Time applications for a complete practice ...

Bill4Time is an automated accounting and bookkeeping application that contains solid time and billing functionality. Bill4Time is well suited for small to mid-sized businesses that are looking for a solid financial management solution.

BigTime IQ from BigTime Software is a good fit for professional services firms including accounting and CPA firms. BigTime IQ can be utilized as a stand-alone time and billing solution, or integrated with QuickBooks and Lacerte for a more complete ...

Much more than simply a tracking time, these time management systems help firms manage staff productivity, assess client profitability, while also offering an easy to use mechanism for tracking time and billing information, including any related expenses.

Web Builder CS is an excellent option for accounting and CPA firms that are using other Thomson Reuters/CS Professional applications. While the product can be used as a stand-alone website building option, it works best if coupled with other Thomson ...

Formerly Accounting and Financial Site Builder (AFSB), the product has been recently rebranded as Integer. Still a good option for small to mid-sized accounting firms, Integer has acquired a brand-new look, easier navigation, and enhanced security ...

GetNetSet is best suited for small to mid-sized accounting firms that are in the market for off-site website creation and management, but are also open to performing some edits in-house. GetNetSet is available in three versions, making it a scalable ...

CPAsites offers a built-from-scratch website designed specifically for accounting firms. Each site is custom designed with no two sites alike. There are four subscription levels available for firms to choose from. The Platinum level subscription ...

CPA Site Solutions is a good fit for accounting firms of all sizes that are looking for a variety of website design options as well as an excellent selection of website content that can be utilized as desired. CPA Site Solutions is available in three ...

Offering seamless integration with other CCH Axcess applications, CCH Site Builder is best suited for accounting firms that currently or plan to use CCH/Wolters Kluwer application. In addition, integration with CCH Axcess Portal allows firms to embed ...

Build Your Firm Accounting Website Packages offers accounting firms a variety of custom website options. Designed exclusively for accountants, Build Your Firm is well suited to firms of any size.

Website Relief is well suited to accounting firms of all sizes that currently utilize other AccountantsWorld applications, though the product can also be used as a stand-alone application if desired. Website Relief uses professionally designed themes, ...