Mary Girsch-Bock

Contributing Writer

Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com.  She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.

August 13, 2019 

2019 Review of Source Document Processing – Thomson Reuters

Source Document ProcessingCS Professional SuiteThomson Reuters http://Tax.thomsonreuters.com From the August 2019 reviews of tax document automation systems. Available as an add-on module for the Thomson Reuters CS Professional Suite, Source Document Processing integrates with both File Cabinet CS and Ultra-Tax CS.  The product is not designed to be used as a stand-alone application, but instead,...…

Mary Girsch-Bock

August 13, 2019 

2019 Review of SurePrep 1040SCAN and TaxCaddy

SurePrep 1040SCANSurePrep www.sureprep.com From the August 2019 reviews of tax document automation systems. SurePrep 1040SCAN is a good fit for those using other SurePrep applications. The product also works well with third-party accounting applications such as CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, CCH Global fx, Lacerte, and UltraTax CS. All SurePrep...…

Mary Girsch-Bock

August 13, 2019 

2019 Review of Scan and Import for Intuit Lacerte and ProSeries

Intuit Lacerte and ProSeries Scan and Importhttps://proconnect.intuit.com/proseries/https://proconnect.intuit.com/lacerte/ From the August 2019 reviews of tax document automation systems. Scan and Import is offered in both Intuit Lacerte and ProSeries products. Designed to work within the application itself, Scan and Import cannot be used as a stand-alone application, and does not integrate with other tax applications. Links...…

Mary Girsch-Bock

August 13, 2019 

2019 Review of GruntWorx Tax Automation and Organization

GruntWorx Tax Automation and OrganizationGruntWorx LLCwww.gruntworx.com From the August 2019 reviews of tax document automation systems. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake Tax, GoSystem Tax RS, CCH ProSystem fx, Intuit Lacerte, and Ultra Tax CS. GruntWorx is web-based, with users...…

Mary Girsch-Bock

August 13, 2019 

2019 Review of CCH ProSystem fx Scan and AutoFlow Technology

CCH ProSystem fx Scan and AutoFlow Technology Wolters Kluwer http://TaxNA.WoltersKluwer.com 1-800-739-9998 From the August 2019 reviews of tax document automation systems. CCH ProSystem fx Scan and AutoFlow Technology is a good fit for professional accounting and CPA firms that currently use other CCH applications such as CCH ProSystem fx Tax and CCH Axcess Tax.  CCH...…

Mary Girsch-Bock

July 15, 2019 

2019 Review of Point-of-Sale Systems

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.

Mary Girsch-Bock

July 15, 2019 

2019 Review of QuickBooks Desktop Point of Sale 18.0

QuickBooks Desktop Point of Sale 18.0Intuitwww.quickbooks.com From the July 2019 Review of Point-of-Sale Systems QuickBooks Desktop Point of Sale 18.0 is well suited for small to mid-sized retailers that are using QuickBooks financial applications. Designed for on-site installation, QuickBooks Desktop Point of Sale is available in three versions; Basic, Pro, and Multi-Store, with the Multi-Store...…

Mary Girsch-Bock

July 15, 2019 

2019 Review of Celerant Stratus

Celerant Stratus Celerant Technologies www.celerant.com From the July 2019 Review of Point-of-Sale Systems Celerant Stratus Retail from Celerant Technologies is an enterprise level application designed to provide retailers with complete retail management, whether in-store, online, or from a mobile device. Designed for flexibility, Stratus can be used with Windows, Linux, UNIX, and Mac operating systems,...…

Mary Girsch-Bock

July 15, 2019 

2019 Review of AccuPOS

AccuPOS 866-593-2246 www.accupos.com From the July 2019 Review of Point-of-Sale Systems AccuPOS is a point of sale application that offers integration with both QuickBooks and Sage Financial products. AccuPOS is well suited for niche businesses such as bars, restaurants, gift shops, and liquor stores, with a version available for each particular type of business. In...…

Mary Girsch-Bock

July 15, 2019 

2019 Review of Cougar Mountain Denali Point of Sale

Denali Point of Sale Cougar Mountain Software www.cougarmtn.com From the July 2019 Review of Point-of-Sale Systems Denali, from Cougar Mountain Software (CMS), offers a Point of Sale module that is part of the CMS business application. Denali is well-suited for small to mid-sized retail businesses that are looking for front/back office functionality, or those that...…

Mary Girsch-Bock

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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