Skip to main content

January 2012

Start reading
Download PDF

In this issue


Document Management

Office Tools Professional — Client Portal

888-667-8440   2012 Overall Rating 4.75 Best Fit Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients. Strengths Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication tools Customizable firm branding Good integration with outside programs Potential […]


Intuit, Inc. — Tax Import for Lacerte and ProSeries

800-200-7599   2012 Overall Rating 4.75 Best Firm Fit Firms using the Lacerte and ProSeries tax programs seeking to reduce the time spent on organizing source documents and data entry. Strengths The new Pre-Import Review feature provides a side-by-side view of electronic values and images from source documents. Direct download provides an easy […]

More magazines