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May 2012

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In this issue

Document Management

2012 Review of Thomson Reuters – GoFileRoom

Thomson Reuters – Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for […]


2012 Review of Intuit – QuickBooks Online

Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support […]

Business Management

2012 Review of BizAutomation –

BizAutomation – 408-786-5116 Best Fit: Small organizations who need a process-oriented business management tool with strong CRM and fundamental accounting processes in a single, integrated platform. Strengths: Integration with Google Apps allows users to access familiar tools from within the application. Solid Customer Relationship Management (CRM) functionality, tightly integrated into the product. Built on […]


2012 Review of Intuit — Intuit Tax Online

Intuit — Intuit Tax Strengths Web-based, anytime access No IT management or updating required Pay-Per-Return pricing, no startup costs Instant ramp-up/down with any number of users PC and Mac friendly Mobile app for checking status, client information, securely emailing returns From the makers of Lacerte and ProSeries Potential Limitations Lacks integration with accounting programs […]

Human Resources & Payroll

2012 Review of Drake Software — Drake Tax

Drake Software — Drake Taxwww.DrakeSoftware.com800-890-9500 Strengths: Top-rated live support All-inclusive pricing includes all entities, states, e-filing, tax planning, document management, and write-up system with live & ATF Payroll New online client collaboration system Integration with GruntWorx for paperless and automated tax prep Optional debit card and bank product dispersal of proceeds Multi-office manager sync system; […]

Product & Service Guide

2012 Review of RedGear Technologies — TaxWorks

RedGear Technologies — TaxWorks 800-230-2322 Best Fit: 1040-focused tax offices with occasional need for additional entities, particularly those wishing to offer integrated bank products, with bilingual options and remote data entry capabilities. Strengths Integrated support for bank products Client communication templates and e-mail integration Digital client tax organizers Data import from multiple accounting systems […]

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