In this issue
February 26, 2019
Aqubanc, LLC
2352 800-350-4720 www.aqubanc.com Cheque 21 System from Aqubanc, LLC is a system designed to optimize gift and donation processing. Designed to work with multiple nonprofit software systems such as Raiser’s Edge, DonorPerfect, Sage Fundraising 50, PledgeMaker and others, Cheque 21 allows larger nonprofits to easily process a large influx of donations. Aqubanc, LLC was formed...…
February 26, 2019
Intuit, Inc. — QuickBooks Accountant 2011
7379 800-267-8379www.accountant.intuit.com With QuickBooks being the most common small business accounting program in the United States, it’s no surprise that most public accounting practices have also adopted the system, if not for total practice use, then at least for their clients who use it. The benefit of having the same general program simplifies data transfer,...…
February 26, 2019
AccountantsWorld — Accounting Relief
8488 888-999-1366 www.AccountantsOffice.com AccountantsWorld was the first major vendor to offer a totally web-based accounting system for professionals, offering its software-as-a-service Accounting Relief write-up system with the ability to manage any number of clients for a monthly or annual price. The system includes comprehensive features with full GL, trial balance, reconciliation, after-the-fact payroll and financial...…
February 26, 2019
PC Software Accounting, Inc. – Client Write-Up for Windows
7009 800-237-9234 www.pcsai.com PC Software Accounting, Inc. (PCSAI) introduced the first version of its Client Write-Up for Windows system in 1997, and has continued to develop and add to the program since then. The most recent version, 9.24, continues to provide comprehensive professional accounting features, including full GL, financial reporting, bank reconciliation, after-the-fact payroll, tax...…
February 26, 2019
Micronetics, Int’l. — Accounting Xpert Enterprise Edition
6358 561-995-1477 www.axpert.com Micronetics has developed professional accounting software since 1978, and last year introduced the completely redesigned Accounting Xpert Enterprise Edition, a comprehensive write-up system that includes full GL, AR, AP, payroll, reconciliation and financial statement generation, along with inventory, checkwriting and other client management and business features. The program is built on the...…
February 26, 2019
Nonprofit Segment Continues To Grow & Products Rise To The Challenge
By Mary Girsch-Bock The software needs of the nonprofit organization are vastly different from those implemented by standard organizations. Many nonprofits are funded solely by grants, which require detailed tracking and accountability for every dollar spent. As well, those active in fundraising need a way to record donations, provide receipts and track donors for future...…
September 5, 2014
Thomson Reuters — Planner CS
800-968-8900 www.cs.thomsonreuters.com Planner CS provides professional tax planning and analysis of federal, state and non-resident state income tax using multiple scenario-based plans, and includes tools for client communication and professional reporting. The program is a part of the Thomson Reuters CS and ES suites of professional tax and accounting products and offers direct integration with...…
September 5, 2014
The Versatile Group, Inc. — CertiflexDimension
8230 800-237-8435 www.CertiflexDimension.com The Versatile Group offers professional accounting and business management systems under the CertiflexDimension brand. The company’s professional Client Write-Up program and integrated business accounting series includes full GL, AR and AP, along with integrated reconciliation features, after-the-fact payroll, comprehensive financials, reporting, advanced journal management utilities and multiple data import options. The system...…
September 5, 2014
Tax Planning More Important Than Ever
With a tight economy and creeping growth causing more and more Americans to be more miserly in their spending or to at least budget more stringently, they often overlook a potential for significant savings. Or perhaps they don’t think about the potential until it’s too late. Unfortunately, the latter is likely the case because they…
September 5, 2014
Thomson Reuters — Accounting CS
800-968-8900 www.cs.thomsonreuters.com Thomson Reuters debuted its new Accounting CS system earlier this year, offering a unified professional application that combines write-up, trial balance, financials reporting, and live and after-the-fact payroll processing and compliance system. It also includes web-based client-side accounting that integrates directly with the professional package, thereby enabling greater collaboration, streamlining write-up and payroll...…
September 5, 2014
CYMA Systems, Inc. — CYMA
6411 800-292-2962 www.cyma.com CYMA Systems has developed business and professional accounting systems since 1980, with current solutions that include Client Write-Up, business accounting, non-profit fund accounting, payroll, inventory management and job costing. The company’s CYMA IV Financial Management System is the core of each of its programs, including the write-up system, which has available modules...…
October 23, 2012
CCH Small Firm Services —Client Accounting Suite
7265 TaxWise: 800-755-9473; www.taxwise.com ATX: 877-728-9776; www.atxinc.com The TaxWise and ATX brands, which each offer popular professional tax compliance packages, also include a suite of accounting systems, including write-up, trial balance, fixed asset management, client checkbook, payroll, firm management, document management, W-2 and 1099 compliance, and payroll reporting. But rather than offer separate versions of...…
November 16, 2011
The Evolution of Write-Up Continues
Alongside professional tax preparation, write-up has long been a cornerstone client service for many full-service accounting firms, providing monthly, quarterly and annual engagements that equate to a fiscal checkup for client businesses. The core elements of account reconciliation, fixing improperly posted transactions and preparation of financial statements are critical to these entities truly knowing their…
October 26, 2011
Rethinking Security
I had the opportunity to spend some time with Don Codling, unit head for the FBI’s CyberCrime Division, talking about the state of computer and network security around the globe. It was an interesting conversation, not because there was any real news in the current trends but because the state of cybercrime makes it clear…
August 19, 2011
RedGear Technologies — TaxWorks Tax Planner
800-230-2322 www.taxworks.com The Tax Planner module from RedGear, the makers of TaxWorks, is designed to work with that specific tax system, providing several years’ of scenario planning for federal and state taxes, with support for all common tax treatments. However, the program can also be used as a stand-alone utility. RedGear offers program updates throughout...…
August 19, 2011
Intuit — ProLine Lacerte Tax Planner
800-765-7777 www.lacertesoftware.com The Intuit ProLine Lacerte Tax Planner is a tool for developing customized tax scenarios to help tax and accounting professionals estimate the tax impact of proposed future transactions. The planner allows tax professionals to advise clients on how best to minimize tax liabilities using known and projected tax rates, rules, income and familial...…
August 19, 2011
CCH, a Wolters Kluwer business — ProSystem fx Planning
800-739-9998 www.cchgroup.com ProSystem fx Planning provides comprehensive scenario-based income tax planning features in a system that can be used as a stand-alone program or as an integrated part of the ProSystem fx Suite of professional tax and accounting products. The program includes support for all tax treatments, including regular, AMT and capital gains, with extensive...…
July 14, 2011
Serenic Software — Serenic Navigator
www.serenic.com Serenic Navigator is a powerful financial management and business operations software product designed specifically for larger nonprofit organizations, international NGOs and the public sector. Certified for Microsoft Dynamics NAV, Serenic Navigator offers a solid core product that is easily navigated and fully integrated with a suite of extended financial and business operations products. BASIC...…
July 14, 2011
Sage North America — Sage MIP Fund Accounting
www.sagenonprofit.com Sage MIP Fund Accounting is a financial software product designed specifically for nonprofit organizations and government entities. Modular in structure, the system would be an excellent fit for mid-sized organizations that require a product that’s scalable and flexible. BASIC SYSTEM FUNCTIONS Sage MIP Fund Accounting can be installed on-premise or users may opt for...…
July 14, 2011
Sage Peachtree — Sage Peachtree Premium Accounting for Nonprofits 2011
www.peachtree.com Along with its core financial product, Peachtree offers several industry-specific products, including its Sage Peachtree Premium Accounting for Nonprofits 2011, which is well-suited to small nonprofit organizations. BASIC SYSTEM FUNCTIONS All Peachtree products have traditionally seen easy installations, and the nonprofit version of Peachtree is no exception. The system offers a customizable interface that...…
July 14, 2011
Intuit Inc. — QuickBooks Not-For Profit 2010
www.quickbooks.com QuickBooks Not-For-Profit 2010 offers a solid nonprofit product designed for startup and smaller nonprofit organizations. Featuring a nonprofit-specific chart of accounts and excellent reporting and tracking capabilities, QuickBooks Not-For-Profit is an affordable choice for small organizations with limited budgets. BASIC SYSTEM FUNCTION QuickBooks products remain some of the easiest to install, with installation taking...…
July 14, 2011
Donald R. Frey & Co. — BUCS Fund Accounting
www.drfrey.com Donald R. Frey & Company has over 35 years of experience in the software business, currently specializing in software aimed specifically at nonprofit and government sector organizations. BUCS (BUdgetary Control System) is a fund-based accounting software product that offers real-time processing and excellent grant tracking and encumbrance monitoring and tracking. BUCS would be a...…
July 14, 2011
CYMA Systems Inc. — CYMA Not-For Profit Fund Accounting Software
www.cyma.com CYMA has been offering its Fund Accounting software to nonprofit organizations for 30 years. Modular in design, this system is a good fit for small to mid-sized nonprofits that desire flexibility and scalability. BASIC SYSTEM FUNCTIONS CYMA is easily installed in minutes and contains an easily navigated screen with a drop-down menu at the...…
November 29, 2010
2011 Readers Choice Awards
We don’t wade into politics at this publication, but the upcoming change in control of the U.S. House of Representatives will certainly bring changes to business law and taxation. Regardless of your perspective on these changes, they will directly affect your clients and practice, which means that keeping up with the changes is imperative to…
November 29, 2010
Accountants as a Sales Channel? It Won’t Work Unless You’re a Value Added Reseller
Column: The QuickBooks Advisor
November 29, 2010
2010 Tech Gift-Giving Guide:Gadgets for Work & Play To Help Enjoy the Holidays
2010 Holiday Tech Gift Guide Feature
November 29, 2010
2010 Review of Tax & Accounting Research Applications
Four Tips To Getting The Most Out Of Your Research
November 29, 2010
2010 Review of Fixed Asset Management Systems
Effective Asset Management Requires More Than Simple Spreadsheets
November 1, 2010
2010 Review of Professional Tax Planning Systems
With a tight economy and creeping growth causing more and more Americans to be more miserly in their spending or to at least budget more stringently, they often overlook a potential for significant savings. Or perhaps they don’t think about the potential until it’s too late. Unfortunately, the latter is likely the case because they…
November 1, 2010
2010 Review of Not-For-Profit Accounting Systems
Nonprofit Segment Continues To Grow & Products Rise To The Challenge
November 1, 2010
2010 Review of Professional Client Write-Up Systems
The Evolution of Write-Up Continues
November 1, 2010
Are You a Bean Counter? Why You Need to Find a Specialty
Column: Business in Practice
