October 2010

9826 As you prepare for the coming tax season, now is a great time to look at the “health” of your clients’ QuickBooks files. At The Sleeter Group, we’ve always encouraged consultants to perform quarterly data file analysis engagements to make sure client-entered data is clean so the financial statements and business management reports are […]

4151 www.emochila.com E. Mochila is dedicated to providing website design and hosting for accounting and tax preparation firms. It has a professional and experienced staff to take the basic information and preferences to create a great looking website. E. Mochila does all of the website setup and maintenance, and the client firm will get an […]

3620 www.buildyourfirm.com Build Your Firm is a marketing and practice development consulting firm focused on accounting and tax practitioners. The company’s website building product can be used on a stand-alone basis, or as part of a firm’s system for marketing and selling professional services to new clients. Their Website Development and Internet Marketing product is […]

3974 www.afsb.net Accounting and Financial Site Builder (AFSB) is a website builder solution provided by the Tenenz family of products for accounting and tax practitioners. AFSB offers easily customizable website designs as well as support for self-maintained web pages. AFSB targets accounting firms that want the ability to create and edit their own web pages, […]

2911 www.CPAsites.com CPAsites.com is a traditional web design firm specializing in custom websites to meet the unique needs of accounting firms. Its business model is to have its professional design staff do all creation and modification using materials, text and images supplied or licensed by its clients. While most hosting plans include monthly or quarterly […]

2838 www.CCHGroup.com/SiteBuilder CCH and its parent company Wolters Kluwer are well-established organizations that have provided software, authoritative guides, and content to accounting and tax professionals worldwide for many years through its ProSystem fx, TaxWise, and ATX professional software application suites. CCH offers firms customizable websites using stock or user-submitted content, and currently hosts more than […]

4989 www.CPASiteSolutions.com Accounting and tax firms that want to have a professionally designed website done by experienced and dedicated professionals should take a close look at CPASiteSolutions. CPASiteSolutions has been serving accountants since 1999, and currently manages the websites for over 4,000 accounting firms. A typical site will contain almost 300 pages, mostly consisting of […]

5728 By Michael Roselius, CPA Those of us in the northern hemisphere are noticing some gradual changes in the sunrise and sunset times … and in where the shadows are beginning to shift. If you are not enjoying the changing of seasons, maybe you need to get out of your office more! But before you […]

4854 805-504-1366 www.magtax.com The Magtax wage and year-end information reporting system from American Riviera Software is available in standard and professional versions, offering multi-client management for professional accountants handling these processes for business entities. The system supports all versions of form 1099 and 1098, plus quarterly federal and state returns, as well as options for […]

5974 ATX: 888-455-0183 TaxWise: 888-455-0182 www.atxinc.com www.taxwise.com CCH Small Firm Services offers two year-end compliance systems designed for professionals managing multiple employer/payer clients: W-2/1099 and Payroll Compliance Reporting. The applications are both sold under the ATX and TaxWise brand names and work as an integrated part of the ATX and TaxWise suites of professional tax […]

5430 480-460-9311 www.1099fire.com 1099 Fire offers two separate programs for filing of year-end wage and information reporting. The company’s self-branded 1099 Fire program offers compliance for all forms 1098, 1099 and 5498, plus 3921, 3922, 1096 and W-2G, while the W-2 Fire system offers forms W-2, W-3 and correction versions of each. Both systems offer […]

6081 800-264-3155 www.W21099.com The W-2/1099 Filer system from EG Systems provides a comprehensive multi-payer program for year-end and quarterly wage and information reporting to federal and all state entities. Forms can be printed to plain or pre-printed stock, and free electronic filing to federal and state is available. The system offers barcoded form W-2s, SSN […]

5999 888-IDMS-inc (436-7462) www.IDMSinc.com The Account Ability system from IDMS, Inc. is an annual information reporting program designed for multi-employer/client management. The program supports all versions of forms 1098, 1099, 5498 and W-2, W-2C and W-2G in addition to compliance for all states and U.S. territories using the combined filing program. Multiple data import and […]

5037 800-968-1099 www.Winfiler.com Greatland’s Winfiler Plus is a comprehensive W-2 and 1099 compliance package that also offers wage reporting capabilities, options for e-filing of federal and state reports, TIN verification and multi-client management tools. The network-ready program can support any number of payers and payees, and supports printing to plain or preprinted paper stock. Greatland […]

6674 866-440-5471 www.SpokaneComputer.com The MAG-FILER wage and year-end information reporting system provides a professional and comprehensive program for managing 1099 and W-2 compliance. The system offers form generation and electronic filing, with options for printing to plain and pre-printed paper, as well as e-filing.  The stand-alone or networkable system includes pre-defined or ‘define on the […]

5715 888-746-0440 www.FormMagic.com Form Magic offers several specialty compliance systems, including programs designed for processing forms 1042, medical reimbursements and SEC filings. The company’s year-end wage and information reporting program is Tax-Mate 1099, a system that supports all variations and transmittal letters for forms 1099 and 1098, along with forms W-2, W-2G, 1096 and 5498. […]

2603 Real Business Solutions 800-507-1992 www.realtaxtools.com W2 Mate from Real Business Solutions is designed to provide accounting professionals or business users with year-end information reporting capabilities. The network-ready system can be used to manage multiple payers/clients and includes preparation for forms W-2, W-3, 1099-INT, 1099-MISC, 1099-DIV, 1099-R and 1096, enabling users to produce all copies […]

1655 Convey Compliance Systems, Inc. — Taxport A/P 888-303-1099 www.convey.com Convey Compliance, which provides several 1099 compliance technologies and services, recently released a new web-based service for corporate accounts payable departments. The Taxport A/P system is designed to use the benefits of SaaS (no challenges of installation, integration and IT maintenance) to make 1099 reporting […]

3714 Year-end wage and information reporting has always been somewhat of a peculiar activity, in large part because it combines two compliance processes that, in terms of accounting, have nothing to do with each other. Wage reporting, aka W-2 filings, are a payroll matter, while 1099 filings are an accounts payable concern. They don’t even […]

3680 www.accountantsworld.com Website Relief by AccountantsWorld is a website building solution that integrates into the AccountantsWorld Power Practice suite of web-based applications. The service has been online since 2002 and currently boasts about 2,400 websites for accountants and tax preparers. Typical sites have about 20 pages, and can consist of a maximum of 40 pages, […]

CS.ThomsonReuters.com Thomson Reuters offers a suite of software products and services for tax and accounting professionals, including the Web Builder CS website building service. Thomson Reuters has offered website building services designed specifically for tax and accounting professionals for over 10 years. With more than 2,500 firms currently using Web Builder CS, Thomson Reuters has […]

6281 361-884-1500 www.1099Express.com Designed as an annual reporting system, 1099 Express provides support for producing and filing all 1099 variations, plus forms 1098, 1096, 5498, W-2G, and the new IRS forms 1099-K, 3921 and 3922 including recipient copies and electronic filing capabilities for state and federal entities. The vendor also offers a service bureau option […]

5615 866-999-1366 www.AccountantsWorld.com AccountantsWorld offers a suite of web-based and installed accounting and client service programs for professional accountants, including two payroll and income reporting-related systems. The company’s Payroll Relief is a web-based live multi-client payroll processing and compliance system, and was reviewed in our September issue (available online at www.CPATechAdvisor.com/go/2963). The company’s other system, […]

1712 Tenenz 800-888-5803 www.tenenz.com Tenenz has long been known as a supplier of tax forms, folders, newsletters, organizers and other paper-based supplies for tax and accounting professionals. However, the company also offers software for year-end information reporting and tax estimating. The company’s two W-2/1099 products are Laser Link (for preparation of forms W-2 and 1099 […]

1747 WageFiling.com 361-884-1500 www.wagefiling.com The completely web-based WageFiling.com system offers simple filing for small businesses with lower volumes of W-2s and 1099s, allowing users to easily log in and enter data, electronically file to federal and states, and then generate recipient copies. WageFiling.com can be used directly by small business entities or by professionals managing […]

8839 With information technology our primary focus, there is no way I can claim to be an expert at marketing for accounting firms. However, during the normal course of consulting with firms, we allocate a portion of our interview time in every firm to explore how information technology decisions can impact that firm’s marketing efforts, […]

3934 www.1040.com Drake’s Preparer Websites at 1040.com are one of the many applications and services included with a subscription to its value-priced tax compliance software. The complete online presence is hosted at Drake’s website, 1040.com, or at a custom Internet address (for a nominal domain registration fee). There is no charge for this do-it-yourself service, […]

6525 800-536-1099 www.1099-etc.com The 1099-Etc system from Advanced Micro Solutions is a suite of modules designed for after-the-fact payroll, laser forms generation and electronic filing, with the core of the program providing W-2 and 1099 year-end compliance capabilities. The network-ready system is designed for managing multiple employers with any number of recipients. With the addition […]

Column:The Sage Peachtree Perspective

Column: Technology IN Practice

Column: MarketingWorks

Column: The Bleeding Edge

Not too many years ago, accounting professionals had a reputation for being stodgy, stubborn and even curmudgeons, especially when it came to technology. Most of the professionals I meet today agree that reputation was usually appropriate, but it was driven out of the conservative and skeptical nature that drives them to provide valuable service to their clients … and the constraints of time, of course. After all, what professional looks forward to retraining staff on new systems and workflows every few years?

Column: Tips & Tricks

Column: Real Clients, Real Stories

Column: Business in Practice

Just reading the few words that make up this story’s headline, branding purists have already made up their minds that I don’t know what I’m talking about. After all, doesn’t branding take months to accomplish through a bevy of paid consultants who want you to spend a lot of money on concept, testing and implementation?

Your Firm’s Branding & Marketing Starts with Your Website

Are Your Clients Prepared for Increased 1099 Headaches?