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October 2011

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1099 & W-2

CCH Small Firm Services — ATX & TaxWise Payroll Compliance Reporting

800-375-9542    2011 Overall Rating 4.5 Best Fit Small and mid-sized tax and accounting practices seeking to broaden their client services by offering year-end compliance, particularly those using solutions from CCH Small Firm Services for tax preparation and write-up. Strengths Integration with professional tax package. Strong federal & state support, including e-filing. Library […]


Build Your Firm — Website Development and Internet Marketing   Best Fit  Build Your Firm intentionally focuses on the small firm as its primary customer. Strengths Over 95 modifiable templates available. Customization services offered. Variety of free add-ons such as file transfer, logo integration, credit card processing, e-commerce, spam filtering, portals, etc.) Provides statistics for site tracking; also integrates with Google Analytics and […]

1099 & W-2

IDMS, Inc. — Account Ability Tax Form Preparation

888-IDMS-inc (436-7462)    2011 Overall Rating 4.5 Best Fit Professionals with multiple mid- to large-sized clients managing year-end compliance and ATF payroll for multiple entities. Strengths Multiple data-entry views, management dashboards. Good managerial reporting options, output formats. Print & mail outsourced service. Strong Help utility & assistive features. Built-in document management with secure emailing. […]

1099 & W-2

AccountantsWorld — After-the-Fact Payroll

866-999-1366    2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance and ATF payroll for multiple entities. Strengths Strong multi-client views, dashboards. Web-based system provides remote access. Integration with larger web-based suite. Comprehensive forms support. Electronic filing of federal and state quarterly forms, W-2 and 1099   Potential Limitations No built-in invoicing functionality, […]

1099 & W-2

American Riviera Software Corp. — Magtax Professional

805-504-1366   2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance for multiple businesses, with built-in electronic filing for federal and supported states. Strengths Comprehensive forms, reporting capabilities. Output to various file formats. Excellent QuickBooks integration. Strong Help utility/assistive features. Potential Limitations No built-in invoicing functionality. Does not provide 940-series forms.   Summary […]

Business Management

What Today’s Most Trusted Advisor Needs to Know

Over the last several months, I’ve had the opportunity to get out on the road and attend several tradeshows and conferences for the tax and accounting profession. This has allowed me to talk to a lot of practitioners, and I’ve been hearing the same thing from many of you: The role of tax and accounting professionals is changing. And as with most things in this life, as the landscape changes you must be ready to adapt to the changes if you want to survive and thrive.

Practice Management

ImagineTime, Inc. — ImagineTime Practice Management

877-520-1525   2011 Overall Rating 4.25 Best Firm Fit Small firms, especially those taking advantage of the tax software integration available. Strengths Ribbon interface similar to Microsoft Office. Integration with tax software & QuickBooks. Synchronization with Outlook, including viewing staff calendars side-by-side. Potential Limitations No SaaS version. Summary & Pricing ImagineTime is a time […]


7 Easily Missed SEO Opportunities

Search Engine Optimization, or SEO, is a collection of tactics that are applied to your website to help it rank better in the results when people use searches to find people and businesses they need. SEO, as an industry, literally changes every day. Search engines, like Google, constantly tweak how they rank and present search findings. These very sophisticated algorithms (mathematical formulas that rank websites) are revised about 500 times per year.


Websites: Your New Front Door

Most of us have built our businesses based on relationships. Some have built a reputation around a specific expertise. Others have built a business based on service levels. All of these strategies are still extremely important, but an increasingly important factor in the last 15 years is being found on the web. Many of us are not trying to build a national business, but as new, younger clients look for services, they are often turning online. Potential clients with more specific needs are also using Internet search to find new sources of expertise.

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