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July 2012

Adagio Offers an Alternative to Off-the-Shelf Systems (2012)

Adagio by Softrak Systems Inc.604-736-3741www.softrak.com Related article, from the July 2012 Review of On-Premise SMB Accounting Systems Adagio Accounting was launched in 1999 by Softrak, provider of Windows-based accounting solutions for small and medium businesses. The suite of accounting modules is designed for professional services and distribution companies and offers an extensive range of products […]

Ilene Eisen

2012 Review of Thomson Reuters Practice CS

Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the 2012 review of Practice Management systems. Best Fit: Firms of all sizes looking for a comprehensive solution offering project management and workflow capabilities or users already in the CS Professional Suite product ecosystem from Thomson Reuters. Strengths Comprehensive project management capabilities Available as a cloud solution Strong reporting […]

Steven M. Phelan

2012 Review of Office Tools Professional Practice Management 2012

Office Tools Professional — Practice Management 2012661-951-9200www.officetoolspro.com From the July 2012 Review of Practice Management systems. Best Fit: Smaller firms looking to increase work flow efficiency as well as integrate document management capabilities. Strengths Simple, single user interface is easy to understand and follow Integrates simple document management structure Integration offered for QuickBooks, Outlook and […]

Steven M. Phelan

2012 Review of Commercial Logic APS Advance

Commercial Logic—APS Advance603-643-1900www.CommerciaLogic.com   From the July 2012 review of Practice Management systems. Best Fit: Larger firms needing customized practice management integration with existing software architecture. Strengths Offers strong customization options to adapt to most firm needs Microsoft SQL platform offers user scalability and unified reporting platform Program built around project management instead of time management […]

Steven M. Phelan

2012 Review of CCH ProSystem fx Practice Management

CCH, a Wolters Kluwer business — ProSystem fx Practice Management800-739-9998www.cchgroup.com From the July 2012 review of Practice Management Systems. Best Fit: Accounting firms of all sizes currently utilizing other ProSystem fx desktop solutions or firms looking for a standalone practice management solution Strengths Fully contained solution, without the need for purchasing additional modules Fully customizable […]

Steven M. Phelan

2012 Review of CaseWare Time

CaseWare International Inc — CaseWare Time 2011800-267-1317www.caseware.com From the July 2012 review of Practice Management systems. Best Fit: Firms currently using CaseWare products Strengths: Tight integration with CaseWare products Multiple preformatted reports along with strong customization options Built-in sync capability between Outlook/Exchange and client information Potential Limitations: No current cloud based solution Integration generally limited […]

Steven M. Phelan