September 17, 2013
The majority of small to mid sized practices are vulnerable to unexpected data loss. As an accountant or attorney you have an ethical duty to ensure that your clients’ electronic information is not lost, destroyed or inadvertently disclosed.
September 17, 2013
The majority of small to mid sized practices are vulnerable to unexpected data loss. As an accountant or attorney you have an ethical duty to ensure that your clients’ electronic information is not lost, destroyed or inadvertently disclosed.
May 27, 2013
2013 review of accounting systems for not-for-profit organizations.
May 27, 2013
Sage 50 Nonprofit Accounting 2014na.Sage.comwww.Sage50Accounting.com From the June 2013 review of non-profit accounting systems. Best Fit: Sage 50 (formerly Peachtree) Nonprofit Accounting is an ideal fit for smaller nonprofit organizations. While terminology is not necessarily nonprofit specific, it contains a solid selection of management tools and good reporting capability. Strengths Affordably priced Excellent help functionality...…
May 27, 2013
I don’t know if it’s just me (I’m assuming I’m not alone in this), but my information consumption habits have changed drastically over the past few years. Less than five years ago I would gather up all my monthly trade publications and while sitting with a cup of coffee flip through the pages, reading the…
May 27, 2013
Deltek Maconomy Public Accounting Solution800-456-2009www.deltek.com/accounting From the June 2013 review of practice management systems. Best Fit: Accounting firms with 75 or more employees looking to contain all financial, client and engagement management under one solution. Strengths Flexible user interface Role-based to help ensure data integrity Potential Limitations Requires a significant amount of planning for front-end...…
May 27, 2013
Gavel & Gown Software Inc. — Credenza Software800-472-2289www.credenzasoft.com From the June 2013 review of practice management systems. Best Firm Fit: Business professionals currently reliant on Microsoft Outlook for tracking client appointments, tasks and projects. Strengths Free version available for general practice management functions Built on top of familiar Microsoft Outlook interface Inexpensive practice management solution...…
May 27, 2013
Thomson Reuters — Practice CS800-968-8900CS.ThomsonReuters.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size or client focus looking to maintain client projects and information in one location. Strengths Highly customizable interface Multiple dashboards provided Potential Limitations Separate support contract may be required for in-depth program support Practice...…
May 27, 2013
CCH, a Wolters Kluwer business—ProSystem fx Practice Management800-739-9998www.CCHGroup.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of any size seeking an on-premise practice management tool. Strengths Uses dashboard interfaces All inclusive solution without need to purchase additional modules Stable and scalable solution for firms of all sizes Potential Limitations...…
May 27, 2013
Commercial Logic — APS Advance Practice Management603-643-1900www.CommerciaLogic.com From the June 2013 review of practice management systems. Best Firm Fit: Firms of 50 or more employees looking for a custom solution to maintain staff, client and project data. Strengths Custom configuration to meet accounting firm needs Customized dashboard interfaces Business intelligence software directly integrates Potential Limitations...…
May 27, 2013
Office Tools Professional — Practice Management 2013661-794-2220www.officetoolspro.com From the June 2013 review of practice management systems. Best Firm Fit: Accounting firms of up to 100 who are seeking a more streamlined workflow for practice management tasks. Strengths Simple, single-screen interface Integrated document management capabilities A la cart integration point options allow firms to customize solution...…
May 27, 2013
The accounting firm of today frequently performs work outside the traditional tax and accounting service offerings and it is critical this data is accurately and timely managed. Practice management software delivers tools required to track all client data, employee time, outstanding projects and a host of other items.
May 27, 2013
FUND E-Z Nonprofit Accounting and Fund Raising Software877-696-0900www.fundez.com From the June 2013 review of non-profit accounting systems. Best Fit: Fund E-Z is nonprofit accounting and fundraising software designed for small to mid-sized nonprofit organizations and government entities. Strengths Intuitive user interface Scalable, with two product editions available Excellent fundraising module can be utilized as a...…