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.
2013 review of accounting systems for not-for-profit organizations.
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 […]
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 articles that provided me with the best information on improving my practice.
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 […]
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 […]
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 […]
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 […]