Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
June 18, 2020
Practice Management in a Future-Ready CPA Firm
Has your firm committed to aligning people, processes and technology? Are you positioned to meet the leadership challenges of the future? If so, congratulations! If not, it’s time to get started!
June 18, 2020
Estate Planning in an Abnormal Time
While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.
June 18, 2020
2020 Review of Professional Tax Preparation Systems
Every year, accountants and CPAs are tasked with keeping track of all of the changes to tax laws. However, tax year 2019 brings with it its own set of challenges apart from the standard tax changes that are expected annually.
June 18, 2020
2020 Review of CCH ProSystem fx Tax
CCH ProSystem fx Tax from Wolters Kluwer is part of the CCH ProSystem fx Suite. Well-suited for accounting firms of any size, CCH ProSystem fx Tax offers both on-premise and online deployment and offers a long list of tax modules including Individual ...
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June 18, 2020
2020 Review of Intuit ProConnect Tax Online
ProConnect Tax Online is best suited for smaller firms that process fewer than 300 tax forms per year. ProConnect Tax Online supports both individual and business returns through an online platform that can be accessed from PCs, Macs, and ...
June 18, 2020
2020 Review of CCH Axcess Tax
CCH Axcess Tax from Wolters Kluwer is best suited for small to mid-sized accounting firms, but is also suitable for use in corporate tax departments. CCH Axcess Tax is designed for more complex tax returns, and ...
June 18, 2020
2020 Review of MyTAXPrepOffice
MyTAXPrepOffice from Advanced Tax Solutions is an excellent option for high-volume tax preparation firms. Designed more from a preparation standpoint, and less as a complete practice management tool, MyTAXPrepOffice is better suited to straightforward ret
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June 18, 2020
2020 Review of Intuit ProSeries Tax
ProSeries Tax from Intuit is best suited for small to mid-sized accounting firms that need to prepare both personal and business forms for clients. ProSeries Tax currently offers two plans: Basic, for firms that only prepare 1040 forms, and ...
June 18, 2020
2020 Review of Intuit Lacerte
Lacerte Tax from Intuit offers both individual and business tax preparation capability and is a good fit for accounting firms of all sizes. Lacerte handles a wide variety of return types and also offers complete integration with QuickBooks Accountant. Lac
June 18, 2020
2020 Review of Drake Tax
Drake Tax from Drake Software is best suited for small to mid-sized accounting and CPA firms that are looking for a complete tax solution. A consistent winner of the CPA Practice Advisor’s Reader’s Choice Awards since 2004, Drake Software offers a ...
June 18, 2020
2020 Review of ATX Tax
ATX from Wolters Kluwer is a tax compliance application that is best suited for small to mid-sized accounting firms that typically process uncomplicated returns. ATX currently offers multiple tax packages including Pay-Per-Return, 1040, MAX, Total Tax ...
June 18, 2020
2020 Review of TaxSlayer Pro
TaxSlayer Pro is the professional version of the commercial product, TaxSlayer. TaxSlayer Pro offers on-premise and cloud accessible applications and is better suited for firms that prepare a high number of returns annually.