Latest Articles

 Advantage™

February 26, 2019 

Advantage™

The Advantage platform from Bloomberg Tax delivers an integrated set of workflow tools and expert tax applications that efficiently manage tax work and improve financial controls. Data can be quickly accessed and shared by tax and accounting professionals in a proprietary, secure, cloud environment without redundancy. Complex procedures can be simplified to better control risk...…

 Payroll from Bloomberg Tax

February 26, 2019 

Payroll from Bloomberg Tax

Payroll from Bloomberg Tax is built to get you to the right answer faster and more efficiently. Find all the payroll intelligence you need with Bloomberg Tax’s expert analysis, perspectives and practical guidance, in-depth news, useful tools, and extensive primary source material — all on one easy-to-use, intuitive research platform.  This comprehensive payroll research service...…

 Financial Accounting Resource Center

February 26, 2019 

Financial Accounting Resource Center

The Financial Accounting Resource Center™ is a comprehensive research service that goes beyond other services by providing the full text of standards, expert analysis in the Bloomberg Tax Accounting Policy & Practice Portfolios, the latest news from the Accounting Policy & Practice Report®, succinct guidance in Fast Answers™, and section-by-section explanations of the FASB Codification...…

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February 26, 2019 

Mostad Marketing Cloud

  Make your work life easier with Mostad Marketing Cloud.  Mostad Marketing Cloud makes digital marketing easy—it’s hassle-free, automated, engaging and affordable.   You’ll get everything you need to keep your clients engaged and your tax & accounting firm growing using one convenient online platform.  We’ll automatically publish a firm branded monthly newsletter, weekly tax...…

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February 26, 2019 

TaxVid

TaxVid is a client video marketing service that provides easy-to-use firm-branded client videos.  Your clients have questions and you have the answers with TaxVid.  These 1-3 minute client videos explain different timely and relevant tax topics and are designed to help tax & accounting firms grow their firms.  We host the videos so in minutes...…

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February 26, 2019 

CheckMark 1099 Software

A simple, easy-to-use, affordable, professional-caliber 1099 Software! Choose from two versions, depending on your needs: E-File or Print for Windows® and Mac®. Both versions handle 1099-MISC, 1099-INT, 1099-DIV, 1099-R and 1099-S forms. Both versions will save you money: print 1099-MISC or 1099-INT on blank paper or pre-printed forms and the other 1099 types on pre-printed...…

 Private Cloud Hosting

February 26, 2019 

Private Cloud Hosting

The safe, affordable and fast way to access all your applications and data in the cloud.Growth should not be limited by hardware or capital. With a Swizznet private cloud server, adding one or a hundred new users or applications is just a click away. Your Cloud Workspace on Swizznet works beyond physical constraints and scales...…

 Sage Hosting

February 26, 2019 

Sage Hosting

Unleash the Power of Cloud-Based Sage HostingSwizznet  takes the power of your Sage ERP or Sage CRE software to the next level with unlimited, secure access from any computer or mobile device with zero-IT headaches. Our experience means we have you covered from A to SWIZZ. Swizznet is a Sage Certified Partner with extensive experience...…

 Cabinet NG, Inc. — CNG-SAFE

February 26, 2019 

Cabinet NG, Inc. — CNG-SAFE

4850 characters 800-621-6501www.cabinetng.com This is an example of a DMS solution that is designed horizontally for deployment in a variety of industry types, but the vendor focuses on the accounting firm market as a key niche. This review is on CNG-SAFE, the vendor’s enterprise DMS solution. They also offer CNG-Books, which is designed specifically to...…

 Acct1st Technology Group, LLC — Acct1st

February 26, 2019 

Acct1st Technology Group, LLC — Acct1st

3941 characters 888-790-7045 ext. 708 www.Acct1st.com The development team at Acct1st has been working hard to continue to move the application forward in its breadth of features and functions. Their signature pricing model of $1.00 per user per day remains intact as the product continues to mature. Acct1st is built for accounting and tax practices....…

 Treeno Software — Treeno Content Server

February 26, 2019 

Treeno Software — Treeno Content Server

3926 characters 800-528-5005 treenosoftware.com Treeno Software is another new entrant to our DMS reviews this year with its Treeno Content Server. My first impression is positive. I like the fact that it is offered as a web-hosted or on-premise solution and that it is browser-based. Treeno Software is a relatively small company with a staff...…

 Development Efforts Help Move the Ball Down the Field

February 26, 2019 

Development Efforts Help Move the Ball Down the Field

Document Management Systems Review (For Your Firm) — 3325 char. It’s that time of year again where you put down your workpaper files and pick up the latest edition of The CPA Technology Advisor (CPATA) to learn about how you can move your firm forward with technology. To help make your summer reading worthwhile, we...…