Doc-It

December 19, 2019 

Doc.It Adds Features to Client Portal

The new feature release offers the ability for accountants and clients to preview PDF and Office documents in the portal, saving the time normally required to download a document for review. Also included are enhancements to the PBC ...

 7 Year-End Tips for Taxpayers

December 19, 2019 

7 Year-End Tips for Taxpayers

Accelerating your charitable contributions is known as a “bunching” strategy, where taxpayers combine two or more years’ worth of charitable contributions into one tax year to take advantage of a higher tax-deduction ...

 The Wackiest Sales Tax News of 2019

December 19, 2019 

The Wackiest Sales Tax News of 2019

Some of the wackiest sales tax tales in 2019 centered on remote sales tax. States won the right to tax remote sales only recently, with the United States Supreme Court decision on South Dakota v. Wayfair, Inc. (June 21, 2018) — and implementation ...

 Missouri Considers New Economic Nexus Legislation

December 19, 2019 

Missouri Considers New Economic Nexus Legislation

Last year at this time, Missouri lawmakers introduced a couple of bills relating to remote sales tax. Both sought to implement economic nexus, requiring out-of-state vendors with a certain amount of sales in the state to collect and remit sales tax.

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December 18, 2019 

New Law Extends Key Tax Breaks into 2020

A bill extending certain tax credits and deductions for medical deductions, FMLA, tuition, mortgage insurance premiums, and other issues passed Congress and is expected to be signed into law by President Trump before Christmas.

wolters-kluwer-logo

December 18, 2019 

2019 Review of CCH Site Builder

CCH Site Builder Wolters Kluwer www.cchwebsites.com 800-739-9998 From the 2019 reviews of website building systems for accounting firms. CCH® Site Builder from Wolters Kluwer is well-suited for small to mid-sized accounting firms that ideally use other Wolters Kluwer applications; however, the program can also be used as a standalone website building tool.  Designed for user...…

Mary Girsch-Bock

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December 18, 2019 

2019 Review of CountingWorks Pro Websites

CountingWorks Pro ClientWhys 800-442-2477 www.CountingWorksPro.com From the 2019 reviews of website building systems for accounting firms. Previously available as ClientWhys, CountingWorks Pro offers a variety of marketing tools designed for tax and accounting firms of all sizes. Along with custom website creation, CountingWorks Pro offers application users a variety of options for their custom created...…

Mary Girsch-Bock

Thomson Reuters

December 18, 2019 

2019 Review of Web Builder CS

Web Builder CS Thomson Reuters https://cs.thomsonreuters.com/web-builder 800-968-8900 From the 2019 reviews of website building systems for accounting firms. Web Builder CS from Thomson Reuters is a good fit for accounting firms of any size that use other Thomson Reuters applications, though it can be used as a stand-alone application if desired.  Web Builder CS is...…

Mary Girsch-Bock

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December 18, 2019 

2019 Review of Integer Accoutning & Tax Websites

Integer Tenenz www.getinteger.com From the 2019 reviews of website building systems for accounting firms. Integer from Tenenz offers good website design options for small to mid-sized accounting firms. The company’s emphasis on marketing can also be a handy resource for firms looking for marketing assistance. Integer currently offers four plans: Essentials, Marketing Starter, Marketing Pro,...…

Mary Girsch-Bock

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December 18, 2019 

2019 Review of CPAsites

CPAsites www.CPAsites.com 866-452-9101 From the 2019 reviews of website building systems for accounting firms. CPAsites offers custom website design and setup. A good fit for accounting firms of any size, CPAsites offers four subscription levels: Platinum, Gold, Silver, and Bronze, making it affordable for just about any firm.  All CPAsites websites are created from scratch....…

Mary Girsch-Bock