Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
February 26, 2019
CCH, a Wolters Kluwer business — ProSystem fx Engagement
Characters 6139 800-PFX-9998 www.CCHGroup.com CCH’s ProSystem fx Engagement is designed to be used as an integrated part of the vendor’s comprehensive suite of professional accounting, tax and practice management systems, providing advanced workflow tools, collaboration capabilities, automation of tasking, integration with external programs and strong oversight for audit managers. The system includes the core features...…
February 26, 2019
Audit Engagement Tools
Characters 8192 AuditConfirmations LLC www.auditconfirmations.com AuditConfirmations offers an electronic bank confirmation (deposit and loan accounts) process targeted specifically to tax and accounting firms. AuditConfirmations allows firms to electronically submit bank confirmations to any bank using the bank’s contact name and email address. The process works by having the auditor create an audit confirmation request, which...…
February 26, 2019
CaseWare International Inc. — CaseWare Working Papers
characters 6139 800-267-1317 www.caseware.com The Working Papers system from CaseWare is an engagement management system that offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration, folder lockdowns and roll-forwards. The system includes full reporting options; integration with third-party accounting, tax, productivity and research tools; and is both GAAP and IFRS...…
February 26, 2019
CCH, a Wolters Kluwer business — ProSystem fx Fixed Assets
6486 800-PFX-9998 www.tax.cchgroup.com Designed for use by accounting and tax professionals, ProSystem fx Fixed Assets is a comprehensive tracking, management and reporting program that offers extensive depreciation calculation capabilities, projections, asset-life events and reporting. The program is part of the ProSystem fx Suite of professional applications, which includes integrated tax, write-up, trial balance, practice management,...…
February 26, 2019
Aqubanc, LLC
2352 800-350-4720 www.aqubanc.com Cheque 21 System from Aqubanc, LLC is a system designed to optimize gift and donation processing. Designed to work with multiple nonprofit software systems such as Raiser’s Edge, DonorPerfect, Sage Fundraising 50, PledgeMaker and others, Cheque 21 allows larger nonprofits to easily process a large influx of donations. Aqubanc, LLC was formed...…
February 26, 2019
CCH, a Wolters Kluwer business — ProSystem fx Trial Balance
characters 3017 800-PFX-9998 www.CCHGroup.com The ProSystem fx Trial Balance system can be used as a stand-alone trial balance program or used in conjunction with the ProSystem fx Suite of professional accounting and tax applications. The system offers import capabilities from most small and mid-sized business accounting programs, allowing users to easily work with data from...…
February 26, 2019
Engagement & Trial Balance: Do You Need A Standalone System?
EngTBIntro0710.doc — 4368 By Isaac M. O’Bannon, Technology Editor Trial balance and audit engagement management programs share a few essential basics: creation of financials and client deliverables, account manipulation, consolidations, reporting, and analysis. After these areas, however, trial balance usually stops and engagement systems are just beginning, and the two types of systems very rarely...…
February 26, 2019
Rev Your Engines with Our Top Tune-up Tips
As I write this column, spring is upon us. And almost in sync with signs the economy is starting to improve, the blossoms are opening up. This season of rebirth is a signal to start revving your engines to take advantage of both these positive events. We can’t offer much help on the green thumb...…
February 26, 2019
Affect or Effect? It’s Your Choice
5851 characters One of the topics in this issue is innovation, and one thing I have learned about innovation is that it is easier and more successful when you are embracing change. Either you are affected by change or you can effect change. Every day, we have a choice, and my suggestion is to...…
February 26, 2019
Dashboards: Business Intelligence At A Glance
7373 I have spent a lot of time looking at dashboards lately. See, I’ve been test driving new cars to see what might replace my 10-year old van now that carpool days are behind me. Car makers give us dashboards in a variety of colors and layouts, and each seems to have one or two...…
February 26, 2019
RootWorks 2010 Who’s Who
RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…
February 26, 2019
Five Tips for Improving Email Management
8110 characters In columns last month (July 2010), Executive Editor Darren Root, CPA.CITP, and I wrote about Apple’s new iPad (Darren’s July column is available at www.cpata.com/go/2841; my July column is at www.cpata.com/go/2843). Darren has long been a proponent of Apple technologies as reliable, quality products, while I’ve long been an Apple critic, pointing out...…