Latest Articles

May 18, 2015 

2015 Innovation Award Nominee: Thomson Reuters – Onvio Documents Tax.ThomsonReuters.com Onvio Documents combines the ease of use of our traditional desktop document management software with cutting edge collaboration capabilities offered by a cloud solution. As CPA firms and their clients adapt to evolving business conditions, demand for collaborative tools and, anywhere, anytime access to information...…

May 18, 2015 

2015 Innovation Award Nominee: Thomson Reuters – Legal and Business Forms, powered by Legal Street LegalSolutions.ThomsonReuters.com Legal and Business Forms, powered by Legal Street, is an easy-to-use online library which contains forms and resources that are routinely needed during the course of accounting firms’ engagements with business clients — including contracts and lease agreements, promissory...…

May 18, 2015 

2015 Innovation Award Nominee: Thomson Reuters – Intuitive Search Tax.ThomsonReuters.com The new Intuitive Search on Thomson Reuters Checkpoint® has simplified the research process, so you can find just what you’re looking for—only faster. We’ve made keyword searching remarkably easy, with unique functionality that allows you to search the way you think. You’ll find the most...…

May 18, 2015 

2015 Innovation Award Nominee: Thomson Reuters – Checkpoint Catalyst Tax.ThomsonReuters.com Checkpoint Catalyst provides practical guidance for resolving tax questions that arise with business-related transactions. Yet Checkpoint Catalyst delivers so much more than any other type of online research library ever developed. As the next generation of online tax research, Checkpoint Catalyst is the first of...…

May 18, 2015 

2015 Innovation Award Nominee: Tallie Expense Management Intacct Integration UseTallie.com Since its inception, Tallie has been the only expense management system to offer real-time bi-directional sync integrations with major accounting systems. Tallie recently created the world’s first real-time, bi-directional integration with Intacct–no clicking or nightly sync required. Now, Tallie’s first-of-its kind integration just got even...…

May 18, 2015 

2015 Innovation Award Nominee: SmartVault for Intuit Lacerte & ProSeries www.SmartVault.com Document management is an integral part of the workflow for tax accountants – getting the engagement letters out, distributing and collecting the tax organizer, getting source files from clients, distributing and managing the eFile forms and ultimately distributing the completed returns to clients. If...…

May 18, 2015 

2015 Innovation Award Nominee: Sageworks Valuation Solution www.Sageworks.com Sageworks Valuation Solution, the commercial grade and web-based solution, helps CPA, private equity and valuation firms determine an accurate and legally defensible value for private companies. The solution is compliant with AICPA standards and allows users to go beyond simple calculation engagements and estimates to get a...…

May 18, 2015 

2015 Innovation Award Nominee: Sage North America – Sage View na.Sage.com Sage View is a cloud-based solution designed for accountants to easily monitor client performance and financial health in real-time. Through powerful dashboards, customizable key performance indicators (KPIs), and reports, Sage View empowers accountants to see, understand, and take action on client data immediately. With...…

May 18, 2015 

2015 Innovation Award Nominee: Receipt Bank – Practice Platform www.receipt-bank.com Receipt Bank’s newest product, Practice Platform, is out to own the 9AM. Our goal is for accountants and bookkeepers to login at the start of their day and get full visibility of their workday – what bills and receipts need to be processed, what transactions...…

May 18, 2015 

2015 Innovation Award Nominee: Pendock Mallorn – Accounting For Practitioners www.Pendock.com Four versions of Accounting For Practitioners (AFP) are available: Premium, Link, Express and Light; each is tailored to meet each CPA’s specific needs. If the practice is tax only with a few compilations, then the Light version would be the choice at $199. If...…

May 18, 2015 

2015 Innovation Award Nominee: Paychex Flex www.Paychex.com Paychex Flex – Technology and Service to Support Business Success Paychex Flex delivers seamless access to payroll, HR, and benefits information for a streamlined and integrated approach to workforce management. Offering a unique blend of customer service options and robust software driven by a simple, yet powerful user...…

May 18, 2015 

2015 Innovation Award Nominee: Palo Alto Software – LivePlan www.liveplan.com LivePlan helps CPAs grow their accounting practice with additional service offerings. By using the best planning and financial management dashboard app with clients, CPAs can elevate their level of service to that of a strategic advisor. LivePlan helps CPAs enhance their services with features including:...…