Latest Articles

April 17, 2015 

UltraTax CS centers on eliminating repetitive data entry and other resource consuming tasks to add efficiency to office workflow. When coupled with other solutions within the CS Professional Suite lineup, UltraTax CS becomes a comprehensive tax compliance

Steven M. Phelan

April 17, 2015 

A firm's management programs and client offerings have to match its strategies. During your annual retreat, you should consider the business you are in today, the business you’d like to be in in the future, and who your clients are.

Randy Johnston

April 17, 2015 

ProSeries provides a comprehensive professional compliance system at an economical price. ProSeries software efficiently guides users through the common steps of tax preparation of collecting and importing data to electronically filing returns accurately.

Steven M. Phelan

April 17, 2015 

It seems as though no matter how hard we try to speed up our computers – more RAM, faster processors and better hard drives – they still take forever to do what we want them to do. Web pages load like sludge. Applications take forever to run.

Dave McClure

April 17, 2015 

It’s been more than a year since Intuit first announced it would create an online ecosystem centered on its QuickBooks Online solution. Since then, the financial solutions provider has seen tremendous growth on the QBO platform.

Taija Sparkman

April 17, 2015 

CCH ProSystem fx Tax is the desktop tax compliance solution from Wolters Kluwer Tax & Accounting US and continues to be an award winning offering. With multiple integration points, ProSystem fx Tax provides users multiple avenues to automate the tax retur

Steven M. Phelan

April 17, 2015 

Drake Software provides an all-inclusive system providing users all the tools necessary to process tax returns and simple accounting. Drake Software continues to be a strong advocate for sole practitioner tax preparers and continues to provide ...

Steven M. Phelan

April 17, 2015 

TaxWise, a tax solution provided by CCH Small Firms Services, aims to expedite tax preparation with quick data entry. TaxWise also includes a multitude of services to assist tax professionals efficiently serve clients and grow their business.

Steven M. Phelan

April 17, 2015 

ATX is a solution designed to simplify the tax filing process. Geared towards sole-practitioners and seasonal tax preparers, ATX is simple to navigate and includes multiple integration points for maximum efficiency. New this year is the introduction of iF

Steven M. Phelan

April 17, 2015 

Empire Suite is ideally suited to larger accounting firms that require a solid, integrated practice management solution that includes Time, CRM, and Resource Management capabilities.

Mary Girsch-Bock

April 17, 2015 

Bloomberg BNA has long been a research source for tax and estate planning. Though a full featured tax solution is not available, there are two niche products released annually – BNA 706 Preparer and BNA 709 Preparer. Both solutions offer the highest ...

Steven M. Phelan

April 17, 2015 

Completely cloud based, Xero Practice Management offers tools that small firms can utilize to become more productive and more efficient, including a Document Management function, where users can store all documents in specific client folders.

Mary Girsch-Bock