Latest Articles

September 5, 2014 

800-267-1317 www.caseware.com 2011 Overall Rating 4.25   Best Firm Fit Firms currently using CaseWare Working Papers. Strengths Integration with CaseWare Working Papers Scalable & works well for multi-partner and multi-location firms Layout & Windows Explorer-like Document Manager will be familiar to CaseWare Working Papers users Potential Limitations Does not track accruable employee benefits No complete...…

Dustin Wheeler

September 5, 2014 

800-343-1157 www.taxtools.com     2011 Overall Rating 4   Best Fit: Small and mid-sized businesses with multiple locations and reporting requirements in CA or NY, or firms managing multiple businesses with such requirements. Strengths: Easy to use Gross summary reports E-filing to CA PDF output Good client communication templates Multi-client management tools Automation of system...…

Isaac M. O'Bannon

September 5, 2014 

877-584-2309 www.eFileSalesTax.com     2011 Overall Rating 4.25   Best Fit: Generally small and mid-sized businesses, or accounting firms managing multiple such businesses, with filing requirements in CA, CO, FL or IL. However, some very large national retail outlets also use the system, particularly for CA and CO. Strengths: Very easy-to-use E-filing of returns to...…

Isaac M. O'Bannon

September 5, 2014 

800-424-2938 www.BNAsoftware.com      2011 Overall Rating 4.5   Best Fit: Mid-sized and larger businesses with growing SALT compliance complexity, and firms managing compliance for multiple entities. Also businesses wanting comprehensive tax tables for export into their live sales and accounting systems. Strengths: Very easy-to-use Comprehensive: All U.S. jurisdictions PDF, Excel, XML, CSV, Text output...…

Isaac M. O'Bannon

September 5, 2014 

877-222-0187 www.TrustFile.com   2011 Overall Rating 4   Best Fit: Businesses wishing to e-file their sales and use tax reports for multiple location businesses in one or more of the 12 supported states, and those who wish to electronically pay these liabilities. Strengths: Simple navigation & function E-filing to each of the supported states PDF...…

Isaac M. O'Bannon

September 5, 2014 

888-349-2441 www.SpeedTax.com      2011 Overall Rating 4.75   Best Fit: Businesses with increasingly complex sales tax management and reporting needs across multiple jurisdictions that are looking to integrate real-time sales tax rates and calculations into the business’ sales platforms. Strengths: Integrated, real-time rates & calculations Multi-user review/sign-off processes E-mail due date & workflow reminders...…

Isaac M. O'Bannon

September 5, 2014 

800-968-8900 CS.ThomsonReuters.com   2011 Overall Rating 4.25   Best Firm Fit Firms that utilize PPC Practice Aids should consider this product. The seamless integration with the PPC Practice Aids will allow for increased productivity and quality during the execution of engagement tasks. Strengths Integration with PPC Practice Aids Integration with other Thomson Reuters products, including...…

Marty McCutchen

September 5, 2014 

  CCH, a Wolters Kluwer business – ProSystem fx Engagement 800-739-9998 CCHGroup.com From the August 2011 Review of Engagement & Trial Balance Systems Best Fit: Firms that are trying to maximize overall engagement efficiency with integration with other CCH and third-party applications. Basic System Functions: CCH ProSystem fx Engagement uses a familiar Microsoft Explorer user...…

Marty McCutchen

September 5, 2014 

The CCH ProSystem fx Trial Balance product is an “after the fact” trial balance and accounting product that allows multiple users to access files. The product is best suited as a tool for client write-up where the bookkeeping is performed in another application, as the product does not include the subsidiary ledgers normally included in...…

Marty McCutchen

September 5, 2014 

Accountants have long had a reputation as being somewhat reclusive, perhaps even seen as professional hermits, because of the nature of many of the traditional services they provided.

September 5, 2014 

800-267-1317 www.caseware.com   2011 Overall Rating 4   Best Firm Fit: Firms that are looking to gain significant efficiencies in their financial reporting (no matter the size of the firm). Strengths User interface & intuitive workflow Strong financial reporting module SmartSync’s fast “real-time” collaboration Potential Limitations: No web hosted version currently available Summary & Pricing...…

Marty McCutchen

September 5, 2014 

Email has been around a long time and has evolved into a mission-critical resource to deliver documents and communicate with clients. It’s the default for most businesses — convenient, easy and mature — and has all but replaced time-consuming faxing and manual delivery of documents. However, while email has been a trusted delivery tool for...…

Eric Pulaski