Latest Articles

September 5, 2014 

There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…

Melody Steelman

September 5, 2014 

Company Overview Originally founded as Edmond Software, Advanced Micro Solutions has been working in the tax software business since 1985. AMS started as a small two-man software shop and has since grown into a nationally respected software company.   Products → W-2/1099 Forms Filer: The core of the 1099-Etc program. It allows a user to...…

September 5, 2014 

Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…

Isaac M. O'Bannon

September 5, 2014 

Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…

Kristy Short, Ed.D.

September 5, 2014 

We live in a mobile and always-on world, and where the smartphone by itself was once lauded (or blamed) for our incredible connectivity, that honor now belongs to the app. An abbreviation for the word application that was used almost only by developers and computer techs just a couple of years ago, the term is...…

Isaac M. O'Bannon

September 5, 2014 

Marketing is all about making a name for your business, and making a name requires telling a great story. You may have the most progressive and unique firm in the world, but that won’t do you a bit of good if you don’t know how to convey that to prospects and clients.

Kristy Short, Ed.D.

September 5, 2014 

Ah, the good old days. Back in the ’70s, tax season meant being in the office by 7:00 a.m., a 12-hour work day, then home to see the family. Add nine hours on Saturday and a few on Sunday afternoon, and it toted up to a respectable 70+ hour work week. And then, along came...…

Gregory L. LaFollette

September 5, 2014 

Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…

Rene Lacerte

September 5, 2014 

Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…

Randy Johnston

September 5, 2014 

2011 OVERALL RATING 4.50   800-765-7777 www.proline.lacertesoftware.com   Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor   BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…

Steven M. Phelan

September 5, 2014 

2011 OVERALL RATING 4.75   800-968-8900 CS.ThomsonReuters.com   Please indicate the available delivery methods for your product below: __x__ On-Premises __x__ SaaS _____ Hosted by Vendor   BEST FIRM FIT: Good fit for top 50 firms, the Fortune 500, and those who need multi-office, multi-department support for the most complex returns.  The only purely browser-based...…

September 5, 2014 

OVERALL RATING 4.75   800-968-8900 CS.ThomsonReuters.com   Product delivery methods: __x___ On-Premises _____ SaaS __x___ Hosted by Vendor   BEST FIRM FIT: Small to mid-sized firms that need advanced workflow functionality. Excellent fit for most full-service tax and accounting firms. STRENGTHS: Integration with other Thomson Reuters CS Suite products, as well as the CheckPoint research...…

Steven M. Phelan