Latest Articles

trustfile_10307784

September 5, 2014 

TrustFile, an Avalara Company — TrustFile Sales & Use Tax

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

speedtax_10308366

September 5, 2014 

SpeedTax — SpeedTax Core, Plus & Pro

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

tr_engagementcs_10307206

September 5, 2014 

Thomson Reuters — Engagement CS

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

cch_prosystemfxengagement_10307208

September 5, 2014 

CCH, a Wolters Kluwer business — ProSystem fx Engagement

  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

 CCH ProSystem fx Trial Balance

September 5, 2014 

CCH ProSystem fx Trial Balance

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

caseware_10307207

September 5, 2014 

CaseWare International Inc — CaseWare Working Papers 2011

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

graphic_10290535

September 5, 2014 

The Insecurities of Email

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

sageart_10307215

September 5, 2014 

The Key to E-Mail Marketing for Small Organizations

One of the ways successful firms are continuing to grow during the current economic downturn is by finding new and existing clients with targeted, personalized service. Large firms have used customer relationship management (CRM) and contact management systems for years to manage sales activities, track correspondence, and log contact with current and prospective customers, but…

Brian Tankersley

lacerte_cashisking_10307214

September 5, 2014 

Rule #1: Cash is King

I first heard this phrase growing up around a couple of entrepreneurs/accountants — my parents and grandparents. My grandparents always had their own company. Granddad was the salesmen and grandma was the accountant. My parents were the same except Dad was more product visionary than sales and mom was the back office, including accounting. They...…

Rene Lacerte