Latest Articles

cchsfsscanfill_10285296

September 5, 2014 

CCH Small Firm Services Scan&Fill

888-455-0183 – www.atxinc.com 888-455-0182 – www.taxwise.com 2011 Overall Rating 3.5   Best Fit TaxWise and ATX customers who would like to implement automated tax document filing. Tax & accounting firms, especially those with high-volume, that need a solution housed entirely on premises. Automated sorting & filing of documents in the document management system is impressive....…

Brian Tankersley

tr_10285295

September 5, 2014 

Thomson Reuters — Source Document Processing

800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.5 Best Fit Firms who use the related Thomson Reuters applications (FileCabinet CS and UltraTax CS). Note: FileCabinet CS is required for labeling and organizing. UltraTax CS is required if firms want to take advantage of the data extraction feature. UltraTax CS users who have clients with significant securities trades...…

Brian Tankersley

sage_10285252

September 5, 2014 

Sage Software — Sage Timberline Office

800-628-6583 www.sagecre.com     2011 Overall Rating 5   Best Fit Sage Timberline Office is designed to meet the needs of mid-sized to large contractors and construction-related businesses. Strengths Extensive list of add-on modules Integrates with the Sage CRM product Provides 250 user-defined data fields for more comprehensive data tracking Comprehensive selection of estimating modules...…

Mary Girsch-Bock

intuit_10285305

September 5, 2014 

Intuit, Inc. — Tax Import for Lacerte & ProSeries

800-200-7599 http://lacerte.intuit.com/products/tax-import/ http://proseries.intuit.com/products/tax-import/   2011 Overall Rating 4.5 Best Fit Lacerte Tax and ProSeries Tax Professional users who would like to reduce time spent entering data into the tax application. Strengths Innovative 1099DropOff.com website is easy to remember, and facilitates direct download of tax information from financial institutions. Client application integration into the tax software...…

Brian Tankersley

redgear_10285223

September 5, 2014 

RedGear Technologies — ArkWorks

800-230 -2322 www.arkworkspro.com    2011 Overall Rating 5   Best Firm Fit Due to the scope of features and functions, ArkWorks can be deployed in both small and medium size firms to serve as an enterprise document management system. If you use the TaxWorks tax preparation software, ArkWorks is a natural first choice. Strengths Intuitive...…

John Higgins

sureprep_10285302

September 5, 2014 

SurePrep — 1040SCAN PRO, 1040SCAN Organize

800-805-8582 www.sureprep.com   2011 Overall Rating 4.75 Best Fit Firms where more than one person is involved in the return preparation process. Organizations willing to use SurePrep’s proprietary SPBinder documentation tool. Practitioners who are comfortable using paraprofessionals to handle the majority of the data input associated with a client. Strengths Guides and certification process designed...…

Brian Tankersley

industryspecific_10285256

September 5, 2014 

Industry Specific Software — Construction Manager

800-735-6176 www.iss-software.com   2011 Overall Rating 4.25   Best Fit Well-suited for small to mid-sized construction companies, Construction Manager contains solid financial capability along with an excellent array of job management features. Strengths Cost Management module maintains job leads, tracks all types of client contact & maintains detailed history on all clients Historical estimating option...…

Mary Girsch-Bock

copanion_10285303

September 5, 2014 

Copanion Inc. — GruntWorx Populate

800-291-2136 www.copanion.com    2011 Overall Rating 4.5 Best Fit While the GruntWorx Gather, GruntWorx Organize, and GruntWorx Trades services create files that are compatible with almost any tax application or document management tool, the GruntWorx Populate tool integrates fully with GoSystem Tax RS, ProSystem fx Tax or UltraTax CS. Strengths Firms can process as few...…

Brian Tankersley

otp_10285222

September 5, 2014 

Office Tools Professional — Practice Management 2011

661-951-9200 www.officetoolspro.com   2011 Overall Rating 4.75 Best Firm Fit Practice Management 2011 is best suited for firms with five to 10 users. Office Tools Professional also serves more than 100 offices with 15 to 60 users. Strengths Integrated suite of office productivity tools (document storage, contact management, time & billing, project management, scheduling) Reporting...…

John Higgins

cyma_10285259

September 5, 2014 

CYMA Job Cost Accounting

800-292-2962 www.cyma.com   2011 Overall Rating 4.5   Best Fit Well-suited for mid-sized general construction companies who require solid job cost functionality and tracking without specialized contractor features like equipment management or dispatch. Strengths Scalable, modular design Customizable eDesk interface for central navigation Strong job cost functionality System automated billings Allows any document to be...…

Mary Girsch-Bock

peachtreebysage_10285262

September 5, 2014 

Peachtree by Sage — Peachtree Premium Construction Accounting 2012

800-388-4697 www.Peachtree.com   2011 Overall Rating 4.5   Best Fit Peachtree continues to add product features and enhancements that make this popular product a terrific fit for the small construction company or contractor looking for a solid entry-level product that contains job-specific functionality. Strengths My Dashboard includes 11 new module options Remote access available Easily...…

Mary Girsch-Bock

mics_10285246

September 5, 2014 

Management Information Control Systems (MICS) — Builder Information System (BIS)

800-838-6427 www.bissoftware.com   2011 Overall Rating 4.75   Best Fit: All editions offer construction and contracting businesses a fully integrated modular system that is suitable for businesses small and large. Strengths: Scalable with four editions Remote access capability a plus for Enterprise edition My Jobs dashboard provides excellent recap of all system jobs Handles multiple...…

Mary Girsch-Bock