Latest Articles

randyjohnston2010_10259237

September 5, 2014 

How Technology Pays

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

lacerte_10277458

September 5, 2014 

Lacerte Tax, an Intuit ProLine Solution

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

trgstrs_10277445

September 5, 2014 

Thomson Reuters — GoSystem Tax RS

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...…

trutcs_10277446

September 5, 2014 

Thomson Reuters — UltraTax CS

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

cch_10277459

September 5, 2014 

CCH, a Wolters Kluwer business — ProSystem fx Tax

OVERALL RATING 4.75   800-PFX-9998 (739-9998) CCHGroup.com   Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor   BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud).  STRENGTHS: –          Integration...…

Steven M. Phelan

1114543274914_mary20girschbock_10272382

September 5, 2014 

Accounting for Different Needs of SMB Clients

One of the hardest things about evaluating software products is determining what features are likely to be the most important for the intended users. Obviously, needs will vary depending on the type of business. Retail shops will need a strong inventory module that tracks product life, assigns value and produces solid reports. An e-commerce module...…

Mary Girsch-Bock

intuit_qb11premier_3d_lrg_10248288

September 5, 2014 

Intuit — QuickBooks Premier 2011

2011 Overall Rating 4.5 877-683-3280 www.intuit.com   Best Fit: Targeted at accountants who support non-accountant business owners who maintain their own books. Strengths: Ease of use & large install base, which means more end users will have experience with the application Strong accountant program with good training & referrals to certified ProAdvisors Company Snapshot improvements...…

Mary Girsch-Bock

redwing_2011_10248272

September 5, 2014 

Red Wing Software — CenterPoint Accounting

2011 Overall Rating 4.25 800-732-9464 www.redwingsoftware.com   Best Fit: Small & mid-sized businesses who need an entry-level product with all the basics; scalable to more sophisticated TurningPoint accounting product designed for larger companies Strengths: Inventory module supports LIFO, FIFO & Average Cost valuation methods, as well as lot tracking Excellent forms & reports designer, but...…

Mary Girsch-Bock

orangedoor_10277461

September 5, 2014 

Orange Door, Inc. — Orange Door Tax Suite Pro

2011 Overall Rating 3.75   650-952-1773 www.orangedoorinc.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor   Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…

Isaac M. O'Bannon

 Addsum Business Software Inc. — Advanced Accounting

September 5, 2014 

Addsum Business Software Inc. — Advanced Accounting

2011 Overall Rating 4 800-648-6258 www.addsuminc.com   Best Fit: A good fit for those with high transaction volume bookkeeping operations who require inventory support. Designed for small to mid-sized businesses, particularly small retailers and contractors who require industry-specific features. Strengths: Strong POS capabilities Multi-user version supports unlimited users at a site for $799 Support for...…

Mary Girsch-Bock

drake_10277462

September 5, 2014 

Drake Software — Drake Tax

2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com   Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: –          Exceptional live support –          Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…

Isaac M. O'Bannon

peachtree_2011review_10248302

September 5, 2014 

Sage Peachtree Premium Accounting 2012

2011 Overall Rating 4.75   800-388-4697 www.Peachtree.com   Best Fit: Easy-to-use application for those who handle inventory, job costing or other complex areas; evolves with the needs of small businesses. Strengths: –          Scalable application with numerous industry versions –          Business Status Report, along with New Sage Peachtree Business Intelligence reporting, Business Analytics for Sage Peachtree...…

Mary Girsch-Bock