Latest Articles

Adam_Kupperman_1_.54175627988ca

September 8, 2014 

Adam Kupperman – 2014 40 Under 40 Honoree

Adam Kupperman, MBA – 39 Vice President & Head of ONESOURCE Firm EditionThomson ReutersHoboken, NJ   What are the key areas of your firm that have seen the greatest change/challenge in workflow over the past few years? (Or, what are the key challenges you see firms facing?) The greatest single challenge for firms in workflow...…

160144277-XS1

September 7, 2014 

IRS Puts Up Roadblocks for Business Car Deductions

The IRS strictly limits deductions for vehicles used for business driving under the so-called luxury car rules. But that’s not the most upsetting part to many taxpayers. It’s the notion that the “luxury car” limits apply to vehicles costing well under $20,000. This is hardly what the average person considers to be a luxury car.

linelink_10296250

September 5, 2014 

Imaging Science & Services, Inc. — TEAMS & LineLink

866-723-7409 www.issimage.com With thousands of jurisdictions across the country that have varying sales and use tax rates, the various filing requirements and frequencies of the 45 states that have sales taxes, and the potential penalties that can result from errors or missed deadlines, sales tax compliance can be complicated enough. But another significant challenge for...…

Isaac M. O'Bannon

avalaragavatax_10307770

September 5, 2014 

Avalara — AvaTax

877-780-4848 www.Avalara.com   2011 Overall Rating 4.75   Best Fit Businesses with sales across dozens, hundreds or even more taxing jurisdictions across the United States and Canada, with the need to automate tax rate lookup into their sales and ecommerce systems. Strengths Seamless integration into accounting system Rates are maintained by Avalara, no updates required...…

Isaac M. O'Bannon

tronesource_10331846

September 5, 2014 

Thomson Reuters — ONESOURCE Indirect Tax, Sales & Use Managed Services

888-885-0206 http://onesource.thomsonreuters.com/indirect-tax/   2011 Overall Rating 5   Best Fit Mid-sized and larger enterprises with significant sales tax liability exposure across a large number of jurisdictions who want to automate rate management and outsource compliance functions. Strengths Complete tax lifecycle management from tax determination to returns preparation & remittance Automated rate lookup & application Hands-free/hassle-free...…

Isaac M. O'Bannon

 Engagement Products Bring Workflow Improvement to Firms

September 5, 2014 

Engagement Products Bring Workflow Improvement to Firms

Every firm, no matter the size, should be using either an engagement (audits, review, compilations, etc.) or trial balance (write-up work) system. In the past, engagement and trial balance software packages were “islands” of information that did not communicate very well with other systems. The first integrations were with other tax preparation systems. Now that...…

Marty McCutchen

sales_10296004

September 5, 2014 

Solid Innovation — Solid Sales Pro

888-667-3769 www.Solid-Innovation.com Solid Sales Pro from Solid Innovation offers retailers a mobile POS system designed for remote sales transaction processing including field sales, showroom sales and tradeshow ordering. Solid Sales Pro easily handles both customer ordering tasks and contains inventory management capabilities. The system is available in a QuickBooks Pro Edition for QuickBooks (QB) integration...…

Mary Girsch-Bock

pdgsoft_10295992

September 5, 2014 

PDG Software Inc.

866-433-4PDG (4734) www.pdgsoft.com PDG Software, the makers of shopping cart and e-commerce software, offers simple real-time integration with QuickBooks (QB) products. It is fully scalable, offering four versions: PDG Lite, which can be used for up to 100 products; PDG Pro, which is designed for up to 1,000 products; PDG Gold, which can handle up...…