Accounting August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
Accounting August 4, 2026
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
August 11, 2026
August 11, 2026
August 11, 2026
September 22, 2026 Sponsored
September 5, 2014
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...…
September 5, 2014
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...…
September 5, 2014
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...…
September 5, 2014
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...…
September 5, 2014
800-365-6790 www.a-systems.net 2011 Overall Rating 4.75 Best Fit: JobView is ideal for small to mid-sized construction and contractor businesses, but available in three versions that can take a small construction company through any growth transitions. Strengths: Scalable with three editions Overview & summary screens offer solid financial information for each company or project...…
September 5, 2014
eTEK International Inc. — eTEK for Microsoft Office 2010 800-888-6894 www.etek.net From the July 2011 Review Construction and Contractor Accounting Systems Best Fit: eTEK is scalable and an excellent choice for smaller construction companies in need of good job cost functionality that need to upgrade from entry-level products. eTEK for Microsoft Office is a...…
September 5, 2014
800-246-0800 www.foundationsoft.com 2011 Overall Rating 5 Best Fit: Foundation contains a laundry list of features well suited for construction businesses of varying sizes and trades, particularly those a step up from small mom and pop contractors with 1-10 employees and less than a million in annual revenues. Anything above that would benefit from...…
September 5, 2014
866-670-8471 DrakeSoftware.com 2011 Overall Rating 4.5 Best Firm Fit: Drake Document Manager is designed to serve as an extension of the Drake tax and write-up applications and will, therefore, be a natural solution with great value for firms that are using these systems. Strengths: Direct integration with Drake tax preparation, planning & write-up...…
September 5, 2014
One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it…
September 5, 2014
888-999-1366 www.accountantsworld.com 2011 Overall Rating 4.5 Best Firm Fit: CyberCabinet is best suited for sole practitioners and small firms who provide accounting, payroll and tax services. If your practice can use the Accountants Relief and Payroll Relief applications, you can have a solid online platform for running your practice without the hassle of...…
September 5, 2014
800-765-7777 http://lacerte.intuit.com/products/tax/document-management-system http://proseries.intuit.com/products/dms 2011 Overall Rating 4.75 Best Firm Fit: If your firm is using either the Intuit ProSeries or Lacerte tax preparation systems, then DMS is the natural first choice. It provides some functionality that can legitimately facilitate its use to manage the storage of all of your firm’s electronic documents....…
September 5, 2014
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2011 Overall Rating 4.75 Best Firm Fit: If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications. Strengths: Integrated suite of small firm tax & accounting applications Integrated...…