Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
September 5, 2014
CLI Offers Comprehensive Practice Management Solution
Commercial Logic, Inc. — Advance Practice Management 603-643-1900 www.cli-usa.com APS Advance Practice Management, offered in the U.S. by Commercial Logic, Inc., is a widely used practice management system, and is part of the broader APS Suite, which includes document management, CRM, resource planning, online business intelligence and business process automation. The system is designed to...…
September 5, 2014
Practice Management Products Play Part in Promising Future
Practice management software has evolved over the years from programs that did little more than time and billing to completely integrated technologies providing firm partners and managers with real-time data related to productivity and financial performance. As comprehensive systems, they give firm owners tools to perform a detailed analysis in their practices in terms of...…
September 5, 2014
Thomson Reuters — Practice CS
800.968.8900 CS.ThomsonReuters.com 2011 Overall Rating 4.75 Best Firm Fit Firms wanting strong dashboards and Outlook integration, particularly those using other Thomson Reuters CS Professional Suite applications. Strengths SaaS version available Powerful integration with the rest of the CS Professional Suite Useful dashboards with drilldown capability Can internally process credit card payments & ACH...…
September 5, 2014
Office Tools Professional — Practice Management Software
661-951-9200 www.officetoolspro.com 2011 Overall Rating 4.5 Best Firm Fit Small to mid-sized firms not currently using a completely integrated suite of tax and accounting products. Strengths Integration with Lacerte, QuickBooks & Outlook Interface is easy to navigate & is focused on the client Strong contact management capabilities, including social media The only practice...…
September 5, 2014
CCH, A Wolters Kluwer business — ProSystem fx Practice Management
800-739-9998 opt. 1 www.cchgroup.com 2011 Overall Rating 4.25 Best Firm Fit Firms wanting powerful time, project, marketing and client management features, particularly those using other components of the ProSystem fx Suite. Strengths Strong integration with ProSystem fx Suite, Sage Abra Payroll, and Sage MAS 90, 200 and 500 Great features for tracking marketing...…
September 5, 2014
CaseWare International Inc — CaseWare Time 2011
800-267-1317 www.caseware.com 2011 Overall Rating 4.25 Best Firm Fit Firms currently using CaseWare Working Papers. Strengths Integration with CaseWare Working Papers Scalable & works well for multi-partner and multi-location firms Layout & Windows Explorer-like Document Manager will be familiar to CaseWare Working Papers users Potential Limitations Does not track accruable employee benefits No complete...…
September 5, 2014
CFS Tax Software, Inc. — CA and NY Sales Tax Preparer
800-343-1157 www.taxtools.com 2011 Overall Rating 4 Best Fit: Small and mid-sized businesses with multiple locations and reporting requirements in CA or NY, or firms managing multiple businesses with such requirements. Strengths: Easy to use Gross summary reports E-filing to CA PDF output Good client communication templates Multi-client management tools Automation of system...…
September 5, 2014
Electronic Sales & Use Tax, Inc. — eFileSalesTax.com
877-584-2309 www.eFileSalesTax.com 2011 Overall Rating 4.25 Best Fit: Generally small and mid-sized businesses, or accounting firms managing multiple such businesses, with filing requirements in CA, CO, FL or IL. However, some very large national retail outlets also use the system, particularly for CA and CO. Strengths: Very easy-to-use E-filing of returns to...…
September 5, 2014
BNA Software – BNA Sales & Use Tax Rates and Forms
800-424-2938 www.BNAsoftware.com 2011 Overall Rating 4.5 Best Fit: Mid-sized and larger businesses with growing SALT compliance complexity, and firms managing compliance for multiple entities. Also businesses wanting comprehensive tax tables for export into their live sales and accounting systems. Strengths: Very easy-to-use Comprehensive: All U.S. jurisdictions PDF, Excel, XML, CSV, Text output...…
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...…
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...…
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...…