Taxes December 9, 2025
Chicago Mayor Tweaks Head Tax Plan to Target Bigger Companies
Mayor Brandon Johnson proposed a new version of his head tax Tuesday, now pushing a $33-per-employee monthly tax on companies with over 500 Chicago employees.
April 29, 2013
What’s Up with Paper?
Paper is inefficient and doesn’t easily scale. It is a pain to store, retrieve and share. And yet companies and accountants of all sizes are dependent on it to manage their businesses.
Technology April 29, 2013
4 Tips for a Successful Client Newsletter by: Kristy Short, Ed.D.
A client newsletter is one of the most effective ways to ‘speak’ to your clients. A newsletter not only provides a regularly scheduled touch (or contact), which makes your clients feel connected to you, it also builds loyalty and drives sales.
April 29, 2013
Improving Document Management: What Your Firm Can Do
At the risk of insulting your firm, it is rare to see a document management project implemented correctly. Further, I don’t believe a document management project is ever complete. Let me explain why.
April 29, 2013
The ‘Busy Season’ That Almost Wasn’t
As we wrap up another busy season, we have the chance to catch our breath and reflect on the past few months. When reflecting to the beginning of 2013, many of us recall the fear of the unknown on various tax guidance and advice we had given the previous year.
April 29, 2013
2013 Review of Thomson Reuters – GoSystem Tax RS
Thomson Reuters – GoSystem Tax RS800-968-8900cs.thomsonreuters.com/gosystem BEST FIRM FIT: Medium-size accounting firms and larger or firms requiring tools to manage high net-worth individuals and multi-tiered or consolidated entity returns. STRENGTHS Simultaneous and multi-level staff editing capabilities Strong data import features Support for advance return types POTENTIAL LIMITATIONS On-screen review tools are not as complete as...…
April 29, 2013
2013 Review of Intuit, Inc. – Lacerte Tax
Intuit, Inc. – Lacerte Tax800-765-7777accountants.intuit.com/tax/lacerte BEST FIRM FIT: Full service tax and accounting firms with multiple staff, who want the benefits of integration with many of Intuit’s other systems, including QuickBooks data import for business entity returns, document management, research and data analysis. STRENGTHS Easy, intuitive interface Wizards to aid with electronic filing and data...…
April 29, 2013
2013 Review of CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)
CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)800-PFX-9998tax.cchgroup.com BEST FIRM FIT: Firms of any size looking for options to streamline tax compliance and are comfortable accessing information via Internet STRENGTHS Client focused and provides granular access to client data Quick resolutions to federal and State changes as changes occur Familiar interface for legacy...…
April 29, 2013
Software that Meets the Core Needs of Tax-Focused Firms
From the May 2013 issue. In our May issue each year, we review tax preparation systems designed for professionals who prepare federal and state income tax returns for individuals, businesses and other entities. There is a significant difference between the types of professional preparation systems on the market, but differences in capabilities are often intentional,...…
April 29, 2013
A Picture Perfect Duo: Florida CPA Helps Grow Freelance Camera Rental Company
Imagine running a business out of your home for more than 25 years when a divorce forces you to move offices and reevaluate your business strategy.
April 29, 2013
Work is What You Do, Not Where You Go!
Whether we like it or not, cloud and mobile technologies are catapulting us toward an anytime/anywhere work environment. No longer are we bound by the four walls we call “the office” to check things off our to-do list. This shift of work being completely about what you do, and not about where you do it…
April 29, 2013
2013 Review of Treeno Document Management System
Treeno Document Management System v 4.0(800) 528-5005 x315 or (603) 570-4315www.TreenoSoftware.com From the May 2013 review of Document Management systems. Best Firm Fit: Firms who want a product which can be accessed through a web browser or using an on-premises server. Companies who would like a very flexible document management system which is designed for...…
April 29, 2013
2013 Review of Thomson Reuters GoFileRoom
Thomson Reuters GoFileRoom800-968-8900cs.thomsonreuters.com/gofileroom From the May 2013 review of Document Management systems. Best Firm Fit Firms who want to have a hosted document management system which is flexible enough for any configuration while being designed to have integrated enterprise security Although the application works well for any firm, the application was designed to work with...…