Accounting December 10, 2025
The event is ongoing on Dec. 10-11, 2025, with 7 hours of NASBA-certified CPE credit on each day (14 hours total). A total of five sessions also qualify for IRS-certified CE credit.
December 11, 2025
December 11, 2025
December 2, 2011
781-356-5152 www.XCMsolutions.com 2012 Overall Rating 4.25 Best Fit Firms using or considering the broader XCM Workflow Management system to provide structured digital management of their engagements, including the ability to securely share files with clients. Strengths Simple client interface No storage or bandwidth/transfer limits Customizable firm branding Two-way firm/client sharing and collaboration Dependable hosting,...…
December 2, 2011
888-667-8440 www.OfficeToolsPro.com 2012 Overall Rating 4.75 Best Fit Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients. Strengths Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication tools Customizable firm branding Good integration with outside programs Potential...…
December 2, 2011
800-441-3453 www.ShareFileCPA.com 2012 Overall Rating 4.5 Best Fit Accounting practices wanting a simple, yet secure method of sharing files with clients and allowing them to upload files to the firm. Strengths Firm branding and the ability to place a login field on firm website Sharing of files two ways between client and firm Multiple...…
December 1, 2011
800-716-2558 ext. 100 www.cPaperless.com 2012 Overall Rating 4.25 Best Fit Professional firms seeking a stand-alone system that will make it easy for their clients to send files to them, as well as securely share returns and other documents with their clients. Strengths Simple for clients and firms to use Strong security customization options Customizable...…
December 1, 2011
Dividends and Distributions Prints on 1099 Dividend laser forms and on blank paper.E-Files 1099 DIV & eFile 1099 Forms (Electronic Filing).Imports 1099 DIV forms Intuit QuickBooks, Sage Peachtree, Sage DacEasy , Microsoft Dynamics and Microsoft Excel FormatSupports 1099-DIV, MISC, INT, R, S, 1098-T, 1098, 1099 A, 1099 B, 1099 C, 1099 PATR and 1099 OID...…
December 1, 2011
IRS 1099-R Software IRS Form 1099 R : Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Prints on 1099-R laser forms and on blank paper. Imports 1099R forms Intuit QuickBooks, Sage Peachtree, Sage DacEasy , Microsoft Dynamics and Microsoft Excel Format Supports 1099 R, MISC, INT, DIV, S, 1098-T, 1098,...…
December 1, 2011
IRS 1099-MISC Software IRS Form 1099 MISC : Miscellaneous Income Prints on preprinted 1099-MISC forms and W2 forms. Prints 1099 MISC Copies & W2 Copies to blank paper. Meets Internal Revenue Service & SSA regulations. Creates secure PDF 1099 MISC form & PDF W2 form. E-File 1099 MISC & eFile W2 Forms (Electronic Filing)....…
December 1, 2011
Interest Income Software Prints on preprinted 1099-INT & other 1099 forms. Prints 1099 INT, 1099-MISC, 1099-DIV, 1099-R & W2 Forms Copies to blank paper. Imports 1099-INT forms Intuit QuickBooks, Sage Peachtree, Sage DacEasy , Microsoft Dynamics and Microsoft Excel Format Meets IRS & SSA regulations. eFile 1099 INT & eFile 1099 Forms (Electronic Filing)....…
December 1, 2011
Broker and Barter Exchange Software Prints 1099-B Recipient Copy (Copy B) on regular paper instead of laser forms. Prints 1099B Federal Copy (Copy A For Internal Revenue Service Center) on pre-printed red laser forms. Imports 1099-B forms Intuit QuickBooks, Sage Peachtree, Sage DacEasy , Microsoft Dynamics and Microsoft Excel Format Supports 1099 B, 1099...…
December 1, 2011
1098 Tuition Statement Software IRS Form 1098 T : Tuition Statement Prints on 1098 Tuition laser forms and on blank paper. Imports 1098-T forms Intuit QuickBooks, Sage Peachtree, Sage DacEasy , Microsoft Dynamics and Microsoft Excel Format Supports 1098-T, 1098, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099 (A, B, C, PATR) & 1099 OID Forms....…
December 1, 2011
IRS 1099-A Software IRS Form 1099-A: Acquisition or Abandonment of Secured Property Imports 1099-A forms Intuit QuickBooks, Sage Peachtree, Sage DacEasy , Microsoft Dynamics and Microsoft Excel Format Prints 1099-A Copy B (For Borrower) on regular white paper, eliminating the need to buy these forms. Prints 1099A Federal Copy (For Internal Revenue Service Center)...…