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
November 29, 2011
800-200-7599 http://lacerte.intuit.com/products/tax-import http://proseries.intuit.com/products/tax-import 2012 Overall Rating 4.75 Best Firm Fit Firms using the Lacerte and ProSeries tax programs seeking to reduce the time spent on organizing source documents and data entry. Strengths The new Pre-Import Review feature provides a side-by-side view of electronic values and images from source documents. Direct download provides an easy...…
November 26, 2011
Jon Baron, the President for the Professional, Tax & Accounting division of Thomson Reuters, shares his perspectives on the past year, and on the changes he sees coming for 2012 and the years to come. Click here to view as a PDF. Download
November 26, 2011
Mike Sabbatis, President and CEO of CCH, a Wolters Kluwer business, shares his perspectives on the past year, and on the changes he sees coming for 2012 and the years to come. Click here to view as a PDF. Download
November 26, 2011
The CEO and Founder of BQE Software, Shafat Qazi, shares his perspectives on the past year, and on the changes he sees coming for 2012 and the years to come. Click here to view as a PDF. Download
November 26, 2011
James Metzler, the AICPA’s Vice President for Small Firm Interests, shares his perspectives on the past year, and on the changes he sees coming for 2012 and the years to come. Click here to view as a PDF. Download
November 23, 2011
We’ve covered the issue of disaster preparation and business continuity several times over the years, especially after Hurricane Katrina. Accounting is a technology-driven profession, so we’ve generally approached the topic of preparation by focusing on subjects such as remote backup and using web-based systems to allow a firm to keep working even if disaster strikes....…
November 23, 2011
Emilio Avila, ADP TotalSource Division Vice President, explains how accountants can deepen their relationships with clients through online and mobile-enabled payroll services such as RUN Payroll for Accountants powered by ADP...
November 23, 2011
800-805-8582 www.sureprep.com 2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…
November 23, 2011
800-291-2136 www.copanion.com 2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should...…
November 23, 2011
800-968-8900 CS.ThomsonReuters.com 2012 Overall Rating 4.25 Best Firm Fit Firms using other applications of the CS Professional Suite. Specifically, a FileCabinet CS license is required for the labeling and organizing function. An UltraTax CS license is required for the data extraction and import into the tax software. Strengths Integration throughout the CS Professional Suite....…
November 22, 2011
6 Effective Tools for Tax Document Automation
November 22, 2011
800-739-9998 CCHGroup.com 2012 Overall Rating 4.75 Best Firm Fit Firms using other ProSystem fx applications to prepare individual income tax returns, as well as firms that want the OCR and organizing processes to run on premise with a fast turnaround time. Strengths With the right hardware and recommended scanning procedures, the OCR processing should...…