Latest Articles

September 9, 2011 

866-440-5471 www.SpokaneComputer.com    2011 Overall Rating 4.25 Best Fit Practices seeking a simple system for managing multiple clients, with support for all federal and state year-end compliance requirements. Strengths Intuitive interface, client management screens. Import from Microsoft Excel, QuickBooks, Sage Peachtree & text files. Multiple file output options. Print/mail service bureau option. Potential Limitations No...…

Isaac M. O'Bannon

September 9, 2011 

866-999-1366 www.AccountantsWorld.com    2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance and ATF payroll for multiple entities. Strengths Strong multi-client views, dashboards. Web-based system provides remote access. Integration with larger web-based suite. Comprehensive forms support. Electronic filing of federal and state quarterly forms, W-2 and 1099   Potential Limitations No built-in invoicing functionality,...…

Isaac M. O'Bannon

September 9, 2011 

805-504-1366 www.magtax.com   2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance for multiple businesses, with built-in electronic filing for federal and supported states. Strengths Comprehensive forms, reporting capabilities. Output to various file formats. Excellent QuickBooks integration. Strong Help utility/assistive features. Potential Limitations No built-in invoicing functionality. Does not provide 940-series forms.   Summary...…

Isaac M. O'Bannon

September 9, 2011 

480-460-9311 www.1099fire.com   2011 Overall Rating 4 Best Fit Small and mid-sized businesses; for in-house use, although it does support multiple EINs. Strengths Multiple options for print, e-filing, various forms. Good multi-staff access capabilities. Outsourced print/mail service option. Potential Limitations Basic multi-client management utilities. Limited built-in help functionality.   Summary & Pricing The 1099 Fire...…

Isaac M. O'Bannon

September 9, 2011 

Over the last several months, I’ve had the opportunity to get out on the road and attend several tradeshows and conferences for the tax and accounting profession. This has allowed me to talk to a lot of practitioners, and I’ve been hearing the same thing from many of you: The role of tax and accounting…

Jim Baker

September 8, 2011 

888-746-0440 www.FormMagic.com    2011 Overall Rating 4.5 Best Fit Accounting firms with large client bases, with varied import/integration needs. Strengths Strong multi-client management tools. Multi-user level security. Multiple data entry options. Built-in diagnostics. Potential Limitations Limited local forms. Lacks client billing/invoicing center. Summary & Pricing Tax-Mate provides a comprehensive 1099 and W-2 solution, with strong...…

Isaac M. O'Bannon

September 8, 2011 

Time is Money: 9 Products to Help Improve Your Revenue Stream

Dustin Wheeler

September 8, 2011 

877-4-TENROX www.tenrox.com   2011 Overall Rating 5 Best Firm Fit Medium-sized and large firms. Strengths Interface & many aspects of the program are very customizable. Great user & project management capabilities. Best management dashboards among products reviewed. Tracks accrued vacation & sick days. Integration with many accounting & payroll products, the most comprehensive among products...…

Dustin Wheeler

September 8, 2011 

888-877-2231 www.tpssoftware.com   2011 Overall Rating 4.5 Best Firm Fit Small and mid-size firms using Microsoft Office. Strengths Most complete integration with Microsoft Office among products reviewed, allowing for maximum customization of invoices & reports. Unique to the other products reviewed, the time entry screen includes a graphical timeline showing how a day’s time was...…

Dustin Wheeler

September 8, 2011 

800-285-0999 www.sagetimeslips.com   2011 Overall Rating 4.75 Best Firm Fit Small and mid-sized firms. Strengths Timeslips eCenter allows users to enter time & expenses remotely. Timeslips Today dashboard view provides helpful information & is customizable. Integration with accounting software, including Sage Peachtree and QuickBooks. Potential Limitations Does not support HR tracking, such as personal time...…

Dustin Wheeler

September 8, 2011 

888-999-1366 www.accountantsworld.com    2011 Overall Rating 4.25 Best Firm Fit Small firms using the AccountantsWorld Power Practice System. Strengths Intuitive, easy to set up & begin using. Integration with other products in the AccountantsWorld suite. E-mail broadcast for client communications, with tools to group clients for e-mails & track which e-mails were sent to clients....…

Dustin Wheeler

September 8, 2011 

877-245-5484 www.Bill4Time.com   2011 Overall Rating 4.5 Best Firm Fit Small and mid-sized firms wanting to do all time and billing in the cloud. Strengths Many options for capturing time, including a desktop widget & mobile apps. Easy integration with PayPal for collecting online payments. Scheduling integration with Outlook, Google Calendar & iCal. Billing rate...…

Dustin Wheeler