Accounting February 28, 2026
Voting Opens for 2026 Readers’ Choice Awards!
Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.
March 29, 2012
National Parts Depot Overhauls Accounting System
Tamlin Software Developers and Microtask Consulting, both AccountMate resellers and developers, recently partnered with each other to restructure National Parts Depot's use of its AccountMate software.
March 29, 2012
Thomson Reuters Expands Affinity Agreement with Tax Executives Institute
Tax Executives Institute, international association of corporate tax professionals, and the Tax & Accounting business of Thomson Reuters have renewed their partnership, making Thomson Reuters an exclusive affinity partner for tax information and workflow solutions.
March 29, 2012
CPA Practice Advisor and CCH Talk Document Management
Join our executive editor, Darren Root, CPA.CITP, as he hosts an exciting webinar on document management with CCH’s John Springfield, product manager, and Ben Koker, technical software consultant. These three experts will share with attendees some of the profession’s best practices for effective document management. The one-hour webcast is scheduled for Tuesday, April 3 at...…
March 29, 2012
SaaS Takes Center Stage for Small Business Accounting
Online accounting products are a small but rapidly growing segment of business management tools. Real-time collaboration between client and accountant, as well as better importing tools have made these solutions a compelling alternative to traditional, locally-installed applications. We have noticed a large number of new offerings in this space over the last couple of years,...…
March 28, 2012
2012 Review of BizAutomation – BizAutomation.com
BizAutomation – BizAutomation.comwww.BizAutomation.com 408-786-5116 Best Fit: Small organizations who need a process-oriented business management tool with strong CRM and fundamental accounting processes in a single, integrated platform. Strengths: Integration with Google Apps allows users to access familiar tools from within the application. Solid Customer Relationship Management (CRM) functionality, tightly integrated into the product. Built on...…
March 28, 2012
2012 Review of Intuit — Intuit Tax Online
Intuit — Intuit Tax Onlineproadvisor.intuit.com/product/intuit-tax-online866-676-9674 Strengths Web-based, anytime access No IT management or updating required Pay-Per-Return pricing, no startup costs Instant ramp-up/down with any number of users PC and Mac friendly Mobile app for checking status, client information, securely emailing returns From the makers of Lacerte and ProSeries Potential Limitations Lacks integration with accounting programs...…
March 28, 2012
2012 Review of Intuit — ProSeries
Intuit — ProSerieswww.proseries.com800-934-1040 From the May 2012 review of professional tax compliance systems (traditional workflow). Best Fit: Small to mid-sized firms focused on large 1040 client bases, but also with the need for varied business compliance. Firms who require workflow solutions and integration with QuickBooks. Strengths Optional scan and organize system, plus direct download of...…
March 28, 2012
2012 Review of CCH Small Firm Services – ATX
CCH Small Firm Services – ATXwww.atxinc.comPhone: 866-345-4172 Strengths: Compliance for all entities including federal and state plus local forms W-2/1099 and wage reporting options Form and interview-style input Available bundles for Workflow, Research and Accounting functions Integrated AR management and credit card acceptance Potential Limitations: Does not offer client portals or online tax organizers Limited...…
March 28, 2012
2012 Review of CCH Small Firm Services — TaxWise
CCH Small Firm Services — TaxWisewww.taxwise.com866-345-4171 Strengths Compliance for all entities at federal and all states Form-based interface, friendly navigation Scan and populate feature for W-2s, 1099s and K-1s Integrated suite of products including fixed asset management, client write-up (AP and AR) and document storage Multiple client refund options, such as debit card and refund...…
March 27, 2012
2012 Review of Drake Software — Drake Tax
Drake Software — Drake Taxwww.DrakeSoftware.com800-890-9500 Strengths: Top-rated live support All-inclusive pricing includes all entities, states, e-filing, tax planning, document management, and write-up system with live & ATF Payroll New online client collaboration system Integration with GruntWorx for paperless and automated tax prep Optional debit card and bank product dispersal of proceeds Multi-office manager sync system;...…
March 27, 2012
FUND E-Z and F9 Partnership Enhances Financial Reporting Capabilities for Nonprofit Organizations
FUND E-Z Development Corp., a provider of nonprofit accounting, fundraising and HIPAA billing software solutions, has partnered with F9, independent Infor business unit, to incorporate F9 Professional Version 5 with FUND E-Z Nonprofit Accounting Software. The integration will link the FUND E-Z General Ledger data to Microsoft Excel.
March 27, 2012
Four Key Trends in Document Management Solutions
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.