Latest Articles

sfw123cs_c1_10454033

November 23, 2011 

Safe Keeping… Even in a Digital World, a Safe is a Good Idea

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....…

Isaac M. O'Bannon

sureprep_10477066

November 23, 2011 

SurePrep — 1040SCAN Pro, 1040SCAN Organize

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...…

Dustin Wheeler

gruntworx_10477091

November 23, 2011 

GruntWorx, LLC

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...…

Dustin Wheeler

tr_10477069

November 23, 2011 

Thomson Reuters — Source Document Processing

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....…

Dustin Wheeler

cch_10477089

November 22, 2011 

CCH a Wolters Kluwer business — ProSystem fx Scan

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...…

Dustin Wheeler

img_1352copy_10453941

November 22, 2011 

Building a Practice for the Future

Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster…

Isaac M. O'Bannon

 United Systems Technology Inc.

November 22, 2011 

United Systems Technology Inc.

Municiple Court is a full featured municipal court system that looks and works like Microsoft® Office. Municipal Court includes a complete system that enables you to enter, maintain and track unlimited municipal court cases. Docket entries are easily created along with other case related events, fees and additional charges. You can review all case related...…