Firm Management June 17, 2026
Designing Your Ideal Accounting Firm Starts With One Question: What’s Actually Holding You Back?
Here are five steps firm owners can take to start building the accounting firm they actually want to run.
September 27, 2010
Quick Reference Guide
Tables, charts, and other relevant tax information in an easy-to-browse or search electronic format.
September 27, 2010
W4 Calculator
Projects taxable income and calculates required withholding allowances, helping you to adjust payroll withholding throughout the year.
September 27, 2010
Tax Corresponder
Over 300 tax and financial planning letters, attachments, and handouts — easily customized and mail-merged with a customer database.
September 27, 2010
Maryland Personal Property Tax Preparer
Calculates and prints Maryland personal property returns.
September 27, 2010
California Sales Tax Preparer
Calculates and prints California sales tax returns.
September 27, 2010
Payroll System
LivePayroll (process payroll live or after-the fact), 941/940 (after-the-fact payroll), W2/1099 and optional E-File Add-On, Payroll Corrector — programs sold separately or as a bundle.
September 27, 2010
Schedule D Tools
Track clients’ cost basis and generate reports, including Realized Gains and Losses and fileable Schedule D-1 Continuation Sheet.
September 27, 2010
Financial Planning Tools
Financial Planner plus over 100 forms, worksheets, flowcharts and calculators, with the same powerful, easy-to-use interface as TaxTools and other CFS toolbox programs.
September 27, 2010
Small Business Tools
Over 150 modules essential to starting, running, and terminating a small business, with the same powerful, easy-to-use interface as TaxTools and other CFS toolbox programs.
September 27, 2010
ALERE Business Applications
ALERE is an intuitive, intelligent solution for simplifying complex accounting, manufacturing and distribution issues. ALERE is customizable which allows companies to mold it to meet specific challenges they face. Businesses from small start-ups to large corporations choose ALERE because of the functionality and ease of use built into it. Excellent accounting and manufacturing software will...…