Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
October 6, 2011
Thomson Reuters – Planner CS
800-968-8900 www.cs.thomsonreuters.com 2011 Overall Rating 4.75 Best Fit With tight integration among the tax preparation, research, document management, portals and other solutions from Thomson Reuters, Planner CS is best suited to users of the vendor’s CS Professional Suite, but can also be valuable as a stand-alone system. Strengths Includes tax code for federal &...…
October 6, 2011
BNA Software – BNA Income Tax Planner
800-424-2938 www.bnasoftware.com 2011 Overall Rating 5 Best Fit Practices offering individual income tax planning services to clients with varying needs, up to and including high net worth individuals with significantly complex income channels and assets. Strengths Intuitive interface & navigation Comprehensive tax calculations & analyses Up to 20 side-by-side comparisons Excellent reporting & graphical...…
October 6, 2011
CCH, a Wolters Kluwer business — ProSystem fx Planning
800-739-9998 www.cchgroup.com 2011 Overall Rating 4.25 Best Fit Full-service accounting professionals using the integrated ProSystem fx Suite to serve broad client bases. Strengths Excellent integration with ProSystem fx Tax & Engagement Up to 30 side-by-side cases Ease-of-use Potential Limitations Plans limited to four years of projections Aside from exporting into other...…
October 5, 2011
Gadget Season is Near!
Every year around this time I receive a variety of demo gadgets and information on technologies that span the spectrum of being useful for business, as well as those geared toward personal entertainment, hobbies and sometimes just peculiar things. I include them in our annual Holiday Gift Guide, which runs in our December issue and...…
October 5, 2011
How the Texas State Fair is Like Accounting Practice Management
There is a tradition in Dallas that goes back 125 years … the GREAT State Fair of Texas. Yes, it’s larger than any other state fair in the country - and I’ve been going every year since I was very young.
October 5, 2011
RedGear Technologies — TaxWorks Tax Planner
800-230-2322 www.taxworks.com 2011 Overall Rating 4 Best Fit Firms using TaxWorks who want to expand into tax planning as a client service offering, or want a simple add-on tool for performing quick projections. Strengths Easy to use Adjustable inflation projection Inexpensive Integration with TaxWorks Potential Limitations Generally basic planning capabilities Limited report customization...…
October 5, 2011
Tax Planner Included with All-Inclusive Drake Tax Suite
800-230-2322 www.DrakeSoftware.com While most other tax software developers offer tax planning for an additional annual fee, Drake Software has gone with an all-inclusive approach to its entire professional tax compliance suite. The suite provides 1040, 1040NR, 1041, 1065, 1120, 1120S, 706, 709, 990 and 990PF preparation, support for all states with income taxes, and unlimited...…
October 5, 2011
How the Texas State Fair is Like Accounting Practice Management
There is a tradition in Dallas that goes back 125 years … the GREAT State Fair of Texas. Yes, it’s larger than any other state fair in the country – and I’ve been going every year since I was very young. During this year’s annual trip – while I was knee-deep in some kind of...…
October 3, 2011
Scientist Invents Invisible Key
I’m not exactly sure how this will directly affect professionals in the near-term, but Japanese scientists have developed a digital key system that works similarly to the Nintendo Wii and Xbox. The technology, which they say is less than two years from commercial distribution, would allow people to make simple hand gestures, which the system would...…
October 3, 2011
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October 3, 2011
The Mobile Gold Rush of the 2010s
Column: Putting the i in Practice You may not have noticed, but there’s [another] gold rush going on. This time it’s about “apps” and the goal, like all land grabs, is to get there first and stake your claim. As usual, I’ll first spend some time looking at history to help refine our future vision....…
October 1, 2011
The Latest “iPad Killer”
The iPad has been on the market for less than two years (delivery of the iPad1 started in March 2010), but ever since Apple essentially invented the market for tablet devices, competitors have been trying to edge their way into the market. The most notable true competitors have been the Samsung Galaxy, HP TouchPad, Motorola...…