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.
December 1, 2008
BNA Software — BNA Income Tax Planner, Federal & 50 States
The BNA Income Tax Planner is designed to be a stand-alone tax planning system that integrates with a professional’s existing tax preparation software. The program allows up to 10 side-by-side columns of federal and state tax projections for multiple past or future years and/or scenarios (note: the new release scheduled for September 2004 doubles this...…
December 1, 2008
CCH Tax & Accounting – ProSystem fx Planning
CCH’s ProSystem fx Planning supports multi-scenario tax planning for federal income tax and supports the following states: AL, AZ, CA, CO, CT, GA, ID, IL, IN, KS, LA, ME, MD, MI, MN, MS, MO, NE, NJ, NM, NY, NC, OH, OR, SC, UT and WV. The system allows multi-year forecasts and includes detailed calculations and...…
December 1, 2008
AccountantsWorld – Accountant’s Relief
Please fasten your seat belts. Use of a helmet is strongly advised. We have discussed platform-independence, but the owner of Accountant’s Relief offers us the promise of what they call the “anytime-anywhere world.” Desktop or Internet – you decide. The landscape called telecommuting and the remote office is about to evolve big time! Accountant’s Relief...…
December 1, 2008
TaxWorks — Tax Planner
TaxWorks is a new addition to the tax planning review, although the company’s TaxPlanner application has been available for several years as an add-on to the company’s tax preparation software. The program is geared primarily toward accountants and tax preparers, but the company is also targeting other prospective estate and tax planning professionals, such as...…
December 1, 2008
Write-Up Executive Summary
The first time I saw an example of double-entry accounting, it made sense to me. I like to assist with our small business write-up (bookkeeping) function in my firm - not all the time, mind you, but I definitely like to keep my hand in it.
December 1, 2008
Sales & Use Tax Preparation Software: Executive Summary
Through computerized calculations, diagnostics functions and digital maintenance of prior-period returns, even small businesses with a single location can benefit from a sales and use tax compliance package.
December 1, 2008
BNA Tax Management – Tax Management Library
The online version of BNA’s Tax Management Library is a comprehensive tax research system that provides primary source materials and guidance on federal, state and international tax law for individuals and entities, as well as a Tax Practice Library that offers research and productivity tools. Tax Management Library houses nearly 400 Portfolios and over 280...…
December 1, 2008
ATX/Kleinrock – Total Kleinrock Office/TaxExpert
The CD-based version of the program sports a similar interface to ATX's software and enables integration between the two.
December 1, 2008
Tax Preparation Suites Review – 2005
As the primary revenue source for many practices, the productivity of a tax system is key to the firm's profitability.
December 1, 2008
Search is the New OS
Search is the New OS By Gregory L. LaFollette, CPA.CITP, Executive Editor From the January 2005 Issue& In the ’90s it was all about operating systems (OS). Microsoft led us through a dizzying parade of “new and better” OS, from all the flavors of DOS into Windows 3.1, 95, 98, SE, ME, NT, 2000 and...…
December 1, 2008
Is Microsoft Exchange The Right Answer For Your Firm?
Exchange is the Microsoft server add-on that handles e-mail, shared calendars, shared contacts and to-do lists.
December 1, 2008
Outsourcing for Accounting Firms
Outsourcing for Accounting Firms By Bob Wolff From the January 2005 Issue Accounting professionals face a crisis. One that, at worst, could mean the end of the accounting profession as we know it today. It’s not because software has taken away once common write-up and tax services. It’s not because of commoditization of professional services...…