800-934-1040 http://proseries.intuit.com/products/fam 2011 Overall Rating 4.25 Best Fit Professionals using the ProSeries tax compliance system, whose clients have increasing asset bases and moderately complex depreciation strategies and needs. The program can also be used as a stand-alone with the tax package. Strengths Direct integration with the ProSeries compliance system Intuitive interface & navigation […]
800-765-7777 www.lacertesoftware.com 2011 Overall Rating 4.5 Best Fit Lacerte Tax Planner can be used as a stand-alone program, but it’s best suited for firms using the Lacerte tax preparation system, providing simple data transfer and a familiar interface. Strengths Familiar tabbed interface & navigation Full integration with Lacerte 1040 Integration with Document Management System […]
websites.intuit.com Best Fit Virtually any small business, including tax and accounting practices, wanting a simple and automated website creation system. Strengths Easy to add Intuit Web Payment service for ecommerce activities Good search engine optimization tools Includes email marketing features and an online small business marketing toolkit Broad collection of template designs Customized […]
800-765-7777 www.lacertesoftware.com The Intuit ProLine Lacerte Tax Planner is a tool for developing customized tax scenarios to help tax and accounting professionals estimate the tax impact of proposed future transactions. The planner allows tax professionals to advise clients on how best to minimize tax liabilities using known and projected tax rates, rules, income and familial […]
888-236-9501 www.accountant.intuit.com/payroll 2011 Overall Rating 4.25 Best Fit Small businesses and accounting professionals who want a web-based payroll application that provides the ability to collaborate with users at other sites. It’s also a good fit for QuickBooks for Mac and QuickBooks Online users who want a payroll tool that integrates directly with their […]
800-267-8379 www.accountant.intuit.com 2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement […]
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The […]
This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income […]