Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
April 23, 2016
2016 Review of Drake Software – Drake Tax
Drake Software is an affordable, all-inclusive professional tax preparation system with unlimited e-filing, including multiple state returns. Firms also have access to a variety of practice resources, such as document management, tax planning, and ...
April 23, 2016
2016 Review of Wolters Kluwer – ATX
The ATX family of professional tax and accounting programs is part of Wolters Kluwer CCH Small Firm Services, and is geared primarily toward small firms looking for a system that simplifies the preparation process, making it easy to get new and ...
April 23, 2016
UltraTax Offers Total Command & Control
When Peter Gurian thinks there’s got to be a better way to do things, he’s usually right. After spending several years with a Big Four firm and with a private company, the CPA decided he’d had enough of the bureaucratic headaches and started his own ...
April 23, 2016
2016 Review of Wolters Kluwer – TaxWise
TaxWise offers several bundled versions that combine tax, accounting, research, payroll, file sharing and firm management functions, plus bank products, with the systems providing user-friendly interfaces and streamlined workflow for small and mid ...
April 23, 2016
2016 Review of Intuit – ProSeries Tax
The ProSeries system offers comprehensive professional tax preparation for traditional tax and accounting firms, with streamlined data entry processes that help maximize efficiency.
April 23, 2016
2016 Review of Thomson Reuters – GoSystem Tax RS
GoSystem Tax RS offers a comprehensive, web-based tax compliance system for professionals. The program, which has been totally cloud-based since 1998, is generally designed for mid-sized and larger firms, but can fit the needs of any practice that ...
April 23, 2016
2016 Review of Wolters Kluwer – ProSystem fx Tax
CCH ProSystem fx Tax is a professional tax preparation and management program that can be used as a stand-alone system or as part of a broad suite of professional tax, engagement and firm management tools and resources. The desktop-based system can be ins
April 23, 2016
2016 Review of Thomson Reuters – UltraTax CS
The UltraTax CS system from Thomson Reuters offers extensive tax compliance and practice management tools that enhance firm workflow. It can be used independently but is at its most productive and efficient when used as a central component of the CS ...
April 23, 2016
2016 Review of Intuit – Lacerte Tax
For nearly 35 years, the Lacerte Tax professional tax system has provided tax professionals with compliance and practice management tools and features that streamline tax production and workflow. The comprehensive system is available in packages that ...
April 23, 2016
2016 Review of Wolters Kluwer – CCH Axcess Tax
CCH Axcess offers a comprehensive, cloud-based suite of professional accounting and tax systems that utilize a singular database and can enhance firm productivity across multiple engagement types, and help firms standardize their workflow processes.
April 23, 2016
2016 Reviews of Professional Tax Compliance Systems
For our reviews of tax preparation systems, we divide products into two categories: Advanced Workflow and Traditional Workflow. In general, smaller firms would be best served using a “traditional workflow” system, which are designed for more typical ...
April 20, 2016
Equal Pay Becomes More Complicated for Employers
Although federal anti-discrimination laws have long required that women and men are paid equally for the same work, the new law in California not only expands what may constitute a similar job, but also places the burden of demonstrating that any ...