Article

docit_10272011

September 5, 2014 

Doc.It — Doc.It DM

888-693-6248 www.doc-it.com 2011 Overall Rating 5 Best Firm Fit: Due to the robust feature set incorporated into Doc.It to support workflow automation and scheduling, it is best suited for firms that are prepared to work towards fully automating their business processes. The benefits of doing this are greater for larger firms that typically have more...…

John Higgins

intuit_10271569

September 5, 2014 

Intuit — QuickBooks Online

800-286-6800 www.quickbooksonline.com   Best Fit: Small businesses with only a few employees, primarily service-based or those with simple product/inventory needs. Strengths: Friendly user interface & intuitive navigation Integrated live bank account data Audit trail Built-in payroll option No contracts Includes accountant log-in Runs on Mac or PC with any browser Potential Limitations: Limited inventory functions...…

Isaac M. O'Bannon

cabinetnginc_10272015

September 5, 2014 

Cabinet NG, Inc. — CNG-SAFE

800-621-6501 www.cabinetng.com  2011 Overall Rating 4.75   Best Firm Fit: CNG will fit in many different types of businesses, including, but not limited to, accounting and tax firms, as well as many of their clients. CNG is priced on a per-user model that allows organizations to increase or decrease the number of licensed users to...…

Isaac M. O'Bannon

conarc_ichannel_10272018

September 5, 2014 

Conarc — iChannel

770-849-0508 x116 www.conarc.com 2011 Overall Rating 4.75 Best Firm Fit: Although it can be deployed at firms of any size, due to the breadth and depth of functionality, iChannel is best suited for mid-size and large firms. It also has significant flexibility to be configured for many different types of organizations, so firms with niche...…

John Higgins

acct1st_10272016

September 5, 2014 

Acct1st

888-790-7045 www.acct1st.com 2011 Overall Rating 4.5 Best Firm Fit: Small to mid-sized firms that want a comprehensive solution, with a fairly predictable cost model. Strengths: Intuitive interface SaaS option Integrated portal solution Workflow functionality iQueue integration tool that lets you develop integration with virtually any application Potential Limitations No integrated scanning solution, relies on third-party...…

John Higgins

bizautomation_10271532

September 5, 2014 

Biz Automation

Biz Automation 888-249-1670 www.bizautomation.com   From the June 2011 Review of SaaS Accounting Systems for Small Business BizAutomation is a comprehensive business management suite comprised of fully featured multi-business accounting, sales, distribution and inventory modules. It was designed and built to be an online system and offers strong ecommerce and partner management portals. Multi-layer project...…

Isaac M. O'Bannon

2017 Acumatica Logo FullColor RGB 5939d06cd6ab8

September 5, 2014 

Acumatica

888-228-8300 www.acumatica.com ERP & CRM for Growing Businesses Some businesses have greater needs than most off-the-shelf software can solve, regardless of their exact size or classification as a small or mid-sized business. The cloud-based solutions from Acumatica offer these enterprises sophisticated core financial, distribution and customer management capabilities. The product features a combined ERP and...…

Isaac M. O'Bannon

intacct_10272023

September 5, 2014 

Intacct Corporation — Intacct Online

Intacct Corporation — Intacct Online 877-968-0600 www.intacct.com   Best Fit: Entities that have outgrown off-the-shelf programs, require greater integration, subscription-revenue accounting. Ideal for service-based businesses, hospitality industry and technology providers. Also ideal for accounting practices that want to run the system in-house and offer access to clients through portals as a solution provider. Strengths: Exceptional...…

Isaac M. O'Bannon

cch_prosystemfx_10272019

September 5, 2014 

CCH, a Wolters Kluwer business — ProSystem fx Document SaaS

800-739-9998 CCHGroup.com   2011 Overall Rating 5   Best Firm Fit: One of the advantages of a SaaS distribution model is that it is less expensive to deploy for smaller organizations because the infrastructure is outsourced and provided through an affordable shared services model. Therefore, ProSystem fx Document SaaS can be deployed in nearly any...…

John Higgins

abbyyfr10_pro_r_engx_10263696

September 5, 2014 

Fine-Tuning Your DMS & Workflow Processes:

There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…

Melody Steelman

ams_logo_10259659

September 5, 2014 

AMS 2011 Who’s Who

Company Overview Originally founded as Edmond Software, Advanced Micro Solutions has been working in the tax software business since 1985. AMS started as a small two-man software shop and has since grown into a nationally respected software company.   Products → W-2/1099 Forms Filer: The core of the 1099-Etc program. It allows a user to...…

bigezlogo_10259315

September 5, 2014 

How Helping Your Clients Can Help Your Firm

Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…

Isaac M. O'Bannon