Article

September 5, 2014 

800-968-8900 CS.ThomsonReuters.com Thomson Reuters offers Trial Balance CS as a stand-alone program that can be used as an integrated component of the larger CS Professional Accounting Suite. The system can support any number of client businesses and includes an array of tools for generation of financial statements, testing balances, customizing client-ready output and performing consolidations....…

September 5, 2014 

800-968-8900 cs.ThomsonReuters.com Engagement CS is the audit engagement component of the CS Professional Suite from Thomson Reuters, providing a workflow and process management solution that includes comprehensive trial balance capabilities along with multi-professional collaboration tools, advanced document archiving, integrated research and confirmation services, and additional practice tools. Basic System Functions Engagement CS is available as...…

September 5, 2014 

800-292-2962 www.cyma.com CYMA Accounting for Windows offers several industry-specific modules designed to integrate with the vendor’s financial suite of modules. Ideal for mid-sized construction companies, CYMA offers an array of features not frequently found in less expensive products. Although it can easily work independently, the Job Costing module is truly designed to work with the...…

September 5, 2014 

800-888-6894 www.etek.net The eTEK line of business accounting applications has long specialized in meeting the needs of the construction and contractor spaces, but the vendor also offers full module suites that can be used to manage most industry types. The company offers several versions of its core accounting system based on the database resources being...…

September 5, 2014 

415-593-3838 www.salesorder.com Salesorder.com is a fairly new addition to the online small business accounting space, with its self-named system providing a full complement of business management tools for entities ranging from one or two users, up through dozens or more. The system includes all traditional accounting modules, along with cashflow features, lead and prospect management,...…

September 5, 2014 

877-Net-Suite www.netsuite.com NetSuite was one of the original developers of SaaS for the small and mid-sized enterprise, but we do not include them along with the other systems in this review because they are priced just outside of the margins we set for products for the small business market. The program is exceptionally well designed...…

September 5, 2014 

877-968-0600 www.intacct.com Intacct offers a comprehensive web-based accounting and business management suite that is available in several industry versions, including one specifically designed for professional accountants. The technology company has also been designated the preferred provider of financial applications by the AICPA. This review focuses on the complete integrated suite available from Intacct. Basic System...…

September 5, 2014 

800-286-6800 www.quickbooksonline.com The installed version of QuickBooks is the most widely used small business software in the world, with the ability to purchase it off the shelf at big box stores and online retailers. QuickBooks Online is not the same as the installed program, but rather a completely web-based system with a different design and...…

September 5, 2014 

800-968-8900 CS.ThomsonReuters.com GoFileRoom was the pioneer application for a completely web-hosted, browser-based DMS solution. The product was acquired by Thomson Reuters about five years ago from Immediatech. GoFileRoom originally focused on the large firm market but has steadily expanded into the small and mid-size firm space with an attractive, all-inclusive pricing model. GoFileRoom is a...…

September 5, 2014 

800-968-8900 CS.ThomsonReuters.com FileCabinet CS is one of two powerful DMS solutions available from Thomson Reuters, targeted specifically to the tax and accounting marketplace. The greatest value of FileCabinet CS is derived from its deep integration with the other solutions that make up the CS Professional Suite for the tax and accounting profession. Core Product Features...…

September 1, 2014 

What should you be doing in your state and local tax practice this month? Here's your SALT checklist for September.

Firm Management August 31, 2014 

Trade shows remain a viable marketing option for accounting firms, yet many practitioners still don’t see the value. The fact is that if the appropriate level of planning is applied, trades shows can prove exceptionally successful in terms of lead generation and networking. Firms must first think through such items as budget, the right shows…

Kristy Short, Ed.D.