Article

commercialogic_10294106

September 5, 2014 

CLI Offers Comprehensive Practice Management Solution

Commercial Logic, Inc. — Advance Practice Management 603-643-1900 www.cli-usa.com APS Advance Practice Management, offered in the U.S. by Commercial Logic, Inc., is a widely used practice management system, and is part of the broader APS Suite, which includes document management, CRM, resource planning, online business intelligence and business process automation. The system is designed to...…

Isaac M. O'Bannon

dwprof_10294102

September 5, 2014 

Practice Management Products Play Part in Promising Future

Practice management software has evolved over the years from programs that did little more than time and billing to completely integrated technologies providing firm partners and managers with real-time data related to productivity and financial performance. As comprehensive systems, they give firm owners tools to perform a detailed analysis in their practices in terms of...…

Dustin Wheeler

screenshotpracticecs_10294053

September 5, 2014 

Thomson Reuters — Practice CS

800.968.8900 CS.ThomsonReuters.com   2011 Overall Rating 4.75   Best Firm Fit Firms wanting strong dashboards and Outlook integration, particularly those using other Thomson Reuters CS Professional Suite applications. Strengths SaaS version available Powerful integration with the rest of the CS Professional Suite Useful dashboards with drilldown capability Can internally process credit card payments & ACH...…

Dustin Wheeler

otp_practicemanagement_10307210

September 5, 2014 

Office Tools Professional — Practice Management Software

661-951-9200 www.officetoolspro.com   2011 Overall Rating 4.5   Best Firm Fit Small to mid-sized firms not currently using a completely integrated suite of tax and accounting products. Strengths Integration with Lacerte, QuickBooks & Outlook Interface is easy to navigate & is focused on the client Strong contact management capabilities, including social media The only practice...…

Dustin Wheeler

screenshotprosystemfxpm_10294037

September 5, 2014 

CCH, A Wolters Kluwer business — ProSystem fx Practice Management

800-739-9998 opt. 1  www.cchgroup.com   2011 Overall Rating 4.25   Best Firm Fit Firms wanting powerful time, project, marketing and client management features, particularly those using other components of the ProSystem fx Suite. Strengths Strong integration with ProSystem fx Suite, Sage Abra Payroll, and Sage MAS 90, 200 and 500 Great features for tracking marketing...…

Dustin Wheeler

screenshotcasewaretime_10293697

September 5, 2014 

CaseWare International Inc — CaseWare Time 2011

800-267-1317 www.caseware.com 2011 Overall Rating 4.25   Best Firm Fit Firms currently using CaseWare Working Papers. Strengths Integration with CaseWare Working Papers Scalable & works well for multi-partner and multi-location firms Layout & Windows Explorer-like Document Manager will be familiar to CaseWare Working Papers users Potential Limitations Does not track accruable employee benefits No complete...…

Dustin Wheeler

cfs_10307782

September 5, 2014 

CFS Tax Software, Inc. — CA and NY Sales Tax Preparer

800-343-1157 www.taxtools.com     2011 Overall Rating 4   Best Fit: Small and mid-sized businesses with multiple locations and reporting requirements in CA or NY, or firms managing multiple businesses with such requirements. Strengths: Easy to use Gross summary reports E-filing to CA PDF output Good client communication templates Multi-client management tools Automation of system...…

Isaac M. O'Bannon

efilesalestax_10307779

September 5, 2014 

Electronic Sales & Use Tax, Inc. — eFileSalesTax.com

877-584-2309 www.eFileSalesTax.com     2011 Overall Rating 4.25   Best Fit: Generally small and mid-sized businesses, or accounting firms managing multiple such businesses, with filing requirements in CA, CO, FL or IL. However, some very large national retail outlets also use the system, particularly for CA and CO. Strengths: Very easy-to-use E-filing of returns to...…

Isaac M. O'Bannon

bna_10307781

September 5, 2014 

BNA Software – BNA Sales & Use Tax Rates and Forms

800-424-2938 www.BNAsoftware.com      2011 Overall Rating 4.5   Best Fit: Mid-sized and larger businesses with growing SALT compliance complexity, and firms managing compliance for multiple entities. Also businesses wanting comprehensive tax tables for export into their live sales and accounting systems. Strengths: Very easy-to-use Comprehensive: All U.S. jurisdictions PDF, Excel, XML, CSV, Text output...…

Isaac M. O'Bannon

trustfile_10307784

September 5, 2014 

TrustFile, an Avalara Company — TrustFile Sales & Use Tax

877-222-0187 www.TrustFile.com   2011 Overall Rating 4   Best Fit: Businesses wishing to e-file their sales and use tax reports for multiple location businesses in one or more of the 12 supported states, and those who wish to electronically pay these liabilities. Strengths: Simple navigation & function E-filing to each of the supported states PDF...…

Isaac M. O'Bannon

speedtax_10308366

September 5, 2014 

SpeedTax — SpeedTax Core, Plus & Pro

888-349-2441 www.SpeedTax.com      2011 Overall Rating 4.75   Best Fit: Businesses with increasingly complex sales tax management and reporting needs across multiple jurisdictions that are looking to integrate real-time sales tax rates and calculations into the business’ sales platforms. Strengths: Integrated, real-time rates & calculations Multi-user review/sign-off processes E-mail due date & workflow reminders...…

Isaac M. O'Bannon

tr_engagementcs_10307206

September 5, 2014 

Thomson Reuters — Engagement CS

800-968-8900 CS.ThomsonReuters.com   2011 Overall Rating 4.25   Best Firm Fit Firms that utilize PPC Practice Aids should consider this product. The seamless integration with the PPC Practice Aids will allow for increased productivity and quality during the execution of engagement tasks. Strengths Integration with PPC Practice Aids Integration with other Thomson Reuters products, including...…

Marty McCutchen