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.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
September 12, 2014
Fall is usually a calm, relaxed time of the year – the business of the summer activities are coming to a halt and the madness of the year-end hasn’t quite started up yet. This makes it the perfect time to examine your firm’s payroll solutions and services. Companies, including your existing clients and potential clients,...…
September 10, 2014
What should you be doing in your payroll practice this month? Here's your Payroll checklist for September.
September 5, 2014
866-723-7409 www.issimage.com With thousands of jurisdictions across the country that have varying sales and use tax rates, the various filing requirements and frequencies of the 45 states that have sales taxes, and the potential penalties that can result from errors or missed deadlines, sales tax compliance can be complicated enough. But another significant challenge for...…
September 5, 2014
877-780-4848 www.Avalara.com 2011 Overall Rating 4.75 Best Fit Businesses with sales across dozens, hundreds or even more taxing jurisdictions across the United States and Canada, with the need to automate tax rate lookup into their sales and ecommerce systems. Strengths Seamless integration into accounting system Rates are maintained by Avalara, no updates required...…
September 5, 2014
888-885-0206 http://onesource.thomsonreuters.com/indirect-tax/ 2011 Overall Rating 5 Best Fit Mid-sized and larger enterprises with significant sales tax liability exposure across a large number of jurisdictions who want to automate rate management and outsource compliance functions. Strengths Complete tax lifecycle management from tax determination to returns preparation & remittance Automated rate lookup & application Hands-free/hassle-free...…
September 5, 2014
Every firm, no matter the size, should be using either an engagement (audits, review, compilations, etc.) or trial balance (write-up work) system. In the past, engagement and trial balance software packages were “islands” of information that did not communicate very well with other systems. The first integrations were with other tax preparation systems. Now that...…
September 5, 2014
888-667-3769 www.Solid-Innovation.com Solid Sales Pro from Solid Innovation offers retailers a mobile POS system designed for remote sales transaction processing including field sales, showroom sales and tradeshow ordering. Solid Sales Pro easily handles both customer ordering tasks and contains inventory management capabilities. The system is available in a QuickBooks Pro Edition for QuickBooks (QB) integration...…
September 5, 2014
866-433-4PDG (4734) www.pdgsoft.com PDG Software, the makers of shopping cart and e-commerce software, offers simple real-time integration with QuickBooks (QB) products. It is fully scalable, offering four versions: PDG Lite, which can be used for up to 100 products; PDG Pro, which is designed for up to 1,000 products; PDG Gold, which can handle up...…
September 5, 2014
877-NETSUITE www.netsuite.com Users of NetSuite in the market for an integrated POS product may want to take a look at OnSite POS. Designed specifically for NetSuite, OnSite POS provides small to mid-sized retailers a point-of-sale product that completely integrates with all NetSuite modules, eliminating the need for data exporting or time-consuming data entry. Multi-location retailers...…
September 5, 2014
877-888-0880 www.accupos.com AccuPOS Point of Sale is a stand-alone POS product designed for use in the retail and restaurant industry. AccuPOS is designed to flawlessly integrate with a variety of popular accounting programs including all QuickBooks financial products, Peachtree products, Sage BusinessWorks and Simply Accounting. Available in five different versions (Basic, Pro, Gold, Platinum and...…
September 5, 2014
866-547-9277 www.waspbrcode.com 2011 Overall Rating 4.5 Best Fit QuickStore is available in three editions and works with retail businesses of all types and sizes, but is not suitable for grocery stores or restaurants. The company offers a complete line of POS-related hardware and bundled products. Strengths Scalable, with 3 versions available Easy to...…
September 5, 2014
800-322-3279 www.daceasy.com 2011 Overall Rating 4.25 Best Fit Well-suited to smaller businesses that also require POS capability, DacEasy is a good front/back office solution to businesses that offer products for sale but do not handle hundreds or thousands of transactions daily. Strengths Easy setup & little training time required Great dashboards provide immediate...…