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.
September 5, 2014
Sage Master Builder
800-726-6278 www.sagemasterbuilder.com Sage Master Builder is a comprehensive financial product designed specifically for mid-sized construction and contracting businesses. Sage Master Builder contains an easily navigated user interface and the job cost functionality that construction-related businesses need. The latest version of Master Builder is due out in July 2011. BASIC SYSTEM FUNCTIONS Sage Master Builder...…
September 5, 2014
C-U-C Software — Contractor Essentials
800-272-9908 www.cucsoft.com Initially developed over 30 years ago, Contractor Essentials from CUC Software has provided construction and contracting businesses with an industry-specific product that was designed by a contracting firm. A laundry list of industry-specific modules within Contractor Essentials makes this product an excellent choice for contracting businesses of any size. BASIC SYSTEM FUNCTIONS Contractor...…
September 5, 2014
ImagineTime, Inc. — ImagineTime Office Manager
877-520-1525 www.ImagineTime.com ImagineTime consists of four integrated modules: time and billing, due date monitoring, contact management and document management. The document management module is an extension of the core practice management and due date monitoring module, and as such, that is where the primary value of the document management component is based — in...…
September 5, 2014
Going, Going, Gone … Mobile
Freed Maxick & Battaglia (FMB) didn’t become a Top 100 firm by avoiding change. In fact, the firm can best be described as the most rapid of rapid adopters — just all in good time. This is not meant to confuse anyone, but is testament to FMB’s stance on staying ahead of change by first…
September 5, 2014
Intuit — QuickBooks Premier Contractor 2011
877-683-3280 http://quickbooks.intuit.com The Choose an Edition option utilized by QuickBooks has gained popularity in recent years. Choosing an edition when installing QuickBooks provides users with the required chart of accounts necessary to properly run their business type. QuickBooks also continues to add new features to each annual release, keeping QuickBooks fresh. While not suitable for...…
September 5, 2014
CCH, a Wolters Kluwer business — ProSystem fx Scan
800-739-9998 CCHGroup.com 2011 Overall Rating 4.5 Best Fit Firms who want to control all aspects of the tax document automation process Organizations who use other ProSystem fx applications in their individual tax preparation process Firms who process more than 300 individual tax returns using ProSystem fx Tax Strengths One of two products in this review...…
September 5, 2014
CCH Small Firm Services Scan&Fill
888-455-0183 – www.atxinc.com 888-455-0182 – www.taxwise.com 2011 Overall Rating 3.5 Best Fit TaxWise and ATX customers who would like to implement automated tax document filing. Tax & accounting firms, especially those with high-volume, that need a solution housed entirely on premises. Automated sorting & filing of documents in the document management system is impressive....…
September 5, 2014
Thomson Reuters — Source Document Processing
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.5 Best Fit Firms who use the related Thomson Reuters applications (FileCabinet CS and UltraTax CS). Note: FileCabinet CS is required for labeling and organizing. UltraTax CS is required if firms want to take advantage of the data extraction feature. UltraTax CS users who have clients with significant securities trades...…
September 5, 2014
Sage Software — Sage Timberline Office
800-628-6583 www.sagecre.com 2011 Overall Rating 5 Best Fit Sage Timberline Office is designed to meet the needs of mid-sized to large contractors and construction-related businesses. Strengths Extensive list of add-on modules Integrates with the Sage CRM product Provides 250 user-defined data fields for more comprehensive data tracking Comprehensive selection of estimating modules...…
September 5, 2014
Intuit, Inc. — Tax Import for Lacerte & ProSeries
800-200-7599 http://lacerte.intuit.com/products/tax-import/ http://proseries.intuit.com/products/tax-import/ 2011 Overall Rating 4.5 Best Fit Lacerte Tax and ProSeries Tax Professional users who would like to reduce time spent entering data into the tax application. Strengths Innovative 1099DropOff.com website is easy to remember, and facilitates direct download of tax information from financial institutions. Client application integration into the tax software...…
September 5, 2014
RedGear Technologies — ArkWorks
800-230 -2322 www.arkworkspro.com 2011 Overall Rating 5 Best Firm Fit Due to the scope of features and functions, ArkWorks can be deployed in both small and medium size firms to serve as an enterprise document management system. If you use the TaxWorks tax preparation software, ArkWorks is a natural first choice. Strengths Intuitive...…
September 5, 2014
SurePrep — 1040SCAN PRO, 1040SCAN Organize
800-805-8582 www.sureprep.com 2011 Overall Rating 4.75 Best Fit Firms where more than one person is involved in the return preparation process. Organizations willing to use SurePrep’s proprietary SPBinder documentation tool. Practitioners who are comfortable using paraprofessionals to handle the majority of the data input associated with a client. Strengths Guides and certification process designed...…