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
Tell Your Clients You’re a Rock Star
Marketing is all about making a name for your business, and making a name requires telling a great story. You may have the most progressive and unique firm in the world, but that won’t do you a bit of good if you don’t know how to convey that to prospects and clients.
September 5, 2014
Work/Life Balance in a Mobile World
Ah, the good old days. Back in the ’70s, tax season meant being in the office by 7:00 a.m., a 12-hour work day, then home to see the family. Add nine hours on Saturday and a few on Sunday afternoon, and it toted up to a respectable 70+ hour work week. And then, along came...…
September 5, 2014
How the iPhone Is Changing Your Job
Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…
September 5, 2014
How Technology Pays
Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…
September 5, 2014
Lacerte Tax, an Intuit ProLine Solution
2011 OVERALL RATING 4.50 800-765-7777 www.proline.lacertesoftware.com Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…
September 5, 2014
Thomson Reuters — GoSystem Tax RS
2011 OVERALL RATING 4.75 800-968-8900 CS.ThomsonReuters.com Please indicate the available delivery methods for your product below: __x__ On-Premises __x__ SaaS _____ Hosted by Vendor BEST FIRM FIT: Good fit for top 50 firms, the Fortune 500, and those who need multi-office, multi-department support for the most complex returns. The only purely browser-based...…
September 5, 2014
Thomson Reuters — UltraTax CS
OVERALL RATING 4.75 800-968-8900 CS.ThomsonReuters.com Product delivery methods: __x___ On-Premises _____ SaaS __x___ Hosted by Vendor BEST FIRM FIT: Small to mid-sized firms that need advanced workflow functionality. Excellent fit for most full-service tax and accounting firms. STRENGTHS: Integration with other Thomson Reuters CS Suite products, as well as the CheckPoint research...…
September 5, 2014
CCH, a Wolters Kluwer business — ProSystem fx Tax
OVERALL RATING 4.75 800-PFX-9998 (739-9998) CCHGroup.com Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud). STRENGTHS: – Integration...…
September 5, 2014
Accounting for Different Needs of SMB Clients
One of the hardest things about evaluating software products is determining what features are likely to be the most important for the intended users. Obviously, needs will vary depending on the type of business. Retail shops will need a strong inventory module that tracks product life, assigns value and produces solid reports. An e-commerce module...…
September 5, 2014
Intuit — QuickBooks Premier 2011
2011 Overall Rating 4.5 877-683-3280 www.intuit.com Best Fit: Targeted at accountants who support non-accountant business owners who maintain their own books. Strengths: Ease of use & large install base, which means more end users will have experience with the application Strong accountant program with good training & referrals to certified ProAdvisors Company Snapshot improvements...…
September 5, 2014
Red Wing Software — CenterPoint Accounting
2011 Overall Rating 4.25 800-732-9464 www.redwingsoftware.com Best Fit: Small & mid-sized businesses who need an entry-level product with all the basics; scalable to more sophisticated TurningPoint accounting product designed for larger companies Strengths: Inventory module supports LIFO, FIFO & Average Cost valuation methods, as well as lot tracking Excellent forms & reports designer, but...…
September 5, 2014
Orange Door, Inc. — Orange Door Tax Suite Pro
2011 Overall Rating 3.75 650-952-1773 www.orangedoorinc.com Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…