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September 5, 2014 

2011 Overall Rating 4 800-648-6258 www.addsuminc.com   Best Fit: A good fit for those with high transaction volume bookkeeping operations who require inventory support. Designed for small to mid-sized businesses, particularly small retailers and contractors who require industry-specific features. Strengths: Strong POS capabilities Multi-user version supports unlimited users at a site for $799 Support for...…

Mary Girsch-Bock

September 5, 2014 

2011 Overall Rating 4.5 800-890-9500 www.DrakeSoftware.com   Best Firm Fit: 1040-focused practices looking to broaden their services with integrated write-up and tax planning options, as well as retail environments with multiple locations. Strengths: –          Exceptional live support –          Affordable all-inclusive pricing includes all entities, states, e-filing, plus tax planning, document management & write-up with ATF...…

Isaac M. O'Bannon

September 5, 2014 

2011 Overall Rating 4.75   800-388-4697 www.Peachtree.com   Best Fit: Easy-to-use application for those who handle inventory, job costing or other complex areas; evolves with the needs of small businesses. Strengths: –          Scalable application with numerous industry versions –          Business Status Report, along with New Sage Peachtree Business Intelligence reporting, Business Analytics for Sage Peachtree...…

Mary Girsch-Bock

September 5, 2014 

2011 Overall Rating 4.5   800-322-6962 www.accountedge.com   Best Fit: With hundreds of business templates, AccountEdge is suitable for a variety of small businesses. Strengths: –          Strong Apple Mac support –          Mac network version available –          Includes 100 industry-specific charts of accounts –          Mobile version for iOS devices –          U.S. & Canadian versions available –         ...…

September 5, 2014 

2011 Overall Rating 4.75 800-388-3038 www.cougarmtn.com   4.5 – Basic System Functions 5- Core Accounting Capabilities 4.5 – Day-to-Day Operations 4.5 – Management Features 5 – Integration & Import/Export 4.75 – Help/Support   Best Fit: Recently rewritten modular application provides mid-range flexibility and sophistication at a reasonable price. Well-suited for small to mid-sized businesses. Strengths:...…

September 5, 2014 

4 – 2011 Overall Rating   800-444-9922 www.checkmark.com   4 – Basic System Functions 4.5 – Core Accounting Capabilities 3.25 – Day-to-Day Operations 4.25 – Management Features 3.5 – Integration & Import/Export 4.25 – Help/Support   Best Fit: With good basic functionality at a value price point, this may be a good fit for accounting...…

Mary Girsch-Bock

September 5, 2014 

2011 Overall Rating 3.5 888-236-9501 accountant.intuit.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor     Best Fit: Small practices with generally less complex clients, primarily 1040-focused who need mobility Strengths: Web-based No IT headaches Inexpensive Instant ramp-up/down Any number of users On-demand use PC & Mac friendly Potential Limitations: Lack...…

Isaac M. O'Bannon

September 5, 2014 

888-420-1040 www.taxslayerpro.com 2011 Overall Rating 4   Best Firm Fit: Tax offices primarily focused on retail 1040 processing and bank products, with some need for simple business entity returns Strengths: –          Support for all entities at federal & state level –          Integrated bank products –          Unlimited e-filing –          Online return backup functions as limited portal...…

September 5, 2014 

800-755-9473 www.taxwise.com 2011 Overall Rating 4.5   Best Firm Fit: High-volume, time-sensitive focused practices employing non-professional data-entry staff. Also a fit for those looking to grow their business through office expansion and additional customer offerings such as full-year accounting services like write-up and payroll. Strengths –          Support for all entities at federal & state level...…

Isaac M. O'Bannon

September 5, 2014 

800-681-1752 www.atxinc.com 4.5 – 2011 Overall Rating Best Firm Fit: Small and mid-sized full-service accounting firms with generally less complex clients, yet with broader entity needs, including payroll and wage compliance. Strengths: –          Support for all entities at federal & state level –          W-2/1099 & wage reporting –          Form & interview-style input –          Excellent training...…

Isaac M. O'Bannon

September 5, 2014 

800-230-2322 www.taxworks.com 2011 Overall Rating 4.25   Product Delivery Methods: __x__ On-Premises _____ SaaS _____ Hosted by Vendor   Best Firm Fit: Small 1040-focused tax offices with limited to moderate need for additional entities. Strengths: – All federal and state entities – Integrated bank products – Good client communication templates & e-mail integration – Data...…

Isaac M. O'Bannon

September 5, 2014 

800-934-1040 www.proseries.com 2011 Overall Rating 4.75 Best Firm Fit: Small to mid-sized firms with mostly 1040s, but also diverse business taxation needs with some moderately complex clients. Strengths: – Supports all entities, states & most local taxes – Options for research, fixed assets, document management & W-2/1099 reporting – Integrated billing system – Optional innovative...…

Isaac M. O'Bannon