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 5, 2014
888-874-1118 www.virtualsoftware.net Virtual Software was founded by two former CFOs who have spent decades in the finance and accounting markets. Virtual Time + Expense is a fully-hosted solution that eliminates setup and maintenance requirements. The system allows firms to import client, staff and billing data from other products, thereby eliminating the need for manual data...…
September 5, 2014
4999 characters 800-865-5257 onesource.thomson.com/salesanduse ONESOURCE is a high-performance platform for a suite of tax and accounting products that provide an integrated solution for corporations managing multiple tax types such as Income, Property, and Sales & Use. The ONESOURCE Sales & Use Tax product is available in both locally installed and a web-hosted version, which is...…
September 5, 2014
1645 characters 866-723-7409 www.issimage.com Just as sales tax compliance issues grow with the evolution of a business, so does the issue of managing non-taxed sales that necessitate exemption certificates. Depending on a business’ industry and nature, managing these certificates can be a significant challenge, and one that can lead to compliance issues with not only...…
September 5, 2014
888-245-5669 www.BillQuick.com BillQuick is an impressive program for capturing time, creating invoices, and analyzing the firm position and productivity. It is well suited for medium-sized firms that can exploit the extensive analysis features, and for those who have a need to customize invoicing and reporting. And the history of the product and its versioning indicates...…
September 5, 2014
6254 characters 888-349-2441 www.SpeedTax.com SpeedTax offers automated sales tax capabilities for businesses using various accounting, sales and ERP systems from QuickBooks and the Sage family of products, up through Microsoft Dynamics, as well as SAP Business One and R/3. The program is designed to integrate with the various components of the accounting and business management...…
September 5, 2014
4920 characters 800-343-1157 www.taxtools.com CFS Tax Software has been providing various accounting and small business software since its founding in 1989, with its most popular applications including live and after-the-fact payroll and wage reporting, W-2 and 1099 reporting, and property tax compliance. The vendor also offers various programs for Schedule D basis tracking, tax planning,...…
September 5, 2014
5789 characters 800-630-2218 www.tax.cchgroup.com CCH offers several sales and use tax-focused applications through its CorpSystem business tax and management suite, with the primary systems divided between rates lookup and calculation, and preparation. The CorpSystem Sales Tax Office program is available as an on-premise installed solution, providing direct integration with the business’ sales and accounting software...…
September 5, 2014
4913 characters 877-584-2309 www.efilesalestax.com As its name would suggest, efileSalesTax.com is a completely web-based sales and use tax compliance system. The program supports filings to three states (California, Florida and Illinois), with all subsidiary county, city and special taxing districts included, along with alternate forms and supporting schedules and worksheets. The web-based system is available...…
September 5, 2014
800-267-1317 www.caseware.com CaseWare has long been a mainstay in large legal practices and the top 100 accounting firms in the country, offering a suite of professional applications focused on time and billing, engagement management, financial analysis, audit applications, benchmarking tools and advanced database engine tools. CaseWare’s Time program houses the time and billing capabilities, providing...…
September 5, 2014
Redesigned Office Tools Pro Offers New Interface and Features 888-667-8440 www.officetoolspro.com Office Tools Pro has been a popular choice for professional service firms for many years, including tax and accounting practices and legal professionals. The system includes integration with QuickBooks for AR and invoicing functions and syncing with Microsoft Outlook for full contact management capabilities....…
September 5, 2014
8175 characters Despite the continuing rough economy, there are shining examples of the entrepreneurial spirit showing that the American Dream is still alive and well. Perhaps it is the challenge of the current economy that makes these individuals shine all the brighter. After all, it is a dream borne of sweat, determination, long hours and,...…
September 5, 2014
6593 characters 800-739-9998 CCHGroup.com CCH offers a broad suite of applications for professional accountants, from fully integrated client service programs for tax compliance, asset management, tax planning, trial balance and write-up, to systems designed for internal firm management of engagement processes, paperless document management, tax workflow, research and audit tools, as well as the core...…