Article

 2013 Review of SmartVault

June 28, 2013 

2013 Review of SmartVault

SmartVault866-674-6785www.SmartVault.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Accounting professionals and their clients whose practices involve working with the desktop version of QuickBooks or QuickBooks Online, and would like to view images of documents linked to transactions. Strengths Secure and stable (99.9% uptime) document storage and file sharing which scales...…

Brian Tankersley

 2013 Review of Thomson Reuters File Cabinet CS

June 28, 2013 

2013 Review of Thomson Reuters File Cabinet CS

Thomson Reuters – FileCabinet CS800.968.8900CS.ThomsonReuters.com From the Jully 2013 Review of Document Storage systems. Best Firm Fit FileCabinet CS from Thomson Reuters fits best within tax, accounting, and bookkeeping firms who use other components of the Thomson Reuters CS Professional Suite. Strengths Tight integration with other components of the Thomson Reuters CS Professional Suite of...…

Brian Tankersley

 2013 Review of Office Tools Professional Practice Management 2013

June 28, 2013 

2013 Review of Office Tools Professional Practice Management 2013

Office Tools Professional Practice Management 2013661-794-2220www.officetoolspro.com From the July 2013 Review of Document Storage systems. Best Firm Fit: Firms with 100 or fewer users who want to combine practice management, document management, workflow management, and CRM capabilities into a single, integrated application. This application is particularly useful for sharing client data within client service teams...…

Brian Tankersley

 2013 Review of AccountantsWorld CyberCabinet

June 28, 2013 

2013 Review of AccountantsWorld CyberCabinet

AccountantsWorld CyberCabinet888.999.1366www.AccountantsWorld.com/CyberCabinet From the July 2013 Review of Document Storage systems. Best Firm Fit: CyberCabinet fits best for tax, accounting, bookkeeping, and payroll firms who use the other components of the AccountantsWorld PowerPractice System for client accounting, payroll, and practice management. As a cloud-based solution, the application also fits very well for “virtual” or multi-location...…

Brian Tankersley

 2013 Review of CFS Tax Software, Inc. — CA & NY Sales Tax Preparer

June 28, 2013 

2013 Review of CFS Tax Software, Inc. — CA & NY Sales Tax Preparer

CFS Tax Software, Inc. — CA & NY Sales Tax Preparer800-343-1157www.taxtools.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Accounting professionals responsible for preparing sales tax returns for small and medium sized businesses with multiple locations in California or New York Strengths User interface is intuitive and easy to...…

Brian Tankersley

 2013 Review of TrustFile Sales and Use Tax

June 28, 2013 

2013 Review of TrustFile Sales and Use Tax

TrustFile, an Avalara Company877-780-4848    www.avalara.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit:  Businesses who would like to prepare and electronically file sales and use taxes in any or all of the 12 supported states. Firms and businesses who need sales tax, use tax, and VAT (GST/HST) forms for...…

Brian Tankersley

 2013 Review of Avalara — AvaTax

June 28, 2013 

2013 Review of Avalara — AvaTax

Avalara — AvaTax877-780-4848www.avalara.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Businesses who must file sales tax, use tax, or VAT returns in multiple jurisdictions across the US, Canada, and over 70 other countries. Firms with clients who are subject to Streamline sales tax requirements (22 states) and want...…

Brian Tankersley

 2013 Review of Bloomberg BNA Sales & Use Tax Rates & Forms

June 28, 2013 

2013 Review of Bloomberg BNA Sales & Use Tax Rates & Forms

Bloomberg BNA — BNA Sales & Use Tax Rates and Forms800-424-2938, option 3www.BNASoftware.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Firms who need a comprehensive source for nationwide sales tax rates and an exhaustive forms library. Strengths Rate tables include all US jurisdictions, and include functions to validate...…

Brian Tankersley

 2013 Review of CCH Sales Tax SaaS

June 28, 2013 

2013 Review of CCH Sales Tax SaaS

CCH, a Wolters Kluwer Business —Sales Tax SaaS866.513.2677www.cchgroup.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Businesses or firms that need a sales tax calculation solution integrated into their live systems and an automated returns preparation tool with the option to outsource their tax return compliance work to CCH....…

Brian Tankersley

 Conarc, Inc. — iChannel

May 30, 2013 

Conarc, Inc. — iChannel

4019 characters 770-849-0508 www.conarc.com This offering comes at the DMS application from a slightly different perspective than the other products reviewed here. Conarc, the developer of iChannel, has integrated a comprehensive CRM (client relationship management) system with DMS functionality. This approach is quite logical because in the typical business processes within an accounting and tax...…