Taxes January 16, 2026
Intuit Opens a Brick and Mortar TurboTax Office in New York City, Plans On Locations Nationwide
Intuit says it plans to launch nearly 600 Expert Office locations, and 20 new TurboTax stores in locations across the nation.
November 9, 2012
In-Firm Considerations in Marketing Technology
8839 With information technology our primary focus, there is no way I can claim to be an expert at marketing for accounting firms. However, during the normal course of consulting with firms, we allocate a portion of our interview time in every firm to explore how information technology decisions can impact that firm’s marketing efforts,...…
November 8, 2012
CPA firms: A case for mandatory partner retirement
Almost every firm that I work with has a succession issue in the near term. Baby boomers are retiring at an accelerating rate and firms are coping (or not) with the transition issues surrounding those exits.
November 6, 2012
Document Management Solutions for QuickBooks Users
11,956 characters Many accounting firms have begun to use paperless document management systems to streamline their office, and many are now realizing that there is a big opportunity in helping clients benefit from these systems. If your clients are ready to tackle the paperless document management problem, here is a quick listing of several products...…
November 6, 2012
Drake Software — 1040.com Preparer Websites
3934 www.1040.com Drake’s Preparer Websites at 1040.com are one of the many applications and services included with a subscription to its value-priced tax compliance software. The complete online presence is hosted at Drake’s website, 1040.com, or at a custom Internet address (for a nominal domain registration fee). There is no charge for this do-it-yourself service,...…
November 1, 2012
2012 Review of TaxWorks Tax Planner
RedGear Technologies — TaxWorks Tax Planner800-230-2322www.taxworks.com From the October 2012 review of professional tax planning systems. Best Fit: Small tax-focused practices using TaxWorks who want an integrated tax estimation and scenario testing tool that can help clients prepare for potential liability changes. Strengths:• User friendly interface• Adjustable inflation projections• Affordable price-point• Direct integration with TaxWorks...…
October 30, 2012
The Artistic Side of Tax Compliance: Planning
Are you or your clients suffering from "intaxication?" Understanding the tax code is hard and the penalties can be severe. But a good tax professional can help prepare and even reduce your taxes, if you consult with them before the end of the year.
October 30, 2012
OTP 2010 Who’s Who
Company Overview Serving the accounting profession for over 10 years, Office Tools Professional is a proud developer of the best practice management software. Receiving many accolades as the best solution for the small to mid-size firm, Practice Management Software has become the Accountant’s choice. In our culture it’s all about resources. We recognize that to...…
October 29, 2012
2012 Review of Araize Software FastFund Nonprofit Accounting
Araize Inc. — FastFund Nonprofit Accounting800-745-4037www.araize.com From the Nov. 2012 Review of Nonprofit Accounting Systems. Best Fit: FastFund is well-suited for smaller nonprofits that are looking for an affordable product that offers flexibility and scalability. FastFund Nonprofit Accounting is designed by CPA’s and is well suited for small to mid-sized nonprofit organizations and is available...…
October 29, 2012
2012 Review of Serenic Navigator
Serenic Software, Inc. – Serenic Navigator 877-737-3642 www.serenic.com From the Nov. 2012 Review of Nonprofit Accounting Systems. Best Fit – Serenic Navigator from Serenic Software is designed for mid to large sized nonprofit organizations, Non-Government Organizations (NGO’s) and government entities. Serenic offers an integrated financial system and the availability of Navigator Online, designed for smaller...…
October 29, 2012
2012 Review of Form Magic, Inc. – Tax-Mate 1099
Form Magic, Inc. – Tax-Mate 1099888-746-0440www.FormMagic.com From the Nov. 2012 Review of W-2 and 1099 Preparation programs. Best Fit: Accounting firms working with large clients that need various import and integration options Strengths Multiple options for importing and entering data Multi-client management tools Built-in diagnostic tools Potential Limitations No built-in invoicing option 2012 Tax-Mate 1099...…
October 29, 2012
2012 Review of Sage 100 Fund Accounting
Sage North America — Sage 100 Fund Accounting800-811-0961 www.sagefundaccounting.com From the Nov. 2012 Review of Nonprofit Accounting Systems. Best Fit: Sage 100 Fund Accounting (formerly Sage MIP Fund Accounting) is well-suited for mid-sized nonprofit organizations and government entities that require extensive budgeting and grant management capability. Sage 100 Fund Accounting is a comprehensive financial software...…
October 29, 2012
2012 Review of AccountantsWorld – After-the-Fact Payroll
AccountantsWorld – After-the-Fact Payroll866-999-1366×517www.AccountantsWorld.com From the Nov. 2012 Review of W-2 and 1099 Preparation programs. Best Fit: Accounting firms that need to manage year-end compliance and after-the-fact payroll for multiple clients. Strengths Web-based remote access Multi-client views and dashboards Integration with AccountantsWorld suite E-filing of federal and state forms Potential Limitations Doesn’t have built-in invoicing...…