Article

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November 4, 2011 

Her Head in the Cloud

How a Tech-Savvy Accountant Waited for Technology to Catch Up to Her Vision. Some of the greatest ideas are imagined years before they can be accomplished. In 2002, a young professional accountant had the idea of providing virtual accounting services to clients.

Isaac M. O'Bannon

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November 4, 2011 

It’s the Most Wonderful Time of the Year

One of the most helpful sites for end users of Sage products is the Year End Centers for the various products, including Sage Peachtree (www.peachtree.com/yearEnd) and Sage Simply Accounting (www.simplyaccounting.com/yearEnd). These sites have year-end checklists, detailed instructions on how to perform annual maintenance on databases, links to resources to assist with tax report preparation, and…

Brian Tankersley

redmoon_10452540

November 3, 2011 

Red Moon Solutions LLC – Fixed Assets Manager

800-224-1260 www.redmoonsolutions.com    2011 Overall Rating 4.75 Best Fit In-house by organizations with extensive asset management needs, including multi-location and multi-departmental entities, or by accounting firms providing services to such clients. Strengths Exceptional reporting Integration with ERPs & with Vertex for corporate compliance Broad customization options Multi-entity consolidation functions Extensive calculations Installed & hosted options...…

Isaac M. O'Bannon

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November 3, 2011 

Wasp Barcode Technologies – MobileAsset

214-547-4100 www.waspbarcode.com    2011 Overall Rating 4 Best Fit Businesses needing to track mobile assets, such as tools, equipment and vehicles, including scheduling and check-in/out features. Strengths Excellent location tracking capabilities Built-in barcode scanning support Intuitive interface Potential Limitations Limited to a single book per asset No compliance reporting for FASB 109, Sec. 179, IRS...…

Isaac M. O'Bannon

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November 3, 2011 

Pro-Ware, LLC — Asset Keeper

402-861-8800 www.ProWare-CPA.com    2011 Overall Rating 4.5 Best Fit Asset Keeper is best geared toward public practices managing medium to large dynamic asset bases for multiple clients with multi-tiered organizational structures, and who have need for mass asset edit/acquisition/disposal capabilities. Strengths Designed specifically for public accountants Excellent reporting & output options Strong asset life features,...…

Isaac M. O'Bannon

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November 3, 2011 

Today’s Tax Research Vendors Embrace Mobility

Today’s tax, accounting and legal professionals are under a constant stream of knowledge exchanges. Clients call, email and text their respective professionals with a variety of scenarios and demand quick answers. The professionals are then left to work out the details and are often left scratching their heads on where to turn next.

Steven M. Phelan

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November 3, 2011 

Intuit — TaxAlmanac

www.taxalmanac.org TaxAlmanac is a free online tax research resource designed for tax professionals. It is a wiki site and largely depends on tax professionals creating and sharing knowledge. A wiki site is simply a collection of web pages developed and maintained through volunteer collaboration, the most popular of which is Wikipedia. TaxAlmanac is simple in...…

Steven M. Phelan

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November 3, 2011 

Intuit —Tax Research for Lacerte and ProSeries

800-200-7599 lacerte.intuit.com/products/tax-research  proseries.intuit.com/products/tax-research    2011 Overall Rating 4.5   BEST FIT Tax practices currently utilizing the Lacerte or ProSeries tax solutions. STRENGTHS Powered by Google Enterprise Search Engine helps to find the answer quickly All-inclusive pricing with no additional fees for network use or multiple users No separate product to load or login to Strong...…

Steven M. Phelan

cch_10452381

November 3, 2011 

CCH, a Wolters Kluwer business — IntelliConnect

888-224-7377 CCHGroup.com   2011 Overall Rating 5 BEST FIT Tax, accounting and legal professionals who need a wide range of research options. STRENGTHS New categorized view groups data in easy-to-use chunks Up to 8 simultaneous searches on one screen Multiple ways of getting the same answer POTENTIAL LIMITATIONS Integration only achieved with solutions in the...…

Steven M. Phelan

tr_10452379

November 3, 2011 

Thomson Reuters Checkpoint

800-950-1216 YourCheckpoint.ThomsonReuters.com    2011 Overall Rating 5   BEST FIT Tax and accounting professionals that prefer a uniform platform for tax and accounting research STRENGTHS High level of user-specific customization Single platform for multiple primary, proprietary & third-party research content providers Strong search capabilities POTENTIAL LIMITATIONS Based on subscription level, users may experience content overload...…

Steven M. Phelan