Article

istock_000016734838large_10452382

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

intuit_blue_10446803

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

intuit_10452380

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

bna_10452378

November 3, 2011 

BNA, Inc. — BNA Tax and Accounting Center

800-372-1033 www.bna.com    2011 Overall Rating 5  Best Fit Tax, accounting and legal professionals who want the practitioner view as well an an editorial view of tax law. Strengths Research portfolios authored by respected practitioners & educators Clean, easy-to-use interface High level of program & newsletter customization Potential Limitations No native integration with third-party tax...…

Steven M. Phelan

intuit_proseriesfam_10452498

November 3, 2011 

Intuit — ProSeries Fixed Asset Manager

800-934-1040 http://proseries.intuit.com/products/fam    2011 Overall Rating 4.25   Best Fit Professionals using the ProSeries tax compliance system, whose clients have increasing asset bases and moderately complex depreciation strategies and needs. The program can also be used as a stand-alone with the tax package. Strengths Direct integration with the ProSeries compliance system Intuitive interface & navigation...…

Isaac M. O'Bannon

bna_10452495

November 3, 2011 

BNA Software – BNA Fixed Assets DesktopPro

800-424-2938 www.bnasoftware.com    2011 Overall Rating 5   Best Fit Professional firms managing multiple clients with varying asset bases and depreciation needs. It’s also a good fit for large enterprises or government entities with complex asset management needs. Strengths Global/group/departmental edit capabilities Wizards for asset life management/mass actions Multi-entity consolidations Strong customization options Potential Limitations...…

Isaac M. O'Bannon

cch_famtaxwiseatx_10452485

November 2, 2011 

CCH Small Firm Services — Fixed Asset Manager for TaxWise & ATX

800-681-1750; www.taxwise.com 800-681-1752; www.atxinc.com   2011 Overall Rating 4.25   Best Fit Small to medium sized firms that are looking for an easy-to-use asset management system that provides flexible reporting for clients with evolving asset management needs, including multi-departmental and geographical locations. Strengths Easy to use Supports all common depreciation methods Customizable reporting, including output...…

Isaac M. O'Bannon

sage_10452482

November 2, 2011 

Sage Software — FAS 100

800-368-2405 www.sagefas.com   2011 Overall Rating 4.75   Best Fit Mid-sized or larger organizations, or professional firms managing the assets of such entities, who have increasingly complex asset depreciation needs and departmental management requirements. Strengths Excellent customization & assistive features Global edit capabilities Support for all asset types & disposal needs Strong reporting options &...…

Isaac M. O'Bannon

moneysoft_10452477

November 2, 2011 

MoneySoft — Fixed Asset Pro

800-966-7797 www.moneysoft.com Best Fit Fixed Asset Pro is best suited to medium to large organizations or firms managing their assets and who have asset management strategies of moderate complexity. Strengths Excellent data import & export capabilities Robust reporting & customization Ability to manage any number of entities & assets Potential Limitations No integrated RFID or...…

Isaac M. O'Bannon

tr_fixedassetscs_10452475

November 2, 2011 

Thomson Reuters — Fixed Assets CS

800-968-8900 CS.ThomsonReuters.com    2011 Overall Rating 5   Best Fit Firms serving multiple clients with moderate to complex asset bases and depreciation needs, particularly those firms using other programs in the CS Professional Suite. Strengths Mass edits across groups, departments & global User-friendly wizards for many tasks Simplified splits, disposals & consolidations Good user customization...…

Isaac M. O'Bannon