Article

November 30, 2011 

888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com   2012 Overall Rating 3.75 Best Firm Fit Firms using TaxWise or ATX that are looking for both a document management and automated tax document tool. It’s a good fit for high-volume retail firms that need a solution housed entirely on premises, especially those that will use the integrated electronic signature...…

Dustin Wheeler

November 30, 2011 

Holiday parties mean much more than free food and fun. They also can bring entrepreneurs a host of new opportunities to network and build relationships. Most people think of networking only through the traditional venues, whether chamber of commerce events, business contact referral groups, or online sites such as LinkedIn. But holiday parties, including professional...…

Ivan Misner

November 29, 2011 

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November 29, 2011 

Take our print or online version with you, take a picture and submit it for a chance to win $1,500.

November 29, 2011 

800-200-7599 http://lacerte.intuit.com/products/tax-import http://proseries.intuit.com/products/tax-import   2012 Overall Rating 4.75 Best Firm Fit Firms using the Lacerte and ProSeries tax programs seeking to reduce the time spent on organizing source documents and data entry. Strengths The new Pre-Import Review feature provides a side-by-side view of electronic values and images from source documents. Direct download provides an easy...…

Dustin Wheeler

November 23, 2011 

We’ve covered the issue of disaster preparation and business continuity several times over the years, especially after Hurricane Katrina. Accounting is a technology-driven profession, so we’ve generally approached the topic of preparation by focusing on subjects such as remote backup and using web-based systems to allow a firm to keep working even if disaster strikes....…

Isaac M. O'Bannon

November 23, 2011 

800-805-8582 www.sureprep.com   2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…

Dustin Wheeler

November 23, 2011 

800-291-2136 www.copanion.com   2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should...…

Dustin Wheeler

November 23, 2011 

800-968-8900 CS.ThomsonReuters.com   2012 Overall Rating 4.25 Best Firm Fit Firms using other applications of the CS Professional Suite. Specifically, a FileCabinet CS license is required for the labeling and organizing function. An UltraTax CS license is required for the data extraction and import into the tax software. Strengths Integration throughout the CS Professional Suite....…

Dustin Wheeler

November 22, 2011 

6 Effective Tools for Tax Document Automation

Dustin Wheeler

November 22, 2011 

800-739-9998 CCHGroup.com   2012 Overall Rating 4.75 Best Firm Fit Firms using other ProSystem fx applications to prepare individual income tax returns, as well as firms that want the OCR and organizing processes to run on premise with a fast turnaround time. Strengths With the right hardware and recommended scanning procedures, the OCR processing should...…

Dustin Wheeler

November 22, 2011 

A little pre-tax season planning and preparation can go a long way.

Mark Albrecht