Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
September 27, 2012
Finding a Successful Payroll Niche
Read a First-Hand account of how Accountants World and their Payroll Relief system helped a California payroll service provider grow.
September 27, 2012
Partners in Payroll
Read a First-Hand account of how 1099-Etc and AMS Software have helped a CPA in New York.
September 27, 2012
2012 Review of Professional Tax Planning Systems
Everyone has heard the old Benjamin Franklin quote about the only certain things in life being death and taxes. The certainty of taxes, however, is far more subject than the first.
September 27, 2012
Inside the Brain of Greg LaFollette
There are few accounting professionals that have had the opportunity to serve in multiple roles and gain insight from several unique vantage points over the course of their career. Greg LaFollette is one of the few.
September 27, 2012
Revolutionary Apps for Early Adopters of the Post-PC Era
This month’s applications are tools which help you save time and access desktop applications from your mobile device. While these apps might not seem like deserve to be called “revolutionary”, almost all of the technology leaders I work with use mobile apps like these to perform tasks which previously needed human interaction or required the...…
September 27, 2012
2012 Review of Thomson Reuters Planner CS
Thomson Reuters — Planner CS800-968-8900 cs.thomsonreuters.com From the October 2012 review of professional tax planning systems. Best Fit: Although it can be used as a stand-alone program, Planner CS provides the greatest benefit to users of UltraTax CS and other programs in the Thomson Reuters CS Professional Suite due to tight integration with tax preparation,...…
September 27, 2012
2012 Review of Lacerte Tax Planner
Intuit — Lacerte Tax Planner800-765-7777 www.lacertesoftware.com From the October 2012 review of professional tax planning systems. Best Fit: Although Lacerte Tax Planner can be used independently, integration and automated features make it even more valuable to firms using the broader tax preparation system. Strengths Intuitive interface and user-friendly navigation Direct integration with Lacerte Tax 1040...…
September 27, 2012
2012 Review of BNA Income Tax Planner
BNA Software — BNA Income Tax Planner800-424-2938 www.bnasoftware.com From the 2012 review of professional tax planning systems. Best Fit Firms with clients across the spectrum, including high net worth individuals, serial entrepreneurs, ex pats and others with increasingly complex planning and compliance requirements. Strengths Simple interface and navigation Exhaustive calculations and analysis functions Side-by-side comparisons...…
September 27, 2012
2012 Review of Advanced Micro Solutions — 1099-Etc
Advanced Micro Solutions — 1099-Etc800-536-1099www.1099-etc.com From the Oct. 2012 Review of Professional Payroll Systems. Best Firm Fit: Accounting professionals providing annual and quarterly payroll reporting for clients or are only processing payroll for a few small clients Strengths Cost effective system to achieve payroll compliance reporting Integration with popular small business accounting software to provide...…
September 27, 2012
2012 Review of CompuPay PayrollOnline
CompuPay, A BenefitMall Company — PayrollOnline877-729-6299www.compupay.com From the 2012 Review of professional payroll systems. Best Firm Fit: Larger organizations looking for an Internet based solution or that may require more support and guidance on processing payroll Strengths Easy to use employee portal is included with the service Strong support options are included Company setup is...…
September 27, 2012
2012 Review of QuickBooks Payroll Enhanced for Accountants
Intuit — QuickBooks Payroll Enhanced for Accountants888-236-9501www.accountant.intuit.com/payroll From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals currently using QuickBooks extensively throughout their practice who need a cost effective way to manage live and after-the-fact payroll Strengths Cost effective service to enhance payroll functions built into QuickBooks Full range of custom...…
September 27, 2012
2012 Review of Intuit Online Payroll for Accounting Professionals
Intuit Online Payroll for Accounting Professionals888-236-9501www.accountant.intuit.com/payroll From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals mainly reliant on the QuickBooks accounting software platform but need a higher level of outsourced payroll support Strengths Internet-based solution to allow anytime payroll processing Provide platform for collaborating with clients on various payroll tasks...…