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.
March 27, 2012
Four Key Trends in Document Management Solutions
The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.
March 27, 2012
2012 Review of RedGear Technologies — TaxWorks
RedGear Technologies — TaxWorks www.taxworks.com 800-230-2322 Best Fit: 1040-focused tax offices with occasional need for additional entities, particularly those wishing to offer integrated bank products, with bilingual options and remote data entry capabilities. Strengths Integrated support for bank products Client communication templates and e-mail integration Digital client tax organizers Data import from multiple accounting systems...…
March 27, 2012
2012 Review of TaxSlayer Pro — TaxSlayer Pro Premium
TaxSlayer Pro — TaxSlayer Pro Premium www.taxslayerpro.com 888-420-1040 Strengths All entities at federal and state level, with unlimited e-filing Built-in support for bank products, with text-messaging to clients Online return backup can act as limited portal Smart phone and remote access to firm reporting Supports the W-2 barcode scanning to automatically populate inside a...…
March 27, 2012
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March 26, 2012
2012 Review of Intuit—Lacerte Tax
Intuit—Lacerte Tax lacerte.intuit.com 800-765-7777 BEST FIT Small and medium size firms with a focus on medium complexity work and organizations reliant on other Intuit products, such as QuickBooks STRENGTHS Easy, intuitive interface Licensing structure includes electronic organizers, trial balance modules and state electronic filing Strong integration with Intuit product offerings POTENTIAL...…
March 26, 2012
2012 Review of Thomson Reuters — GoSystem Tax RS
Thomson Reuters — GoSystem Tax RS CS.ThomsonReuters.com 800-968-8900 BEST FIT Firms requiring calculation power for complex business entity structures and support for entities processing multiple K-1s STRENGTHS Ability to handle the most complex tax return structures Wholly web-based solution that is accessible from nearly anywhere Nice features to aid new users in learning proper...…
March 26, 2012
2012 Review of Thomson Reuters — UltraTax CS
Thomson Reuters — UltraTax CS CS.ThomsonReuters.com 800-968-8900 BEST FIT Firms of all sizes serving a wide variety of client types and who may use other products within the CS Professional Suite STRENGTHS Strong integration with CS Professional Suite product lineup Available as a hosted solution Support for up to 4 monitor configurations POTENTIAL...…
March 26, 2012
2012 Review of CCH, a Wolters Kluwer business — ProSystem fx Tax SaaS
CCH, a Wolters Kluwer business — ProSystem fx Tax SaaS CCHGroup.com 800-739-9998 BEST FIT: Tax and accounting firms with a wide range of client complexity who need a top tier tax preparation product. STRENGTHS Multiple platforms to choose from, including a state-of-the-art SaaS solution New interface should be familiar for users already converted...…
March 26, 2012
It’s Time for Your Annual IT Checkup
Are you and your firm keeping up with technology? Do you have a replacement cycle for your computers, or do you run them until they die before you swap them out?
March 22, 2012
2012 Review of Professional Tax Compliance Systems (Advanced Workflow)
The tax season may be over, but if you're considering changing programs, now's the time.
March 22, 2012
2012 Review of Professional Tax Preparation Systems (Traditional Compliance)
Check out the latest reviews of professional tax compliance systems.
March 22, 2012
Email Retention – Does Your Firm Have a Policy?
The benefits of email are a two edged sword as they can both improve a firm's effectiveness with enhanced collaboration, and can cause great embarrassment and financial loss in cases of litigation.