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.
December 2, 2011
CCH, a Wolters Kluwer business – ProSystem fx Portal
800-739-9998 www.cchgroup.com/portal 2012 Overall Rating 4.75 Best Fit Firms wanting secure client file sharing functions with integration into other CCH programs, along with file versioning and automated retention and expiration capabilities. Strengths Can be used on all major browsers and platforms Strong security customization File versioning for online edits to shared documents Customizable...…
December 2, 2011
SmartVault — SmartVault
866-674-6785 www.SmartVault.com 2012 Overall Rating 4.75 Best Fit Professional firms and also businesses wanting a web-based document management system that includes client portals and integrations with common small business applications. Strengths Integrated Toolbar for QuickBooks Customizable firm and client-side branding Familiar expandable folder structure User-by-user access right customization Automated synching to desktop or...…
December 2, 2011
Thomson Reuters — NetClient CS Portals
800-968-8900 www.cs.thomson.com 2012 Overall Rating 5 Best Fit Firms using other programs in the Thomson Reuters CS Professional Suite, particularly those using the document management and tax programs. Strengths Customizable firm branding and integration of login on firm website Two-way firm/client sharing and collaboration Broad integration with programs in CS Professional Suite Ability to...…
December 2, 2011
XCM Solutions — XCMportal
781-356-5152 www.XCMsolutions.com 2012 Overall Rating 4.25 Best Fit Firms using or considering the broader XCM Workflow Management system to provide structured digital management of their engagements, including the ability to securely share files with clients. Strengths Simple client interface No storage or bandwidth/transfer limits Customizable firm branding Two-way firm/client sharing and collaboration Dependable hosting,...…
December 2, 2011
Office Tools Professional — Client Portal
888-667-8440 www.OfficeToolsPro.com 2012 Overall Rating 4.75 Best Fit Firms using or considering the Office Tools Professional Practice Management 2011 system, who want to provide user-friendly portals to clients. Strengths Tight integration with Practice Management 2011 system Project management and file sharing Built-in client communication tools Customizable firm branding Good integration with outside programs Potential...…
December 2, 2011
ShareFile – ShareFile for Accountants
800-441-3453 www.ShareFileCPA.com 2012 Overall Rating 4.5 Best Fit Accounting practices wanting a simple, yet secure method of sharing files with clients and allowing them to upload files to the firm. Strengths Firm branding and the ability to place a login field on firm website Sharing of files two ways between client and firm Multiple...…
December 1, 2011
cPaperless – CPA SafeMail
800-716-2558 ext. 100 www.cPaperless.com 2012 Overall Rating 4.25 Best Fit Professional firms seeking a stand-alone system that will make it easy for their clients to send files to them, as well as securely share returns and other documents with their clients. Strengths Simple for clients and firms to use Strong security customization options Customizable...…
November 30, 2011
AccuCode Launches Affiliate Program for Cloud-Based Inventory Management System
AccuCode, Inc. (www.AccuCode.com) has announced the start of its new referral-based program for the software developer’s AO: Rapid Inventory system, which is the only cloud-based inventory management program for QuickBooks that includes options for fully-integrated RFID and barcode scanning. Designed as an add-on to enhance inventory capabilities for businesses using QuickBooks Pro, Premier or Enterprise,...…
November 30, 2011
Portals Integrated on Your Website: A Great Way to Collaborate
Your business web presence speaks volumes about your capabilities and focus. Your purpose and abilities should be clear on the public side of your website. And once a client logs into your site, the additional features of the private side should impress even more.
November 30, 2011
CCH Small Firm Services — PaperlessPLUS
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...…