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.
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.
March 22, 2012
The Proof is in the Portal
As I evaluate the previous tax season, I honestly feel that it was one of the best ever for my firm—despite a few curve balls like the IRS allowing brokerage firms to delay delivery of 1099’s for nearly a month (talk about workload compression).
March 20, 2012
Three Tips for Implementing A Succession Plan
Over the years, tax and accounting firms thrived during the boom times and made it through tough, economic slumps based on a traditional business model: converting prospects into clients, retaining clients, offering value-added services, and staying updated on the latest accounting and tax law. Why, then, is it so difficult for a firm to create...…
March 19, 2012
Bridging the Gap Between Technology & Firm Strategy
Keeping up with the changing landscape of technology and practice issues is challenging.