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.
August 5, 2011
Marketing Takes Center Stage
For too long, marketing has lurked in the shadows, ignored and rejected. The traditional thought is that marketing is a non-billable activity, and therefore a non-necessity. In reality, marketing drives sales. Well-planned and consistent promotion of services not only keeps a sales funnel full, it helps firms build a strong brand and stay in front…
August 4, 2011
The Blue Collar CPA
A Productivity in Practice Feature. A small business is most productive when its owners are doing what they love. Whether a mechanic, baker, landscaper, restaurateur, childcare provider or a merchant, small business owners usually like what they do.
August 4, 2011
The Versatile Group — CertiflexDimension Client Write-Up
800-237-8435 www.CertiflexDimension.com 2011 Overall Rating 4.75 Best Fit: Firms managing clients with high transaction volumes and multi-level company structures. Strengths: Good interface customization Strong reporting & financials options Broad set of core modules Broad reporting & financials generation Potential Limitations: Moderate reporting customization Module-based pricing Summary & Pricing CertiflexDimension Write-Up and the related modules...…
August 4, 2011
CYMA Systems, Inc. — CYMA After-the-Fact
800-292-2962 www.cyma.com 2011 Overall Rating 4.75 Best Fit: Professional firms managing complex clients with multiple locations or subsidiaries, as well as nonprofit and grant-based organizations. Strengths: Exceptional customization options Comprehensive module options with strong integration Output to many formats Broad reporting & financials generation Potential Limitations: Module-based pricing No client portals Summary &...…
August 4, 2011
CCH Small Firm Services — Client Accounting Suite & Client Accounting Suite Premier
TaxWise:888-455-0182; www.taxwise.com ATX: 888-455-0183; www.atxinc.com 2011 Overall Rating 4.25 Best Fit: Firms using the ATX or TaxWise tax and workflow products who want an easy-to-use write-up package with after-the-fact payroll reporting, financials generation and optional live payroll are a match with Client Accounting Suite. CCH ProSystem fx Tax and Practice Management users are supported...…
August 3, 2011
Winning With Client Write-Up
Over the past several years, some accounting technologists have come close to announcing the demise of client write-up (or at least the significant decline in its necessity and profitability for professional accountants).
August 3, 2011
Micronetics, Int’l. — Accounting Xpert Enterprise Edition
561-995-1477 www.axpert.com 2011 Overall Rating 4.25 Best Fit: Firms managing small to mid-sized enterprises, and those with multiple locations. Strengths: Doesn’t require monthly closings Run reports across multiple years, any time periods Broad reporting & financials customization Strong support for multi-location entities Potential Limitations: No bank statement import function (although import is available from...…
August 2, 2011
Thomson Reuters – Accounting CS
800-968-8900 www.CS.ThomsonReuters.com 2011 Overall Rating 5 Best Fit: Firms looking for a central write-up and trial balance system as part of a suite of integrated tax and practice management systems for managing workflow across all engagements. Strengths: Excellent integration Comprehensive reporting & financials Broad payroll compliance with state & some local support Client-side...…
August 2, 2011
Comfortable No More: 3 Things You Must Do Now
I can’t help but preach the message that change is coming in our profession. That is my end goal in every professional thing I do. This type of confabulation may offend you or it may encourage you. But my goal is to take away your comfort as you lead your professional practice into the future.
August 2, 2011
AccountantsWorld — Accounting Relief
888-999-1366 www.AccountantsWorld.com/AR 2011 Overall Rating 4.75 Best Fit: Firms who want to bring both their practice and their clients onto a web-based accounting system that gives the firm greater control over data and the ability to monitor and control what their clients can do with their collaborative bookkeeping system. Strengths: Simple navigation &...…
August 2, 2011
Intuit, Inc. — QuickBooks Accountant 2011
800-267-8379 www.accountant.intuit.com 2011 Overall Rating 4.5 Best Fit: Firms whose clients mostly use QuickBooks and who provide general write-up and reconciliation work. Strengths: Comfortable, intuitive navigation & interface Good reporting with PDF, Word, Excel output Email invoicing & electronic payment options Most commonly used program Mobile apps for client-focused work Potential Limitations: Financial statement...…
August 2, 2011
Organizing your Knowledge Capital to better serve your clients
Join Darren Root, John Springfield of CCH, a Wolters Kluwer business, and Mike Johnson of O’Sullivan Creel, LLP, as they explore the concept of Knowledge Capital and the benefits it can have on your client service. >> Register now Register now