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 12, 2011
7 Things to Consider for Year-End Reporting
7 Things to Consider for Year-End Reporting
September 12, 2011
EG Systems, Inc. — The W-2/1099 Filer
800-264-3155 www.W21099.com 2011 Overall Rating 4.75 Best Fit Professional practices with large client rosters for whom they provide year-end reporting. Strengths Excellent multi-client management functionality. Comprehensive state, federal & local form support. Multiple batch filing & printing options. Good integration capabilities. Barcoding of W-2s & SSN masking. Automated, free web-based data backup. Potential Limitations...…
September 12, 2011
Tenenz — Laser Link
800-888-5803 www.tenenz 2011 Overall Rating 4.25 Best Fit Small practices managing year-end compliance processes for multiple small businesses. Strengths Easy interface & data entry. Free e-filing. Good forms support. Inexpensive. Potential Limitations Limited import options & does not export. No built-in invoicing functionality. Minimal online support, but live support is free. Summary &...…
September 12, 2011
Paperless Workpapers: A Binder For All Engagement Types … Sept. 20, 2011
>> Register for this FREE webcast on Paperless Workpapers Register for this FREE webcast on Paperless Workpapers
September 12, 2011
An Evolution in CPE: Integrating the Tablet, Wi-Fi and the Cloud
New learning model takes onsite CPE to the next level of engagement Continuing Professional Education (CPE) is a required component of an accounting professional’s life, and today there is no shortage of online and onsite sessions available. Both types of CPE learning, face-to-face and web-based, provide attendees with valuable, timely information required to remain current...…
September 9, 2011
Advanced Micro Solutions — 1099-Etc
800-536-1099 www.1099-etc.com 2011 Overall Rating 4.5 Best Fit Accounting practices performing after-the-fact payroll, quarterly and year-end information reporting for multiple clients. Strengths Excellent interface, client management screens. Extensive federal, state & local forms library along with e-filing. Option for outsourcing printing & mailing of all recipient copies. Imports from outside accounting & other programs...…
September 9, 2011
IDMS, Inc. — Account Ability Tax Form Preparation
888-IDMS-inc (436-7462) www.IDMSinc.com 2011 Overall Rating 4.5 Best Fit Professionals with multiple mid- to large-sized clients managing year-end compliance and ATF payroll for multiple entities. Strengths Multiple data-entry views, management dashboards. Good managerial reporting options, output formats. Print & mail outsourced service. Strong Help utility & assistive features. Built-in document management with secure emailing....…
September 9, 2011
Spokane Computer, Inc. — MAG-FILER
866-440-5471 www.SpokaneComputer.com 2011 Overall Rating 4.25 Best Fit Practices seeking a simple system for managing multiple clients, with support for all federal and state year-end compliance requirements. Strengths Intuitive interface, client management screens. Import from Microsoft Excel, QuickBooks, Sage Peachtree & text files. Multiple file output options. Print/mail service bureau option. Potential Limitations No...…
September 9, 2011
AccountantsWorld — After-the-Fact Payroll
866-999-1366 www.AccountantsWorld.com 2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance and ATF payroll for multiple entities. Strengths Strong multi-client views, dashboards. Web-based system provides remote access. Integration with larger web-based suite. Comprehensive forms support. Electronic filing of federal and state quarterly forms, W-2 and 1099 Potential Limitations No built-in invoicing functionality,...…
September 9, 2011
American Riviera Software Corp. — Magtax Professional
805-504-1366 www.magtax.com 2011 Overall Rating 4.75 Best Fit Firms managing year-end compliance for multiple businesses, with built-in electronic filing for federal and supported states. Strengths Comprehensive forms, reporting capabilities. Output to various file formats. Excellent QuickBooks integration. Strong Help utility/assistive features. Potential Limitations No built-in invoicing functionality. Does not provide 940-series forms. Summary...…
September 9, 2011
1099 Fire — 1099 Fire and W-2 Fire
480-460-9311 www.1099fire.com 2011 Overall Rating 4 Best Fit Small and mid-sized businesses; for in-house use, although it does support multiple EINs. Strengths Multiple options for print, e-filing, various forms. Good multi-staff access capabilities. Outsourced print/mail service option. Potential Limitations Basic multi-client management utilities. Limited built-in help functionality. Summary & Pricing The 1099 Fire...…
September 9, 2011
What Today’s Most Trusted Advisor Needs to Know
Over the last several months, I’ve had the opportunity to get out on the road and attend several tradeshows and conferences for the tax and accounting profession. This has allowed me to talk to a lot of practitioners, and I’ve been hearing the same thing from many of you: The role of tax and accounting…