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.
August 16, 2011
Decoding Buffett’s Tax Plan
NEW YORK (CNNMoney) — Warren Buffett is once again begging Congress to tax him more. “My friends and I have been coddled long enough by a billionaire-friendly Congress. It’s time for our government to get serious about shared sacrifice,” the founder of holding company Berkshire Hathaway (BRKA, Fortune 500) wrote in a New York Times...…
August 15, 2011
Drake Software Acquires Copanion
Drake Software, one of the largest independent developers of tax and practice management software for professional accountants and tax professionals, announced today that they've acquired Copanion, which is most notable for its GruntWorx paperless workflow solution. Financial details regarding the deal between the two privately-held concerns were not disclosed.
August 15, 2011
A 12-point Checklist for Disaster Recovery Planning
By the time you read this, I will have delivered a new presentation, “Crisis Communications: What Would You Do if BP Happened to You?” for the Kansas Society of CPAs. I was fortunate to be invited to speak during the KSCPA’s Business & Industry Expo in August to an audience of tax and accounting professionals...…
August 15, 2011
A Challenge to the 2011 40 under 40 Honorees: Create a Vision
Congratulations to the 2011 “40 under 40” tax and accounting profession leaders! I envy young professionals today because we are keenly aware of the importance of networking and programs that help to polish leadership skills. The Kansas Society of CPAs has its “20 up to 40,” one of many successful leadership development programs sponsored by…
August 12, 2011
Thomson Reuters — Accounting CS Payroll
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.75 Best Fit Accounting firms who use the Accounting CS application to work with clients on payroll and bookkeeping, as well as accounting professionals who use other CS Professional Suite tools for accounting, tax or document management. Strengths Uses combination of SaaS & hosted technologies to facilitate collaboration...…
August 12, 2011
2011 Review of Crest Payroll
888-400-1613 www.crestpayroll.com 2011 Overall Rating 4.75 Best Fit Companies and firms who want a sophisticated, web-based payroll product that integrates with their existing websites, as well as organizations that use Paramount’s other applications (eVault 365 DMS, Meridian MSP recruiting). Strengths Website integration feature, included employee portals & firm-specific branding makes even the smallest...…
August 12, 2011
SurePayroll for Accountants
877-954-7873 www.SurePayroll.com 2011 Overall Rating Best Fit Clients or firms who want a robust, web-based payroll solution with strong features such as a mobile application, employee self-service portals and integration with numerous accounting software applications. Strengths Interfaces provided for QuickBooks, Sage Peachtree, AccountEdge & Intacct (data transfer may require users to pay a fee)....…
August 12, 2011
Cheque-Mate International, Inc. — Cheque-Mate Payroll Solutions
800-755-7846 www.chequemate.com 2011 Overall Rating Best Fit Payroll processors with large numbers of payroll clients who need an application with an inexpensive entry point but do not need general ledger (GL) integration. Strengths Includes support for multiple payroll frequencies, job costing & direct deposit. Call Calendar helps staff manage multiple priorities & shows...…
August 12, 2011
CCH Small Firm Services — ATX Payroll & TaxWise Payroll
ATX: 888-455-0183; www.atxinc.com TaxWise: 888-455-0182; www.taxwise.com 2011 Overall Rating 4 Best Fit Accounting firms and small companies who need a live and after-the-fact payroll preparation tool designed to work with the ATX and CCH write up solutions, as well as firms who are using ProSystem fx Practice Management, or need check in/checkout...…
August 12, 2011
Intuit Online Payroll for Accounting Professionals by Intuit ProLine
888-236-9501 www.accountant.intuit.com/payroll 2011 Overall Rating 4.25 Best Fit Small businesses and accounting professionals who want a web-based payroll application that provides the ability to collaborate with users at other sites. It’s also a good fit for QuickBooks for Mac and QuickBooks Online users who want a payroll tool that integrates directly with their...…
August 12, 2011
4 Models To Position Payroll As A Profit Center
Payroll is an important part of any business, and most payroll solutions currently available are capable of providing support for all business types and sizes. Although technology and automation have made compliance much easier, payroll continues to grow in complexity.
August 11, 2011
Advanced Micro Solutions, Inc. — 1099-Etc, A-T-F Payroll
800-536-1099 www.1099-Etc.com 2011 Overall Rating Best Fit Accounting professionals and small businesses who need a value-priced program for after-the-fact payroll & employment tax compliance, as well as firms who prefer locally installed applications to web-based tools. Strengths Good tool for year-end reporting & interim after-the-fact payroll & tax compliance. Electronic wage detail filing is...…