Article

 2012 Review of iChannel by Conarc

April 4, 2012 

2012 Review of iChannel by Conarc

Conarc, Inc. – iChannel by Conarc 770-849-0508 x116 www.conarc.com    Best Firm Fit: The value of iChannel increases with the size of the firm as a result of all of the functionality that enables it to be used across the entire enterprise. The system is designed to be deployed in many different types of industries,...…

 2012 Review of Xero Online Accounting

April 4, 2012 

2012 Review of Xero Online Accounting

Xero, Inc. www.Xero.com 800-411-9376   Best Fit: Xero is best suited for small companies who need cloud-based collaboration with banking integration and support for multiple currencies. The rules-based transaction classification engine is a possible game changer for entry level accounting software.   Strengths: Bank integration with Yodlee supports many, but not all deposit and credit...…

fraud_forgery1_10688230

April 4, 2012 

Protecting Small Businesses from Check Fraud

Even with the increase of electronic payments, checking account fraud is on the rise. Perhaps it’s due to people struggling in a down economy or “moral decay,” but more likely it’s because the latest computers and printers make it is easy to duplicate checks that appear acceptable to cash at a bank or retail establishment....…

Charles W. Gebhardt

 2012 Review of Thomson Reuters – GoFileRoom

March 30, 2012 

2012 Review of Thomson Reuters – GoFileRoom

Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for...…

 2012 Review of CCH ProSystem fx Document

March 29, 2012 

2012 Review of CCH ProSystem fx Document

CCH, a Wolters Kluwer Business – ProSystem fx Document800-739-9998www.CCHGroup.com Strengths: Integration with suite of ProSystem fx applications True web based SaaS model for scalability and simplified deployment and upgrade maintenance Maturity of ProSystem fx Scan with PDFlyer application to streamline 1040 document organization and document annotation Common client database eliminates redundant client setup across all...…

 2012 Review of Cabinet NG’s CNG-SAFE

March 29, 2012 

2012 Review of Cabinet NG’s CNG-SAFE

Cabinet NG’s CNG-SAFE (Shared Access Filing Environment)800-621-6501www.cabinetng.com Strengths Optional web hosting delivery model Extended set of integration utilities NEW scheduling utility Direct QuickBooks integration Rules based workflow routing capability Facilitates drag and drop of files between CNG-SAFE and Windows Explorer Potential Limitations Generic (vs. specific) integration with popular tax and audit software other than QuickBooks...…

 2012 Review of Intuit – QuickBooks Online

March 29, 2012 

2012 Review of Intuit – QuickBooks Online

Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support...…

 2012 Review of Intacct

March 29, 2012 

2012 Review of Intacct

Intacct – Intacct Corporationwww.intacct.com877-437-7765 Strengths: Has a strong ecosystem of third party solutions to meet most industry requirements. Customizable dashboards are very impressive, and provide an alternative to standard reports. Full integration between customer relationship management and payroll Supports any number of users, with strong user access control tools Relationship with AICPA/CPA2Biz has yielded integrations...…

cpapa_cch_10684829

March 29, 2012 

CPA Practice Advisor and CCH Talk Document Management

Join our executive editor, Darren Root, CPA.CITP, as he hosts an exciting webinar on document management with CCH’s John Springfield, product manager, and Ben Koker, technical software consultant. These three experts will share with attendees some of the profession’s best practices for effective document management. The one-hour webcast is scheduled for Tuesday, April 3 at...…

Taija Sparkman

smallbusinessaccounting1_10684772

March 29, 2012 

SaaS Takes Center Stage for Small Business Accounting

Online accounting products are a small but rapidly growing segment of business management tools. Real-time collaboration between client and accountant, as well as better importing tools have made these solutions a compelling alternative to traditional, locally-installed applications. We have noticed a large number of new offerings in this space over the last couple of years,...…

Brian Tankersley