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March 27, 2012 

Drake Software — Drake Taxwww.DrakeSoftware.com800-890-9500 Strengths: Top-rated live support All-inclusive pricing includes all entities, states, e-filing, tax planning, document management, and write-up system with live & ATF Payroll New online client collaboration system Integration with GruntWorx for paperless and automated tax prep Optional debit card and bank product dispersal of proceeds Multi-office manager sync system;...…

Isaac M. O'Bannon

March 27, 2012 

The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.

John Higgins

March 27, 2012 

RedGear Technologies — TaxWorks www.taxworks.com 800-230-2322 Best Fit: 1040-focused tax offices with occasional need for additional entities, particularly those wishing to offer integrated bank products, with bilingual options and remote data entry capabilities. Strengths Integrated support for bank products Client communication templates and e-mail integration Digital client tax organizers Data import from multiple accounting systems...…

March 27, 2012 

TaxSlayer Pro — TaxSlayer Pro Premium www.taxslayerpro.com 888-420-1040   Strengths All entities at federal and state level, with unlimited e-filing Built-in support for bank products, with text-messaging to clients Online return backup can act as limited portal Smart phone and remote access to firm reporting Supports the W-2 barcode scanning to automatically populate inside a...…

March 27, 2012 

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March 26, 2012 

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 

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 

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 

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 

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?

Isaac M. O'Bannon

March 22, 2012 

The tax season may be over, but if you're considering changing programs, now's the time.

Steven M. Phelan

March 22, 2012 

Check out the latest reviews of professional tax compliance systems.

Isaac M. O'Bannon