Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
April 23, 2016
2016 Review of Wolters Kluwer – TaxWise
TaxWise offers several bundled versions that combine tax, accounting, research, payroll, file sharing and firm management functions, plus bank products, with the systems providing user-friendly interfaces and streamlined workflow for small and mid ...
April 23, 2016
2016 Review of Intuit – ProSeries Tax
The ProSeries system offers comprehensive professional tax preparation for traditional tax and accounting firms, with streamlined data entry processes that help maximize efficiency.
April 23, 2016
2016 Review of Thomson Reuters – GoSystem Tax RS
GoSystem Tax RS offers a comprehensive, web-based tax compliance system for professionals. The program, which has been totally cloud-based since 1998, is generally designed for mid-sized and larger firms, but can fit the needs of any practice that ...
April 23, 2016
2016 Review of Wolters Kluwer – ProSystem fx Tax
CCH ProSystem fx Tax is a professional tax preparation and management program that can be used as a stand-alone system or as part of a broad suite of professional tax, engagement and firm management tools and resources. The desktop-based system can be ins
April 23, 2016
2016 Review of Thomson Reuters – UltraTax CS
The UltraTax CS system from Thomson Reuters offers extensive tax compliance and practice management tools that enhance firm workflow. It can be used independently but is at its most productive and efficient when used as a central component of the CS ...
April 23, 2016
2016 Review of Intuit – Lacerte Tax
For nearly 35 years, the Lacerte Tax professional tax system has provided tax professionals with compliance and practice management tools and features that streamline tax production and workflow. The comprehensive system is available in packages that ...
April 23, 2016
2016 Review of Wolters Kluwer – CCH Axcess Tax
CCH Axcess offers a comprehensive, cloud-based suite of professional accounting and tax systems that utilize a singular database and can enhance firm productivity across multiple engagement types, and help firms standardize their workflow processes.
April 23, 2016
2016 Reviews of Professional Tax Compliance Systems
For our reviews of tax preparation systems, we divide products into two categories: Advanced Workflow and Traditional Workflow. In general, smaller firms would be best served using a “traditional workflow” system, which are designed for more typical ...
April 20, 2016
Equal Pay Becomes More Complicated for Employers
Although federal anti-discrimination laws have long required that women and men are paid equally for the same work, the new law in California not only expands what may constitute a similar job, but also places the burden of demonstrating that any ...
April 18, 2016
How to Turn Post Tax Season Into Business Valuation Season
A thorough “business cleaning” much like a seasonal housecleaning can provide a business owner with a more efficient operation, a better sense of risk and a plan for the future, whether it’s oriented toward aggressive growth or a four-day workweek.
April 18, 2016
Accounting Firms and the Art of Marketing
Understanding your firm, your people, your proficiencies will prepare you to understand who are the best fits for your offerings and capabilities.
April 18, 2016
Sales Tax Record Keeping Requirements for Retailers
Clients who don’t adhere to state record keeping requirements run the risk of being penalized by auditors. The exact rules and penalties vary from state to state, but it is definitely in your clients’ best interests to stick to the letter of the law.