Accounting August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
April 29, 2013
Software that Meets the Core Needs of Tax-Focused Firms
From the May 2013 issue. In our May issue each year, we review tax preparation systems designed for professionals who prepare federal and state income tax returns for individuals, businesses and other entities. There is a significant difference between the types of professional preparation systems on the market, but differences in capabilities are often intentional,...…
April 29, 2013
A Picture Perfect Duo: Florida CPA Helps Grow Freelance Camera Rental Company
Imagine running a business out of your home for more than 25 years when a divorce forces you to move offices and reevaluate your business strategy.
April 29, 2013
Work is What You Do, Not Where You Go!
Whether we like it or not, cloud and mobile technologies are catapulting us toward an anytime/anywhere work environment. No longer are we bound by the four walls we call “the office” to check things off our to-do list. This shift of work being completely about what you do, and not about where you do it…
April 29, 2013
2013 Review of Treeno Document Management System
Treeno Document Management System v 4.0(800) 528-5005 x315 or (603) 570-4315www.TreenoSoftware.com From the May 2013 review of Document Management systems. Best Firm Fit: Firms who want a product which can be accessed through a web browser or using an on-premises server. Companies who would like a very flexible document management system which is designed for...…
April 29, 2013
2013 Review of Thomson Reuters GoFileRoom
Thomson Reuters GoFileRoom800-968-8900cs.thomsonreuters.com/gofileroom From the May 2013 review of Document Management systems. Best Firm Fit Firms who want to have a hosted document management system which is flexible enough for any configuration while being designed to have integrated enterprise security Although the application works well for any firm, the application was designed to work with...…
April 29, 2013
2013 Review of NetDocuments
NetDocuments(866) 638-3627 / (866) NET-DOCSwww.NetDocuments.com From the May 2013 review of Document Management systems. Best Firm Fit Firms whose practice includes a legal practice or financial services, which are core markets for NetDocuments , or firms who require SEC, FINRA compliance or Write Once Read Many (WORM) storage and two-factor authentication for extra security Organizations...…
April 29, 2013
2013 Review of Doc.It Suite
Doc.It Suite(888) 693-6248www.doc-it.com From the May 2013 review of Document Management systems. Best Firm Fit Public accounting and bookkeeping firms who want a single, best-in-breed solution to gather, process, store, and deliver documents. Although the product is used in some firms with over 100 users as well as solo practitioners, the product’s features are designed...…
April 29, 2013
2013 Review of CCH ProSystem fx Document
CCH, a Wolters Kluwer Business – ProSystem fx Document(800) 739-9998www.CCHGroup.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who use the ProSystem fx suite of apps, organizations who need the product’s capabilities for integrating with information technology systems (active directory) and organizing documents by department or practice area. Organizations who...…
April 29, 2013
2013 Review of Cabinet SAFE CLOUD
Cabinet SAFE CLOUD(800) 621-6501www.CabinetPaperless.com From the May 2013 review of Document Management systems. Best Firm Fit Firms who want a product which can be accessed through a web browser or a client application and can be hosted in the cloud or using an on-premises server. Companies who need a document management system within the desktop...…
April 29, 2013
2013 Review of Conarc iChannel
Conarc iChannel(770) 849-0508 x116www.Conarc.com From the May 2013 review of Document Management systems. Best Firm Fit Firms of 25 or more who need an integrated document management, client portal, project management, and CRM capabilities Strengths Web-based application with options for on-premises, hosted, and managed server deployment Secure e-mail function allows users to compress, password protect,...…
April 29, 2013
2013 Review of TaxWise, by CCH Small Firm Services
TaxWise by CCH Small Firm Services(800) 755-9473www.TaxWise.com From the May 2013 review of Professional Tax Preparation systems. TaxWise by CCH Small Firm Services (800) 755-9473 www.TaxWise.com Best Firm Fit: TaxWise is a traditional tax application which is designed for high volume 1040 and business returns which can be purchased with a range of integrated applications. Strengths...…
April 29, 2013
2013 Review of TaxSlayer Pro Premium
TaxSlayer Pro Premium(888) 420-1040www.TaxSlayerPro.com From the May 2013 review of Professional Tax Preparation systems. Best Firm Fit Firms who focus on preparing individual income tax returns with a limited number of business returns Professionals who need a solution with a low price for unlimited users and support for bank products and in-application invoicing Strengths Supports...…