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.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
December 1, 2008
Drake Software (www.drakesoftware.com) offers an “all-in-one” tax preparation suite that includes compliance for individual, fiduciary, partnership, S & C corporations, large estates and exempt organizations. For 2003 filing, the company has added forms 1099 Misc/A/C and RRB, as well as new features that include the following: A time-based billing function Option to e-mail client returns...…
December 1, 2008
Business! is a unique package that brings the full power and flexibility of Microsoft Access to your accounting system. It includes full Access source code to allow complete customization for vertical-market and specific application extensions and interfaces. Even without this ability, it is a comprehensive and attractive suite for general use in any small to...…
December 1, 2008
Ideal for businesses that have outgrown packaged software, Microsoft Small Business Manager offers a scalable, flexible accounting system that is designed to bring efficiency and information to every facet of your business. MODULES AVAILABLE/SCALABILITY – 5 Stars Small Business Manager’s modular arrangement falls into three categories: Financial Management, Supply Chain Management and E-commerce. Financial Management...…
December 1, 2008
Adagio is an entry-level suite of accounting modules that is targeted at businesses with over $1 million in sales/revenue that have previously used ACCPAC Plus, a popular DOS accounting program, or any firm that has outgrown small business software such as QuickBooks or Peachtree. Although the program is a 32-bit Windows program, it provides for...…
December 1, 2008
CyberPay Version 6.05 is AdaptaSoft’s service bureau style offering and is a very comprehensive and well-designed system. AdaptaSoft is focused exclusively on payroll software solutions. The company was formed in 1995 to develop an in-house payroll program called FlexPay for businesses to automate their internal payroll processing. In 1998, they introduced the CyberPay solution designed...…
December 1, 2008
PayMaxx, Inc. is a privately held company located in Franklin, Tennessee. They are rated as the sixth largest payroll service bureau in the country. They currently process payroll for over 130,000 employees in all 50 states. PayMaxx offers three separate payroll solutions: XpressPayroll (an Internet-based solution for companies with one to 10 employees), PowerPayroll (an...…
December 1, 2008
Tax Research from CFS Tax Software is a CD-based tax research program that provides the following: primary documents such as Internal Revenue Code, IRS Publications, Regulations, Revenue Rulings & Procedures, Letter Rulings and Technical Advice Memos, announcements and notices, the Penalty Handbooks, new legislation and tax laws, SSA publications, U.S. Tax Treaties and court opinions,...…
December 1, 2008
800-223-7270 www.bnatax.com The Tax Library from BNA Tax Management is a web-based tax code and law research application that combines more than 380 practitioner-authored portfolios covering U.S. and foreign income; estates, gifts and trusts, and state. The system contains federal cases back to 1913 and other primary sources, as well as daily tax news briefs...…
December 1, 2008
UltraTax is the professional tax compliance suite from Creative Solutions (CSI), which also offers professional and client accounting applications, digital document management, practice management and an extensive array of web site services. All of CSI’s products feed to and from a common database, helping to ensure data consistency and automatically transferring it between various applications...…
December 1, 2008
TaxWorks by Laser Systems is a collection of tax compliance software and additional tools for professional preparation firms. The software is available in individual modules or in a suite that satisfies the individual, business and other entity preparation needs of our prototype firm. TaxWorks also includes an appointment scheduler, fixed asset management, a paperless office...…
December 1, 2008
Tenrox ‘ Tenrox Release 8.2 Tenrox Release 8.2 is a completely web-based time and expense tracking program designed for large professional services firms. It includes modules for project accounting and costing, invoicing, workforce management and strong reporting functions. Additional modules are available for Portfolio And Project Management (PPM) and Professional Services Automation (PSA). The system...…
December 1, 2008
Although primarily known for its fixed asset management and tax planning products, BNA Software produces two preparation solutions: BNA 706 Preparer and BNA 709 Preparer. The programs support the calculations and forms for federal estate and gift tax compliance, as well as calculations for all 50 states and D.C. Single-user licenses of the software cost...…