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
Offered as a single package that includes federal and state individual, business and other entity returns, Drake Tax Solution also includes all states and is available as a traditional purchase or as a pay-per-return system. The fully licensed version of the software supports multiple users on the same network at no extra cost and has...…
December 1, 2008
Orrtax Software Solutions offers individual preparation through its IntelliTax for Windows and corporate, S-Corp, partnership and fiduciary filing, through the IntelliTax SuperSystem. The company also produces a character-based version of its individual preparation software. Orrtax also offers several marketing packages and other productivity bundles. The business and individual versions of the software are sold separately...…
December 1, 2008
Fixed Assets Relief is a CD-based fixed asset tracking application that supports most depreciation methods for an unlimited number of assets for an unlimited number of client companies, enabling the maintenance of asset information throughout their depreciable life, from acquisition through disposal/sale. The program is capable of tracking detailed tax and accounting information, and automatically...…
December 1, 2008
Abak 6 offers time, expense and billing, as well as workflow and project management capabilities. The system is available in two versions: Abak Professional and Abak Enterprise. All versions share the same core feature sets, with the larger scale versions offering additional remote access, integration and employee management features. Abak 6 starts at $300 for...…
December 1, 2008
Time2Money is a web-based time and billing system that enables users to access time and expense data entry, reporting functions, or any other part of the program, from any location. It can be used as part of the Accountant’s Office Online (AOO) suite of accounting applications, or can be used as a stand-alone solution accessed...…
December 1, 2008
CCH ViewPlan Advanced combines a simple user interface with advanced calculations to provide a deceptively powerful planning engine. At first glance, the main window contains only limited options on a vertical navigation toolbar docked at the left side of the screen. Icons are available for Clients, Estate Details, Plans, Comparisons, and Presentations. However, ViewPlan Advanced’s...…
December 1, 2008
BNA Fixed Assets is a comprehensive asset recording and reporting program designed for small and mid-sized businesses and corporations. In addition to Fixed Assets DesktopPro, which is reviewed here, the company offers additional versions of the system, including a small business edition (SBE), a multi-user client server version and a web-based version. BNA has an...…
December 1, 2008
ProSystem fx Fixed Assets provides an advanced asset tracking, management and reporting program that supports all depreciation types, multiple books and offers integration with tax, accounting and paperless engagement systems. The system, which can be used as either a stand-alone program or as an integrated part of CCH’s ProSystem fx Office suite, offers several customization...…
December 1, 2008
THE SYSTEM provides asset management and depreciation capabilities for small and mid-sized businesses, calculating amortization and depreciation for an unlimited number of client companies with up to 250,000 assets each. THE SYSTEM is available in three primary versions: Lite, which at $395 offers only one depreciation schedule for each entity; the full stand-alone version for...…
December 1, 2008
Accountant’s Office Online (AOO) from AccountantsWorld includes CyberCabinet (electronic office for client files), a firm web site, client relationship-building newsletters, financial calculators, and Time2Money, the practice management component of AOO. Time2Money (T2M) is a web-based, basic time and billing system. It is best suited to professionals who spend a lot of time away from their...…
December 1, 2008
ProSystem fx Practice from CCH Tax and Accounting provides integrated time and expense entry, billing, project management (with scheduling), reporting and more. FEATURES – 5 Stars Firm preferences include process control, grouping and other items. For example, firms can define multiple offices, integrate with ProSystem fx Tax, use engagements, projects and tasks or not, and...…
December 1, 2008
FastFund is a relatively young product (first released in 2000), but already boasts a nice feature set that includes integrated accounting, fundraising and payroll applications. Version 2 was released in June 2003 and is scheduled for another upgrade (version 2.1) by the time this article goes to print. New features in version 2 included a...…