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 provides users of its tax preparation software with free web sites through 1040.com, using its Preparer SiteBuilder system. It is not available to firms not using Drake’s software. The system is geared toward professional tax firms wishing to offer self-preparation services, but also provides additional content for general accounting services practices. Drake has...…
December 1, 2008
CPAsites.com is a web site development solution for accounting firms that provides all design, creation, development and management of web sites and provides financial calculators, newsletters and additional updated content and tools. AUTOMATED CONTENT – 4.5 Stars CPAsites.com provides web sites with content ranging from several newsletters and a federal tax summary page, to a...…
December 1, 2008
BNA Estate & Gift Tax Planner includes a depth of features and calculations that reflect the company’s expertise in all areas of estate planning and tax calculation. It incorporates all of the latest changes to federal pension and benefits laws introduced by the Economic Growth and Tax Reconciliation Act of 2001 (EGTRRA), as well as...…
December 1, 2008
AMS was originally founded by two entrepreneurs under the name Edmond Software (based in Edmond, Okla.) in 1985. The name was changed to Advanced Micro Solutions in 1989 and today has over 12,000 customers in all 50 states, D.C. and Puerto Rico. The company has a set of applications that are targeted primarily towards after-the-fact...…
December 1, 2008
Checkpoint is RIA’s online research application that offers federal and state primary tax resources and analysis and recommendations from RIA and WG&L tax experts, as well as access to online versions of PPC’s Deskbooks and other third-party providers. The system also offers ongoing coverage of tax and finance-related news, legislation and rulings. Checkpoint starts at...…
December 1, 2008
Tax Analysts offers a comprehensive selection of CD, DVD and online tax research products comprised of primary source materials, analysis, news and e-mail delivered briefs. The company’s new DVD-based OneDisc Premium offers greater content all housed on a single disc with a redesigned web-based interface, search functions and productivity tools. It costs $359 for a...…
December 1, 2008
Accountant’s Relief PLUS is a comprehensive accounting, auditing and financial reporting program that provides engagement management features along with full write-up, trial balance, compilation, review, audit, financial statement and check writing capabilities, and an accounts receivable link. The program supports workpapers, departmental accounting, multiple journals, consolidation, leadsheets and bank reconciliation. Accountant’s Relief has an initial...…
December 1, 2008
ProSystem fx Trial Balance is designed to automate and streamline trial balance preparation. The program’s interface provides options for reviewing trial balance information and relates the balances to specific workpapers associated with the detail work. The program directly integrates with the other products offered by CCH, including ProSystem fx Engagement (reviewed on page 12) and...…
December 1, 2008
As a stand-alone program or as part of the Accountants Office Suite, AFP Payroll supports forms 1099-MISC, 1099-R, 1099-B, 1099-DIV, 1099-INT, 1099-S, 1098, W-2, W-3, 940, 941, 943 and 1096.
December 1, 2008
BNA Sales & Use Tax Rates and Forms, from BNA Software, provides support for all states and taxing jurisdictions in the United States, with more than 58,000 counties and cities represented.
December 1, 2008
This program is an ASP hybrid, offering the benefits of a web-based application as well as offering some features more commonly associated with outsourcing.