Article

April 27, 2005 

BalaBoss Client Navigator from BalaBoss Software provides timekeeping, billing, contact management, project due dates, staff scheduling and client exposure monitoring capabilities. FEATURES – 3.5 Stars Client Navigator offers three client responsible levels (partner, manager and accountant) and common data for clients. Custom fields are not supported. Links to client documents (tax returns, spreadsheets) are set...…

April 27, 2005 

CPAPractice Manager (formerly Visual Practice Management) from CPASoftware (a division of Best Software) offers robust capabilities, including timekeeping, billing, contact management, marketing and project management, reports, and AR. FEATURES – 5 Stars Setup of master information is straightforward. Client information includes fiscal year end, entity type, NAIC code, six persons in charge, engagement fee, monthly...…

April 27, 2005 

Designed for larger accounting firms and consulting companies, the PowerPM family from Commercial Logic, Inc. includes timekeeping, project management, due date tracking, budgeting, scheduling, AR and contact management capabilities. FEATURES – 4 Stars Client Update/Inquiry acts as a hub for everything related to clients. Details for clients, contacts and associated projects are available. Client and...…

April 27, 2005 

BigTime from Edison’s Attic tracks time, expense and budgets, and helps mid-sized to large firms manage projects, staff, resources and customers. It is browser-based, though it is sold to run on a local area network. A hosted version, BigTime Online, is also available. FEATURES – 4 Stars BigTime adjusts the software terminology during installation, but...…

April 27, 2005 

NonprofitBooks Office addresses some of the inherent limitations of Intuit’s QuickBooks in a nonprofit environment: accounting for restricted funds for nonprofit reporting, shared-expense allocation and program-related expense tracking, and preparation of the IRS Form 990 statement of functional income and expenses. The program integrates with existing QuickBooks data, and even the QuickBooks interface, but also...…

April 27, 2005 

Cougar Mountain has a solid tradition and reputation in the for-profit accounting software market, but also offers a state-of-the-art fund accounting package for medium to large nonprofit organizations. Version 8.0 was released in September 2003, with numerous enhancements, including an updated user interface and feature additions across all modules. Although not available at the time...…

April 27, 2005 

Originally developed in 1996 as Execusite, ProSystem fx Site Builder is the longest tenured web site builder for accounting professionals, and currently is in use by more than 3,000 firms. The system includes secure client collaboration tools, hosting and content, as well as integration with tax applications. AUTOMATED CONTENT – 5 Stars Users can choose...…

April 27, 2005 

CPASiteSolutions provides a variety of design, hosting, content, interactive tools, newsletters and site maintenance for web sites specifically designed for accounting firms. The company offers three levels of service ‘ Silver, Gold and Platinum ‘ all of which provide web sites initially created by CPASiteSolutions and that include customization capabilities. The system also provides firm...…

April 27, 2005 

TaxAid Inc. offers the Accounting and Financial Site Builder (AFSB), a web site building and hosting solution designed for use by accounting and tax firms. The system offers financial calculators and newsletters, as well as a client e-mail management system and additional options through its Custom Services. AUTOMATED CONTENT – 3.5 Stars The primary content...…

April 27, 2005 

Fixed Asset Manager (FAM) offers asset management via various depreciation methods, supporting an unlimited number of assets and companies. The system provides a good base system that meets the needs of professionals and in-house accountants trying to minimize tax liabilities through effective use of asset depreciation. The system supports several depreciation methods and treatments and...…

April 27, 2005 

Time Matters (a business unit of LexisNexis) focuses its features on the management of a practice. Functionality includes scheduling, tasks, alerts, reminders, client relationship management, projects, document management and more. Time Matters also includes basic time & billing, and integrates with other time & billing packages as well as QuickBooks. FEATURES – 4 Stars Time...…

April 27, 2005 

The Accountant’s Partner from On-Q Software, Inc. provides time tracking, billing, project due-date monitoring, staff scheduling, CPE tracking, an optional report writer, and basic contact management. FEATURES – 4 Stars Client information is very good, clearly focused on the needs of small to mid-sized firms. Partner- and manager-in-charge can be assigned to clients, along with...…