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December 1, 2011 

800-716-2558 ext. 100 www.cPaperless.com   2012 Overall Rating 4.25 Best Fit Professional firms seeking a stand-alone system that will make it easy for their clients to send files to them, as well as securely share returns and other documents with their clients. Strengths Simple for clients and firms to use Strong security customization options Customizable...…

Isaac M. O'Bannon

December 1, 2011 

Column: My Perspective

Darren Root, CPA, CITP, CGMA

November 30, 2011 

AccuCode, Inc. (www.AccuCode.com) has announced the start of its new referral-based program for the software developer’s AO: Rapid Inventory system, which is the only cloud-based inventory management program for QuickBooks that includes options for fully-integrated RFID and barcode scanning. Designed as an add-on to enhance inventory capabilities for businesses using QuickBooks Pro, Premier or Enterprise,...…

Isaac M. O'Bannon

November 30, 2011 

Your business web presence speaks volumes about your capabilities and focus. Your purpose and abilities should be clear on the public side of your website. And once a client logs into your site, the additional features of the private side should impress even more.

Randy Johnston

November 30, 2011 

888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com   2012 Overall Rating 3.75 Best Firm Fit Firms using TaxWise or ATX that are looking for both a document management and automated tax document tool. It’s a good fit for high-volume retail firms that need a solution housed entirely on premises, especially those that will use the integrated electronic signature...…

Dustin Wheeler

November 30, 2011 

Holiday parties mean much more than free food and fun. They also can bring entrepreneurs a host of new opportunities to network and build relationships. Most people think of networking only through the traditional venues, whether chamber of commerce events, business contact referral groups, or online sites such as LinkedIn. But holiday parties, including professional...…

Ivan Misner

November 29, 2011 

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November 29, 2011 

Take our print or online version with you, take a picture and submit it for a chance to win $1,500.

November 29, 2011 

800-200-7599 http://lacerte.intuit.com/products/tax-import http://proseries.intuit.com/products/tax-import   2012 Overall Rating 4.75 Best Firm Fit Firms using the Lacerte and ProSeries tax programs seeking to reduce the time spent on organizing source documents and data entry. Strengths The new Pre-Import Review feature provides a side-by-side view of electronic values and images from source documents. Direct download provides an easy...…

Dustin Wheeler

November 23, 2011 

We’ve covered the issue of disaster preparation and business continuity several times over the years, especially after Hurricane Katrina. Accounting is a technology-driven profession, so we’ve generally approached the topic of preparation by focusing on subjects such as remote backup and using web-based systems to allow a firm to keep working even if disaster strikes....…

Isaac M. O'Bannon

November 23, 2011 

800-805-8582 www.sureprep.com   2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…

Dustin Wheeler

November 23, 2011 

800-291-2136 www.copanion.com   2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should...…

Dustin Wheeler