Review

May 12, 2014 

Basic System Functions – 5 Stars The Financial Edge is available as an on-premise product or as a hosted product.  Though a robust system, The Financial Edge is easily navigated, with a drop-down menu at the top of the main screen offering access to system modules. A vertical navigation bar offers quick access to all...…

Mary Girsch-Bock

May 12, 2014 

BASIC SYSTEM FUNCTIONS: 4.5 Stars 100 percent cloud-based, Aplos requires no product installation, a plus for small nonprofits with limited staff.  The main user interface contains several tabs listed vertically on the left side of the screen: Dashboard, Settings, Accounts, Transactions, Contacts, and Reports.  Rather than continuing as an App-based system, Aplos made the transition...…

Mary Girsch-Bock

May 12, 2014 

BASIC SYSTEM FUNCTIONS – 5 Stars Fully scalable, with users able to add to the core system, AccuFund is available in three versions: a traditional desktop version, an online version of the desktop product and AccuFund Anywhere, a cloud-based system which currently offers the core system modules plus Accounts Receivable and Allocation Management(these were both...…

Mary Girsch-Bock

May 12, 2014 

BASIC SYSTEM FUNCTIONS – 5 Stars The web-based version, Serenic Navigator Express, removes the need for Serenic personnel to install and configure the system.  System implementation is wizard-driven, with ongoing product support provided by Serenic support staff as needed, though some initial training could be beneficial. Assistance with implementation is available if requested.  Using Serenic...…

Mary Girsch-Bock

May 12, 2014 

BASIC SYSTEM FUNCTIONS – 4.75 Stars Designed by CPAs, FastFund Nonprofit Accounting is available in both Basic and Premium editions, making it a good fit for smaller nonprofits looking for a product that also offers room to grow.  FastFund Nonprofit Accounting can be used with Windows or Mac Operating systems, and all data is secured...…

Mary Girsch-Bock

May 12, 2014 

GMS or Grants Management Systems is nonprofit accounting and financial management software designed for larger nonprofit organizations and government entities that require grants or project management capability.

Mary Girsch-Bock

April 22, 2014 

As the space for practice management applications has changed over the last year, we have changed the applications which we cover as part of this review to reflect the desire of many mid-sized and large firms to implement staff scheduling tools.

Brian Tankersley

April 21, 2014 

Tax preparation remains a major source of revenue for many accounting firms. Although seasonal income for many, a lot of consideration should still be given for the most appropriate tax software solution. Each firm has a different number of employees, client focus and a host of other differences to consider. Thankfully there are plenty of…

Steven Phelan

April 21, 2014 

Lacerte Tax is the top-tier tax software solution offered by Intuit. Introduced 30 years ago, Lacerte Tax remains supported by Intuit and continues to be a popular tax solution for accounting professionals. New for the current year are significant enhancements to the electronic filing functionality and updates to error diagnostics.

Steven M. Phelan

April 21, 2014 

ProSystem fx Tax is the traditional tax service offering provided by CCH. It is intended as an in-house solution, but is also offered as a hosted solution branded as Global fx.

Steven M. Phelan

April 21, 2014 

GoSystem Tax RS is among the most sophisticated tax compliance systems currently serving the accounting profession. Solely offered as an Internet-based solution, GoSystem Tax RS is fully scalable to meet the needs of medium size firms and larger and offers a reliable platform to handle large data sets. New for the current release is a…

Steven M. Phelan

April 21, 2014 

UltraTax CS is part of the CS Professional Suite of products, which is an integrated lineup of tax and accounting solutions. With multiple integration point options both inside and outside the CS Professional Suite, UltraTax CS focuses on a streamlined interface to help accounting practitioners work efficiently. New features for the current release include a…

Steven M. Phelan