June 30, 2023
The Technology Lab Podcast – Review of Audit Technology Trends – July 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits.
April 21, 2014
2014 Review of CCH Axcess Tax
CCH Axcess Tax is the newly rebranded Software as a Service (SaaS) solution from CCH. This wholly cloud-based solution is based on the latest Internet technologies and provides end users with a modern and updated interface.
April 21, 2014
2014 Review of Intuit ProSeries Tax
ProSeries Tax is the mid-tier tax software solution offered by Intuit. ProSeries Tax is designed as an affordable tax software solution to assist tax practitioners with processing returns quickly. New for the current year are significant updates to the electronic filing functionality and a complete overhaul on PDF capabilities.
April 21, 2014
2014 Review of Intuit Tax Online
Intuit Tax Online is an Internet-based tax solution with a fixed, all-inclusive pricing structure. Intuit Tax Online provides a streamlined interface to process simple returns through an anytime, anywhere platform. New for the current release is a streamlined interface and a new mobile app that may be downloaded by clients.
April 21, 2014
2014 Review of CCH Small Firm Services – TaxWise
TaxWise is a tax solution provided by CCH Small Firm Services. Intended for use by sole-practitioners, to firms with 10 or fewer staff, the solution is focused on quick data entry. TaxWise offers several unique features including bilingual forms and inclusion of CCH US Master Tax Guide in several of its pricing options.
April 21, 2014
2014 Review of CCH Small Firm Services – ATX
ATX is a tax solution provided by CCH Small Firm Services with a primary focus on function and value, with bundle options that include tax compliance, research, payroll compliance and document management tools for tax professionals. New for the current year are integration points with PortalSafe, an online portal solution and an improved print manager.
April 21, 2014
2014 Review of Thomson Reuters – Agile Tax
Agile Tax is in its sophomore year as a tax solution. The program was built as an Internet solution, and tax practitioners can process an unlimited number of returns for a fixed monthly cost. The system is designed for high volume tax processing and intended as a standalone product. New for the current release are…
April 21, 2014
Bloomberg BNA 706 Preparer & 709 Preparer Offer Specialty Tax Tools
Bloomberg BNA is typically relied on to provide high levels of tax, regulatory and compliance expertise. Used by thousands of tax professionals, including the IRS, Bloomberg BNA provides a number of solutions for tax, accounting, financial planning and estate planning.
April 21, 2014
2014 Review of CCH Axcess Practice
Unlike traditional applications where it is very clear where one module begins and another ends, CCH Axcess users can perform many tasks from a wide range of menus throughout the solution. This flexibility may be confusing to new users, as the time capture functions are accessed from the user’s dashboard and not from within the…
April 21, 2014
2014 Review of CCH ProSystem fx Practice Management
ProSystem fx Practice Management was originally built as CPASoftware Visual Practice Management on the Microsoft Access database, but has been updated to support the Microsoft.net and Microsoft SQL Server platforms.
April 21, 2014
2014 Review of Commercial Logic APS Advance Practice Management
APS Advance Practice Management is a customizable solution which best meets the needs of large accounting firms. The solution is built on the Microsoft SQL server platform. The application is flexible enough that the firm will need to know how they want to work with the application, and should not be expecting a “standard” implementation…
April 21, 2014
2014 Review of Commercial Logic PowerPM
PowerPM from Commercial Logic, Inc. is a straight-forward module-based practice management application which is offered as a hosted solution for a monthly charge. The PowerPM Suite includes five core modules which provide users with the system. These modules are:
April 21, 2014
2014 Review of Empire Suite by WSG Systems, Corp.
Empire Suite by WSG Systems, Corp. is a high-end practice management tool designed for large firms. Empire Suite includes an optional staff scheduling module called Empire Resource, and is one of the stronger automatic scheduling tools in the industry. The application is delivered as software as a service through the company’s website, EmpireSuite.com, and is…