2012 Review of CYMA 13: Financial Management System

October 29, 2012 

2012 Review of CYMA 13: Financial Management System

CYMA Systems, Inc. – CYMA 13: Financial Management System800-292-2962www.cyma.com From the Nov. 2012 Review of Client Write-Up Systems. Best Fit: Professional firms offering write-up and reconciliation services to mid-sized and larger business clients, including consolidated entities and those with multiple locations or subsidiaries. The system can also be used in-house by such businesses. Strengths Extensive...…

Isaac M. O'Bannon

255-11_10785160

October 29, 2012 

How the Cloud is Affecting Client Write-Up

How the Cloud is Affecting Client Write-Up It would be hard to miss the major shift that small businesses have made toward cloud accounting over the past few years. Although there have been totally web-based accounting and business management systems since about 1998-1999, when NetSuite and Intacct debuted, these solutions were primarily focused on mid-sized...…

Isaac M. O'Bannon

 2012 Review of Thomson Reuters Planner CS

September 27, 2012 

2012 Review of Thomson Reuters Planner CS

Thomson Reuters — Planner CS800-968-8900 cs.thomsonreuters.com From the October 2012 review of professional tax planning systems. Best Fit: Although it can be used as a stand-alone program, Planner CS provides the greatest benefit to users of UltraTax CS and other programs in the Thomson Reuters CS Professional Suite due to tight integration with tax preparation,...…

Isaac M. O'Bannon

 2012 Review of Lacerte Tax Planner

September 27, 2012 

2012 Review of Lacerte Tax Planner

Intuit — Lacerte Tax Planner800-765-7777 www.lacertesoftware.com From the October 2012 review of professional tax planning systems. Best Fit: Although Lacerte Tax Planner can be used independently, integration and automated features make it even more valuable to firms using the broader tax preparation system. Strengths Intuitive interface and user-friendly navigation Direct integration with Lacerte Tax 1040...…

Isaac M. O'Bannon

 2012 Review of BNA Income Tax Planner

September 27, 2012 

2012 Review of BNA Income Tax Planner

BNA Software — BNA Income Tax Planner800-424-2938 www.bnasoftware.com From the 2012 review of professional tax planning systems. Best Fit Firms with clients across the spectrum, including high net worth individuals, serial entrepreneurs, ex pats and others with increasingly complex planning and compliance requirements. Strengths Simple interface and navigation Exhaustive calculations and analysis functions Side-by-side comparisons...…

Isaac M. O'Bannon

 2012 Review of Advanced Micro Solutions — 1099-Etc

September 27, 2012 

2012 Review of Advanced Micro Solutions — 1099-Etc

Advanced Micro Solutions — 1099-Etc800-536-1099www.1099-etc.com From the Oct. 2012 Review of Professional Payroll Systems. Best Firm Fit: Accounting professionals providing annual and quarterly payroll reporting for clients or are only processing payroll for a few small clients Strengths Cost effective system to achieve payroll compliance reporting Integration with popular small business accounting software to provide...…

Steven M. Phelan

 2012 Review of CompuPay PayrollOnline

September 27, 2012 

2012 Review of CompuPay PayrollOnline

CompuPay, A BenefitMall Company — PayrollOnline877-729-6299www.compupay.com From the 2012 Review of professional payroll systems. Best Firm Fit: Larger organizations looking for an Internet based solution or that may require more support and guidance on processing payroll Strengths Easy to use employee portal is included with the service Strong support options are included Company setup is...…

Steven M. Phelan

 2012 Review of QuickBooks Payroll Enhanced for Accountants

September 27, 2012 

2012 Review of QuickBooks Payroll Enhanced for Accountants

Intuit — QuickBooks Payroll Enhanced for Accountants888-236-9501www.accountant.intuit.com/payroll From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals currently using QuickBooks extensively throughout their practice who need a cost effective way to manage live and after-the-fact payroll Strengths Cost effective service to enhance payroll functions built into QuickBooks Full range of custom...…

Steven M. Phelan

 2012 Review of Intuit Online Payroll for Accounting Professionals

September 27, 2012 

2012 Review of Intuit Online Payroll for Accounting Professionals

Intuit Online Payroll for Accounting Professionals888-236-9501www.accountant.intuit.com/payroll From the October 2012 review of professional payroll systems. Best Firm Fit: Accounting professionals mainly reliant on the QuickBooks accounting software platform but need a higher level of outsourced payroll support Strengths Internet-based solution to allow anytime payroll processing Provide platform for collaborating with clients on various payroll tasks...…

Steven M. Phelan, Steven Phelan

 2012 Review of Crest Payroll

September 27, 2012 

2012 Review of Crest Payroll

Paramount Software Solutions, Inc. – Crest Payroll888-400-1613www.ParamountSoftware.com From the October 2012 review of professional payroll systems. Best Fit: Firms seeking an automated payroll preparation and compliance system that can support any number of businesses, provides client-side and employee self-service tools, free direct deposit, and quarterly/annual reporting handled and guaranteed by the vendor at no extra...…

Isaac M. O'Bannon