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.
September 10, 2018
2018 Review of inFlow Inventory
inFlow Inventory www.inflowinventory.com From the 2018 reviews of Inventory Management systems. inFlow designs software for small businesses including retailers, online merchants and distribution businesses. inFlow is available as an on-premise solution as well as a cloud application that can be installed on any number of computers for complete integration. The cloud application can be accessed...…
August 27, 2018
2018 Review of ATX – Wolters Kluwer Tax & Accounting
ATX from Wolters Kluwer Tax & Accounting is a tax compliance application best suited for small firms that file simple to complex returns. ATX also offers extensive tax law research capability that is designed to integrate with the core system.
August 27, 2018
2018 Review of CCH ProSystem fx Tax
CCH ProSystem fx Tax from Wolters Kluwer Tax & Accounting is part of the CCH ProSystem fx Suite. Designed as an on-premise solution, CCH ProSystem fx Tax can be installed on desktop and network systems. Well-suited for accounting firms of all sizes ...
August 27, 2018
2018 Review of TaxWise – Wolters Kluwer Tax & Accounting
TaxWise from Wolters Kluwer Tax & Accounting is best suited for small to mid-sized firms. TaxWise is scalable, with a version available for firms that process a limited number of returns as well as for those processing numerous individual and business ...
August 27, 2018
2018 Review of CCH Axcess Tax
CCH Axcess Tax from Wolters Kluwer Tax & Accounting is best suited mid-sized and larger full-service firms, as well as corporate tax offices that prepare more complicated tax returns. Completely cloud-based, CCH Axcess Tax is a modular system, and ...
August 27, 2018
2018 Review of MyTAXPrepOffice
One of the best features of MyTAXPrepOffice is the colorful, fully customizable user dashboard that displays return data, a to-do list, a summary of e-filed returns and a list of rejected returns, with users able to choose the information that ...
August 27, 2018
2018 Review of Bloomberg Tax 706 Preparer
Bloomberg Tax offers a variety of tools and resources designed for tax professionals that need to process estate and gift tax returns for their high-net worth clients. Bloomberg Tax currently offers two applications; Estate and Gift Tax 706 Preparer ...
August 27, 2018
2018 Review of TaxCaddy from SurePrep
TaxCaddy from SurePrep is designed to simplify the collection of necessary tax documents. CPAs can simply invite their clients to set up a free account on TaxCaddy. The client account is not perpetually linked to the CPA firm, instead the client owns ...
August 27, 2018
2018 Review of TaxSlayer Pro
Tax Slayer Pro has been offering tax preparation software to accounting professionals for over 20 years. Best suited for small to mid-sized firms that prepare a fairly high number of returns, the product is available in three editions: Classic, ...
August 27, 2018
2018 Review of Intuit ProSeries
ProSeries Tax from Intuit is best suited for small to mid-sized accounting firms that primarily prepare individual 1040’s though the product does offer the option to process business returns as well. ProSeries Tax is available in two editions: Basic ...
August 27, 2018
2018 Review of TaxAct Professional Edition
TaxAct Professional Edition is well suited for small to mid-sized firms and tax preparers that handle a high number of 1040 forms. Previously geared towards individuals, TaxAct Professional now offers a variety of options for both 1040 and business ...
August 27, 2018
2018 Review of UltraTax CS
UltraTax CS is part of the CS Professional Suite of applications from Thomson Reuters. Best suited for large accounting firms, UltraTax CS can be used as a stand-alone application, but performs best when coupled with other CS Professional Suite ...