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, 2015
2015 Overview of Certify Travel & Expense Management
Certify Travel & Expense Management is designed to simplify expense report management and processing. A good fit for small to mid-sized businesses that have a large number of employees traveling for business, Certify makes it easy for both employees ...
September 10, 2015
2015 Overview of SpringAhead Expense
Aimed at mid-sized businesses, SpringAhead offers users online time tracking and expense tracking and management. A complete time management and expense management system. SpringAhead allows users to import credit card data directly from the bank, or ...
September 10, 2015
2015 Overview of Expensify
Expensify is a comprehensive expense management program that offers solid integration with a variety of third-party accounting applications including QuickBooks Desktop, QuickBooks Online, Xero, NetSuite, Intacct, Sage, Microsoft Dynamics, MYOB and ...
September 10, 2015
2015 Overview of ExpenseWatch Spend Management
Accessed with a web browser, ExpenseWatch Spend Management offers expense report management, along with purchasing, invoice processing, and budget modules. ExpenseWatch would be an excellent fit for small businesses with remote employees.
September 10, 2015
2015 Overview of Concur Expense and TripIt
Concur eliminates the need for manual entry of expenses, with users able to use their smartphone to capture receipt images. Those images are then uploaded to Concur, where they can be automatically created, itemized, and categorized, with the ...
September 10, 2015
2015 Review of Thomson Reuters Tax Planner CS
Planner CS is part of the CS Professional Suite of tax products from Thomson Reuters. Part of the CS Professional Suite of tax, accounting and practice management applications. Planner CS offers full integration with other Thomson Reuters while also ...
September 10, 2015
2015 Review of CCH ProSystem fx Planning
ProSystem fx Planning is part of the ProSystem fx Suite of products from CCH. ProSystem fx Planning integrates with other CCH tax products. ProSystem fx Planning can also be used as a stand-alone product. While not currently available as an online ...
September 10, 2015
2015 Review of BNA Income Tax Planner
BNA’s Tax Planner is available as either a desktop product or as web-based software, which is hosted by Bloomberg BNA. BNA’s user interface has a menu bar at the top of the screen that offers access to various program functions.
September 10, 2015
2015 Review of Drake Tax Planner
Drake Tax Planner is a good fit for firms that have less complicated tax planning needs. Designed for both individuals who wish to map out their own tax plan, as well as firms providing tax planning services, the product offers straightforward tax ...
September 9, 2015
2015 Review of Intuit Lacerte Tax Planner
Ideal for small to mid-sized firms, Lacerte Tax Planner, from Intuit, offers an easy to use tax planning product that is well suited for those looking for a stand-alone product, as well as those wishing to integrate with other Intuit financial products.
August 14, 2015
2015 Review of Build Your Firm Websites for Accountants
Build Your Firm Websites for Accountants (BYF) is part of the Build Your Firm brand that provides accountants with a variety of tools that help build their practice. BYF offers two types of websites: Premier, which is designed for generalist firms ...
August 14, 2015
2015 Review of CCH Site Builder
Good as a stand-alone product, CCH Site Builder’s integration with CCH Axcess Portal provides users with additional accounting and financial management tools such as the ability to exchange confidential files and other documents.