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.
August 14, 2015
2015 Review of Conarc iChannel
iChannel is a web based document management solution suitable for mid-to large size businesses. Originally designed for CPA firms, iChannel is well-suited to a variety of industries including legal, real estate, healthcare, and even schools and nonprofits
August 14, 2015
2015 Review of Thomson Reuters FileCabinet CS
FileCabinet CS from Thomson Reuters is the document storage application that is included in Thomas Reuters CS Professional Suite of applications. Available in two versions, the base version is ideal for smaller firms, while a Microsoft SQL version is ...
August 14, 2015
2015 Review of Office Tools Pro – Practice Management Workspace
Completely revamped in 2013, the product offers a newly designed user interface designed to make system navigation easier. The product also syncs with Microsoft Office 2007, 2010, and 2013, making it easy to manage email documents as well.
August 14, 2015
2015 Review of Cabinet SAFE Cloud
Originally designed for accounting firms, Cabinet SAFE Cloud is designed to provide flexible, robust document management capability with documents stored safely in the cloud. Cabinet SAFE is also available for those that need an on-premise product ...
August 14, 2015
2015 Review of CCH Axcess Document and ProSystem fx Document
CCH Axcess Document and CCH ProSystem fx Document are the two document management products offered by Wolters Kluwer Tax & Accounting US. CCH ProSystem fx Document offers the on premise version of the product, while CCH Axcess Document is deployed in ...
August 14, 2015
2015 Review of Document Management and Document Storage Systems for Accounting Firms
Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...
August 12, 2015
2015 Review of AccountantsWorld Cloud Cabinet
Both a document sharing portal and a document management system, Cloud Cabinet is one of the tools offered in AccountantsWorld Power Practice suite of products. Completely cloud-based, Cloud Cabinet uses Amazon.com’s secure data center to safely and ...
June 16, 2015
2015 Review of CCH Sales Tax SaaS
The CCH Sales Tax SaaS group of products from Wolters Kluwer Tax & Accounting US is designed for the individual business owner, as well as accounting firms that manage the sales tax reporting for multiple clients, and need real-time sales tax calculations
June 16, 2015
2015 Review of CCH Sales Tax Office
Sales Tax Office from CCH is designed for large corporations that have complex sales and use tax needs and require complete integration with a core accounting system, making it an ideal solution for businesses with multiple entities, divisions, or ...
June 16, 2015
2015 Review of Avalara AvaTax – Sales Tax – Cert Capture – Returns
Organizations or accounting firms that need accurate sales tax calculation, rate look up capability, as well as integration with numerous accounting and financial systems. Avalara is a certified streamlined sales tax (SST) compliance service provider.
June 16, 2015
2015 Review of Avalara TrustFile
Billed as Sales Tax Filing for Small Businesses, TrustFile generates signature ready sales tax returns, providing detailed sales reports by state, with further detail provided for city, county and state tax rates and calculations.
June 16, 2015
2015 Review of BNA Sales & Use Tax Rates and Forms
Both the Sales & Use Tax Rates and Sales & Use Tax Forms from BNA Software are available online. BNA Sales & Use Tax Rates offers easy tax rate lookup, with all rates updated monthly. Because both products can support multiple business entities, ...