Review

November 5, 2014 

ProSystem fx Scan works best when it is used in conjunction with ProSystem fx Tax and the other paperless applications from Wolters Kluwer CCH. However, ProSystem fx Scan can be used on a stand-alone basis, so it has appeal for virtually any tax practice.

John Higgins

November 5, 2014 

Citrix ShareFile offers file sharing and portal services for virtually any business in any industry, including financial professionals. ShareFile runs on top of multi-site cloud services hosted in commercial data centers in the U.S.

Isaac M. O'Bannon

November 5, 2014 

The NetClient CS portal system is designed for accounting firms using other programs in the Thomson Reuters CS Professional Suite. The portal collaboration system is particularly well integrated with the suite’s FileCabinet CS document management ...

Isaac M. O'Bannon

November 5, 2014 

Axcess Portal is an integrated part of the CCH's cloud-base suite of professional accounting applications. The service is operated from dedicated hosting within an externally audited (SOC 2) Tier IV data center based in the U.S. Firm ...

Isaac M. O'Bannon

November 5, 2014 

SmartVault offers excellent client communication tools, document storage, integration with many accounting and tax systems and other features that make it a valuable portal for most firms. The program has offered tight integration with QuickBooks and ...

Isaac M. O'Bannon

November 5, 2014 

Life can be funny. There are times when no matter how much we are told something is bad for us, we often ignore the message and continue down our current path. Whether it is smoking cigarettes, excessive drinking, texting while driving, you name it...

October 27, 2014 

BASIC SYSTEM FUNCTIONS: 4.5 Stars Navigation has been substantially improved with the shift from the older CMS package. Instead of stepping through different screens for each employee, there is a summary screen with an Excel like grid, from which the user can click to drill down and update specific information such as hours worked or...…

Bill Kennedy

October 20, 2014 

The report provides an overview of the AICPA’s Accounting and Review Services Committee’s new standard, which clarifies and revises the Statements on Standards for Accounting and Review Services (SSARS).

Isaac M. O'Bannon

October 10, 2014 

Basic System Functions: 5 Stars Firms using the Lacerte tax preparation software will find the tax planner interface to be very similar and easy to navigate. The main window of the program has a menu bar at the top followed by a toolbar with icons. To navigate through the program, there are worksheet tabs below...…

Bill Kennedy

October 10, 2014 

The CS Professional Suite from Thomson Reuters offers an integrated set of tax, accounting, and practice management applications. Planner CS tightly integrates with the suite to provide tax projections for a virtually unlimited number of years and scenarios. Basic System Functions: 4.75 Stars Planner CS opens into a customizable welcome screen with a list of...…

Bill Kennedy

October 10, 2014 

While most other tax software systems offer tax planning as a separate module, Drake has included Tax Planner as a free add-on to its main tax system, Drake Tax. Basic System Functions: 4 Stars Drake Tax is designed for individuals as well as small and medium sized businesses. As such, it may not meet all...…

Bill Kennedy

October 10, 2014 

By Steven Phelan, CPA.CITP As we approach the end of the year, many tasks are still ahead of accounting professionals. There are year-end tax planning situations to address, year-end accounting issues required to finalize financial statements and, of course, year-end reporting compliance for W-2s and 1099s. Although the rules have largely remained the same over...…