Software

The CPA’s Guide to Spend Control Advisory

Risk Management April 1, 2026 

The CPA’s Guide to Spend Control Advisory

Your mid-market clients are approving invoices over email, buying without purchase orders, and closing books manually every month. These aren’t just inefficiencies — they’re audit risks, and most CPAs only discover them after the damage is done.

gruntworx_10457537

November 5, 2014 

2014 Review of GruntWorx

GruntWorx fits best in firms that use the integrated tax software which includes; Drake Software, GoSystem Tax RS, ProSystem fx Tax and UltraTax CS. Even if you have another tax program, the GW Organize application can be a big help for ...

John Higgins

qb_online_accountant_logo_10818850_1_.54467d70c17d3

November 5, 2014 

Reimagining Your Clients’ Success with QBOA

Accountants want two things: to save time and grow their business. That’s the idea behind the latest product offering from Intuit. The company went back to the drawing board to redesign its online solution for accountants, QuickBooks Online Accountant.

Taija Sparkman

 2014 Review of CCH ProSystem fx Scan

November 5, 2014 

2014 Review of CCH ProSystem fx Scan

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

digitization_1_.5447ccb6d3e05

November 5, 2014 

2014 Reviews of Tax Document Automation Systems

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...

tax_3_700x441_1_.54187530336ee

October 10, 2014 

2014 Review of Professional Tax Planning Systems

By Bill Kennedy, CPA, CA The Affordable Care Act changes had the biggest impact on tax software across the country this year, as developers scrambled to incorporate the new Net Investment regulations into their packages, particularly for high net worth individuals. All of the packages reviewed have been updated for the impact of this legislation....…