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.

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October 8, 2014 

Open Systems Inc Acquires Adaptive Business Solutions

Business software developer Open Systems, Inc., has acquired Adaptive Business Solutions (ABS) of Indianapolis, Indiana. The ABS staff will continue to work in Indianapolis as the Indiana Regional Office of Open Systems, Inc.

intuit11

September 12, 2014 

2014 Review of Intuit Enhanced Payroll for Accountants & QuickBooks Online Payroll

Online Payroll for Accountants is a fully outsourced, web-based solution designed to process small business payroll. With flat pricing, accounting professionals are able to price their services for optimal profitability. Basic System Functions: 5 Stars Online Payroll for Accountants is a web-based solution designed for collaboration between accounting professionals and their clients. The service is...…

Bill Kennedy

AFAW-Logo-403

September 12, 2014 

2014 Review of AccountantsWorld Payroll Relief

Payroll Relief is a cloud-based payroll solution specifically designed for accounting professionals to offer payroll services to their clients. The solution is focused on quickly processing payroll for a large number of payroll clients. New features this year include a newly redesigned user interface, full support for independent contractor workers, and new tools to enhance...…

Bill Kennedy

quickbooks-new-logo1

September 12, 2014 

Intuit Connects Small Businesses and Lenders with QuickBooks Financing

The small business owner continues to be at the heart of the QuickBooks ecosystem. With every product, service and feature released, Intuit seems to be determined to make the next step even easier than the previous. So, it was no surprise when Intuit launched QuickBooks Financing to help with what remains a big challenge for...…

Taija Sparkman

taxes91

September 11, 2014 

CPAs Challenge the IRS on PTIN Fees

First, a federal appeals court invalidated most of the regulations imposing continuing education and other regulatory requirements imposed by the IRS on tax return preparers (Loving, et al v. IRS, Civil Action 12-385 (JEB), U.S. Dist. Ct. DC, 1/18/13). .

Ken Berry, JD

 Avalara Partners with PEO Provider PayPlus

September 8, 2014 

Avalara Partners with PEO Provider PayPlus

Cloud sales tax and compliance systems provider Avalara has formed a strategic alliance with PayPlus Software, Inc., (www.payplus.com), a payroll and employee management software company serving the Professional Employer Organization (PEO) industry.

Isaac M. O'Bannon

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September 5, 2014 

Lacerte Tax, an Intuit ProLine Solution

2011 OVERALL RATING 4.50   800-765-7777 www.proline.lacertesoftware.com   Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor   BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…

Steven M. Phelan

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September 5, 2014 

CCH, a Wolters Kluwer business — ProSystem fx Tax

OVERALL RATING 4.75   800-PFX-9998 (739-9998) CCHGroup.com   Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor   BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud).  STRENGTHS: –          Integration...…

Steven M. Phelan

orangedoor_10277461

September 5, 2014 

Orange Door, Inc. — Orange Door Tax Suite Pro

2011 Overall Rating 3.75   650-952-1773 www.orangedoorinc.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor   Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…

Isaac M. O'Bannon