Software

April 21, 2014 

ProSeries Tax is the mid-tier tax software solution offered by Intuit. ProSeries Tax is designed as an affordable tax software solution to assist tax practitioners with processing returns quickly. New for the current year are significant updates to the electronic filing functionality and a complete overhaul on PDF capabilities.

Steven M. Phelan

April 21, 2014 

Intuit Tax Online is an Internet-based tax solution with a fixed, all-inclusive pricing structure. Intuit Tax Online provides a streamlined interface to process simple returns through an anytime, anywhere platform. New for the current release is a streamlined interface and a new mobile app that may be downloaded by clients.

Steven M. Phelan

April 21, 2014 

TaxWise is a tax solution provided by CCH Small Firm Services. Intended for use by sole-practitioners, to firms with 10 or fewer staff, the solution is focused on quick data entry. TaxWise offers several unique features including bilingual forms and inclusion of CCH US Master Tax Guide in several of its pricing options.

Steven M. Phelan

April 21, 2014 

ATX is a tax solution provided by CCH Small Firm Services with a primary focus on function and value, with bundle options that include tax compliance, research, payroll compliance and document management tools for tax professionals. New for the current year are integration points with PortalSafe, an online portal solution and an improved print manager.

Steven M. Phelan

April 21, 2014 

Agile Tax is in its sophomore year as a tax solution. The program was built as an Internet solution, and tax practitioners can process an unlimited number of returns for a fixed monthly cost. The system is designed for high volume tax processing and intended as a standalone product. New for the current release are…

Steven M. Phelan

April 21, 2014 

Bloomberg BNA is typically relied on to provide high levels of tax, regulatory and compliance expertise. Used by thousands of tax professionals, including the IRS, Bloomberg BNA provides a number of solutions for tax, accounting, financial planning and estate planning.

Steven M. Phelan

April 15, 2014 

By law, the IRS can assess penalties to taxpayers for failing to file a tax return and for failing to pay taxes. But the failure-to-file penalty is generally higher than the failure-to-pay penalty.

April 2, 2014 

It’s even more difficult than before for most taxpayers to qualify for medical expense deductions now that the “floor” has been raised to 10 percent of adjusted gross income (AGI) from 7.5 percent of AGI.

Ken Berry, JD

March 18, 2014 

We live in a mobile world that is becoming increasingly so every day. Expectations are growing among mobile users that they should be able to do anything and communicate with anyone (including your firm) from the convenience of applications on their mobile devices.

Jim Boomer

March 13, 2014 

This year is a great year to watch for improvements in procedures and processes supported by maturing technology tools. We can look for revolutionary changes to make in our practices. However, evolutionary change can be taught and assimilated in day to day work.

Randy Johnston

March 13, 2014 

Building a successful business is about more than just finding a market with a need, motivation and savvy, it also requires efficiently managing company’s finances, sales, expenses and other costs. For many small business owners, however, this can become a chore.

March 10, 2014 

Open Systems, Inc.and nettime solutions (intentionally lower case) of Scottsdale, Arizona, have entered into an agreement that will integrate Open Systems’ TRAVERSE business and accounting software solution with nettime solutions’ stratustime software to serve payroll and HR departments using TRAVERSE.