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.

 Registration opens for CCH Connections user conference in Phoenix

June 19, 2013 

Registration opens for CCH Connections user conference in Phoenix

CCH has opened the registration period for the CCH: Connections: User Conference 2013. This year’s conference will take place October 27-30 at the JW Marriott Desert Ridge Resort & Spa in Phoenix, Arizona, offering tax and accounting professionals educational sessions, demonstrations of the most advanced industry solutions and exciting networking events. CCH, a part of...…

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May 20, 2013 

How to Manage Sales Tax in QuickBooks 2013

QuickBooks’ sales tax tracking features help you track the “who, what, why, where, and how much” of sales tax. The ultimate goal of QuickBooks sales tax tracking system is to properly calculate and collect sales tax and to properly report revenues tax collections, and tax payments in two two-dimensional reports called Sales Tax Revenue Summary…

Doug Sleeter

 The ‘Busy Season’ That Almost Wasn’t

April 29, 2013 

The ‘Busy Season’ That Almost Wasn’t

As we wrap up another busy season, we have the chance to catch our breath and reflect on the past few months. When reflecting to the beginning of 2013, many of us recall the fear of the unknown on various tax guidance and advice we had given the previous year.

Steven M. Phelan

 2013 Review of Thomson Reuters – GoSystem Tax RS

April 29, 2013 

2013 Review of Thomson Reuters – GoSystem Tax RS

Thomson Reuters – GoSystem Tax RS800-968-8900cs.thomsonreuters.com/gosystem BEST FIRM FIT: Medium-size accounting firms and larger or firms requiring tools to manage high net-worth individuals and multi-tiered or consolidated entity returns. STRENGTHS Simultaneous and multi-level staff editing capabilities Strong data import features Support for advance return types POTENTIAL LIMITATIONS On-screen review tools are not as complete as...…

 2013 Review of Intuit, Inc. – Lacerte Tax

April 29, 2013 

2013 Review of Intuit, Inc. – Lacerte Tax

Intuit, Inc. – Lacerte Tax800-765-7777accountants.intuit.com/tax/lacerte BEST FIRM FIT: Full service tax and accounting firms with multiple staff, who want the benefits of integration with many of Intuit’s other systems, including QuickBooks data import for business entity returns, document management, research and data analysis. STRENGTHS Easy, intuitive interface Wizards to aid with electronic filing and data...…

 2013 Review of CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)

April 29, 2013 

2013 Review of CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)

CCH, a Wolters Kluwer business – ProSystem fx Tax (SaaS)800-PFX-9998tax.cchgroup.com BEST FIRM FIT: Firms of any size looking for options to streamline tax compliance and are comfortable accessing information via Internet STRENGTHS Client focused and provides granular access to client data Quick resolutions to federal and State changes as changes occur Familiar interface for legacy...…