Software

CPE Webinar: The Post-Busy Season Audit: Turning Pain Points into Progress

Advisory June 16, 2026 

CPE Webinar: The Post-Busy Season Audit: Turning Pain Points into Progress

This practical webinar helps tax and accounting professionals make sense of what worked—and what didn't—during busy season. You'll identify key operational and workflow challenges, translate lessons learned into actionable improvements, and set the stage for a more efficient, less stressful 2027 busy season.

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January 28, 2013 

Mobile Trends to Watch: Mobile Web and Customization

There are a number of major trends in the mobile space which will change the way software providers deliver applications and services to us mobile devices in 2013. Two of these trends are the move toward Mobile Websites instead of apps, as well as customizable apps which allow a firm to brand a client-facing app…

Brian Tankersley

 Maine simplifies legal definition of ‘independent contractor’

January 3, 2013 

Maine simplifies legal definition of ‘independent contractor’

As of Monday, Maine has adopted a new standard for who can be considered an independent contractor for Workers’ Compensation, unemployment insurance and other purposes. Until this week, the Maine Department of Labor, the Maine Workers’ Compensation Board and Maine Revenue Services each had different standards for who can be considered an independent contractor. This...…

 2013 Review of Intuit Tax Import for Lacerte and ProSeries

December 18, 2012 

2013 Review of Intuit Tax Import for Lacerte and ProSeries

Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports...…

Isaac M. O'Bannon