Technology March 26, 2026 Sponsored
CPE Webinar: Becoming a Modern Firm: The 5 Stages of Development
What separates high-performing, future-ready accounting firms from those struggling to keep up?
June 12, 2012
New Mobile App and Learning Opportunities for SAN Members
Sage North America recently announced the launch of a new mobile app and sponsorship of two VeraSage learning opportunities for its Sage Accountants Network members.
May 10, 2012
ACL Workpapers Debuts First Mobile Audit Management App
Audit teams can now access their audit management system on the go.
May 9, 2012
Jackson Hewitt Partners with BlueStripe Software to Manage Tax-Time Applications
Jackson Hewitt chooses BlueStripe Software's FactFinder to manage application and transaction performance across all of 6,600 franchise locations.
April 24, 2012
Build Your Firm and NovelASPect Announce Strategic Partnership
Build Your Firm, Inc., an accounting marketing and website development firm, and NovelASPect.com, an Intuit authorized commercial host for QuickBooks, announced today they have partnered together to provide accounting firms with solutions for operating QuickBooks in the Cloud.
April 11, 2012
AICPA Offers Last Minute Tips for Taxpayers
The American Institute of CPAs have come up with the following 10 frequently asked questions to help any taxpayers who may still need help filing their 2011 individual income tax returns.
March 28, 2012
2012 Review of Intuit — Intuit Tax Online
Intuit — Intuit Tax Onlineproadvisor.intuit.com/product/intuit-tax-online866-676-9674 Strengths Web-based, anytime access No IT management or updating required Pay-Per-Return pricing, no startup costs Instant ramp-up/down with any number of users PC and Mac friendly Mobile app for checking status, client information, securely emailing returns From the makers of Lacerte and ProSeries Potential Limitations Lacks integration with accounting programs...…
March 28, 2012
2012 Review of Intuit — ProSeries
Intuit — ProSerieswww.proseries.com800-934-1040 From the May 2012 review of professional tax compliance systems (traditional workflow). Best Fit: Small to mid-sized firms focused on large 1040 client bases, but also with the need for varied business compliance. Firms who require workflow solutions and integration with QuickBooks. Strengths Optional scan and organize system, plus direct download of...…
March 28, 2012
2012 Review of CCH Small Firm Services – ATX
CCH Small Firm Services – ATXwww.atxinc.comPhone: 866-345-4172 Strengths: Compliance for all entities including federal and state plus local forms W-2/1099 and wage reporting options Form and interview-style input Available bundles for Workflow, Research and Accounting functions Integrated AR management and credit card acceptance Potential Limitations: Does not offer client portals or online tax organizers Limited...…
March 28, 2012
2012 Review of CCH Small Firm Services — TaxWise
CCH Small Firm Services — TaxWisewww.taxwise.com866-345-4171 Strengths Compliance for all entities at federal and all states Form-based interface, friendly navigation Scan and populate feature for W-2s, 1099s and K-1s Integrated suite of products including fixed asset management, client write-up (AP and AR) and document storage Multiple client refund options, such as debit card and refund...…
March 27, 2012
2012 Review of Drake Software — Drake Tax
Drake Software — Drake Taxwww.DrakeSoftware.com800-890-9500 Strengths: Top-rated live support All-inclusive pricing includes all entities, states, e-filing, tax planning, document management, and write-up system with live & ATF Payroll New online client collaboration system Integration with GruntWorx for paperless and automated tax prep Optional debit card and bank product dispersal of proceeds Multi-office manager sync system;...…
March 27, 2012
2012 Review of RedGear Technologies — TaxWorks
RedGear Technologies — TaxWorks www.taxworks.com 800-230-2322 Best Fit: 1040-focused tax offices with occasional need for additional entities, particularly those wishing to offer integrated bank products, with bilingual options and remote data entry capabilities. Strengths Integrated support for bank products Client communication templates and e-mail integration Digital client tax organizers Data import from multiple accounting systems...…
March 27, 2012
2012 Review of TaxSlayer Pro — TaxSlayer Pro Premium
TaxSlayer Pro — TaxSlayer Pro Premium www.taxslayerpro.com 888-420-1040 Strengths All entities at federal and state level, with unlimited e-filing Built-in support for bank products, with text-messaging to clients Online return backup can act as limited portal Smart phone and remote access to firm reporting Supports the W-2 barcode scanning to automatically populate inside a...…