Technology June 1, 2026
TaxPlanIQ, a tax planning and advisory platform serving accounting firms across the U.S., said enrollment is open for the third quarterly cohort of its Certified Concierge TaxPlanIQ Advisor program.
February 26, 2019
It’s late January, which, for many accounting professionals (particularly those in public practice), means you’re ramping up for the busiest time of the year — 1040 season. Although not all firms focus equally on individual tax compliance services, there are few who are immune to this annual uptick in workload, since even those with...…
February 26, 2019
With Intuit claiming a retail market share of 85 percent or higher in the small business accounting software market (according to http://fi.intuit.com/whyconnect and http://bit.ly/INTU2QFY10), many accountants and clients assume that QuickBooks has a monopoly over the small business accounting space. Although some clients may find that QuickBooks meets their accounting software needs, practitioners should also...…
February 26, 2019
18,576 characters Today’s small businesses are learning how to run lean all of the time. This isn’t necessarily a new reality, but the tight economy of the past few years has certainly caused small business owners to be increasingly aware of every dime they spend and every one they bring in. Both of these...…
February 26, 2019
Income statements and balance sheets. These basics of financial reporting have been around for what seems like forever, so why change your tool for producing these now? That’s an easy question to answer, actually — new demands by business for better information and advances in technology make change possible. Consider the case of FRx, a...…
February 26, 2019
Characters 8192 AuditConfirmations LLC www.auditconfirmations.com AuditConfirmations offers an electronic bank confirmation (deposit and loan accounts) process targeted specifically to tax and accounting firms. AuditConfirmations allows firms to electronically submit bank confirmations to any bank using the bank’s contact name and email address. The process works by having the auditor create an audit confirmation request, which...…
February 26, 2019
characters 6139 800-267-1317 www.caseware.com The Working Papers system from CaseWare is an engagement management system that offers powerful assurance and reporting functions, along with tools for streamlining workflow, multi-staff collaboration, folder lockdowns and roll-forwards. The system includes full reporting options; integration with third-party accounting, tax, productivity and research tools; and is both GAAP and IFRS...…
February 26, 2019
6486 800-PFX-9998 www.tax.cchgroup.com Designed for use by accounting and tax professionals, ProSystem fx Fixed Assets is a comprehensive tracking, management and reporting program that offers extensive depreciation calculation capabilities, projections, asset-life events and reporting. The program is part of the ProSystem fx Suite of professional applications, which includes integrated tax, write-up, trial balance, practice management,...…
February 26, 2019
2352 800-350-4720 www.aqubanc.com Cheque 21 System from Aqubanc, LLC is a system designed to optimize gift and donation processing. Designed to work with multiple nonprofit software systems such as Raiser’s Edge, DonorPerfect, Sage Fundraising 50, PledgeMaker and others, Cheque 21 allows larger nonprofits to easily process a large influx of donations. Aqubanc, LLC was formed...…
February 26, 2019
EngTBIntro0710.doc — 4368 By Isaac M. O’Bannon, Technology Editor Trial balance and audit engagement management programs share a few essential basics: creation of financials and client deliverables, account manipulation, consolidations, reporting, and analysis. After these areas, however, trial balance usually stops and engagement systems are just beginning, and the two types of systems very rarely...…
February 26, 2019
5851 characters One of the topics in this issue is innovation, and one thing I have learned about innovation is that it is easier and more successful when you are embracing change. Either you are affected by change or you can effect change. Every day, we have a choice, and my suggestion is to...…
February 26, 2019
7373 I have spent a lot of time looking at dashboards lately. See, I’ve been test driving new cars to see what might replace my 10-year old van now that carpool days are behind me. Car makers give us dashboards in a variety of colors and layouts, and each seems to have one or two...…
February 26, 2019
RootWorks … Super-charged! RootWorks launched in 2008 with a primary focus on providing small accounting firms with a single, expert source for technology, best practices, and branding and communications support. Within the last year, we have super-charged RootWorks by recalibrating our service model to offer broad membership options. Depending on the membership level, our customers...…