Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
June 14, 2016
2016 Review of Cougar Mountain Denali
Denali Business Accounting, from Cougar Mountain Software is an on-premise product well suited to small to mid-sized businesses looking for an easily navigated, scalable product. Available in three versions, with users able to purchase additional ...
June 14, 2016
2016 Review of AccountantsWorld – Accounting Power
A fully cloud-based application, Accounting Power requires no installation. Along with standard accounting functionality, the product smoothly integrates with other Power Practice products, including Payroll Relief, After-the-Fact Payroll, Practice ...
June 14, 2016
2016 Review of AccountingSuite
AccountingSuite is an all-in-one accounting software application that combines accounting, sales and purchasing, project and time management, and inventory capability. Users can begin to use the system, utilizing only the features they need, and ...
June 13, 2016
2016 Review of CCH Sales Tax Office
Sales Tax Office from CCH is designed as an on-premise product. The product handles real time sales and use tax calculations for multiple business entities or divisions, multiple ERP modules, or even multiple ERP systems.
June 13, 2016
Vertex Indirect Tax O Series
Larger corporations with more complex needs may want to look into Vertex Indirect Tax from Vertex Inc. which offers a host of tax solutions including sales and use tax calculations, along with consumer use tax and VAT. Part of the O Series of ...
June 13, 2016
2016 Review of CFS Tax Software CA and NY State Sales Tax Preparer
CFS Tax Software offers tax and accounting professionals a variety of tax related products, along with financial planning tools and a payroll software system. The tax preparation system only offers sales and use tax processing for California and New York.
June 13, 2016
2016 Review of BNA Sales Tax Rates
BNA Sales and Use Tax Rates and Sales and Use Tax Forms are both available online for easy anytime/anywhere access. With the ability to support multiple business entities, both products are truly designed for the tax professional, though businesses ...
June 13, 2016
2016 Review of Vertex SMB
Vertex SMB is a good choice for professional accountants, as well as small to mid-sized businesses that desire a product that will calculate sales and use tax as well as process and file returns. The Preferred Partner Solution; a partnership ...
June 13, 2016
2016 Review of Avalara AvaTax
Avalara offers a variety of sales tax and related products that are well suited to end users such as small to mid-sized businesses, e-commerce sellers, as well as accounting firms and CPA’s that are handling client sales tax calculations and returns.
June 13, 2016
2016 Review of CCH SureTax
One of the more unique aspects of SureTax is the ability to calculate taxes for a variety of vertical markets including Retail, Communications, Energy, Construction, and Restaurants, along with general sales and use tax. The product is a ...
June 13, 2016
2016 Reviews of Sales and Use Tax Systems
With the complicated rules, and the inordinate amount of time it would take today’s business owner to research and implement tax rates for cities, counties, states, and even countries, it’s imperative that today’s business owners invest in a software ...
June 13, 2016
Asset Managers Increase Focus On Risk Management Coordination
Asset managers continue to struggle with implementing a coordinated risk management approach across their organization, despite risk governance becoming a CEO and board-level priority for asset managers, according to EY's Risk management gaining ...