Technology

September 5, 2014 

One of the problems with getting the average user to adopt new technology is an unnatural fear that they will somehow make a mistake and cause a cataclysmic event that destroys Western civilization as we know it. Although that’s probably a slight exaggeration of the fears that prevent them from trying new features and functions,...…

Brian Tankersley

September 5, 2014 

Intacct Corporation — Intacct Online 877-968-0600 www.intacct.com   Best Fit: Entities that have outgrown off-the-shelf programs, require greater integration, subscription-revenue accounting. Ideal for service-based businesses, hospitality industry and technology providers. Also ideal for accounting practices that want to run the system in-house and offer access to clients through portals as a solution provider. Strengths: Exceptional...…

Isaac M. O'Bannon

September 5, 2014 

800-739-9998 CCHGroup.com   2011 Overall Rating 5   Best Firm Fit: One of the advantages of a SaaS distribution model is that it is less expensive to deploy for smaller organizations because the infrastructure is outsourced and provided through an affordable shared services model. Therefore, ProSystem fx Document SaaS can be deployed in nearly any...…

John Higgins

September 5, 2014 

There’s no question that tablets are poised to change the DMS landscape with their portability and use benefits. Certainly, they have created a deeper level of interest in the areas of workflow, portals, and document management and exchange, with practitioners trying to figure out how they can best utilize these tools in the mobile world...…

Melody Steelman

September 5, 2014 

Public accountants wear many hats, ranging from tax professional for individuals and business or nonprofit entities, to bookkeeper, payroll service provider, strategic business consultant and financial advisor, virtual CFO, and even the sleuth role of an auditor. At the same time, you’re a small business owner and employer, too, which means you face many of...…

Isaac M. O'Bannon

September 5, 2014 

Lou Fuoco, Fuoco Group, Certified Public Accountants and Business Advisors The Fuoco Group isn’t your average tax and accounting firm. On one hand, you have the quirky and out-of-the-accounting-box “shall we dance” marketing theme, and on the other you have a collective expertise that spans a broad accounting repertoire. But what really differentiates the firm...…

Kristy Short, Ed.D.

September 5, 2014 

Ah, the good old days. Back in the ’70s, tax season meant being in the office by 7:00 a.m., a 12-hour work day, then home to see the family. Add nine hours on Saturday and a few on Sunday afternoon, and it toted up to a respectable 70+ hour work week. And then, along came...…

Gregory L. LaFollette

September 5, 2014 

Whether you use an iPhone or not, you cannot escape the impact it is having on the accounting profession. While the iPhone is slick, it’s not the user interface that has been the catalyst. Rather, it is the App Store. And that, in combination with SaaS applications designed for accountants, has and will change your...…

Rene Lacerte

September 5, 2014 

Giving you practical, leading-edge technical guidance is one of the key reasons for this column’s existence. As you have noted from other columns and features in this issue, there are several topics that affect document and accounting access: Document Management products, SaaS Small Business Accounting products, Small Business Specialty products, and Workflow, which is one...…

Randy Johnston

September 5, 2014 

2011 OVERALL RATING 4.50   800-765-7777 www.proline.lacertesoftware.com   Product delivery methods: __x___ On-Premises __x___ SaaS _____ Hosted by Vendor   BEST FIRM FIT: Competitive solution for small and mid-sized firms with some advanced workflow needs beyond the capabilities of the Traditional Workflow products without the most complex requirements of the Advanced Workflow products like multi-tiered...…

Steven M. Phelan

September 5, 2014 

OVERALL RATING 4.75   800-PFX-9998 (739-9998) CCHGroup.com   Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor   BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud).  STRENGTHS: –          Integration...…

Steven M. Phelan

September 5, 2014 

2011 Overall Rating 3.75   650-952-1773 www.orangedoorinc.com   Product Delivery Methods: _____ On-Premises __x__ SaaS _____ Hosted by Vendor   Best Firm Fit: Small practice with less complex clients, primarily 1040-focused, who need mobility or remote access, and ability to quickly ramp up/down the number of users Strengths: Fully web-based Client portals/collaboration tools Instant ramp-up/down...…

Isaac M. O'Bannon