2013 Readers Choice Awards: The Votes are In

December 19, 2012 

2013 Readers Choice Awards: The Votes are In

Technology has changed rather dramatically since we started the Readers Choice Awards seven years ago, and certainly since this publication was initially started in 1991. Perhaps not as dramatic as the invention of the printing press, but when it comes to workflow processes and always-available access to personal and client data, there has been a...…

Isaac M. O'Bannon

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December 18, 2012 

Doing Less May be More

From the January 2013 issue. The demands from clients, team members, and all of those around us continue to increase. In the name of great client service we often try to expand services to cover these demands, but is that the right strategy? Because technology has been a great enabler, we have been able to...…

Randy Johnston

 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