Technology

March 30, 2012 

Thomson Reuters – GoFileRoom800-968-8900CS.ThomsonReuters.com Strengths: 100% browser based SaaS solution Integrated FirmFlow workflow application Integrated TaxSort 1040 document recognition software Flexible metadata configuration Profiles for pre-assigning meta data values by document type with drag and drop Potential Limitations: Only available as a cloud based SaaS solution Best Firm Fit: GoFileRoom is a good fit for...…

March 30, 2012 

MuleSoft, provider of application integration platforms, and Avalara have partnered together to create a new cloud integration application called Avalara iApp4Tax.

Taija Sparkman

March 29, 2012 

CCH, a Wolters Kluwer Business – ProSystem fx Document800-739-9998www.CCHGroup.com Strengths: Integration with suite of ProSystem fx applications True web based SaaS model for scalability and simplified deployment and upgrade maintenance Maturity of ProSystem fx Scan with PDFlyer application to streamline 1040 document organization and document annotation Common client database eliminates redundant client setup across all...…

March 29, 2012 

Cabinet NG’s CNG-SAFE (Shared Access Filing Environment)800-621-6501www.cabinetng.com Strengths Optional web hosting delivery model Extended set of integration utilities NEW scheduling utility Direct QuickBooks integration Rules based workflow routing capability Facilitates drag and drop of files between CNG-SAFE and Windows Explorer Potential Limitations Generic (vs. specific) integration with popular tax and audit software other than QuickBooks...…

March 29, 2012 

Intuit – QuickBooks Onlinewww.QuickBooksOnline.Intuit.com800-286-6800 From the May 2012 review of SaaS Small Business Accounting Systems. Strengths: Friendly user interface and simple navigation Automated deposit and credit card account data imports from most banks No contracts or long-term commitments. Product supports most major internet browsers. Potential Limitations: Limited inventory and project/job costing functionality Does not support...…

March 29, 2012 

Intacct – Intacct Corporationwww.intacct.com877-437-7765 Strengths: Has a strong ecosystem of third party solutions to meet most industry requirements. Customizable dashboards are very impressive, and provide an alternative to standard reports. Full integration between customer relationship management and payroll Supports any number of users, with strong user access control tools Relationship with AICPA/CPA2Biz has yielded integrations...…

March 28, 2012 

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 

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 

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 

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 

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;...…

Isaac M. O'Bannon

March 27, 2012 

The evolution of DMS over the past ten years has been slow but steady, which is just fine because it takes time for a firm to implement all of the extended functionality.

John Higgins