Software

February 6, 2013 

New Relationship Helps Companies Expedite Financial Close Process

February 5, 2013 

Many do-it-yourself filers could pay about the same to have a credentialed tax expert do them, and still get their refund in about the same time, and with the peace of mind of real professional guidance.

Isaac M. O'Bannon

February 4, 2013 

On Monday, a U.S. District Court issued a ruling to make both sides unhappy. IRS can continue some parts of RTRP, but not others. Pending further appeals, of course.

Isaac M. O'Bannon

January 31, 2013 

Earlier this week, the U.S. District Court for the Western District of Missouri denied an attempt by tax preparation chain H&R Block to stop Intuit from continuing to air two TV commercials for TurboTax.

Isaac M. O'Bannon

January 28, 2013 

There are a number of major trends in the mobile space which will change the way software providers deliver applications and services to us mobile devices in 2013. Two of these trends are the move toward Mobile Websites instead of apps, as well as customizable apps which allow a firm to brand a client-facing app…

Brian Tankersley

January 17, 2013 

With small business lending opportunities tight because of the reluctance of many financial institutions to qualify businesses for loans, Intuit is looking at ways it could work with small businesses and lenders to help provide better financial strength assessments, which could help with the qualification process.

Isaac M. O'Bannon

January 3, 2013 

As of Monday, Maine has adopted a new standard for who can be considered an independent contractor for Workers’ Compensation, unemployment insurance and other purposes. Until this week, the Maine Department of Labor, the Maine Workers’ Compensation Board and Maine Revenue Services each had different standards for who can be considered an independent contractor. This...…

December 31, 2012 

Real Business Solutions, a payroll and 1099 solution provider, is helping small businesses and tax professionals comply with the changes to the California withholding tax tables introduced by the Employment Development Department (EDD) starting January 1, 2013.

December 18, 2012 

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

December 18, 2012 

SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs,...…

Isaac M. O'Bannon

December 18, 2012 

GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and...…

Isaac M. O'Bannon

November 18, 2012 

What apps are the most popular for small businesses? There are many ways to measure that... here's one.