CPA Practice Advisor

JUL 2013

Today's Technology for Tomorrow's Firm.

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ACCOUNTANT'S TECHNOLOGY & SERVICES GUIDE 2013 this full featured payroll software is the most complete solution for do-it-yourself payrolls, small to mid sized businesses, accountants and professional payroll services. CheckMark Payroll handles direct deposit, MICR encoding for blank check stock, free federal and state tax tables throughout the year, customizable deductions and additional incomes, unlimited companies and you are able to set up one or thousands of employees per company. Analyze your payroll with one of more than a dozen included reports. Download a FREE TRIAL and run up to four pay periods in parallel with your current system. Not looking for a desktop software, but still need a payroll solution? Receive a FREE QUOTE from our Payroll Services division backed by certifed payroll specialists and decades of experience. Contact CheckMark today for your one-stop payroll shop. PERSONAL FINANCIAL PL ANNING Bloomberg BNA BNA Income Tax™ Planner 800-424-2938 (option 3) www.bnasoftware.com Bloomberg BNA BNA Estate & Gift Tax™ Planner 800-424-2938 (option 3) www.bnasoftware.com • Seamless Client Portal Integration • Staff and Offce Scheduling • To-Do and Call Management • Full Hosting Services Available • Integrates with MS Offce, Outlook, Intuit QuickBooks and Lacerte QUICKBOOKS ADD-ONS Swizznet PR AC TICE MANAGEMENT Offce Tools Professional 888-667-8440 www.offcetoolspro.com $500/frst user, $300/additional users Offce management just got easy. Practice Management 2013 is a unique offce solution that combines a suite of core accounting frm applications which are completely integrated and operated from a single interface. The balance between simplicity and depth of functionality is impressive. We offer smaller frms what only large frms had 5 years ago. Practice Management 2013 becomes the main repository for all your client and offce information including complete time billing with workfow and with owners and managers in mind. Providing improved delegation, increased productivity and simplifed offce management. Client, staff, or workfow issues can now be managed from one place, one piece of software: Practice Management 2013. FEATURES: • Contact Management • Time Billing, Invoicing & A/R • Workfow and Due Date Monitoring • Document Management, Scanning and Storage 40 July 2013 • www.CPAPracticeAdvisor.com Simple: A full accounting system that's easy for even your smallest client. Take collaboration to the next level, and Kashoo support is always available to help. Cloud: Mobile frst—for your clients and for you. For your clients: invoice, track payments and expenses on the go. For you? Access that data from your desk, from your client's offce, or even from the beach! Accounting: Highly secure, true double-entry accounting: bank reconciliation, full activity stream, fnancial statements and import/ export so you can get your data where you need it. RE TA IL / P O IN T- OF -S A L E Avalara ECRS 888-667-8440 www.offcetoolspro.com www.kashoo.com/accountant-program Kashoo is Simple Cloud Accounting for Your Clients 888-794-9948 x2 www.swizznet.com QuickBooks Hosting $54.99 Swizznet offers an affordable, reliable and proven solution that empowers fnancial and management teams with anywhere/anytime access. Swizznet delivers Serenic Software the most seamless and reliable online accounting 877-737-3642 platform and backs it up with passionate US-based www.serenic.com customer support, meaning that unlike other QuickBooks hosting offerings, Swizznet customers enjoy an easy, S A L E S TA X solid and secure anytime-anywhere accounting experience. P OR TA L S Offce Tools Professional Kashoo 800-211-1172 www.ecrs.com ECRS provides complete enterprise automation for SMB retailers. The ECRS solutions framework includes: PCIcomplaint point-of-sale, back offce, self checkout, web-based executive dashboard, inventory management, automated replenishment, supplier integration, general ledger, A/R, payroll deduct, electronic payment processing, customer loyalty, pharmacy system integration, fuel pump interface, and membership management. Products are backed by an award-winning, USA-based technical support team, consulting services, and fexible training options. Contact us today for a complete ROI analysis. SA A S ACCOUNTING 877-780-4848 www.avalara.com Avalara pioneered a service-based platform for sales tax and compliance automation and has been recognized for years as one of America's fastest growing technology frms. The company's cloud solutions help thousands of customers stay focused on their core businesses by providing automated end to end compliance services including sales and use tax calculation, exemption certifcate management, fling and remittance, and a broad array of related services. Operating behind the scenes via seamless integration with virtually any business management system, Avalara delivers fast, easy, accurate, and affordable solutions for companies of any size. Avalara supports 79 countries in Europe, Asia, Latin America, and the Pacifc Rim. It serves tens of thousands of registered users globally and calculates VAT, sales and use taxes on one billion transactions annually. For more information, visit www.avalara.com. Bloomberg BNA BNA Sales & Use Tax™ Rates FreshBooks 800-424-2938 (option 3) www.bnasoftware.com 866-303-6061 Bloomberg BNA www.freshbooks.com/jointhemovement FreshBooks.com is planet Earth's leading online invoicing BNA Sales & Use Tax™ Forms and bookkeeping system for small businesses, freelancers 800-424-2938 (option 3) and service-based professionals. Since 2004, FreshBooks. www.bnasoftware.com com has helped over 3.5 million people experience painless billing. Dedicated to designing extraordinary customer experiences, FreshBooks.com helps small business owners focus on what they love to do, while making it easy for accountants & bookkeepers to get the data they need from their clients. Get a free account at FreshBooks.com.

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