Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/140688
ACCOUNTANT'S TECHNOLOGY & SERVICES GUIDE 2013 Thomson Reuters ONESOURCE Property Tax 888-885-0206 tax.thomsonreuters.com/products/property-tax/ Thomson Reuters ONESOURCE Indirect Tax 888-885-0206 onesourceindirecttax.com Delta Data, Inc. TIME & BILLING BQE Software 888-245-5669 www.bqe.com Chrometa 888-340-6425 www.chrometa.com FREE and $19/month When you don't accurately keep track of your time, you end up not billing clients for all the time you put in — and lose money in the process. Timesheets and stopwatches can help, but before you know it, you forget to fll out your time sheets or enter your hours into the computer. That's where Chrometa can make the difference — automatically capturing every second of your billable time with no effort or data entry on your part. The "magic" of Chrometa is that it runs in the background, quietly making note of your activities. It's like having your very own personal timekeeper. When you open or compose an email, Chrometa will capture that activity. Same for documents you draft, web research you do, and even phone and meeting time -- everything is captured passively without you lifting a fnger. Result: you can increase your monthly billings up to 20% or more — while actually working fewer hours. Take a closer look at Chrometa — and gain control of all your billable time today. ImagineTime, Inc. 877-520-1525 www.imaginetime.com Offce Tools Professional 888-667-8440 www.offcetoolspro.com TPS Software Inc. 888-877-2231 www.tpssoftware.com 42 T RUS T & E S TAT E ACCOUNTING & MANAGEMENT July 2013 • www.CPAPracticeAdvisor.com 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 • 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 888-760-8039 www.deltadatatrust.com Delta Data, Inc., a leader in real-time trust and fduciary accounting software, has developed the Trust Accountant, to enable CPAs to easily and cost-effectively manage trust and estate accounts. The simple, standardized interface of the Trust Accountant requires minimal training time. Five input windows allow codeless data entry yet provide fexible accurate accounting and diverse fnancial, tax, court reporting and check writing. Logical menus and drop-down boxes allow CPAs or assistants to quickly and easily navigate through all the features and functions of this comprehensive trust and Thomson Reuters estate accounting program. Also useful for managing ONESOURCE WorkFlow Manager clients portfolios. 800-865-5257 tax.thomsonreuters.com/products/brands/onesource/ workfow-manager/ WEBSITE-BUILDER & IMPROVEMENTS WRITE-UP Micronetics, Intl. 561-995-1477 www.axpert.com AFSB 800-888-5803 www.afsb.net As low as $23.99/month. PROFESSIONAL WEBSITES FOR ACCOUNTING and TAX FIRMS. Save time, and money and improve your client service. With AFSB, the Accounting and Financial Site Builder, you get a professional custom website in literally minutes. All AFSB websites provide your frm with: a Secure Client Portal, Client Newsletters, 50+ Financial Calculators for you and your clients,a Services page, a Client e-mail Management System, Google Mapping and much more. No technical expertise is required. Our site builder does it all for you. You can create and manage your site from the comfort of your own offce anytime at no charge to give you the fexibility you are looking for in a website for your frm. There are no setup fees and AFSB offersthe lowest monthly price in the industry. Visit www.AFSB.net. You are welcome to set up a Free trial site or call 800-888-5803 for more information. P.C. Software Accounting, Inc. Client Write Up 800-237-9234 (Call us for an online demo) www.pcsai.com Our Client Write Up program was rated 2nd behind QuickBooks in CPA Practice Advisor's Reader's Choice Survey - (based on the total number of votes received!) - 8 years in a row. Sophisticated Reports - yet the system itself is incredibly productive. It is very fast and easy-to-use. Great Interfaces including one for QuickBooks as well as for various Tax Program Interfaces. Includes ATF payroll and Bank Reconciliation. (We also WORKFLOW have a live payroll program which includes payables, receivables etc., if needed) We can convert your existing Client Write Up data from whatever package you currently use -even from old DOS Systems that are no longer supported! This makes your transition to our system very easy. Offce Tools Professional We are owned, programmed, and supported in the 888-667-8440 United States. Unlimited telephone support. Very www.offcetoolspro.com Reasonably priced - no hidden or extra charges on the $500/frst user, $300/additional users front end or on an annual basis. No escalating annual Offce management just got easy. Practice Management support fees after initial purchase. 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