CPA Practice Advisor

AUG 2011

Today's Technology for Tomorrow's Firm.

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20 20111 ACCOUNTA CPE Bisk CPEasy CPEasy OnDemand 800-404-7438 Tech Support: 800-742-1309 www.cpeasy.com Thomson Reuters MicroMash 800-231-1860 www.checkpointlearning.thomsonreuters.com Thomson Reuters PASS Online 800-231-1860 www.checkpointlearning.thomsonreuters.com Thomson Reuters Webinar Learning Network 800-231-1860 www.checkpointlearning.thomsonreuters.com CPE TRACKING Thomson Reuters Checkpoint Learning 800-231-1860 www.checkpointlearning.thomsonreuters.com Thomson Reuters Reqwired 800-231-1860 www.checkpointlearning.thomsonreuters.com CREDIT & COLLECTIONS TNT’’S TE S ECHNOL GY NOL &O; SGY & SER G VICES GUIDE email, built-in calendars, dispute management, phone integra- tion, advanced rules for work queue creation, management dashboards, mass mail capabilities, promise-to-pay and cash expectations reporting, built-in business intelligence, and credit team management. e2b software also helps businesses take their custom software, databases, and spreadsheets to the cloud. These applications are critical but are often isolated within the organization. Cloud computing allows businesses to share information internally and externally using the latest Microsoft technologies. Custom business software is developed using Microsoft Visual Studio, Microsoft SQL Server, Microsoft Silverlight, Microsoft Azure, and other development platforms and databases. Custom programming services are also available for other programming languages and databases. Custom business software include business websites ecommerce storefronts customer, vendor, partner, and employee portals inventory tracking systems and business intelligence, online reporting, and executive dashboards. CUSTOMER RELATIONSHIP MANAGEMENT Financial Psychology Corporation Moneymax Profiling System 800-735-7935 www.financialpsychology.com DOCUMENT MANAGEMENT (see also Records/File Management) AccountantsWorld 888-999-1366 Acct1st Technology Group LLC Acct1st DMS 888-790-7045 x 708 www.acct1st.com Computhink, Inc. ViewWise Document Management Solution 800- 988-4465 www.computhink.com DE Doc.It Doc.It Suite 888-693-6248 www.doc-it.com DocuLex, Inc. Archive Studio Software Suite 863-297-2691 x 236 www.doculex.com Product pricing ranges depending on users and needs for professional services. Our hosted solution starts at $ 40 per user per month ImagineTime, Inc. ImagineTime Practice Management 877-520-1525 www.imaginetime.com NetDocuments 801-226-6882 Office Tools Professional Practice Management 2011 888-667-8440 Tech Support: 661-951-9900 www.officetoolspro.com $500/first user $300/additional users Red Moon Solutions eTaxPortal 800-224-1260 redmoonsolutions.com e2b software Anytime Collect 440-352-4700 www.e2bsoft.com e2b software (www.e2bsoft.com) develops, sells, and supports plug-and-play business applications including Anytime Collect credit and collections management (CCM) and e2b 500 supply chain solutions for Sage MAS 500 ERP. Anytime Collect (www.anytimecollect.com) is a cloud-based accounts receivable collections management system integrated to popular accounting systems from leading publishers such as Intuit, Sage Software, Epicor, and more. Anytime Collect enables finance professionals to effectively manage receivables, shorten invoice to cash cycle times, track activities, automate communications, forecast payments, manage disputes, and increase cash flow. Anytime Collect is available for purchase or via subscription pricing (SaaS: Software-as-a-Service). Key features include integrated 24 www.CPAPracticeAdvisor.com Conarc iChannel 770-849-0508 x116 770-849-0508 www.conarc.com Price: volume driven, please enquire Conarc develops iChannel, the leading replacement document manager to the CPA Firm. We’ve created an incredible value proposition in iChannel by bundling a CRM (pipeline and project management), Document manager,Email Manager, Secure Email, Client Portals, and Tax Workflow, all in the same browser based application. Treeno Software, Inc. Treeno Document Management and Workflow Management Software 800-528-5005 www.treenosoftware.com Treeno Software delivers scalable document management and workflow management solutions for CPAs, accountants and their clients. By providing fast secure access to business information, Treeno increases business productivity, decreases the costs of operations and preserves document integrity while maintaining compliance. Treeno combines powerful document management and workflow management into one easy to use browser based application that automates the filing, retrieval and security of

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