Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/432767
14 December 2014 • www.CPAPracticeAdvisor.com BEST FIT Users of Wolters Kluwer, CCH tax sofware will experience time-saving integrations, but tax and accounting professionals using any tax sofware who take advantage of the wide range of content, mobile app, and collaborative tools may f ind IntelliConnect to be the best ft. STRENGTHS • Right-click access to research materials from integrated tax programs: CCH ProSystem fx Tax and CCH Axcess. • IntelliConnect content can be accessed through CCH Mobile, the strongest tax research mobile app among its competitors with much of the functionality of the desktop site. • Content on the mobile app can be highlighted, annotated, converted to PDF, e-mailed, and shared to social media sites. • With the IntelliConnect Browser Search plugin, users can search IntelliConnect content and the web simultaneously, a unique feature among the products reviewed. POTENTIAL LIMITATIONS • Although the CCH Mobile app is not currently available for Windows Phone and Blackberry devices, they may access IntelliConnect content on the mobile site. SUMMARY & PRICING I ntel l iCon nect is a comprehensive resea rch solution for ta x and accounting firms. CCH's mobile strategy particularly makes IntelliConnect a solid choice for remote workers. Te base price for library subscriptions starts at $200 and goes up with additional users and content. Some of the products mentioned in this article, such as CCH Mobi le a nd I ntel l iCon nec t Di rec t , may be downloaded for free but require an IntelliConnect ID and password to access the content. www.CCHGroup.com CCH IntelliConnect Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12020175 5 2014 OVERALL RATING BEST FIT While users of other Tomson Reuters sofware will beneft from the integration, Checkpoint is a good ft for accounting professionals needing a practical information resource with strong search and customization tools. STRENGTHS • Tough Checkpoint's search capabilities have been strong among tax research products for some time, its new Intuitive Search now adapts to users' preferences and returns more relevant results. • Time Tracking is a feature unique to Checkpoint among the products reviewed, providing users an easy way of billing research time to clients. Checkpoint can generate both billing and project reports to be printed or exported into time and billing systems. • "Return to Your Previous Research" popup brings a user to where he/she lef of afer a session time-out. • Users can search by address for location-based tax credits. POTENTIAL LIMITATIONS • Since Tomson Reuters does not ofer mobile apps with the full Checkpoint content, mobile versions of the site open on smaller devices with browsers that may not suppor t document assembly (requires the use of Java). SUMMARY & PRICING Particularly strong with its search and customiza- tion options, Tomson Reuters Checkpoint is a powerful and user-friendly research platform for accou nt i ng professiona ls. Pr ici ng beg i ns at approximately $150 and goes up depending on the subscriptions, products, and number of users. www.cs.ThomsonReuters.com Thomson Reuters Checkpoint Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/12020191 5 2014 OVERALL RATING preparation. Financial statements and reconciliation reports further assist with users' work papers. In addition, Xero now features integrated Payroll across seven states. Your clients' books are updated seamlessly — and Xero makes it easy to calculate payroll, pay employees and fle payroll taxes. ZenPayroll Z e n P a y r o l l i s delightf ul, modern payroll. ZenPayroll 's comprehensive payroll service eliminates the manual task s and unnecessar y complex ities traditionally associated with offering payroll. All government payroll taxes, reporting, and compliance are taken care o f a u t o m a t i c a l l y a nd p a p e r l e s s l y. Accou nta nt s a nd book keepers ca n manage dozens of companies from a free, centralized dashboard. ZenPayroll also integrates with Xero, QuickBooks, and FreshBooks, so payroll data can sync seamlessly with your chart of accounts. The system gives CPA s the tools to become modern accountants, increase their revenues, and build stronger rela- tionships. Zoho Books Zoho Books is a com- plete cloud accounting sofware which simpli- fes managing small business fnances. Te dashboard gives instant insights to business owners about the cash fow and a breakdown of expenses incurred. Bank feeds along with Bank Rules eliminates data entry in Zoho Books. It's easy to keep track of your customer and vendor transactions and you can collaborate with your clients and your accountant real-time. More information on the Awesome Applications is at htp://w w w.sleeter. com/awesomeapps . CONTINUED FROM PAGE 8 TAX RESEARCH Reviews 2015 Awesome Applications