Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/528834
22 June/July 2015 • www.CPAPracticeAdvisor.com 2015 accountant's 1099 & w-2 1099-Etc Advanced Micro Solutions, Inc 405-340-0697 www.1099-etc.com 1099-Etc works as a forms fler or as a full-fea- tured after-the-fact/live payroll program. 1099- Etc allows for up to 1,999 clients and 9,999 employees or recipients for each client. The 1099/W-2 Forms Filer prepares 1099 and W-2 forms including 1096, W-2C, W-3C, 940-EZ and 1042-S forms. The fast and easy-to-use form entry screens look like the actual forms. Software generated printing on plain paper is optional for Windows compatible printers. Two E-File options are available: E-File Direct creates a fle that can be uploaded to the IRS and the SSA via the Internet. E-File Services fles the data via a third-party and can also outsource your year-end printing and mailing of recipient copies. Customer support is available Monday through Friday 8 a.m. to 6 p.m. CT. In January and April, hours are extended to 7 p.m. and Sat- urdays 10 a.m. to 4 p.m. CT. Download a FREE DEMO from our website. accounting QuickBooks Online Accountant Intuit, Inc. 888-236-9501 accountant.intuit.com QuickBooks Online Accoun- tant is Intuit's most signifcant product offering ever to help accounting professionals and their clients succeed. Reinventing the way client information is managed and shared, QuickBooks Online Accountant helps accounting professionals collaborate with clients and gain insights like never before. More than 705,000 companies around the world subscribe to QuickBooks Online, and 115,000 accounting professionals currently use QuickBooks Online Accountant, making it the clear number-one cloud accounting solution for small businesses and accounting professionals. The new QuickBooks Online Accountant is designed to deliver on the Intuit QuickBooks vision of being the operating system behind small business success, while also helping accounting professionals save time and grow their practice. The new product's core capabilities focus on three areas: seamlessly exposing tools and insights to accounting professionals, allowing them to seamlessly work with all their employees and clients, and transforming how they grow their practice. SOXHUB, Inc. 714-318-8883 www.soxhub.com SOX doesn't have to be administrative or manual. More than 95% of Enterprises are managing SOX manually through a network of thousands of spreadsheets and shared folders resulting in redundant data and ineffcien- cies. SOXHUB's single-page design will fnally change the way you work by providing a solution to truly streamline SOX in a simple, effective way. The SOXHUB platform is a cloud-based and mobile-enabled platform for enterprises to collaborate, manage, report and analyze internal controls data in real time. SOX Made Simple. Learn More @ www.soxhub.com Phone: (877) SOX-5554 Email: info@soxhub.com audit/engagement tools Confrmation.com Confrmation.com 615-844-6222 www.confrmation.com Confrmation.com gives auditors access to thousands of validated In-Network bank and company responders. This solution can be used for more than 50 different confrmation types including asset, liability, investment, line-of-credit, AR, AP, and many more. Confrmation.com offers an Employee Beneft Plan participant confrmation service! Simply upload participant and balance data, and we can handle the paper fulfllment including materials, printing, postage and shipping. Participants can easily respond online in a few simple steps or mail in their response. Confrmation.com also offers numerous features to improve audit effciency including the ability to roll forward data from year to year, a secure collaboration tool for sharing documents among the audit team, and a Future-Dated function that allows confrmations to be placed in a queue to release on a future date. AR Confrmations Send AR Confrmations to Validated In-Network Companies Auditors can send electronic Invoice and Balance confrmations to thousands of validated In-Network company responders who are authenticated and authorized to respond to electronic confrmations. These companies represent a majority of Fortune 1,000 companies including CBS, Delta Air Lines, HCA, Lowe's, Marriott, Microsoft, Sherwin Williams, Sprint, Williams- Sonoma, and many more. Send AR/AP Confrmations to Any Company in the World For confrmations going to companies outside the network, auditors can use the Out-of-Network service to send the confrmations electronically, or may choose to mail the confrmations utilizing the Paper Fulfllment Service (see below). Just like electronic confrmations, paper confrmations now utilize the digital client signa- ture feature so that auditors don't have to hand deliver or mail paper confrmations to the client for signature. Batch Upload Easily upload hundreds of company addresses and invoice data from a spreadsheet. Confrmation.com automatically identifes which company is a validated responder within the system and allows the auditor to send confrmation requests electronically to that validated responding entity. For non-validated companies, the auditor can choose to send those requests using the new Paper Fulfllment Service (see below) or the out- of-network electronic offering. Paper Fulfllment Service Confrmation.com handles the materials, printing, postage, and shipping, and also provides an Address Verifcation report on the auditor-supplied mailing address to help auditors identify fraud. Paper requests are shipped and tracked through First Class mail throughout the United States and Internationally! As with electronic confrmations, a copy of the mailed confrmation request is automatically logged in the auditor's Control Log where auditors have multiple capabilities like the ability to send second requests, recall paper confrmations and queue paper confrma- tions with a future date. To learn more visit Confrmation.com or contact Clark Hudgins at clark.hudgins@ confrmation.com. document management iChannel by Conarc Conarc 770-849-0508 www.conarc.com iChannel Features iChannel Intranet Document/Content Manager A web-based collaborative content manager that is seamlessly linked to multiple in-house applications and publishes client related information to private extranet client sites. With indexing, versioning, online discussion, and extensive search and sort capacity, this powerful integrated solution is the central system to a high effciency paperless environment - the vehicle to identify, categorize, and store important company knowledge. • Document Management/Collaboration • Customization to integrate with legacy systems • Full Boolean text search across the entire repository • Content discussion capacity (threaded to document) • Versioning of documents • Automatic email notifcation on activity with documents • Check-in, check-out of document with history of activity • Centralized and/or decentralized document storage • Strict security of access based on Groups and Users • All fles are maintained in their native formats • Open fle structure that can be readily mapped to any format iChannel CRM Centralized client, contact, and transaction information that will help serve clients' needs more effectively, thus building a closer relationship. The integrated CRM solution is linked to the frm's in-house applications, therefore publishing and maintaining consistent client records throughout the organization. The CRM is integrated with Microsoft Outlook™ so that iChannel's centralized contact database can be bi-directionally synchronized with each individual's personal Outlook. • Clients • Contacts • Calendaring • Activities – Meetings/Tasks/Email/Reminders/Faxes/ Notes • User Defned Fields Offce Tools 661-794-2220 www.offcetools.com info@offcetools.com $700/frst user; $300/additional users and $1600/5 user package Offce Tools is the leading provider of practice manage- ment software and resources for frms in the accounting profession. Its primary products, Workspace™ and Workspace™ Online, combine a suite of core accoun- tant/tax frm applications that handle contact manage- ment, tasks, due dates, document management, time tracking, billing, and workfow management into an integrated solution that is operated from a single interface. Offce Tools also provides the Annual Practice Manage- ment and Tech Conference for members of the accounting industry and My Offce Today, a print/online publication that offers resources from industry experts in three main sections: practice management, technology, and marketing. Software feature include: • 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 • Integrates with Adobe, ProFile Canada, QuickBooks US and Canada • Integrates with MS Offce, Outlook, Lacerte and imports from all tax software fnance controls & automation BlackLine 818-223-9008 www.blackline.com info@blackline.com Provider of Automated Financial Close/Account Rec- onciliation Software to the Fortune 500 BlackLine modernizes the way organizations automate key accounting processes, enhancing accountant productivity, assuring robust controls and compliance, and improving overall business performance. The company's Finance Controls and Automation platform helps Finance & Accounting strategically assist the Offce of Finance to improve business performance outcomes. Accountants no longer need to spend countless hours manually matching transactions or processing account reconciliations, journal entries, task lists and intercompany transactions to achieve a fast, effcient and accurate fnancial close. These toilsome, error-prone spreadsheet-based exercises are replaced with automated processes that validate the underlying data. In an era of all-too-frequent accounting scandals and fnancial reporting restatements, particularly those caused by human mistakes, a Finance & Accounting system that offers unparalleled visibility into transactional and performance data can minimize such risks. BlackLine is this system—an enterprise-class, unifed cloud software platform designed to automate and control the fnancial close process. product & service guide