Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/528834
24 June/July 2015 • www.CPAPracticeAdvisor.com they need is only one click away. This experience we call Workspace™. All of your client's info, projects and tasks are in one place which seamlessly updates your other programs. Keeping track of your staff is made simple. Keeping projects on track and under budget a breeze. Seamless time tracking tools take the burden out of time sheets. Now you can focus on making money not administration. Track all communications, phone calls and email easily while seamlessly integrated into your workfow. All tasks for your offce are easily tracked and visible through dashboards and auto deadline reminders. quickbooks add-ons Swizznet 888-794-9948 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 the most seamless and reliable online accounting platform and backs it up with passionate US-based customer support, meaning that unlike other QuickBooks hosting offerings, Swizznet customers enjoy an easy, solid and secure anytime-anywhere accounting experience. resources, supplies & services Tenenz, Inc. 800-888-5803 www.tenenz.com Providing low cost, high quality tax and accounting supplies and services to accountants and tax preparers throughout the U.S. for over 40 years. Products include: Folders, Client newsletters, Web Sites, W-2's and 1099's, Tax Organizers, Mailing Envelopes, Marketing Materials, Laser Checks, Columnar Workpapers, Writing Pads and more. We guarantee we won't be undersold. Contact Us Today for a Free Catalog and Product Samples. Call Toll Free: 800-888-5803 • Fax Toll Free: 800- 638-0015 • Email: mail@tenenz.com • Website: www. tenenz.com sales & use tax automation Vertex SMB 800-355-3500 www.vertexinc.com/ Vertex offers the industry's most comprehensive, integrated suite of Corporate Tax solutions—including the groundbreaking Vertex Enterprise tax management platform, a suite of technology and consulting services for automating the management of indirect and direct taxes. Every Vertex offering is designed to promote not only the effciency but also the strategic impact of the Corporate Tax department. tax Intuit Tax Online Intuit, Inc. 888-236-9501 accountant.intuit.com Bank level encryption, robust content, mobile apps and no contracts — what's not to love! Feature Rich — Robust time savings features to speed you through returns. Complete Calculations — make sure work is done right the frst time with our advanced calculations and diagnostics. Fabulous Forms Set — over 5,600 forms mean you're always able to complete the job and meet tight deadlines. tax/tax planning BNA Income Tax Planner Bloomberg BNA 800.424.2938 www.bnasoftware.com BNA Income Tax™ Planner offers the most com- prehensive planning features available and helps you effciently model complex tax scenarios, eliminate surprises, and provide income tax planning and projections that help clients manage and reduce their federal and state individual income tax liability. • Multiple scenarios for up to 20 years help you compare side-by-side 'what ifs' to determine best tax savings • Available with secure access to the most up-to-date data, calculations, templates, and analysis anytime, from virtually any location • Drill-down analysis capabilities allow you to precisely manage the tax ramifcations of marriage and divorce, real estate transactions, stock options, and more Accurate Income Tax Calculations Delivering the most accurate set of calculations available, BNA Income Tax Planner allows you to quickly calculate federal income taxes including alternative minimum tax, capital gains, estimated tax payments, stock options, and more. • Optional Fifty State Planner supports detailed calculations for all resident states, NYC, DC, and over 30 nonresident states • Fast, accurate updates assure you're always working with the most current, most accurate tax law possible Data Import Save time and reduce errors by importing client data directly from major tax preparation packages. Professional Reporting & Client Communications Provide clients with as much — or as little — detail as they want through reports and graphs that will help them understand the plan, see options, and make decisions. Learn more about BNA Income Tax Planner tax software with integrated write-up TaxACT Preparer's Editions - Free Evaluation Software TaxACT, Inc. 800-573-4287 prep.taxact.com Try TaxACT Preparer's Editions today! Download your FREE evaluation software at prep.taxact.com/cpapa or call 1-800-573-4287 to have it mailed to you. time & billing Chrometa "Passive" Timekeeping Software Chrometa 1-888-340-6425 www.chrometa.com 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. 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. BillQuick for Accountants and CPAs BQE Software Inc 310-602-4010 www.bqe.com/default.asp?src=cpapaguide14 BILLQUICK FOR ACCOUNTANTS & CPAS Accountants use BillQuick for their Time Tracking, Project Management, and Billing Tasks Accountants and CPAs all over the world use BillQuick to handle their day-to-day time tracking, project management, billing and accounting tasks. In addition to having industry experts in our product development team, we actively consult with our accountant and CPA customers to continuously improve our products and include features that solve your every day pain points. ADDRESSING YOUR INDUSTRY-SPECIFIC NEEDS Because BillQuick is designed to work in an Accountant's offce, there are signifcant industry specifc features in our products that will help you manage your business processes effciently. Here are just a few: Integration: Integrates with leading accounting software such as QuickBooks, MYOB and Peachtree. Engagement Phases: Large engagements are often done in phases. An Accountant might divide a large engagement into phases such as Audit, Tax, Bookkeeping etc. BillQuick engage- ment phases give you the power to track and report for each phase separately as well a consolidated report for all phases for an engagement. Joint Invoice: Often you will have more than one active engagement per client. However the client prefers a single invoice for all his active engagements rather than multiple invoices. BillQuick has the ability to create a single consolidated Joint Invoice with details about each engagement separated neatly. Sub Consultants: As an accountant you often require services of other consultants to complete the engagement. BillQuick has the ability to track your invoices from your sub-consul- tants and then bill to the client with agreed markup. BillQuick will also track the sub's cost to the engagement in Budgets and Estimates as well as their progress toward completion. Fee Schedule: Your rates may vary not only from client to client but also depending on what task you were involved in. To handle this functionality BillQuick offers Fee Schedules that you can create and assign to your client record. website builder & improvement AFSB - Accounting and Financial Site Builder Tenenz, Inc. When you choose AFSB for your frm's web site rest assured you have chosen a high quality web presence for your frm at a reasonable price. In fact we guarantee it. We have no set up charges and our one low price gets you access to ALL our features. With AFSB, you receive a customizable web presence with your own domain and email service. You have instant access to numerous web tools, like fnancial calculators, client newsletters, secure fle exchange, and the ability to take credit card payments securely. But that is just the beginning. You have numerous web designs to choose from and you can modify your own content, all without the need to hire your own programmers. You can use your own images OR choose from our expansive image library. For over 40 years we have been serving thousands of frms like yours in the accounting and tax industry. Our commitment is to help your frm stand out in a crowded market place. A properly positioned web presence can act as an extension of your client service 24 hours a day, 7 days a week at a cost less than the price of your telephone. Spend a few minutes reviewing our AFSB web service. Review what our current customers are saying about AFSB. Try setting up a NO OBLIGATION free test site. We would be proud to help you with your web needs. 2015 accountant's product & service guide