CPA Practice Advisor

FEB 2016

Today's Technology for Tomorrow's Firm.

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12 February 2016 • www.CPAPracticeAdvisor.com For more information, please visit CPAPracticeAdvisor.com/10058914 and Other Work fow Tools, which are designed for aiding in specifc t a s k s a nd e n g a ge me nt s a nd f or smaller frms. COMPREHENSIVE WORKFLOW WINNER: OFFICE TOOLS WORKSPACE Runners Up: • Tomson Reuters FirmFlow • XCM Workfow • TaxWorkFlow • Wolters Kluwer CCH Axcess Workfow OTHER WORKFLOW TOOLS WINNER: GRUNTWORX Runners Up: • eFileCabinet • Tomson Reuters GoFileRoom/ Practice CS • Intuit Tax Import for Lacerte and ProSeries • Bill.com Website Builders & Services for Accounting Firms Insight: If you don't build it (and ma i nta i n it), t hey won't come … Because prospective clients won't be a ble to f i nd you . T h i s c at e gor y includes website building tools that are designed for accounting frms and may include small business, tax and fnancial content for visitors, as well as various calculators and email marketing functions. WINNER: DRAKE 1040.COM PREPARER SITES Runners Up: • Tomson Reuters Web Builder CS • CPASite Solutions • GetNetSet • CCH ProSystem fx SiteBuilder • AccountantsWorld Website Relief SMALL BUSINESS ACCOUNTING SYSTEMS Insight: W hile many accounting frms are recommending clients move to the cloud, there is still a strong market for installed accounting systems as well. T hese prog ra ms of fer a n a r ray of business fnancial management tools, including book keeping , inventor y, payables and other functions. Tere are several sub-categories in this group: Below are the top vote-geters in each category. SMALL BUSINESS ACCOUNTING - INSTALLED PROGRAMS WINNER: INTUIT QUICKBOOKS DESKTOP Runners Up: • Sage One, Sage 50 or Sage ERP • PC Sofware Accounting Inc. SMALL BUSINESS ACCOUNTING – WEB-BASED WINNER: INTUIT QUICKBOOKS ONLINE/ONLINE ACCOUNTANT Runners Up: • Tomson Reuters Client CS • SageOne • Xero RETAIL ACCOUNTING/POINT-OF-SALE WINNER: INTUIT QUICKBOOKS POINT-OF-SALE Runners Up: • NetSuite OnSite POS • AccuPOS Retail POS • Vend POS • Wasp Barcode NOT-FOR-PROFIT ACCOUNTING WINNER: INTUIT QUICKBOOKS PREMIER NONPROFIT Runners Up: • Blackbaud Financial Edge or Fundware • Open Systems TRVERSE • Abila MIP Fund Accouning • Aplos Sofware FIXED ASSET MANAGEMENT WINNER: THOMSON REUTERS FIXED ASSETS CS Runners Up: • Intuit ProSeries Fixed Asset Manager • ProWare Asset Keeper • Sage FAS Asset Accounting

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