ACCOUNTANT'S TECHNOLOGY & SERVICES GUIDE
2012
ENGAGEMENT SOFTWARE
Capital Confi rmation, Inc. Confi rmation.com 888-716-3577 Average price is $2.00 - $3.00 per account Capital Confi rmation, an Inc. 500 business, is the world's largest provider of online audit con- fi rmations. Its award-winning solution Confi rma- tion.com saves your fi rm money by simplifying audit confi rmation requests, and improving realization rates. Instead of managing paper, it gives your audit staff more time to focus on other areas of their work. This easy to use solution offers numerous features to improve audit effi ciency 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 confi rmations to be placed in a queue to release on a future date.
Confi rmation.com can be used for more than 30 different confi rmation types including asset, liability, investment, line-of-credit, AR, AP, and more. It also provides a free Out-of-Network option that allows your audit staff to send electronic and paper confi rmation requests to any bank and company worldwide. Because security and privacy are extremely important, Confi rma- tion.com undergoes SAS 70 Type II, SysTrust and WebTrust audit evaluations every six months. That's why more than 8,000 accounting fi rms, all of the Top 10 banks in the U.S. trust Confi rmation. com for their audit confi rmation needs. Confi rma- tion.com is the exclusive Preferred Provider of Electronic Audit Confi rmations for the AI CPA Trusted Business Advisorsm
Solutions, endorsed by the
American Bankers Association through its subsidiary Corporation for American Banking, and also a winner of the 2010 CPA Practice Advisor's Readers' Choice Award. To learn more, contact Clark Hudgins at clark.hudgins@confi rmation.com.
ERP Acumatica
Acumatica Cloud ERP 888-228-8300 www.acumatica.com
ESTATE PLANNING
BNA Software® BNA Estate & Gift Taxtm BNA Estate & Gift Taxtm BNA Estate & Gift Taxtm
Planner
706 Preparer 709 Preparer
800-424-2938 (option 3) www.bnasoftware.com
Thomson Reuters ONESOURCE Trust & Estate Administration 800-331-2533 onesource.thomsonreuters.com/trusttax/estate
38 July 2012 • www.CPAPracticeAdvisor.com Torrid Technologies Inc.
Retirement Savings Planner - Professional 888-333-5095 www.torrid-tech.com/rp_main_pro.html?cpa
FINANCIAL REPORTING
Thomson Reuters ONESOURCE Indirect Tax 888-885-0206 onesource.thomsonreuters.com/solutions/ indirect-tax
EXPENSE MANAGEMENT
Konduit, Inc. 866-566-3848
FINANCIAL PLANNING
BNA Software® BNA Income Taxtm
Planner BNA Estate & Gift Taxtm Planner
800-424-2938 (option 3) www.bnasoftware.com
Leimberg & LeClair, Inc. NumberCruncher 610-924-0515 www.leimberg.com $495.00 Leimberg & LeClair, Inc., Helping Professionals Help Others! with NumberCruncher, the leading estate and fi nancial planning software.
NumberCruncher is a powerful easy-to-learn and use, estate and fi nancial planning software. This state-of-the-art software is used by the IRS and will automatically compute: QPRTs, GRATs, Charitable Remainder & Lead Trusts, IDIT, GSTT, Private Annuities, Capital Punishment by Confi s- cation and much, much more!
For more information on NumberCruncher and other software programs to help run your business more effectively, visit our web site at http://www. leimberg.com or email us at leimberg@leimberg. com or call us at 610-924-0515.
KISS Computer Company Net Worth Express PRO Edition 888-848-8105 www.networthexpress.com $59.99 Increase your productivity and provide better service to your clients with Net Worth Express personal fi nancial statement software. Packed full of features, the PRO Edition — designed specifi cally for accounting professionals — enables users to quickly compile a Statement of Financial Condition for individual clients based on GAAP. In addition, with Net Worth Express PRO Edition, accounting professionals may:
• Include an accountant's compilation report, using the report provided with the program (based on GAAP), or by creating your own custom report,
.
• Print the compilation report on your own letterhead,. • Insert notes to the fi nancial statement,.
• Provide supplementary information including detailed asset and liability schedules, income and expenses, and personal information,
.
• Defi ne a report title, using one of several common titles provided with the program or by specifying your own custom title,.
• Add a customized footer to your report, using one of the standard footers provided, or by creating your own
Give your clients an edge when applying for or maintaining credit with a fi nancial institution by providing them with a professional printout, custom-tailored to meet their specifi c needs. Do it quickly and easily with Net Worth Express PRO Edition!
FINANCIAL/TRUST & ESTATE ACCOUNTING & MANAGEMENT
Thomson Reuters ONESOURCE Trust & Estate Administration 800-331-2533 onesource.thomsonreuters.com/trusttax/estate
FIXED ASSETS
BNA Software® BNA Fixed Assetstm BNA Asset Inventory 800-424-2938 (option 3) www.bnasoftware.com
Thomson Reuters ONESOURCE Tax Provision 877-829-5969 onesource.thomsonreuters.com/solutions/tax- provision
FINANCIAL STATEMENTS