CPA Practice Advisor

DEC 2012

Today's Technology for Tomorrow's Firm.

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Reviews For Your Firm TAX RESEARCH BNA Tax & Accounting Center and Financial Resource Center 2012 OVERALL RATING 4.75 2012 OVERALL RATING 4.75 2012 OVERALL RATING 4.25 2012 BEST FIT Tax, accounting and legal profes- sionals who want up-to-date tax law content, news and analyses. STRENGTHS r Complete integration of primary source documentat ion with Bloomberg BNA por t fol ios, CCH IntelliConnect BEST FIT Tax, accounting and legal profes- sionals looking for a comprehensive tax and research solution. STRENGTHS r Available on iOS and Android mobile devices – CCH Mobile which are writen by experts in the profession r Customizable for each user r User-selected email and news- leter alerts POTENTIAL LIMITATIONS r Limited integration options Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10824749 SUMMARY & PRICING Bloomberg BNA Tax & Accounting Center offers a comprehensive tax and accounting research solution that includes the Bloomberg BNA Portfolios, writen by leaders and experts in the profession. Basic single-user subscriptions start at $800 and increase as user logins are added. Subscriptions for a library with the U.S. Income Portfolios start at $3,000. Pricing is available on a quarterly, annual, and multi- year basis. 800-372-1033 www.bna.com Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10824756 r Various search options tailored to the user's needs and prefer- ences r Can have up to ten open tabs, including Home and Browse r Easily view search results by document type using catego- rized view POTENTIAL LIMITATIONS r Limited integration with third- party solutions SUMMARY & PRICING IntelliConnect is a tax and research solution that can be used by firms of all sizes to search a wide range of 888-224-7377 CCHGroup.com content and topics. Library sub- scriptions start at $200, with addi- tional users added and priced accordingly. Intuit - Tax Research for Lacerte and ProSeries BEST FIT and ProSeries Tax firms that currently use Intuit's Lacerte and/or ProSeries tax solu- tions. STRENGTHS r No additional fees for multiple users r Uses Google's Search Engine r Access to Intuit's online forum for Lacerte and ProSeries users r Direct integration with Lacerte POTENTIAL LIMITATIONS r No support for multiple logins r Limited exporting capabilities SUMMARY & PRICING Intuit Tax Research for Lacerte and ProSeries is a tax and research solution designed specifically for Intuit's Lacerte and ProSeries applications. Intuit Tax Research is Thomson Reuters - Checkpoint BEST FIT OVERALL RATING 5 Tax and accounting professionals looking for a consistent tax and accounting research solution STRENGTHS r User-specific customization r Comprehensive search function Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10824763 directly integrated into theses pro- grams and available in three sub- scription levels – unlimited annual, unlimited seasonal and pay-per-use. Te annual subscription is available for $849 and the seasonal subscrip- tion for $449. Te seasonal option allows firms to use the solution from April 16 to October 14. Both options allow unlimited searches and atachments to client returns and do not have a fee increase for additional users. Te pay-per-use option is available for $19.95 per use and includes printing, saving and ataching up to four articles per client return. 800-200-7599 lacerte.intuit.com/products/tax- research proseries.intuit.com/products/ tax-research Read the full review and see expanded ratings for this product online at: www.CPAPracticeAdvisor.com/10824767 r Synchroni z at ion between mobile and full versions of the site POTENTIAL LIMITATIONS r Numerous search options may be burdensome for new or infrequent users SUMMARY & PRICING Tomson Reuters Checkpoint is a single plat form for tax and accounting research that features content from a variety of primary and third party providers. Its cus- tomizable interface allows users to choose the layout of their home page and other features. Subscrip- tions are based on the number of users and subscribed content and start below $1,000. 800-950-1216 checkpoint.thomsonreuters.com December 2012 t www.CPAPracticeAdvisor.com 9

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