Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/696186
6 June 2016 • www.CPAPracticeAdvisor.com FEATURE management programs to give the accountant a unifed view of the big picture. Te cloud-based system seamlessly connects with Sage One, Sage 50 and Quick Books, with data streaming automatically. Reports and graphs are client-friendly, help- ing to explain their fnancial health and performance. A mobile app is also available for Sage View. ELECTRONIC TAX RETURN READER, FROM SAGEWORKS Te Electronic Tax Return Reader automates and stream lines the process of capturing data from a client's individual or business ta x return, even multiple years' worth of data, and importing it into the Sageworks Valuation Solution or ProftCents, or to Excel or X M L. Tis allows accountants to virtually eliminate manual data entry, and to transform tax returns into fnancial health reports. Tis information, with intuitive charts and graphs of projections and benchmark ing, helps clients beter understand their fnancial strengths. Accountants also beneft by providing clients with this higher value consulting service, resulting in deeper client relationships and more proftable client engagements. Te ETR R can import from UltraTax, ProSystem fx Ta x, ProSeries, Lac- erte and Drake Sof ware. ONVIO, FROM THOMSON REUTERS Tomson Reuters Onvio is a cloud- based ta x and accounting system that makes sure professionals have access to the information, analysis and tools they need, when they need them. Onvio's advanced integration capabilities automatically update applications through a centralized database so that professionals can create, modif y and share docu- ments, track time and billing, and stay synchronized with colleagues and clients at any time, even when working within diferent areas. Onvio products share the same database and work w ith popular document sharing solutions like Dropbox, Google Drive and Box, and the central portal in Onv io lets the professional manage all resources, from client, contact and staf information to time sheets and security, in one central location. Te integrated Onvio solutions include Onvio Documents, Onvio Client Center, Onvio Time and Billing, and Onvio Workpapers. INNOVATION AWARD FINALISTS LEGAL CONFIRMATION SERVICES, FROM CONFIRMATION.COM Confrmation.com's Legal Confr- mation Service helps auditors over- come the challenges of managing the processes involved in sending and responding to legal confrma- tion leters. Te platform stream- lines ever y thing from preparing and post-dating leters for automated release, obtaining client approvals, track ing responses, and receiving documented updates. DOC.IT AUTOFILING SERVICE With modern accounting practices using countless applications, incor- rect fling and lost documents can be common and time consuming. Doc.It's AutoFiling ser vice auto- matically and accurately fles most documents with efcient and accu- rate results, saving several minutes of fling time per document. Tis real cost-savings can boost an account- ing frm's productivity. KARBON TASK MANAGEMENT SYSTEM Karbon is designed to streamline task management for accounting frms, giv ing management quick access to see what everyone in the frm is working on. Te system lets users prioritize and delegate tasks, and set standard task processes, and turns email into a checklist that helps get work done more efciently, while maintaining an audit trail of client and frm communication. SAGE IMPACT Sage impact is a customizable hub designed to improve work fow and productivity in accounting frms, giving users greater control over frm data, client data, business develop- ment and staf management. Te cloud-based system ofers exten- sive customization options, elimi- nates tedious administrative tasks, and lets users access key informa- tion from their computer or mobile devices. SCANSNAP IX100 MOBILE SCANNER, FROM FUJITSU Te ScanSnap i X100 gives mobile professionals the productivity boost of high quality, high-speed scan- ning capabilities in a small device that can easily ft into any profes- sional 's laptop bag. Te ScanSnap works with Mac and PC, as well as iOS and Android devices, ofers PDF search functions, is completely wire- less, and weighs less than one pound (14.1 oz). XERO TAX TOUCH APP Designed for freelancers and the new gig economy worker, and their tax pro, Xero Tax Touch makes it easy to capture and categorize business expenses w ith just a click and a swipe. Te system helps users sepa- rate business and personal expenses, import bank and credit card transac- tions, and generate year-end reports and even recommends estimated tax payments. W hen tax time comes, the information can then be used to eas- ily fle a Sch. C. W i n ners of t he I n novat ion Awards are selected from nominated products by CPA Practice Advisor's editorial board and awards commit- tee, which include thought leaders and professionals from across the countr y. Te digital resource and pr int publ ication is the lead ing independent sou rce of pract ice management resources and tech- nolog y in for mation for ta x and accounting professionals in public practice. w w w.CPA PracticeAdv i- sor.com. Te nomination period for the 2017 Innovation Awards will open in February 2017. This year, 40 technology products and services were nominated for the CPA Practice Advisor Innovation Awards. In addition to the winners and fnalists, nominated products included: • ATX Integrated IntelliConnect Browser Search Tool and Tax Research Menu • BEPS Global Currents • BigTime IQ Pro • BNA Income Tax Planner Web • BNA State Tax Analyzer • Canopy Tax, Inc Tax Resolution • CCH CodeConnect • CCH iFirm Practice Manager • Checkpoint Learning Health Care Reform Certifcate Program • Client Centric Communications • Depre123 Depreciation System • Eaglefling • eFileCabinet SideKick • Exact for Accountants • FloQast • Gravity Software LLC • Industry Newsletters • Intacct Subscription Billing • Intelligize • Intuit Trial Balance • ONESOURCE Indirect Tax Certifcate Manager 2.0 • PPC's Guide to Tax-Related Identity Theft • QuickBooks Self-Employed • ReceiptBank Practice Platform • Credits and Incentives Pinpointer: Statutory and Discretionary • Thomson Reuters myPay Solutions Direct • TSheets Scheduling