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Software Reviews

Editors' Picks

  • The Future of the Paperless Office

    November 3, 2009

    Consider for a moment the amount of time you and your employees spend every day handling paper documents: printing, filing, organizing, highlighting, shredding, exchanging, and researching.

    Everyone’s talking about going Paperless. You know your firm can benefit from the improved efficiencies it brings, but what is the first step towards making the move?

    Join us as we discuss the Five “Must-Haves” for a successful paperless firm, learn to avoid the common paperless pitfalls, maximize your technology, and more!

    Speaker:Mark Ryburn, Product Manager - Workflow Solutions, CCH, a Wolters Kluwer business

    SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417 or by visiting the web site: www.nasba.org

  • Still at the core: Trial balance and engagement workpaper apps

    November 2, 2009

    Trial balance and engagement workpaper software solutions are two completely different kinds of applications that must be treated differently. Yet they are increasingly brought together, either as a matched pair of critical applications or within the same software suite, so it only makes sense to consider them together.

  • Grappling with SOX

    October 19, 2009

    Software solutions tackle Sarbanes-Oxley from many different directions

  • Entry-level staying power

    July 8, 2009

    There are fewer, but tougher, low-cost accounting packages.

  • SOFTWARE REVIEW: Time and billing: When the going gets tough, the tough get smarter

    June 1, 2009

    Keeping tabs on your practice's receivables, making sure that clients are billed quickly and accurately, and do not fall too far behind in their payments, not only helps your practice - it prevents your clients from getting in over their heads in their payables to you, which often results in lost clients and large receivables write-offs.

  • Products with Staying Power

    May 20, 2009

    There are fewer, but tougher, low-cost accounting software packages.

  • Software Review: Nonprofit accounting software - no universal approach

    May 4, 2009

    The general consensus in the industry is that accounting software is accounting software. That generalization comes to a screeching halt when the entity is a nonprofit.

  • Software review: Recession relief: Using online payroll can save you money

    April 19, 2009

    The economic meltdown has many companies evaluating methods for preparing payroll

  • A Toolkit for the Financial Planner

    April 5, 2009

    Given the current economic situation, conducting a financial planning practice isn't getting easier. With the financial uncertainty of the past several years, investors have become uncomfortable with the 'business as usual' planning approach.

  • Online Payroll Can Save You Money

    March 31, 2009

    Letting someone else wade through the process can benefit clients.

  • Software review: Making documents go with the flow

    March 15, 2009

    A year ago, the emphasis in document management systems remained on the core areas of scanning, storing and retrieving documents. But the emphasis has changed in the past year, making it clear that document management alone will give way to integrated workflow in which document management is only one part.

  • Software review: Shaky economy dictates need for business planning software

    February 23, 2009

    Economic recessions are no time to be plowing into software development unless the company either needs the cash flow from a new version to keep going, or the product is so outdated that an update is mandatory. Otherwise, the money is better spent in beefing up product support and planning for marketing when the economy recovers.

  • Planning to Ease the Pain

    February 7, 2009

    The need for financial planning tools that can help is greater than ever. Products reviewed: Cheshire WealthManager, eMoney, GainsKeeper, MasterPlan, NaviPlan, Morningstar Principia, Profiles Professional, PFP Notebook, PFP Relief, ViewPlan

  • Mid-range software provides a more robust solution

    January 5, 2009

    There are a number of ways that your clients can outgrow their entry-level accounting software.

  • Asset allocation software: More critical in hard times

    December 15, 2008

    Let's face it - the economy is in bad shape. Investment houses are going out of business, banks are failing, and many investments have lost an incredible amount of value.

  • Nonprofit Accounting Software

    December 1, 2008

    Products reviewed: Accufund, Cougar Mountain Fund Suite, The Financial Edge, MIP Fund Accounting, QuickBooks for Nonprofits.

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Editors' Picks

  • Full agenda at Council

    The road to IFRS, ongoing regulatory reform and sustainability headline AICPA confab

  • How to Be a Hero to Clients

    Barry Schimel, CPA, gave some thought-provoking tips on how to stay in clients’ good graces during a keynote address this morning at Thomson Reuters Tax & Accounting’s user conference in Orlando.

  • LAUNCHING A PRACTICE: Removing the Barriers to Entry

    CPAs are brilliantly positioned to become successful and profitable wealth managers, yet they often face barriers that, without proper planning, can keep them from taking the necessary steps to create an additional profit center.

  • WebCPA Twitter Page

    Check out WebCPA's Twitter page, WebCPAtweets

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