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Special Reports

Special Reports (151)

The Progressive Accountant is the leading online communit of public tax and accounting professionals focused on using technology to better manage and grow their practice.

REVIEW: Write-up Software 2014

Technology has made it possible for clients to access their financial data from anywhere at any time. Your clients can load an app on their phone to handle finances and help them make important decisions on the go. IMHO, that makes our profession more valuable than ever. And it makes write-up software more valuable than ever.

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REVIEW: Nonprofit Software 2014

For nonprofit software vendors, along with their customers and pretty much everyone else, the focus in 2014 is on relationships. These vendors have had to expand their view beyond applications that are traditionally accounting focused into solutions that are more about people, connections, and service.

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Review: Document Management Software 2014

The shift is underway to meld document management – the traditional process of managing source documents and client files – with workflow management. The result has been a burst of innovations, updates and new entrants to the marketplace for firm management.

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REVIEW: Online Payroll Systems 2014

payrollPayroll systems have become a focal point for change in the accounting industry, as rapidly escalating requirements for regulatory compliance, management of the Affordable Care Act and other initiatives, and the move to more tightly integrate mobile platforms have converged to substantively alter how payroll is done.

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REVIEW: Workflow Software 2014

It is difficult to separate tax workflow from accounting workflow in today's accounting firm. Both involve the movement of documents through a formal process, with appropriate reviews and sign-offs at several levels, to accomplish client engagements.

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REVIEW: WorkGroup Scanners 2014

The sleepy little category that used to be computer scanners came awake in the last year, and the impact on the accounting marketplace is impressive. A half dozen vendors offer robust, duplex scanners in both color and grayscale that automatically correct for misfeeds and work transparently with software that can tab, index and bar-code individual documents for better client file management.

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REVIEW: Website Builder Software 2014

One of the best sources for new clients is your website. And yet, many accountants and CPAs still do not have one. The majority of the firms in my area do not and that is mind boggling, as for a small cost per month or year and a little TLC, you have can have a great referral source with very little effort. If you are one of those firms, we have some very good and affordable solutions for you.

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REVIEW: Trial Balance, Engagement Software 2014

Tscalehe subject of product life cycle has stirred some lively debates in the year past, as firms come to realize that individual service lines – and the firm itself – may have a limited cycle that eventually requires either a revitalization of services or the loss of some revenue as the industry moves on to something else. Nowhere is that more evident than in the traditional accounting functions of trial balance and engagement software.

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REVIEW: Sales and Use Tax Software 2014

A sales tax is a tax paid to a governing body for the sales of certain goods and services. It differs from a use tax, which is assessed on tangible personal property purchased for use, storage, or consumption in a locality regardless of where the purchase took place. While those definitions may be clear, the remittance of these taxes is not. The collection, accounting and remittance of sales and use taxes has always been a mess, and is hardly less so in 2014.

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REVIEW: Budgeting Software 2014

budget art orange man.Budgeting is a pest. It's one of those detailed, fiddly tasks that every manager has to do at least once a year. Tabulating the previous year's expenses and comparing them to estimates is tiresome, and generating estimates about new projects and associated costs is not much better.

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