Special Reports

Special Reports (145)

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: Overdue Upgrade - New QuickBooks Interface

Intuit logoIf you've been involved in accounting technology for a couple of decades, you remember what a pleasure QuickBooks was to use at first. That graphical flowchart on the home page. Those pretty icons. That uniform look and simplicity. Read more...

REVIEW: CRM Software 2012

Customer relationship management software has never been more critical for accounting firms - and never more confusing. Literally dozens of solutions are available in the marketplace, at price points that range from a hundred dollars to many thousands. And yet, most are useless for accounting firms because their focus is less on relationship management than on sales force automation. Read more...

REVIEW: Client Write-Up Software

Client Write-Up services and their counterpart, After-The-Fact Payroll, are examples of core services that have resisted many of the changes that have swept through the accounting industry in the past three decades. Read more...

REVIEW: Nonprofit Accounting Software

The market for fund accounting software for not-for-profit organizations is considerably smaller than the market for commercial accounting software, but it is no less varied. Unlike standard commercial accounting, fund accounting lets you identify and separate your financial resources in separate funds. This lets you track the source and the use of the funds.

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REVIEW: Payroll Systems 2012

It is becoming harder to find payroll systems for accountants that are not based either online or in a service bureau. The reasons for this are obvious, in terms of efficiency and costs. Still, there are situations in which it may make more sense for an accounting firm to have a desktop-based payroll solution with which to serve clients.

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REVIEW: Document Management Software

document artIf your firm hasn't moved to a document management system (DMS), it may be time to do so. DMSs are increasingly affordable and practical even for the smallest accounting firms. A DMS lets you go "paperless," or as paperless as anything is. The system stores documents-records, accounting files, tax returns and reports-and then helps manage their access and distribution on a centralized online system. A DMS makes your documents compact and instantly accessible, which saves you time and effort.

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REVIEW: Sage 50 and Sage One

Sage 50Sage may not have added much functionality to its small business desktop accounting software this year, but it's changed the product names and expanded its line of solutions. All of the company's small business applications now go under the name Sage 50-US (Simply Accounting is Sage 50-Canada). The old lineup stays the same, but it now ranges from Sage 50 First Accounting 2013 through Sage 50 Quantum Accounting 2013.

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REVIEW: Online Payroll Software


dollar sign redA dozen years after the first SaaS versions of payroll software were introduced, it is no longer a question of why you would use them, but rather why any accounting practice would not. Hey:  Fast, scalable and designed to meet the needs of accounting professionals and their clients in a mobile world, online payroll has four primary advantages over desktop versions of the same software system: Read more...

REVIEW: Workflow Software

Workflow is one of those terms that means something different to each person depending on his/her background and experience. One of the companies I reviewed defined it as what accountants and CPAs do all day, every day. I would agree. Read more...

REVIEW: Scanners and Rules for Picking Them

At the dawn of office automation some 20 years ago, scanners arose as an essential office business tool to help transition paper files into digital formats. Large, expensive and taking up an inordinate amount of desk space, the scanner was an investment for the office that sometimes exceeded what was spent on a computer and printer. Not so today.

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