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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: 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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REVIEW: The new iPad is...

ipadWhat is in a name? Apple decided to cut costs by eliminating one or two characters the branding of their new device. This is unfortunate for all the folks who had lotteries for '3', 'HD', '2S'. Calling the new iPad just the "iPad." is bound to cause confusion, but it will generate saying the name a lot, that is marketing. I am not certain of where the following dialogue originated, it is an interesting discussion about the recent purchase of a new iPad

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REVIEW: Website Builder Software 2012

In this review, we are going to look at the top web building software for CPAs and accountants. If you either do not have a website or are looking to change your website you came to the right place. The products are all very good. All but one product is part of full application suite. If you would like to offer e-commerce through your website, you can do it with each of these products. You do need to make sure your specific merchant services works with the product you choose.

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REVIEW: Engagement and Trial Balance Software 2012

Back in the days of green eye shades and manual accounting, the process known as Engagement and Trial Balance were essential to the practice of both audits and accounting. Trial balance showed a quick snapshot of the validity of the company's transactions during audits and other legations, while Engagement handled to processes of opening, tracking and successfully completing the client work.

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REVIEW: Sales and Use Tax Software

cash registerSales and use taxes could hardly be a more simple matter. Calculate your total sales for the month, multiply by the tax rate for the jurisdiction (usually city, county and state) and remit to amount due. If you somehow forget to do it, or miscalculate the amount, that jurisdiction will happily double-check your work and correct your math.

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REVIEW: Budget Software 2012

budget art newBudgeting has long been treated as at best a pointless exercise and at worst a waste of time and resources. Once management has decreed what it deems an acceptable increase for inflation, department managers simply plug that increase into the previous year's budget, add in any capital or expansion funding desired, and send the budget forth. Read more...

REVIEW: Invoicing Software

As Intuit continues to try to move more comprehensively into the cloud with QuickBooks, sites automating a subset of financial management - online invoicing -- continue to launch and, in some cases, flourish. There are dozens of them. Who are they aiming at? Any company that already uses an accounting software desktop product or website already has full accounts receivable functionality. Sole proprietors, microbusinesses and/or companies that don't need to balance debits and credits but who need to bill customers seem the likeliest target audience. And there are millions of them. Read more...

REVIEW; NitroPDF Pro 7 PDF Editor

nitro logoSince it entered the PDF reading and editing market five years ago, Nitro has consistently won praise among reviewers and users for its enhanced features and streamlined structure. That tradition continued with the release this month of NitroPDF Pro 7, a PDF editor authoring and editing tool that enables users to create, edit, secure, sign, and share PDF files. Read more...

REVIEW: Financial Planning Software 2011

Financial planning has always been a growth industry, and is no less so today in spite of the economy. According to the Bureau of Labor Statistics (www.bls.gov), based on its most recent data, there are 155,300 financial advisors in the United States, with the greatest number residing in New York, Texas, Florida, Illinois and California. This represents a drop in the number of financial planners since 2008, but the survivors of the economic shakeout are doing better financially, with a mean income of $91,200 per year. Read more...

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