Tax & Financial Planning News


RIA Inks SurePrep RIA has reached an agreement with SurePrep, a Newport Beach, Calif.-based company that provides tax productivity and outsourcing services, to sell SurePrep Express to clients who use RIA's GoSystem tax application.

A Web-based system, SurePrep express categorizes scanned source documents, which the company says makes processing and data entry easier. Data entered in SurePrep flows into GoSystem.

ATX Gets New Prez

Partner Insights

ATX/Kleinrock, which makes tax preparation, tax research, and accounting products, has named a new president who replaces Glynn Willet, one of the founders of the company.

Willet is being replaced by Paul Zoukis, who has most recently worked in the venture capital field. Before that, he held executive positions at GE Information Systems and Hogan Systems.

Sage Eyes Sales Tax

Sage Software is researching companies that market sales and use tax products that it can incorporate into its products.

Executive vice president Jim Foster says that the company has requests for proposals to OEMs to provide such a tax product for the MAS 90/200/500 and Accpac lines. CCH, which has a product development alliance with Sage, is one of the companies whose application is under consideration.

TaxAlmanac Opens

Intuit has opened a Web site called TaxAlmanac that will let tax professionals post questions and answers.

A spokesperson for the Mountain View, Calif.-based tax software vendor said that 1,800 people registered in the first 48 hours of operation in May. The site is built on a concept similar to Wikipedia, a Web-based free content encyclopedia, to which users can submit articles. Besides offering a section for questions and comments, it also has one for tax professional commentary.

Sage Payroll Readies Online

Sage Software plans an October start to its Internet-based payroll processing, that is designed for clients who prefer outsourcing over Sage's in-house Abra product.

The company pictures its price as being 40 percent less than comparable services from ADP. Sage officials say it is almost impossible to convince companies that want to outsource to use inhouse payroll and vice versa. Executive vice president Jim Foster says Sage also wants to market a version for accountants who want to process payroll, what he calls a "CPA-friendly" version.

RIA Redesigns Web Site

RIA has set up a newly designed Web site at that the company says will continue to be developed with new capabilities this year.

The New York-based company plans to add the ability for customers that register on its Web site, enabling them to create a user profile where preferences can be stored. There are also plans for customer banner advertising and personalized marketing campaigns. The Web site is now hosted at the Eagan, Minn., data center of RIA's parent, the Thomson Corp.

TaxWise Offers Mortgage Service

TaxWise has begun offering Web-based mortgage origination services through Attain Mortgage that it says will produce substantial commissions for accountants.

"On average, you can do about $24,000 a year for originating one loan a month," says Gene Goldenberg, vice president of marketing. The company has been licensed in three states, and expects to have approval in 40 by the end of the year. Participating firms can get mortgage proposals by entering their clients' information via the TaxWise Web site.

TaxSmart Expands Newsletter

TaxSmart has added built-in client tax due-date reminders into its e-mail client newsletters.

The Los Angeles-based company offers personalized newsletters that can be customized to include a firm logo, photographs, name, and contact information. There is an opt-in form that accountants can add to their Web sites in order to increase circulation.

AICPA Gets the Paychex 401(k)

Paychex partner program with the American Institute of CPAs has expanded to include Paychex 401(k) Recordkeeping services.

Under the program, which began two years ago, Paychex was named as a preferred payroll services provider by CPA2Biz, the institute's marketing arm. CPAs enrolled in the program can offer clients a $200 reduction in the set-up fee for the 401(k) service.

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