Street Talk: Reader Views


What is the greatest need you have for new integration between different software packages and how would it help your business? CPA firms tend to use best-of-breed individual solutions. Our practice management, tax preparation and write-up software are from different vendors and the packages don't talk to each other. This has been an issue for many years. If we get a new client or a client moves, we need to enter the data multiple times. The common database is something CPA firms have wanted for years and is still unfulfilled.

Morris N. Saks, CPA.CITP

Gorfine, Schiller & Gardyn

Partner Insights

Owings Mills, Md.

The greatest demand for integration in our market is the integration of fundraising gift, membership and investment data with the fund accounting software. Having the technology and expertise to implement an integrated solution requires a wide range of current product knowledge, programming ability and implementation process refinements.

Mike Willemsen, MCSE

JMT Consulting Group

Patterson, N.Y.

I have yet to find a project management/time and billing solution that allows me to view my profit by job and/or consultant and that integrates well with my accounting software. This would save me hours a week fussing around with Excel.

Samantha Walker

Rowie Walker & Associates

Toronto, Ontario

Our greatest opportunity for software integration exists in the space between our "paperless" workflow systems, tax compliance software, and practice management system. Some companies choose to solve this by purchasing a suite of products from a single vendor. Our strategy is to integrate the common capabilities of a "diversified portfolio" of best-of-breed applications. We are doing this through custom development around some of these integration points. The end result is better client service and the ability to better cross-utilize our staff in multiple geographies.

Steve Noble CPA.CITP



Our greatest need is to have a robust time and billing solution that fully integrates with a CRM solution, our CCH practice management solutions for audit and tax preparation, and provides project management that fully integrates with Microsoft Outlook and Microsoft Projects. Adding integration to our document management, HR and back office accounting solutions would complete the picture. This would reduce our partner/manager administrative time by a minimum of 10 percent, which would allow us to focus those same hours on serving our clients and our team.

Marilyn L. Lunnemann CPA.CITP

Humes & Barrington

St. Louis

I envision a single database where all demographic information is entered (practice management software) from there all integrated packages, Write-Up, Tax, Depreciation, Digital File Cabinet, would you use the same demographic information instead of some form of synchronization actually using the same information. When a client is added to the practice management software you just have to check the boxes to activate the various applications and populate them.

M. Darren Root, CPA.CITP

Root & Associates

Bloomington, Ind.

As with many firms, we struggled with the integration between our employee scheduling (Excel spreadsheets) and our time and billing system (fx Practice Management). We ended up writing a .Net Employee Scheduling Application that has the integration. This has allowed us to track real-time availability firm-wide, and to easily share work between offices.

Greg Davis

Kennedy and Coe

Salina, Kan.

I would like to see an all encompassing standard which allowed data transfer/conversion between packages. Sort of like TCP/IP for data conversion. (Because TCP/IP doesn't really care which O/S the comm packets come from).

Peter Heinecke

Precision Computer Methods

West Chicago, Ill.

I need an interface between a good CRM package with technical support issue tracking and QuickBooks for client billing purposes.

Lisa McCarthy

Accounting Resource

Farmington Hills, Mich.

Comments (0)

Be the first to comment on this post using the section below.

Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Register now for FREE site access and more