New Product Listing


INTUIT ONLINE PAYROLL Intuit Online Payroll guides new employers and small businesses through payroll tasks, from setup, to paying employees to filing forms.

The Liability Payment Center sends email reminders when key payments are due, tracking who gets paid and how much is owed. Getting started requires completing a questionnaire, with a checklist of required information. QuickBooks integration is expected to be available this year.

Price: $29.95 per month. Intuit: (866) 820-6382.

Partner Insights


CaseWare International has improved document management, reporting and security in its latest version time and billing package.

Time 2008 lets a staff member belong to more than one protection group and allows only an administrator to change another administrator’s staff record properties. Reports can be saved as or exported to Excel. Client email addresses appear on Trial Balance reports. Reports now exclude transactions that have not been approved.

Price: $499 (Single timekeeper license); $999 (up to five timekeepers); $175 per additional timekeeper. CaseWare International: (416) 867-9504.


Retirement Distributions Planner v. 9.01, former known as the Pension Distribution Planner, handles up to five beneficiaries after the death of a plan owner, or death of a spouse after a special rollover.

Reports show annual distributions and the life expectancy for each beneficiary. Also shown are total distributions to each beneficiary and yearly distributions to all beneficiaries.

Price: $249; $224 (download). Brentmark Software: (800) 879-6665.


In Office Accounting 2008, the new Resource Center provides one location for educational materials, including articles, online product training and a CPA finder.

Office Accounting 2008 makes it easier to set up companies, customize software to specific industries and send bulk invoices in Word or PDF formats. A bilingual Spanish-English version also is available, and the product is also now available in the United Kingdom.

Price: $199.95 (full version); $149.95 (upgrade). Free 60-day trial at Microsoft: (866) 385-2017.


Copanion’s Web-based application for tax professionals automatically captures and classifies their clients’ tax return documents in three steps:

Select a client, Scan or choose pre-existing PDF files and Send the data to Copanion, which produces a PDF file that is organized with each client document indexed, classified and editable.

Price: $195 (100 returns); $495 (500 returns); $995 (unlimited returns). Copanion: (800) 291-2136.


DymoFile technology digitally scans and files multiple documents simultaneously.

Targeted at paper-heavy small and medium-size businesses, Dymo File lets users specify the type of file (such as PDF, Word or Excel) and the location where to save it before scanning.

Price: $200 for one user up to 5,000 pages per month (Office); $399 for one user with unlimited page scanning (Professional). Free 30-day trial of up to 500 pages at Dymo: (800) 426-7827.


The latest version of Microsoft Dynamics CRM extends global capabilities with 25 languages and support for multiple currencies, includes a reporting wizard and can support multiple customers per server.

Version 4.0 is available on-premise, partner-hosted or Microsoft hosted (called CRM Live). Advanced business process automation is based on the Windows Workflow Foundation. Collaboration with Microsoft Office Communications Server 2007 and includes real-time indicators within the CRM application.

Price: $622 to $880 per user and $1,244 to $1,761 per server (Professional Edition). Microsoft: (888) 477-7989.


PayCycle’s online payroll service allows accountants to assign various permission levels to their clients so they can share the data entry or payroll processing responsibilities.

Price: $14.99 per client (up to five employees); 25 cents for each additional employee. PayCycle: (866) 729-2925.


Premier Accounting 2008 for Windows and AccountEdge 2008 for Mac track employees’ vacation and sick time by including reasons for time taken, accrual balance reports and automatic wage adjustments on time sheets as well as the ability to email and print pay stubs.

AccountEdge 2008, which integrates wit the Mac OS X’s iCal and .Mac, can set up reminders and sent them to an iCal as calendar events and action items. Premier Accounting features an itemized customer statement, which includes payments received, discounts taken and credits applied.

Price: $259 (new users); $159 (upgrades). MYOB: (800) 322-MYOB.


A banking application in now available in Open System Traverse 10.5 and OSAS 7.5 transmits electronic payments to banks and pays invoices via credit card through an Automatic Clearing House.

Positive Pay, a fraud control and loss prevention method, enables user to build a file of outstanding bills and send it to their banks for authorizing check payments. OSAS also has added a Landed Cost application to the Purchase Order application to improve accountability for inventory costs by allowing users to distribute the indirect costs of shipping to inventory items.

Price: $500 to $1,500 per application. Open Systems: (800) 328-2276.


Version 9 of MIP Fund Accounting offers tax forms and e-filing by Aatrix so users can produce W-2 and W-3 forms and electronically file federal and state reports.

The Recurring and Reversing Entry Manager enables users to set up, edit and manipulate repetitive tasks. The Fixed Assets module contains enhanced tracking and reporting capabilities.

Price: Starts at approximately $3,000. Sage Software: (800) 647-3863.


CCH’s ProSystem fx Scan 3.0 handles errors better than before, increases accuracy and speed, while improving the quality of scanned images.

If a file doesn’t process, Scan will stop that job and continue to the next. It sharpens blurred images, cleans grayscale and colorizes bookmarks for visual tracking. Dashboards let users review scanned jobs and gives them greater control over cover sheets and batch printing.

Price: $3,200. CCH: (800) 739-9998.


The Alternative Minimum Tax Planner calculates 1,000 tax projections to determine if moving the state income tax deduction from an AMT year to a non-AMT year will benefit taxpayers.

A graph displays the amount of state income tax reduction that should result in maximum savings. It will also report if the strategy will work.

Price: $149. Denver Tax Software: (800) 326-6686.

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