IConcept's OIC Tax Planner bundles required forms and current IRS Offer in Compromise regulations into an interactive desktop application.

The system's Fill-in-the-Form platform lets accountants enter data once and flow it into the appropriate schedules, forms and overflow sheets to generate Form 656. Practitioners can prescreen clients for eligibility before completing Forms 433A and 433B. The system also calculates the minimum amount required to submit based on IRS guidelines.

Partner Insights

Price: $199 (OIC Tax Planner); $299 (IRS Collection Suite). iConcepts: or (866) 944-6427.


ClientVision from AdviceAmerica provides financial advisors with a client relationship management tool that integrates financial data and records in Microsoft Outlook.

The Web-based system integrates with Outlook's contacts, email, calendar and task management functions and also integrates with AdviceAmerica's AdvisorVision financial planning application. Advisors can upload client documents such as financial plans, wills and insurance policies as well as record history of client communications and recommendations. The system also allows for collecting account data from sources such as Albridge, Pershing, TD Ameritrade and DST in real time.

Price: $399 per year (standalone); $199 (AdvisorVision upgrade). ClientVision: or (510) 824-3777.


Journyx's Organization Chart Manager builds a graphical representation of companies while Journyx Timesheet 7.7, its Web-based time tracking tool, adds new holiday schedules.

The OC Compliance Tool shows a high-level view of compliance status across every branch of an organization and indicates where the gaps are in submitted and approved timesheets. The OC Reader automates the maintenance of a top-down reporting structure and a bottom-up approval structure. Customers now can assign owners and backup owners to projects. Reporting and administration features include the ability to change user names and login IDs.

Price: Starts at $10 per user per month. Journyx:


BillFLO's electronic invoicing network can email invoices to customers who then import them into their accounting systems.

It integrates with QuickBooks, Freshbooks, Less Accounting, Harvest and Blinksale and the makers plan for it to interface with other United States and international accounting systems later this year. The average computer user can set up billFLO in five minutes, according to Anoowa, the company that launched it.

Price: Free download,


CPA Geni Whitehouse has published a free guide, "How to Choose a Sales Tax Management Solution," for firms evaluating different systems.

The guide, which is underwritten by sales and use tax software vendor SpeedTax, walks businesses through a step-by-step process of researching, evaluating, selecting and implementing a system to minimize audit risk, reduce overhead and streamline processes associated with reporting and complying with state requirements. It outlines how to determine the ROI associated with an automated system, what to look for in a product demo and how to compare options based on firm budgets.

Price: Free download,


Act by Sage for Financial Professionals 11 lets accountants link relationships between multiple contacts.

It includes improved Microsoft Outlook integration, expanded search capabilities and options for scheduling automated database maintenance. The client management systems helps advisors capture and organize client and prospect profile information with customizable data fields, tabs and layouts specifically designed for financial advisors. Users can maintain details of each interaction with date and time stamping to help satisfy compliance requirements. The Premier edition enables larger advisor teams to securely collaborate, exchange contacts and manage activities on a shared database.

Price: $299.999 per user. Sage: or (866) 903-0006.


Sage Timesheet 9.8 provides electronic time keeping capabilities for users of Sage Abra human resource management system.

It adds integrated support for the SQL version of Sage Abra. It allows employees to enter time worked online, lets supervisors approve time entries and enables payroll administrators to more easily control the time approval process. This version also includes the ability to add holiday hours or other common time to all employees simultaneously. The system automatically generates an email reminder to employees if they have not allocated their standard weekly number of hours.

Price: Starts at $67 per seat. Sage: or (800) 477-6763.


The new Multi-Currency Module in Alere Accounting 6.0 receive customer orders and place purchase orders in a currency other than the company's own.

An integrated history shows how exchange rates have changed over time. The new financial report compares 12 months of performance beginning with any period/year specified. The Mass Invoicing tool enables users to expedite invoicing and shipping a large number of orders. Reports can now be resized or minimized to be consistent with the screen-on-screen style of the rest of product.

Price: Starts at $995 per module (two-user license). TIW Technology:


CCH Accounting Research Manager now offers expert guidance accompanying the practice aids and checklists for knowledge-based audits of the construction industry and nonprofit organizations.

"Construction Guide: Accounting and Knowledge-Based Audits" and "Knowledge-Based Audits of Not-for-Profit Organizations with Single Audits" are two analytical works that round out the tool already available on ARM for those subjects. Both combine coverage of the relevant technical literature with advice based on actual experience.

Price: $295 each. CCH: or (800) 872-2454.


QReportBuilder 2009 is a multi-purpose report writer designed specifically for Intuit's QuickBooks product line.

The latest release comes with the option of including "hotspots" in custom reports. These buttons preview any other report from within that report to display more detail on specific items. For example, users reviewing customers' outstanding balances over 60 days can click on the balance amount to bring up a list of the invoices that make up each customer's balance. Additional features include drill-down reports and alignment guides in report design mode that automatically align fields and labels.

Price: Starts at $100. QReportBuilder: or (800) 932-6448.


AccountantsWorld has launched an Unlimited Payroll initiative, allowing accountants to use the vendor's Payroll Relief product for one year to process unlimited payrolls of any size for one price.

Payroll Relief is privately labeled as the accountant's own service.

Price: $997 (first year). AccountantsWorld: or (888) 999-1366.


BusinessVision 50 Accounting 2009 features improvements to the Accounts Payable and Accounts Receivable modules to help businesses stay on top of their cash flows.

A tab view on the AR module allows users to view more key information from one screen, such as a customer's average days to pay history. The AP module now includes vendor contact information, remit-to functions, check voiding, new invoice entry and status fields on the same screen. A wizard guides users through importing data including AP and AR transactions, customer ship-to and pricing information from either a CSV or Microsoft Excel file format.

Price: Starts at $995. Sage: or (800) 945-8007, option 5.


Thomson Reuters launched TaxWatch University, a tax staff training program that combines AuditWatch's multi-level curriculum design from AuditWatch University with knowledge from PPC experts.

Basic Taxes Level 1 prepares new hires for completing individual returns and covers basic corporate taxation. Intermediate Taxes Level 2 is designed for second-year tax professionals who are moving into more complex individual tax returns and more heavily into corporate returns. Level 3 focuses on partnerships, estates and trusts and LLCs. Level 4 serves to advance preparers into more complex taxation issues, including sessions on tax planning and saving strategies. Level 5 is for those who are seeking practice development, leadership and communication skills.

Price: $949 (three days). TaxWatch University: AuditWatch or (800) 775-9866.

(c) 2009 Accounting Technology and SourceMedia, Inc. All Rights Reserved.

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