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July 20, 2009

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SOFTWARE, HARDWARE & SERVICES

ONE HAND CURSING

XCMessential and XCMessential Plus

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XCM Solutions LLC

www.xcmessential.com

For those who think that small and sole practitioners don't need workflow software, we offer the following Zen koan: "What is the sound of one CPA losing track of a client file at 11:45 on April 14?"

The fact is that wherever there's work, there's workflow, and smaller firms and sole practitioners can benefit just as much as larger firms from organizing it digitally. Recognizing this, XCM Solutions has created XCMessential and XCMessential Plus, streamlined versions of its pioneering online paperless workflow solution designed specifically for the needs (and budgets) of smaller firms. Both offer strong digital workflow capabilities, a personal home page for each user, due-date monitoring and tracking, and more. XCMessential is aimed at firms with up to five users and one practice area, and starts at $95 a month, while Plus goes up to 10 users and two practice areas at $150 a month; both offer an easy upgrade path for growing firms.

MORE PEACHES

Peachtree Premium Accounting 2010, Complete Accounting 2010, Pro Accounting 2010, and First Accounting 2010

Sage North America

www.sagenorthamerica.com

Apples may not fall far from the tree, but Sage North America is expanding its Peachtree line far beyond the basics of accounting with a bushelful of new capabilities in areas like customer management and business analysis. The 2010 versions include a new Customer Management Center for viewing all customer data in one place, with customizable dashboard views, enhanced lookups and easy export to Excel or PDF formats, as well as a new Business Analytics feature that uses benchmarking service iLumen to help small businesses compare themselves with others to see how they're doing. Other new features include a single-click transaction history, the ability to have multiple companies open at once, inventory management, and automatic backup. Prices start at $99.99 for Peachtree First Accounting 2010, and range up to $1,199.99 for the Premium Accounting 2010 Multi-User Value Pack.

WEALTH SOME DAY

BNA Wealth Manager

BNA Software

www.bnasoftware

Though it may seem hard to believe in the current economy, we are reliably informed that at some point in the future, there will once again be wealth to manage. CPAs interested in profiting from that distant possibility would do well to consider the new BNA Wealth Manager, a financial planning solution developed by BNA and Scivantage. The software handles the key areas that are the basis of a solid practice, including planning for retirement, trusts, gifts, estates, long-term care, education goals, and more. It's easy to use; offers strong charts, graphs and reporting capabilities to dazzle (and possibly inform) clients; and scales up to handle planning for high-net-worth clients. The tools are there - you just need to find the wealth.

NOT SADDER - WEISER

The Weiser SOX Kit

Weiser LLP

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