HIGH-END AND MID-MARKET ACCOUNTINGACCOUNTMATE 6.5
AccountMate Software Corp.
Sold world-wide, this accounting and business management software provides a stable and modifiable accounting solution for the mid-market. It is sold by the module, which enables customers to acquire software they initially need and add modules as their business needs increase. The availability of source code makes this software highly modifiable for adaptation to any changing business environment. It runs on Microsoft's SQL development engine database. Accountmate provides a foundation upon which third-party developers can build industry-specific solutions.
Planned enhancements: Additional international taxation; enhanced multi-lingual capabilities.
Users: 120,000.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Compiled modules - $1,500; source code - $1,500 per module; System Manager - $7,000 for five users.
Maint./support: 15 percent of system cost; 25 percent for life-cycle maintenance.
Training: Sales, modification and product training available via Internet, locally and at headquarters.
Customer contact: (800) 877-8896 ext. 752.ACCPAC ADVANTAGE SERIES
Accpac (Best Software)
Available as a Web-based or client/server application, Accpac Advantage Series is designed for scalability from small businesses up to small enterprises. It supports the Microsoft SQL Server, Oracle, IBM DB2 and Pervasive.SQL databases, and is available in three editions for different types and sizes of end users. It also integrates with other Accpac applications for customer relationship management, e-commerce, human resources, point of sale, electronic data interchange and warehouse management.
Planned enhancements: Version 5.2 launched in October 2004.
Users: 40,000+ sites.
Platforms: Windows 98, 2000, NT and XP; Novell NetWare; AS/400; Linux.
Pricing: Single and multi-user - $495 per user and up. Starting price per module - $495 (for Small Business Edition).
Maint./support: Annual fees - 18 percent to 28 percent of suggested retail price, depending on level of tech support included.
Training: On-site through certified consultants, or computer-based.
Customer contact: (800) 945-8007 or sales
Accpac (Best Software)
This open source code suite of applications for small and midsized businesses is available in Small Business and Enterprise editions. Add-on modules include multiple currency, manufacturing, customization manager, inter-company transactions and direct deposit. It supports the Microsoft SQL and IBM DB2 databases, Windows and Linux operating systems, and integrates with other Accpac "end-to-end" business management applications, including CRM, HR, EDI and others.
Planned enhancements: Version 7.3 launched in September 2004.
Users: 27,000+ sites.
Platforms: Windows, 2000, NT and XP; Novell NetWare; Linux.
Pricing: Small Business Edition - starts at $995 per module.
Maint./support: Annual fees - 18 percent to 28 percent of suggested retail price, depending on level of tech support included.
Training: On-site through Accpac certified consultants.
Customer contact: (800) 945-8007 or sales
AccTrak21 USA Inc.
AccTrak21 offers award-winning business management/intelligence solutions for accounting professionals and their small and midsized business clientele. AccTrak21 is built upon a single architectural backbone, allowing for complete and seamless integration between all of its toolsets. Accountants and their clients enter information only once and the data is shared throughout the entire system. AccTrak21 allows accountants to create a deeper "advisory relationship" with their SMB clients through the use of collaborative management and information-sharing tools.
Planned enhancements: CRM - lead management, automated workflow, CRM contact center in PDA. Enhanced report writer. Practice management - disbursements, offline mode/e-mail timesheet/Web timesheet, PDA front-end for timesheet and expenses.
Users: 5,000+ in 22 countries.
Platforms: Windows 98, ME, NT 4.0 with SP3 or higher; NT Workstation 4.0 with SP3 or higher; 2000 Professional or XP or 2003.
Pricing: Starts at $1,999.
Maint./support: Provided in conjunction with AccTrak21 distribution partners.
Training: Available via AccTrak21 partners, direct from AccTrak21 via Internet, or at the customer's offices.
Customer contact: (888) 595-8460. AXAPTA 3.0
Microsoft Business Solutions
Axapta 3.0 is an integrated business management solution created specifically for growing midsized businesses, offering users even greater access to the business information and processes that they need to do their work through a new Web framework. It also offers new capabilities and enhancements across the manufacturing, distribution and financial applications.
Planned enhancements: Microsoft Axapta due in 2005.
Users: 4,500+.
Platforms: Windows.
Pricing: From $120,000 to $500,000.
Maint./support: MBS Enhancement Plan and support through partners.
Training: Training can be done through solution centers.
Customer contact: MBS Support Services or local authorized dealer, (800) 456-0025 or mgpinfo
Accpac (Best Software)
BusinessWorks Gold V. 5.0 is designed for companies with from five to 50 employees, and bridges the gap between off-the-shelf, entry-level products and complex high-end systems. Its modular design is suited for growing small and midsized businesses that require more muscle than basic bookkeeping software can provide.
Planned enhancements: Version 5.0 began shipping recently, with enhanced reporting capabilities, expanded pricing levels and advanced search capabilities, as well as an improved set-up process and new inventory management tools. An ACT! Link is planned for Version 6.0.
Users: N/A.
Platforms: Windows 2000, XP and NT; Novell.
Pricing: Varies, depending on modules selected. Core accounting bundle for BusinessWorks Gold Standard Edition - starts at $995, includes SM, GL, AP, AR and one-year subscription plan; other modules and subscription plans are also available.
Maint./support: Varies, depending on modules selected.
Training: Available. Varies by type and content.
Customer contact: (800) 447-5700. COUGAR MOUNTAIN ACCOUNTING
Cougar Mountain Software
Cougar Mountain Accounting offers depth, power and flexibility in an affordable package that grows with a company's needs. With users authorized by function and module, the security is strong. The program includes all the basic modules you need to run a business, and additional modules are available to customize the solution to a company's needs. Cougar Mountain Accounting is GAAP- and FASB-compliant.
Planned enhancements: Version 9 was released in Fall 2004.
Users: 20,000+.
Platforms: Windows 2000 or XP Professional.
Pricing: Single user - $1,499; four users - $2,699; unlimited users - $3,699
Maint./support: Various plans available. Support also available through authorized resellers nationwide.
Training: $795 per person for three-day training at Cougar U in Boise, Idaho, or $995 per day plus all expenses at customer's site (three-day minimum). Online training - $250 to $720.
Customer contact: (800) 388-3038 or sales
CYMA Systems Inc.
Designed expressly for small and midsized businesses, Cyma IV features an easy-to-use interface with custom fields, and includes over 300 reports. Available modules include AR, AP, bank reconciliation, general ledger, inventory control, job costing, payroll, purchase order, and sales order. Separate CYMA versions are also available for client write-up work and for use by nonprofits.
Planned enhancements: N/A.
Users: 3,300+.
Platforms: Windows 2000, NT and XP; Novell NetWare.
Pricing: $595 per module, $595 per each additional user.
Maint./support: Maintenance fee -16.5 percent of retail price per year. Tech support - $100 per incident or annual plans based on number of modules/users.
Training: N/A.
Customer contact: (800) 292-2962 or info
Microsoft Business Solutions
Microsoft Great Plains 8.0 delivers improved usability; rich functionality for distribution, manufacturing and project accounting; greater capabilities through integrations with Microsoft Business Solutions Business Portal 2.5 and Microsoft Office 2003; and improved analytics.
Planned enhancements: Microsoft Great Plains 8.0 was released in June 2004. A future release is planned.
Users: 32,100 (Windows only).
Platforms: Windows 95, 98, 2000, NT and XP; Novell NetWare.
Pricing: Standard Edition (for smaller mid-market organizations) - starts at $4,500 for a single user; Professional Edition (for mid-market customers or divisions of larger organizations) - starts at $6,500 for a single user.
Maint./support: First-year program - 18 percent of list price (provides product and database updates; federal, local and Canadian provincial tax updates; a professional services tools library; incident support with a three-hour guarantee; and an orientation training CD). Subsequent-year services - 16 percent of product list price.
Training: Classroom, computer-based and Internet-based, and manuals.
Customer contact: MBS Support Services or local authorized dealer, (800) 456-0025 or mgpinfo
Best Software Inc.
MAS 90 includes core accounting, e-commerce, business intelligence, payroll, CRM, sales force automation and financial reporting functions, and manufacturing and wholesale/distribution solutions that automate inventory management, bill of materials, and job costing. With release 4.0, introduced last March, a new Business Insights reporter is included, along with general ledger enhancements, security enhancements, and additional new features for added insight and usability. MAS 200 offers all the functionality of MAS 90 on a client/server platform, with enhanced distributed processing, data integrity and scalability.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 95, 98, 200, NT and XP; Novell NetWare.
Pricing: Single user - MAS 90 starts at $3,500; multi-user - starts at $6,000; starter package - $3,500; avg. price per module - $1,500; suite of core modules - $6,000. MAS 200 -starts at $7,725 for five users and up; MAS 200 for SQL Server - $12,000.
Maint./support: Annual fees - 15 percent of list price. Tech support - ranges from $1,500 to $2,400 (plus price of maintenance).
Training: Varies by type and content.
Customer contact: April O'Neil, lead development manager, (800) 854-3415 or sales
Microsoft Business Solutions
Microsoft Navision 4.0 was developed specifically for small and midmarket segment organizations that want to focus on growing and improving their businesses. It can be implemented rapidly, customized and maintained with minimal disruption to the business. The product integrates financial, manufacturing, distribution, customer management, supply chain, analytics and e-commerce data into one solution.
Planned enhancements: Navision 4.0 released in October 2004. Future releases planned.
Users: 45,000.
Platforms: Windows.
Pricing: Single user, typical configuration - starts at $2,500.
Maint./support: MBS Enhancement Plan and support through partners.
Training: Training can be done through solution centers.
Customer contact: www.microsoft.com/businesssolutions. OPEN SYSTEMS ACCOUNTING SOFTWARE (OSAS)
Open Systems Inc.
This open source code product includes general ledger, accounts payable and receivable, inventory, sales and distribution, order entry, purchasing, payroll, fixed assets, bill of materials, bank reconciliation, job costing, and construction modules. Other key features include open database connectivity and a Web interface. Vertical applications and a client/server edition are also available.
Planned enhancements: An optional Java-based BBj implementation that will allow users to open multiple function screens at one time or run functions for several companies simultaneously. This new graphical interface can be accessed on non-Windows operating systems such as Linux, Unix and Apple Mac OS X, making it easier for users to navigate through functions and menus.
Users: 400,000.
Platforms: Windows 2000 and XP; Windows 2003 (Server); Unix; Linux; Sun Solaris; AIX; HP-UX.
Pricing: $1,500 per module; Resource Manager - varies based on user count.
Maint./support: Various plans; contact vendor.
Training: Users - $45 to $65 per hour; resellers - $45 per hour.
Customer contact: (800) 328-2276 or info
Intuit Inc.
Designed for growing businesses, QuickBooks Enterprise Solutions enables a company's multiple business functions to be more productive, provides greater control, and provides the insight to help make smarter decisions. Users get all the features of QuickBooks Pro and Premier, plus unlimited support incidents with the Full Service Plan. There is also an Accountant Edition available.
Planned enhancements: New user permission features; 10 simultaneous users; increased performance; and double the data capacity of regular QuickBooks.
Users: 15,000 (est.)
Platforms: Windows 98, 2000, NT and XP.
Pricing: $3,500 (includes full service package: support/version protection).
Maint./support: Included in full service package.
Training: Product training available via Internet.
Customer contact: (800) 365-9608. SAP BUSINESS ONE 2004
SAP America
An affordable, integrated software solution covering core operations (including accounting and banking, CRM, vendor management, manufacturing, material requirements planning, purchasing and selling, and reporting and analysis), SAP Business One 2004 is simple by design, requiring minimal training for users. For SMBs with 10 to several hundred employees, SAP Business One 2004 is the starting point for companies looking for greater visibility and control and more effective business management.
Planned enhancements: Most recent release in October 2004.
Users: App. 3,700 worldwide.
Platforms: Windows 98, 2000, NT and XP.
Pricing: $3,750 per seat; $3,750 per seat for network version.
Maint./support: Annual maintenance - 17 percent of system cost.
Training: Sales, modification and product training available via Internet, locally and headquarters.
Customer contact: Richard Haugen, COO, (718) 797-3671. SOLOMON 6.0
Microsoft Business Solutions
Microsoft Solomon 6.0 allows customers to simplify their business management experience with an enhanced product interface and access to integrated, Web-based data and functions. New capabilities for managing projects and distribution deliver a powerful and comprehensive solution for project-, service- and distribution-driven organizations.
Planned enhancements: Microsoft Solomon 6.0 released in October 2004. A future release is planned.
Users: 13,460 (Windows only).
Platforms: Windows.
Pricing: Single user - starts at $4,500.
Maint./support: First-year program - 18 percent of list price (provides product and database updates; federal, local and Canadian provincial tax updates; a professional services tools library; incident support with a three-hour guarantee; and an orientation training CD). Subsequent-year services - 16 percent of product list price.
Training: N/A.
Customer contact: MBS Support Services or local authorized dealer, (800) 456-0025 or mgpinfo
MYOB US Inc.
MYOB BusinessEssentials Pro delivers a complete suite of key tools to gain more insight into and successfully manage a small business, including powerful accounting with Premier Accounting, financial forecasting with Ultimate Financial Forecaster, personnel management with Staff Files, appointment scheduling with Customer Appointment Manager, insightful business books, and more.
Planned enhancements: N/A (latest version just released).
Users: 500,000 worldwide.
Platforms: Windows 98, 2000, ME, XP or Windows NT 4 (Service Pack 6) or higher.
Pricing: Single user - $299; multi-user - $149 for each additional license; pack of five licenses - $499.
Maint./support: Tech support - $249 ($20.99 monthly), single user; $299 ($24.99 monthly), multi-user; basic - $89 ($7.99 monthly).
Training: N/A.
Customer contact: Customer care, (800) 322-6962 or njcustserv
Peachtree (Best Software)
Peachtree Premium Accounting 2005 includes advanced, multi-user option accounting features to help business owners manage growing businesses more effectively. With comprehensive functionality, Crystal Reports for Peachtree and a multi-user option, Peachtree Premium Accounting 2005 helps deliver the insight behind the numbers.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows XP SP1, 2000 SP3, ME, 98 SE or Windows NT 4.0 with Service Pack 6a. Product will not operate in a Windows Terminal Server Environment using Windows Terminal Services.
Pricing: Single user - $499.99; multi-user - $999.99.
Maint./support: $179 to $299, depending upon the plan. Optional Peachtree Payroll Tax Service is $179.95.
Training: Hands-on training guides; CD-ROM accounting tutorial; local training through Best Software Small Business Division certified consultants.
Customer contact: Sales
Intuit Inc.
QuickBooks Premier Accountant Edition 2005 contains advanced bookkeeping, write-up and financial reporting tools to help accountants more efficiently deliver client service. Accountants who perform write-up or bookkeeping work can use the Accountant Edition whether their clients use QuickBooks or not, and can also open clients' QuickBooks files to review the data, produce financial statements or prepare returns.
Planned enhancements: New built-in financial statement designer; new working trial balance tool; improved fixed assets tools.
Users: N/A (total QuickBooks user base is app. 2.6 million users).
Platforms: Windows 98, 2000, NT and XP.
Pricing: Single copy - $499.95/$379.95 (upgrader); five-pack - $1,499.95/$1,349.95 (upgrader).
Maint./support: Pricing varies depending on selected support plan.
Training: Product training available via Internet.
Customer contact: (800) 267-8379. SIMPLY ACCOUNTING
Best Software Inc.
Simply Accounting 2005 Basic provides a comprehensive set of accounting and business management functions that help small business owners stay on the pulse of their business, improve efficiencies, and save both time and money. Simply Accounting Basic provides general ledger, receivables, payables, inventory, project costing and payroll, with comprehensive reporting and support for businesses operating with two currencies. A comprehensive dashboard provides business owners with key metrics for up-to-the-minute snapshots. Simply Accounting was awarded PC World "World Class" Awards for Best Business Accounting Software in 2003 and 2004.
Planned enhancements: N/A; released in November 2004.
Users: 400,000+.
Platforms: Windows 98, 2000, NT and XP.
Pricing: $49.
Maint./support: $99, includes product and payroll tax table updates.
Training: Available from local consultants.
Customer contact: (800) 773-5445. CLIENT WRITE-UP CLIENT LEDGER SYSTEM
Financial MicroSystems Inc.
CLS provides a complete portfolio of financial statements, along with departmental and division reporting and bank reconciliation. It includes trend analysis, pro forma and formal journal entries, cost allocation, lead sheets, trial balance work sheets and other reports normally found in write-up software. Its fully integrated after-the-fact payroll provides employee and vendor records, and it prepares laser-printed W-2, W-3, 1099, 1096, 940, 941 and 943 forms and state unemployment continuation sheets. Magnetic media processing add-ons are also available.
Planned enhancements: Financial statement report generator.
Users: 3,200.
Platforms: Windows XP, ME, 98, 2000, 2003 and NT; Novell NetWare; MS-DOS.
Pricing: Single user - $995; multi-user - $1,595; limited edition - $595.
Maint./support: Annual updates - single user, $299; network, $399; limited, $159. Annual tech support contract - $85 to $300; on-demand - $25 to $35.
Training: Usually holds four to six CLS training classes per year.
Customer contact: Tech support, techsupport
Best Software Inc.
CPAClient Write-Up combines general ledger functions, after-the-fact payroll, flexible financial statements, heads-down data entry and on-screen working trial balance into a powerful client write-up package. Integrating with the entire CPASoftware product line, CPAClient Write-Up also interfaces with third-party tax preparation software and ProfitCents, as well as offering data import/export capability with Peachtree, MAS 90, FAS, Quicken and QuickBooks.
Planned enhancements: Semi-annual releases.
Users: N/A.
Platforms: Windows, including XP.
Pricing: $1,285, including laser checks, ATF payroll, bank reconciliation, federal and state reporting; integrated CPAAccounting Manager programs include Payroll ($795), AP & AR ($395 each), and DP ($695).
Maint./support: First six months of tech support is free. Maintenance agreement includes toll-free phone and on-line support, including 24/7 access to Solution Center knowledge base.
Training: Classroom, regional, Web-based, and on-site training options.
Customer contact: (800) 272-7123 opt. 2, or sales
Intuit Inc.
This comprehensive program includes the functionality to help serve clients quickly and easily, such as basic write-up, general ledger, payroll, customizable financial statements, accounts receivable, accounts payable and more.
Planned enhancements: E-file 940s and 941s; faster transaction entry; improved integration with Lacerte; corrected compliance forms; new posting options; new search/find; tighter after-the-fact payroll controls; more flexible financial statements; bank reconciliation; and auto transactions in accounts payable.
Users: N/A.
Platforms: Windows 98, 2000, ME, NT and XP.
Pricing: New user - $1,590; upgrade - $850.
Maint./support: In-product, online, e-mail and telephone.
Training: Product training available via Internet and locally.
Customer contact: (800) 934-1040. WRITE-UP SOLUTION
Creative Solutions Inc.
This multi-platform program automates all processes, from entering data to generating financial statements, to preparing year-end reports and handling after-the-fact payroll reporting. It fully integrates with Creative Solution's accounting and tax preparation software applications.
Planned enhancements: N/A.
Users: 16,000+ firms.
Platforms: Windows 98, 2000 NT and XP; Novell, NT and 2000 Terminal Server; Citrix MetaFrame.
Pricing: Single user - starts at $1,800; multi-user - $1,000 for four users; $400 for additional four-user bundles.
Maint./support: Annual fees - 7.5 percent to 20 percent of retail, depending on license type. Tech support - $90 per hour.
Training: Hands-on classroom, teletraining, on-site and interactive computer-based; getting started guide and vendor's annual users conference.
Customer contact: (800) 968-8900 or csisales
Accpac (Best Software)
This software enables organizations to manage and coordinate all interactions related to sales, marketing, customer care, operations and financial information across multiple channels, departments, industries, languages, currencies and locations. It works with thin-client architecture designed for the Web and wireless devices, including hand-helds and cellular phones, and fully integrates with Accpac's Advantage and Pro Series accounting software. It's also available Web-hosted at AccpacCRM.com.
Planned enhancements: New upgrades and performance enhancements to be announced in Version 5.7, slated for release in 2005.
Users: 13,000+.
Platforms: Windows; XP; Microsoft SQL; Oracle; Sybase; IBM DB2.
Pricing: Single user - SalesTeam, $595; CRM, $995 (boxed product). Hosted version - SalesTeam, $49 per user per month; CRM, $69 per user per month; five-user system - $995 per year.
Maint./support: 18 percent to 40 percent of software's suggested retail price.
Training: Certification, solution provider and end-user training available online, on-site and classroom.
Customer contact: (800) 945-8007 or sales
Microsoft Business Solutions
This customer relationship management solution includes a full software suite plus hands-on assistance with installation, customization and maintenance from Microsoft Business Solutions partners, and an array of optional services and support from Microsoft Technical Support Services. It is designed specifically for middle-market businesses, enabling them to handle a full range of sales and customer service functions.
Planned enhancements: The 1.2 version includes an improved user interface, enhanced Outlook capabilities, and updated reporting and set-up functionality. Features integration with the vendor's Great Plains 8.0 accounting solutions. Also to be available worldwide in over 50 countries.
Users: 3,500.
Platforms: Windows 2000, XP.
Pricing: From $395 per user plus $995 for the server (Standard level) to $1,295 per user plus $1,990 for the server (Professional Suite level).
Maint./support: Maintained and supported via the MBS Software Assurance Program, included with all license purchases.
Training: Typically through MBS solution partners.
Customer contact: MBS Support Services or local authorized dealer, (800) 456-0025 or mgpinfo
Best Software Inc.
Designed to meet the distinct needs of small to midsized businesses, SalesLogix delivers integrated sales, marketing, customer service and support automation solutions that adapt to users' unique customer acquisition, retention and development processes. SalesLogix provides a complete CRM solution that is flexible and easy to use, and readily accommodates growth and changing business requirements. Version 6.2 adds a new customer service module and the SalesLogix for Pocket PC option.
Planned enhancements: Version 6.2 released in August 2004.
Users: 6,000 sites.
Platforms: All Windows, including XP.
Pricing: Per seat - starts at $795; server pricing - starts at $1,795.
Maint./support: 20 percent of the software's list price includes total maintenance and support.
Training: Offered through the partner channel, prices vary. Online training also available.
Customer contact: (866) 308-BEST or sales
Epicor Software Corp.
Epicor Enterprise is an end-to-end suite of industry-specific solutions for global midmarket enterprises. From CRM and enterprise service automation to financial and supply chain management, solutions are complemented by a full range of services, providing a single point of accountability promoting rapid return on investment and low cost of ownership. Epicor Enterprise leverages Microsoft .Net technology and servers.
Planned enhancements: Enhancements in distribution, financials, procurement, sourcing and hospitality suites.
Users: 4,000+.
Platforms: Windows 2000, 2003 and XP.
Pricing: Single user - N/A; multi-user - $25,000 for five-user pack.
Maint./support: Annual fees - 20 percent of purchase price.
Training: $500 to $2,000 per class.
Customer contact: (800) 997-7528 or info
Exact Software
Macola ES is an ERP-II solution for midsized enterprises that includes integrated financial, distribution, manufacturing, human resources and supply chain applications to help customers perform their accounting, control their inventory, process their orders and plan their material and resource usage in a Microsoft SQL environment. Offering a scalable and flexible environment that provides strategic visibility into a company's business processes, Macola ES allows organizations to operate more effectively and efficiently.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 2000, NT and XP.
Pricing: Contact vendor.
Maint./support: Contact vendor.
Customer contact: Kamma Cobb, manager of sales services, (800) 468-0834 or kamma.cobb
Best Software Inc.
Originally launched as an accounting application, Best has expanded MAS 500 into an integrated suite that includes accounting, manufacturing, business intelligence, CRM, e-commerce, fixed asset management, HR/payroll and project accounting. It is scalable, with customization capabilities and easy integration with Microsoft Office, back office systems and the Internet. The latest version began shipping in September 2003.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 95, 98, 2000, NT and XP.
Pricing: Single user - $10,000; multi-user - $15,000; starter pack - $15,000; avg. price per module - $3,000.
Maint./support: Maintenance - 15 percent of software price. Tech support - 5 percent or 15 percent depending on service level.
Training: Varies.
Customer contact: (800) 854-3415 or sales
eMoney Advisor
eMoney's AdvisorPlatform is a Web-based wealth planning and client management tool that enables more complete planning and better servicing of the client's needs. Advisors can take advantage of a comprehensive planning center, proactively manage their client relationships and increase revenues and assets under management.
Planned enhancements: Goal planning for education, retirement and expenses; multiple client levels; advanced data sharing; ability to aggregate liabilities; support for foreign currencies; portfolio design center; wizard-based data entry; enhanced estate planning; and output to MS Powerpoint.
Users: Thousands of advisors and planners, including those associated with PricewaterhouseCoopers, CBiz, MassMutual and Union Central, among others.
Platforms: Web-based platform works with Windows XP, Unix/Linux, Sun and Mac.
Pricing: $1,500 per advisor seat, plus $400 per client seat. Enterprise pricing depends on amount of configuration desired and number of advisors and client seats.
Maint./support: Online support and upgrades included with individual license.
Training: Training available via online Webcasts, through customer service and through videos.
Customer contact: (888) 362-8482. MORNINGSTAR PRINCIPIA
Morningstar
Morningstar Principia is designed to help financial professionals research six types of investments - stocks, mutual funds, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, and separate accounts - and combine them in real-world portfolios. Its portfolio tools simplify construction and analysis, making it easier to diagnose problems and monitor investment plans. Principia covers a huge number of stocks, mutual funds and more, and offers various levels of reports, a portfolio construction tool, and a tool for creating hypothetical illustrations.
Planned enhancements: N/A.
Users: 50,000.
Platforms: Windows 98, NT 4.0, ME, XP or 2000.
Pricing: Ranges from $615 for a subscription to one investment database to $2,695 for a subscription package spanning multiple investment universes.
Maint./support: Tech support included in subscription fee.
Training: Online and classroom training starts at $99 per person.
Customer contact: (800) 735-0700 or advisorsupport
Emerging Information Systems Inc.
NaviPlan is a financial planning software suite that addresses the full wealth management spectrum. Advisors select planning features on a client-by-client basis to deliver the most relevant level of advice in the fewest possible steps. NaviPlan Standard provides three levels of goal-based analysis, and NaviPlan Extended provides sophisticated cash flow-based planning features.
Planned enhancements: In January 2005, NaviPlan Standard will be available on an ASP platform. Also expected: a financial assessment tool for completing needs analyses in 10 minutes, and new action-oriented client reports.
Users: 70,000.
Platforms: Windows 98, ME, NT, 2000 and XP; Internet Explorer 5.5 or higher.
Pricing: One-year, single-unit NaviPlan Standard - $625; Extended - $1,250; NaviPlan Suite (includes Standard and Extended) - $1,550.
Maint./support: Technical support, regularly scheduled product enhancements and updates to tax calculation engine are included with license. Product upgrades are typically released twice annually.
Training: Free training, support and product update resources are available online at a product support Web site for both licensed and trial NaviPlan users. Live, Web-based training sessions available.
Customer contact: Sales - (888) 692-3474 or sales
Brentmark Software Inc.
PFP Notebook's modular areas include client section, financial data, risk management, investments, retirement planning, estate planning, education funding and income tax. It generates calculation reports and 3-D color graphs, and includes customizable explanatory text. It also interacts with other Brentmark programs, including Pension Distributions Planner and Pension & Roth IRA Analyzer. Reports can now be saved as PDF or RTF files.
Planned enhancements: More integration with other Brentmark products and other vendors' products.
Users: N/A.
Platforms: Windows, including XP.
Pricing: Single user - $595; multi-user - $1,190 (two to 10 users at one location).
Maint./support: Annual fee - $199 per single-user version. Tech support - N/A.
Training: N/A.
Customer contact: Nicole Maholtz, (800) 694-7624 or nicole
Financial Profiles
Available in both desktop and Web versions, Profiles+ Professional enables advisors to provide actionable financial advice to solve specific client needs. The solution also streamlines data gathering and multiple scenario generation for increased productivity and risk management.
Planned enhancements: Advanced estate planning in V. 7.5.
Users: 50,000.
Platforms: Windows 98, 2000, NT and XP.
Pricing: $1,000 per seat; asset allocation, estate planning, Monte Carlo calculations extra.
Maint./support: Included.
Training: Regional training conferences and sessions, Web-based training, CD tutorials.
Customer contact: (800) 237-6335. VIEWPLAN ADVANCED
CCH Tax and Accounting
This estate planning software enables practitioners to graphically compare multiple estate planning scenarios with clients. The presentation tool generates customizable flowcharts, graphs and reports that summarize planning scenarios for presentations. Modules cover mutual funds, stocks, variable annuities, closed-end funds and separate accounts.
Planned enhancements: Enhanced reporting and graphical capabilities.
Users: N/A.
Platforms: Windows, including XP; Novell NetWare.
Pricing: Starting at $1,500 new ($850 renewal); multi-user rates available.
Maint./support: N/A. Toll-free tech support included.
Training: On-site, teleconferences and Web conferences.
Customer contact: http://tax.cchgroup.com. FIXED ASSETS BNA FIXED ASSETS
BNA Software
Designed for use by companies and accounting firms of all sizes, BNA Fixed Assets allows users to manage asset data while maintaining a transparent audit trail. It is available in traditional desktop and client/server platforms, as well as in a hosted, Internet-based service. The latest release of the software includes support for modifying an asset's life, method, convention and rate automatically for multiple assets at the same time. The program also supports managing assets in multiple currencies.
Planned enhancements: Enhanced support for multi-period accounting.
Users: N/A.
Platforms: Windows 98, ME, NT, 2000 and XP; Novell NetWare (depending on edition).
Pricing: Single user - $745 to $2,345 (depending on product type); multi-user - $205 to $225 each. For server or Web pricing, contact vendor.
Maint./support: Toll-free telephone tech support included.
Training: Available. Data conversion services also available.
Customer contact: (800) 424-2938 opt. 3 or info
Creative Solutions Inc.
Depreciation Solution combines complex depreciation processing capabilities with the ability to custom-sort asset data. It also provides report-writing capabilities, and integrates with Creative Solutions' tax preparation, accounting and document management software products.
Planned enhancements: N/A.
Users: 15,000+ firms.
Platforms: Windows 95, 98, NT and XP; Novell NetWare, NT and 2000 Terminal Server; Citrix MetaFrame.
Pricing: Single user - $1,100; multi-user - $300 for four users; $300 for additional four-user bundles.
Maint./support: Annual fees - 7.5 percent to 20 percent of retail price, depending on license type. Tech support - $90 per hour.
Training: Hands-on classroom, teletraining and on-site; getting started guide and Creative Solutions' annual users conference.
Customer contact: (800) 968-8900 or csisales
Best Software Inc.
Suited for businesses of any size, FAS Solutions combine asset accounting, asset inventory and report-writing functionality, integrates with general ledger solutions, and provide fixed asset depreciation calculations for financial and tax reporting, and personal property tax filings. They cover the whole fixed asset life cycle, from acquisition to disposal, and are available in specifically developed government and nonprofit versions.
Planned enhancements: December 2004 - annual tax update, including information about latest tax regulations, forms and rates.
Users: 100,000+.
Platforms: Windows, including XP; network versions available for both Windows and Novell NetWare.
Pricing: FAS Asset Accounting, single user - starts at $2,245; FAS Asset Inventory with FAS Report Writer, single user - starts at $2,805; FAS Asset Accounting, FAS Asset Inventory and FAS Report Writer, single user - starts at $3,935.
Maint./support: Contact vendor for rates, which include unlimited phone and online support as well as annual software updates.
Training: Web-based - from $225; classroom - from $650.
Customer contact: (800) 368-2405 PROSYSTEM FX FIXED ASSETS
CCH Tax and Accounting
This asset tracking, management and reporting solution streamlines all depreciation tasks, and allows users to customize reports, asset information and screen views, while fully integrating with CCH's ProSystem fx Tax compliance software.
Planned enhancements: New version scheduled for December release includes ability to copy assets from the right-click menu; add K-1 entity type to TaxLink for Worksheet view; ability to sort Asset ID numerically rather than alpha-numerically; group like-kind exchanges; option to elect out of bonus depreciation; option to set default property type in asset global settings; a feature to hide fully depreciated/disposed assets on year-end close; import and export capabilities from and to Global fx; exchange detail report; and Forms 4562/4797 available in years beyond 2004.
Users: 2,000.
Platforms: Windows 98, ME, NT, XP and Professional; Novell NetWare; Citrix Metaframe.
Pricing: Single user - $1,475; additional users - $130 each.
Maint./support: Annual fees - 35 percent of catalogue price. Tech support is included.
Training: Web-based training - $50.
Customer contact: (800) 739-9998 opt. 6. FORMS
E-FORM AND E-FORM RS
RIA (Thomson)
E-Form, a CD-ROM product, and e-Form RS, an Internet-based service, each provide access to nearly every federal, state and local tax form needed under a unified system. E-Form RS is accessible to practitioners anytime and is updated daily.
Planned enhancements: Additional client profile fields: fiduciary name, county, ZIP+4, e-mail, business contact name and phone number. Adding paid preparer e-mail addresses and multi-state form selection for generic forms that may be applicable to multiple states. Supporting 1D variable barcode forms and printing to PDF. Daily content updates.
Users: 154,000+.
Platforms: Windows 2000 and XP; Novell NetWare.
Pricing: RS - $690 and up; CD single user - $625 and up; multi-user - $660 and up.
Maint./support: No annual fees. Tech support - toll free.
Training: Web-based tutorial and product assistance Web site are free. Virtual classroom training starts at $99 for two hours of CPE.
Customer contact: (800) 950-1216 or ria.thomson.com.
LASER LIBRARIAN
Nelco/Greatland
Laser Librarian has more than 8,500 government-approved forms on CD-ROM, and includes forms, official instructions, tax tables, publications, worksheets and supporting schedules for information gathering, form completion and printing. It includes reminders of filing deadlines, compliance changes and tax tips. Ten CDs are sent throughout the season, with online updates available between releases. It can be used stand-alone, or as a complement to any tax package. Various package combinations are available, as are network options.
Planned enhancements: Updated printing functions, including background printing and updates to the spooling functions.
Users: N/A.
Platforms: Windows 95 and higher.
Pricing: Single user, federal and all states - $520; federal and 10 states - $310; federal and five states - $290; only federal forms - $205; only all state forms - $415. Multi-user, up to three - $125; up to five - $210; up to 10 - $370; up to 25 - $580; up to 50 - $790; up to 100 - $1,575.
Maint./support: Software must be purchased each year. Toll-free phone support.
Training: Online tutorial and help files.
Customer contact: (800) 968-1099 or www.laserlibrarian.com.SUPERFORM TAX FORMS
STF Services Corp.
This e-forms library contains more than 10,000 current, government-approved federal, state and local forms. The forms have automatic calculation functionality with override capacity; hot links to instructions and calculating worksheets; profiles that transfer client and preparer information to forms and schedules with no re-keying; pop-up notes with due dates and important filing information; and real-time updates. IRS publications, state tax guides, directories of tax agencies and prior years' forms back to 1993 are also included. Internet and CD-ROM versions are available.
Planned enhancements: Continuing expansion of forms coverage.
Users: 10,000+.
Platforms: Windows, Windows XP and Novell NetWare.
Pricing: Single user - $205 to $625; multi-user - $125 to $790 additional.
Maint./support: Includes toll-free support and a tax forms hotline.
Customer contact: (800) 541-7197 or sales
ATX/Kleinrock
ZillionsForms' over 10,300 forms look identical to the printed versions and can be filled out on your computer screen, making tax preparation a breeze. Plus, ZillionForms is powered by the same engine as ATX's Max software, and features automatic error-checking to alert you to any mistakes.
Planned enhancements: Constantly adding new forms from federal, state and local sources.
Users: ATX/Kleinrock has over 52,000 total users.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Up to thee users in one location - $330 (plus shipping and updating); four+ users - $495 (plus shipping and updating). Costs for networked versions vary.
Maint./support: Standard maintenace and support included in price. Support available for an additional $100.
Training: Training video on CD, user's guide, program tutorial.
Customer contact: Kurt Mueller, (248) 352-8500. NONPROFIT COUGAR MOUNTAIN FUND SUITE
Cougar Mountain Software
An integrated accounting and financial management software package designed for nonprofits and government agencies, the Fund Suite handles multiple funds or grant tracking with comprehensive budget comparisons. Each fund can have its own fiscal calendar, separate from the organization's fiscal calendar. The software also handles complex transactions, including inter-fund transfers and fund balancing; fully conforms to generally accepted accounting principles; and provides reporting for FASB Standards 116 and 117.
Planned enhancements: Version 9 was released in Fall 2004.
Users: 20,000+ installations.
Platforms: Windows 2000 or XP Professional.
Pricing: Single-user - $999; four users - $1,999; unlimited users - $2,999.
Maint./support: Various plans available. Support is also available through authorized resellers nationwide.
Training: $795 per person for three-day training at Cougar U in Boise, Idaho, or $995 per day plus all expenses at customer's site (three-day minimum). Online training - $250 to $720.
Customer contact: (800) 388-3038 or sales
Blackbaud Inc.
This financial management solution assists nonprofits in making informed decisions and evaluating financial health and demonstrating accountability. Its features include: a general ledger; project, grant and endowment management; allocation management; budget management; advanced budget management; accounts payable; purchase orders; e-requisitions; fixed assets management; cash management; electronic funds transfer; cash receipts; payroll; accounts receivable; point of sale; student billing; and advanced security. Also available for system customization are Visual Basic for Applications and Application Programming Interface. Although the system can be used as one fully integrated unit, each organization can decide which modules it needs and can purchase additional modules as necessary.
Planned enhancements: Payroll and student billing.
Users: 3,700.
Platforms: Windows, including XP.
Pricing: Starts at $2,000; based on number of modules and user licenses.
Maint./support: 20 percent of list price; includes phone support, Web and e-mail, plus bulletins, searchable knowledge base, FAQs, e-mail listserv and all upgrades.
Training: GL classroom training is $1,125; additional classes offered depending on modules used.
Customer contact: (800) 443-9441 or solutions
Executive Data Systems Inc.
This 32-bit Windows financial reporting system includes 10 accounting modules and integrated fund-raising software and add-ons. Budget options on financial statements include current period, year-to-date, annual budgets and project budgets for multi-fiscal year reporting. General ledger report-writing provides user-defined financial statements, including columnar financial data choices, by menu selection.
Planned enhancements: Tighter integration of sales accounting with fundraising software.
Users: 2,000+.
Platforms: Windows 95, 98, 2000, XP and NT; Novell NetWare.
Pricing: Single user - $1,500 for GL with budgeting and multi-fiscal year reporting; multi-user - $2,300 for GL with budgeting and multi-fiscal year reporting. Avg. price per module - single user, $1,000; multi-user, $1,500.
Maint./support: No annual maintenance fees. Tech support - $175 to $325 per module; free updates with support.
Training: Three days for $595.
Customer contact: G. William Spann, vice president, (800) 272-3374 or gws
Best Software Inc.
One of three fund accounting systems available from Best, this is a solution for nonprofits managing an annual budget of up to $10 million with advanced budgeting, allocation and grant management requirements. It allows organizations to track and report on multiple funds across multiple budget periods, and demonstrate financial responsibility and compliance (including with FASB) through industry-leading budgeting and reporting capabilities.
Planned enhancements: The 2004 release included major improvements to budgeting, AR and an advanced grant administration module.
Users: 5,000+.
Platforms: Windows, including XP; Novell NetWare.
Pricing: Single user - starts at $2,795; multi-user - starts at $3,795 for three users.
Maint./support: Annual maintenance fee - 10 percent of list price; unlimited annual support - 15 percent.
Training: Web-based - $250; classroom - $350 per person/session.
Customer contact: David Warner, (800) 811-0961 or david.warner
Serenic Software Inc.
Serenic Navigator provides a suite of revenue and expense management applications for not-for-profits and governments. Powered by Microsoft Business Solutions' Navision, Serenic Navigator enables the management of an unlimited number of funds, the automation of transaction approvals, and the monitoring of budgets in real-time with advanced tools for managing complex allocations. Serenic Navigator also provides generation of SFAS 117- or GASB 34-compliant financial reports. Its modules include GL, cash management, AP, AR, purchasing, requisitions, HR/payroll, project accounting, inventory, fixed assets, workflow management with approvals, advanced allocations, advanced budgeting, and more.
Planned enhancements: Version 4.0 is expected to be released in February 2005. New features will include smart tag integration to workflow management, business notifications, business analytics (OLAP), and redesigned menu structure.
Users: 120+.
Platforms: Windows, Windows XP.
Pricing: Per module - from $2,500 to $5,000.
Maint./support: Annual fees - from 16 percent to 24 percent of software purchase price.
Training: Included with software implementation upon request.
Customer contact: Chris Stevenson, vice president of sales, cstevenson
Advanced Micro Solutions Inc.
1099-Etc supports the filing of W-2 and 1099 forms. Its A-T-F Payroll option prepares payrolls on an after-the-fact or before-the-fact basis. A forms option includes the same forms as ATF with additional federal and state payroll forms.
Planned enhancements: Transmit completed tax forms and reports to client/employer for viewing or printing via a secure third-party service -planned for the end of 2004.
Users: 13,000.
Platforms: Windows 95, 98, 2000, NT and XP; Novell NetWare.
Pricing: Per module - $75 to $105; $405 for all modules.
Maint./support: Free with product purchase.
Training: Via built-in tutorial.
Customer contact: Kyle McCorkle, product support director, (405) 340-0697 or kyle
Best Software Inc.
Abra Payroll handles payroll on the desktop or a network. Users can create special payroll runs; evaluate data and reconcile payrolls and quarter-ends with online analyses; generate cost accounting and labor distribution reports; secure sensitive payroll information; prepare payroll taxes; manage direct deposit elections; and print custom checks. It also features standard, ad hoc query and Crystal reporting options. An employee self-service option supports online pay stubs, check history, W-2 and W-4.
Planned enhancements: N/A.
Users: 5,000+.
Platforms: Windows 2000, NT and XP; Windows Server 2000 and 2003; Novell NetWare.
Pricing: Single user - $1,840 (for up to 75 employee companies); multi-user - $510 for each additional user; avg. price per module - $968; suite of core modules - starts at $3,530.
Maint./support: Averages 20 percent to 25 percent of license price per year, includes quarterly tax and legislative updates, version upgrades, unlimited telephone and Web technical support. Tech support included in annual fee.
Training: Three-day payroll classroom training - $1,320.
Customer contact: Best Software at (800) 424-9392, or local Abra-certified business partner for local user group information. COMPLETE PAYROLL
Intuit Inc.
A full-service solution that can be used with or without QuickBooks, it handles all tax calculations, files and pays payroll taxes, and processes W-2s. Paychecks can be delivered, printed from a PC, integrated with direct deposit, or a combination of all three.
Planned enhancements: N/A.
Users: 800,000+ across all payroll products.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Starts at $100.
Maint./support: No maintenance required; full support available.
Training: N/A.
Customer contact: (800) 365-9621. EASYPAY NET
Automatic Data Processing Inc.
This online offering from ADP's Small Business Services group hosts and maintains data, which users access over the Internet to process their payrolls. The program also allows for users' accountants to access and process their client's payroll.
Planned enhancements: N/A.
Users: 17,000+.
Platforms: Windows 95, 98, 2000, ME, XP and NT.
Pricing: Contact vendor.
Maint./support: Included with purchase.
Training: Included with purchase.
Customer contact: Lisa Appello, marketing manager, (212) 974-5271 or lisa_appello
Paychex Inc.
This Internet-based program serves businesses from one to 1,000 employees and enables users to enter payroll, create checks, change employee records and access other payroll options. With client authorization, payroll data is also available to users' accountants. Payroll reports can be delivered online or printed and sent to the client via mail. It also allows payroll information to be posted directly to most accounting software.
Planned enhancements: N/A.
Users: 505,000.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Depends on factors including number of employees, region and services selected. As an example, the price for processing payroll bi-weekly for a company with 10 employees in the eastern region of the U.S. is $42.05.
Maint./support: Tech support and training included. A live, instructor-led Web seminar is available at www.paychex.com.
Customer contact: (800) 322-7292 or sales
PayCycle Inc.
An online self-service solution for small business clients, PayCycle guides users through the entire payroll process - including set-up, paychecks, federal and state payments and filings, W-2 and 1099 form filings, e-mail reminders of pay day and tax-due dates, direct deposit and multi-state tax calculations. It integrates with accounting applications, including QuickBooks, QuickBooks Online, Microsoft Money, CCH ProSystem fx Write-up and Quicken 2004. PayCycle also has a wholesale program for accounting professionals.
Planned enhancements: Before the end of the year, PayCycle plans to offer e-payments and filings for 1099 contractors.
Users: N/A.
Platforms: Windows and Mac.
Pricing: $14.99 per client per month for the first five clients; $9.99 per month for subsequent clients.
Maint./support: Free.
Training: N/A.
Customer contact: (866) 729-2925 or help
AccountantsWorld
A payroll processing solution designed exclusively for accountants that enables them to set up a payroll practice in the amount of time they have available. Users can choose the full service option, by faxing the basic payroll information or entering payroll data and letting Payroll Relief AC do the rest. AccountantsWorld provides all the payroll services the accountant and client require, including payroll checks, direct deposits, tax deposits, compliance forms, payroll reports and W-2s/W-3s. The solution comes with full marketing support.
Planned enhancements: Full service option.
Users: N/A.
Platforms: Windows, including XP.
Pricing: $5.95 per employer, per weekly payroll.
Maint./support: Annual fees - N/A.
Training: N/A.
Customer contact: Lenny Bottiglieri, (888) 999-1366 or lbottiglieri
Creative Solutions
Payroll Solution supports multi-department, multi-state, tipped employees; user-defined payroll; deduction and withholding items; impounding; unlimited checks per employee and vendor; 940/941 e-filing; and over 30 configurable reports. A custom report writer and direct deposit modules are available as options.
Planned enhancements: N/A.
Users: 7,000+ firms.
Platforms: Windows 98, 2000, NT and XP; Novell NetWare; NT and 2000 Terminal Server; Citrix MetaFrame 1.8 and XP.
Pricing: Single user - starts at $1,500; multi-user - $1,000 for first four users, $400 for additional four-user bundles.
Maint./support: Annual fees - $1 per month per licensed client. Tech support - support contracts are available, otherwise support is $90 per hour billed monthly in 10-minute increments.
Training: Hands-on classroom training, tele-training, on-site, and online. Also available - electronic tutorial, getting started guide and tutorial, and Creative Solutions' annual users' conference.
Customer contact: (800) 968-8900 or csisales
Greatland Corp.
This desktop software produces federal W-2, 1099 and 941 information returns, and helps preparers generate government-approved forms, federal quarterly reports, and wage forms for 44 states. It has several data import options, supports an unlimited number of EINs, and can sort and produce customized reports. Users can also print on pre-printed forms or on blank perforated paper, or, for federal forms, outsource the printing/mailing of both recipient and payer copies. WinFiler also supports e-filing, and has Internet updates to keep forms current.
Planned enhancements: N/A.
Users: 8,500.
Platforms: Windows 98, ME, 2000, NT and XP.
Pricing: Single user - WinFiler, $139 to $363; WinFiler Plus with state and quarterly forms, $249 to $473; network version - WinFiler, $248 to $472; WinFiler Plus with state and quarterly forms, $358 to $582; starter package - $139.
Maint./support: Free tech support.
Training: Getting started guide is shipped. Tutorial guide and online help included in software.
Customer contact: (800) 968-1099 or taxsales
Accpac Business Analysis Suite
Accpac (Best Software)
This application turns financial statement data into information about a company's condition, and produces interactive one-page financial scorecards and 19-page "client-ready" business health reports. It identifies areas for improvement, and can evaluate and forecast the impacts of various decisions.
Planned enhancements: N/A.
Users: 5,000.
Platforms: Windows 98, ME, NT, 2000 and XP.
Pricing: Single user - Comprehensive Financial Organizer and Key Performance Indicators, $1,000 each; Business Advisor - $500.
Maint./support: Fees - 18 percent to 28 percent of product suggested retail price.
Training: Through selected Accpac consultants.
Customer contact: (800) 945-8007 or sales
IDEA - DATA ANALYSIS SOFTWARE
CaseWare IDEA Inc.
IDEA can read, display, analyze, manipulate, sample or extract from data files from almost any source - mainframe to PC, including reports printed to a file. IDEA also helps meet the requirements of SAS 99 and Sarbanes-Oxley 404 compliance.
Planned enhancements: Support for PDF import; Smart Analyzer - an optional component, with sample audit tests.
Users: 150,000+.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Single-user - $1,795; volume discounts available. IDEA Express - $499 per user.
Maint./support: Annual fees - 25 percent (first year free for IDEA, first month free for IDEA Express).
Training: User group, Audimation Services Inc.
Customer contact: Audimation Services Inc., (888) 641-2800; Canada and the Caribbean - Henry Long, (416) 867-9504 ext. 285.
MICROSOFT BUSINESS SOLUTIONS FOR ANALYTICS - FRX 6.7
Microsoft Business Solutions
A financial reporting application for the mid-market, with existing interfaces to more than 50 financial accounting systems, FRx Software offers Microsoft Business Solutions for Analytics (Integration Designer 2.0), which allows FRx 6.7 to be used with most mid-market segment general ledger packages. Key FRx components include: Report Designer; Report Launcher; DrillDown Viewer; Flexibility Trio; Row Format, Column Layout; Reporting Trees; Report Server; WebView and WebPortl instant!OLAP and Report Manager.
Planned enhancements: Wizard-based report generator, tighter integration with Microsoft applications and tools.
Users: 450,000 (est.).
Platforms: Windows, Windows XP.
Pricing: Starts at $4,500; based on size of implementation, number of named users and GL interface. Implementation and training services available at an additional cost.
Maint/support: Includes tech support, as well as product enhancements. Cost is 20 percent of list price.
Training: Classroom - $895 per student for two-day course. Internet-based - varies by topic. Live Web classes - $895 per student for two-day course.
Customer contact: Holly Simpson, vice president of sales, (800) 379-8733 or sales
SageWorks Inc.
This financial analysis program, used for consulting to privately held companies, translates financial statement data into Microsoft Word reports that assess a company's financial performance, compare the company to its industry peers, and make recommendations for business improvement. Over 1,300 industries are covered.
Planned enhancements: Individual financial statement analysis and nonprofit analysis.
Users: 1,500+ accounting firms in North America, New Zealand, Australia and the U.K.
Platforms: Windows, including XP.
Pricing: Annual subscription - contact vendor for details.
Maint./support: Tech support included with subscription.
Training: Included.
Customer contact: Scott Ogle, (877) 724-3967 ext. 525 or scott.ogle
CCH Tax and Accounting
This financial diagnostic and analytical solution parlays client data into an interactive strategic planning tool, enabling users to show clients the outcomes of "what if" scenarios and develop detailed plans for reaching goals. Profit Driver integrates with ProSystem fx Tax Engagement and ProSystem fx Tax, as well as data in spreadsheet form.
Planned enhancements: Benchmarking; integration with Tax; advanced KPI module.
Users: App. 50.
Platforms: Windows 2000, XP, 2003.
Pricing: Network - $4,750 (three concurrent users), $750 per user for additional concurrent users; standalone - $2,250 for first user, $750 per additional user.
Maint./support: Annual fees - none. Tech support included with license.
Training: Online training.
Customer contact: (800) PFX-9998.
PRACTICE MANAGEMENT
BILLING MATTERS 6.0 PLUS ACCOUNTING
LexisNexis Time Matters Software
A time and billing and accounting system designed to let users manage their billing and accounting needs from one application. Its billing features range from simple to advanced, with basics such as flat fee, bill-in-advance, one-time fee, progress or interim billing. Advanced features include consolidated and split billing, and an array of productivity, profitability, effective bill rates and fee allocation reports. Links include bi-directional real-time links with Lexis-Nexis' Time Matters comprehensive practice management product. Billing Matters Plus also links with the Palm, Pocket PC or BlackBerry wireless handhelds and offers synchronization with Outlook.
Planned enhancements: N/A.
Users: 1,100+.
Platforms: Windows 95, 98, 2000, NT and XP; Linux; Novell NetWare; Internet.
Pricing: First user, Professional Edition - $525; first user, Enterprise Edition - $1,050; additional users - $300 for Professional, $600 for Enterprise.
Maint./support: First 90 days free; each incident thereafter is $50 each or users can purchase support packages at discounted prices.
Training: Online, user manual; CD-ROM-HelpCam; vendor-operated training facility; national training facilities; Web site support; and a national network of authorized independent consultants.
Customer contact: (800) 328-2898, (919) 467-1221 (outside North America), or sales
Best Software Inc.
Formerly known as Visual Practice Management, CPAPractice Manager combines multiple functions in one database, including daily time entry, contact management, due-date tracking, scheduling, project and employee budgeting, billing, invoicing, and accounts receivable. A Web-hosted ASP configuration is available. CPAPractice Manager now integrates with CCH ProSystem fx Tax, Best's Abra and MAS 90/200 and 500, eAnalytics Portal, LLC, and Microsoft Outlook. There is also integration between the CPASoftware Suite of products for accountants, which also features write-up, payroll, accounts receivable, accounts payable and depreciation functions.
Planned enhancements: Semi-annual update releases, which are included as part of support agreement.
Users: 80,000+.
Platforms: Windows 95, 98, 2000, NT and XP; Novell NetWare.
Pricing: Varies. $210 to $290 per seat; Web and wireless time entry - $75 per user.
Maint./support: $50 per seat. Support - first six months is free, including first 60 days of priority support for new customers.
Training: Variety of options, including classroom training in Pensacola, Fla., regional, Web-based and on-site.
Customer contact: (800) 272-7123 or sales
CREATIVE SOLUTIONS PRACTICE
Creative Solutions Inc.
An integrated suite of six programs, designed to help firms maximize productivity and profitability, Creative Solutions Practice handles everything from time and billing to project management and staff scheduling. Modules include scheduling, timekeeping, CPE management and reporting.
Planned enhancements: N/A.
Users: 5,000+ firms.
Platforms: Windows 95, 98, 2000, NT and XP; Novell NetWare; Citrix MetaFrame 1.8; NT, 2000 and XP Terminal Server.
Pricing: Avg. single user - starts at $900; multi-user - $1,500 for network; bundle of all modules - $1,800; avg. price per module - $200.
Maint./support: 7.5 percent to 20 percent of retail depending on license type. Tech support - $90 per hour billed monthly.
Training: Hands-on classroom training, tele-training, on-site training, and consulting.
Customer contact: (800) 968-8900 or csisales
IMAGINE TIME
Both Worlds Software Inc.
Originally developed in 1986 as a DOS product, Imagine Time was transformed to Windows in 1997, and now combines time and billing with practice management, contact/calendar management, due-date tracking, and a Tax Tickler project/work reminder function.
Planned enhancements: N/A.
Users: 3,000.
Platforms: Windows 95, 98, 2000, NT and XP; Novell NetWare.
Pricing: Avg. price per module - $750.
Maint./support: First-year program costs 18 percent of product list price, and provides product updates; significant new features; minor software refinements; database updates; federal, local and Canadian provincial tax updates; professional services tools library; support for incidents with a three-hour guarantee; and an orientation training CD. Subsequent-year services plans available at 16 percent of product list price.
Training: Classroom, computer and Internet-based training and manuals.
Customer contact: Fred Lindsley, (877) 520-1525 ext. 204.PROSYSTEM FX PRACTICE
CCH Tax and Accounting
The practice management component of the ProSystem fx Office suite is designed to capture more billable hours and bill more quickly. Integration with other applications in the suite provides for rapid access to management information. ProSystem fx Practice features 24/7 time capture with Global Time Entry, which allows users to enter time via the Web. The PDA Time Entry tool leverages the Palm OS, and the remote time entry module allows users to take Practice on their laptop. Internet Connect gives users the ability to connect to their server-based Practice program and database via an IP connection.
Planned enhancements: New integration with Microsoft Outlook; interface with clients and contracts; integration with Global fx - time clocks and invoice transactions; client inquiry. Updated project status from within ProSystem fx Tax.
Users: 48,000+ users; 3,000+ firms.
Platforms: 100 percent IBM-compatible Pentium PC. For networks, NetWare v. 5.1 or higher, Windows 2000 Server, ME, 98, 2000 Professional, and XP Professional.
Pricing: Five-user license fee - $1,700; additional users above five - $110 each.
Maint./support: Annual fees - none. Tech support included with license.
Training: New user implementation - $350; one-to-one Web training - $150 per hour. On-site full-day training: - $1,500 plus expenses.
Customer contact: ProSystem fx Sales, (800) 739-9998.TABS3
Software Technology Inc.
A time and billing system that enables users to customize buttons with the tasks they perform most often, with up to 50 fields in the client file. It also tracks hours worked and hours to bill; determines hours compared to recommended goals; enters new billable timekeeper rates before they become effective; collects client fees in advance; generates weekly and monthly bills; and provides recap statements at the end of a project or year.
Planned enhancements: N/A.
Users: 400,000+.
Platforms: Windows XP and Novell NetWare.
Pricing: One to two timekeepers - starts at $295; multi-user (up to five) - starts at $995; avg. price per module - $1,495.
Maint./support: Single user - $105 per year; multi-user - $280 per year. Free phone support, free updates released during the maintenance period and special pricing on higher levels of a product.
Training: Multi-media training and product manuals are provided. Custom training is available in person from local dealers or remotely from STI via WebEx.
Customer contact: (402) 423-1440 or sales
Best Software
Timeslips 2005 includes billing cycle tools such as time and expense tracking, intuitive bill customization, and two-way integration with Microsoft Outlook.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows XP, Windows 2000 with ServicePacks 1 or 2, or Windows 98 SE. Network connectivity requires a network.
Pricing: Single user - $399.99; multi-user - $699.99 (five stations), $1,299.99 (10 stations).
Maint./support: 30 days free support for new customers; unlimited telephone support - $229, single user; $349, network.
Training: Training guides, and Best Software Small Business Division Certified Consultants.
Customer contact: (800) 285-0999 or tssales
BNA Software
The BNA Income Tax Planner is an easy-to-use tax planning solution that streamlines and simplifies every aspect of individual income tax forecasting and analysis, from checking annual returns to creating multi-year/multi-case projections and effective client presentations.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 98, ME, NT, 2000 and XP or higher; Novell NetWare.
Pricing: BNA Income Tax Planner with 50 states - $835; $205 for each additional user (for 11 or more licenses, contact vendor). BNA Income Tax Planner (federal only) - $525, $185 for each additional user (for 11 or more licenses, contact vendor).
Maint./support: Toll-free telephone technical support included.
Training: Available.
Customer contact: (800) 424-2938 opt. 3. CROSSLINK 1040
Petz Enterprises Inc.
This tax compliance software covers federal and all states, and supports e-filing and bank products.
Planned enhancements: New graphical user interface; improved client letters, including privacy policy, spell-check added for client letter modification; enhanced client billing; customer-administered user logins and passwords; expanded depreciation calculations for states that don't conform to federal laws; state income tax selection for itemized deductions; $25,000 Section 179 vehicle limitation; automatic election for inclusion of non-taxable combat pay to maximize earned income credit; and expanded support for various city taxes.
Users: 5,000.
Platforms: Windows, including XP.
Pricing: Single user and multi-user - $695 for one state with e-filing. Avg. price per module - state modules with e-filing range from $295 to $495; client invoicing - $95.
Maint./support: Included. Tech support - included. 24/7 support hours during the tax season.
Customer contact: Alan Sordello, alan
Drake Software
Over 7,000 forms, schedules and worksheets are available, as well as free e-filing, real-time Internet reporting, and access to CCH Online Tax Research. The product supports multiple printers, federal and state forms, interview sheets, organizers, pro formas, a built-in scheduler and more. It is network-ready, with no extra fee for multiple preparers in the same office. Downloads and updates are available via the Web. The suite of core modules includes 1040, 1040NR, 990, 990PF, 1120, 1120S, 1065, 1041, 706 and 709. It imports from Quickbooks and Drake Client Write-up, with other imports in development.
Planned enhancements: An increase in the number of states that can be calculated simultaneously, from nine to unlimited. Added functionality for group asset sales. Enhanced letters and reports with Word-type functions. Provide additional flexibility in pricing and order of forms to be printed. Pop-up when entering return for items marked as needing follow-up. Add group e-mail functionality within the program based on return criteria, returns with passive activities, returns with self-employed income.
Users: 18,000+.
Platforms: Windows 98, 2000, ME, NT and XP; Novell NetWare.
Pricing: Single user, new and renewal - $1,395; multi-user - $1,395. Early season discounts available.
Maint./support: Annual fees - included with software license.
Training: Fall update schools in seven cities, computer-based training modules, sample returns for paper and e-file returns, field help and FAQs built into the software and online assistance.
Customer contact: (800) 890-9500 or sales
RIA (Thomson)
This ASP solution's features include anytime/anywhere data conferencing, data evaluation, data exchange options and integration with major accounting software packages.
Planned enhancements: GoSystem Tax RS To-Go; GoSystem Tax RS Archive; downloadable releases for CD clients from the Web; integration with Checkpoint Line Finder, FileCabinet Solution, Engagement Solution and Depreciation Solution; support alternate methods for signing returns; full-featured tax equalization module; automated K-1 transfer from 1065 to 1120 and from 1065 to 1065; partnership consolidations; and more.
Users: 75,000+.
Platforms: Windows 2000 and XP; Novell NetWare.
Pricing: Contact vendor.
Maint./support: Included in annual license fee, which includes subscription to nightly e-mail service and online service request management.
Training: On-site - $2,000 per day; regional training - $295 per seat; Web-based training available.
Customer contact: (800) 865-5257, ria-gosrs
Nelco/Greatland
Great Tax supports federal individual, state and business tax return preparation, offering quick data input, conversions from other tax packages, and an employer library. It includes complete reporting, invoicing and database functions, and e-filing and bank product integration. It also includes an online e-file center for up-to-the-minute updates on acknowledgments, bank product return information and other key e-filing data.
Planned enhancements: Updated printing capabilities to print in various return sets; enhanced custom letter capabilities in the professional packages; enhanced e-file center; electronic filing for 1120, 1120S, MA Corporation and MI-SBT returns; support for five new states - Alaska, Hawaii, Maine, North Dakota and Vermont.
Users: N/A.
Platforms: Windows 2000, ME and XP.
Pricing: Package prices - start at $375, go up to $2,560. Silver, Gold and Platinum packages are available, which include unlimited federal and state e-filing and bank product participation.
Maint/support: Annual fees - software must be purchased each year. Tech support available via e-mail, software help files and toll phone number.
Training: On-line tutorial and help files.
Customer contact: (800) 266-4669 or www.greattaxpro.com. INTELLITAX 2004
Orrtax Software Solutions
IntelliTax provides complete 1040 tax preparation software in two versions: IntelliTax for Windows and IntelliTax Classic. Both provide individual income tax preparation for federal and state returns and are integrated with e-filing, bank products and 45 state tax prep programs. New this year for IntelliTax is IntelliManager, which enables tax preparers using IntelliTax for Windows in a multi-office, service bureau or franchise environment to manage, control, administer and report from a central location.
Planned enhancements: N/A.
Users: 7,300.
Platforms: Windows 98 2nd Edition, 2000, XP Home or Professional.
Pricing: Seasonal and package discounts apply; basic 1040 program - starts at $495.
Maint./support: Toll-free support from Oct. 25, 2004, through Jan. 7, 2005. Peak season support available seven days a week via phone, fax, Web site or e-mail. English- and Spanish-speaking customer support representatives.
Training: Six regional training seminars scheduled nationwide through Jan. 8, 2005.
Customer contact: (800) 377-3337 or sales
Lacerte Software Co. (Intuit Inc.)
This tax prep product includes an enhanced database manager and appointment manager at no additional cost. Users can purchase on an unlimited-use basis, or on a pay-per-return basis. The program also integrates with Lacerte's Tax Planner program, which allows users to project clients' future tax liability under multiple scenarios and provide detailed professional reports, including graphs and customized deductions.
Planned enhancements: Form instructions provided at the forms screen. Automated amended return preparation. Alternate odd-even year reporting of dependent claims. Workflow utility to track status of returns. Ability to lock returns. Customizable client letters that can be e-mailed from the software application.
Users: 40,000+.
Platforms: Windows 98, ME, 2000, NT and XP.
Pricing: Unlimited use, 1040 single user - new, $2,140; renewal, $1,819. Pay-per-return option also available.
Maint./support: Support included.
Training: Available.
Customer contact: (800) 765-7777. MAX
ATX/Kleinrock
Max includes all federal, state and city programs, built-in spreadsheets, unlimited W-2/1099 with free e-filing, and calculating sales and use tax forms. Its new interface offers streamlined navigation, including easier navigation between program managers and open returns; a simplified asset entry process and easier depreciation management; enhanced state depreciation diagnostic checks - alerts added when state rules differ significantly from federal; streamlined depreciation reports; a new preference wizard that allows for customization; over 6,000 form improvements; enhanced calculations for Forms 1041 and 4562, Schedule D and related Forms 4797 and 6252, Schedule E and Form 8825, Forms 1116 and 2555 for 1040NR returns; and an improved data rollover feature for more comprehensive transfer of last year's data into this year's return.
Planned enhancements: N/A.
Users: ATX/Kleinrock has over 52,000 total users.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Up to three users in one location - $775 (plus shipping and updating); four or more users in one location - $1,162.50 (plus shipping and updating). Costs for networked versions vary.
Maint./support: Standard maintenance and support included in the price. Support available for an additional $100.
Training: Training video on DVD, user's guide, program tutorial.
Customer contact: Deborah McFarland, (310) 301-2107. PROSERIES PROFESSIONAL TAX SOFTWARE/1040
Intuit Inc.
ProSeries Professional Tax is available in three versions - Professional, Express and Basic. Express is designed for 50 or more bank product returns each year, while the Basic Edition targets preparers who file 175 or fewer individual returns each year.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Professional Edition - $949; Express Edition - $795; Basic - $250 to $525. Pay-per-return pricing options also available.
Maint./support: Contact vendor.
Training: Contact vendor.
Customer contact: (800) 934-1040. PROSYSTEM FX TAX
CCH Tax and Accounting
ProSystem fx Tax provides capabilities for all types of federal and state returns, including individual, partnership, corporation, fiduciary, estate and gift, deferred compensation, and exempt organization. It is available as part of the ProSystem fx Office suite (which also includes ProSystem fx Planning, a program that generates comprehensive multi-year forecasts for tax planning). New additions to Tax include an optional worksheet-based interface; more than 60 new federal and state forms, including returns for single-member LLCs in the individual program and several state financial institution returns in the corporation and S corp programs; and an optional e-mail notification that can be used to replace postcards for notification of IRS acceptance.
Planned enhancements: N/A.
Users: 20,000+.
Platforms: Windows 98, 2000, NT, ME and XP; Linux RedHat 6.2 or 7.0; NetWare Version 5.1 or higher; Window NT Server Version 4.0; Windows 2000 Server; Novell NetWare.
Pricing: Single user, 1040 - $2,850; 1065, 1120, 1120S and 1041 - $1,675; 990 - $1,550; 706, 709 and 5500 - $900. Multi-user - $600 for network that includes five workstations. Discounts available.
Maint./support: Annual renewal required. Tech support included.
Training: Includes annual tax update training seminars, Web-based training and on-site options. Price varies.
Customer contact: ProSystem fx Sales, (800) 739-9998. TAX$IMPLE
TaxSimple Inc.
This form-based and menu-driven software for 1040, 1120, 1120S, 1065, 1041, 706, 709, 990 and state packages includes a depreciation module, a passive activity module, and automatic generation of forms. It also contains enhanced diagnostics, tax practice management, client management, labels, transmittal letters and utilities. Preparers may use fee-per-return billing, which is available on Internet-prepared returns. Electronic filing is available for 26 states with enhanced e-filing diagnostics.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows XP Professional/Home, 2000 Professional/Server/Advanced Server, NT 4.0, ME/98/95; Linux; AS/400 with WIN NT environment; Novell NetWare.
Pricing: Single user - $300 to $3,000; multi-user - 20 percent additional. Starter package - 50 percent off. Avg. price per module - $800 to $1,000; suite of core modules - $1,500 to $2,500.
Maint./support: Free.
Training: Free seminars, free last year's program to practice, and over-the-phone sessions.
Customer contact: Leon Sample, sales manager, (973) 989-0006, (866) 729-7798 or sales
Universal Tax Systems Inc.
This full-featured tax preparation and e-filing program comes with such training features as the Training Electronic Filing Center, TaxWise University and TaxWise TV.
Planned enhancements: E-filing of Forms 1120 and 1120s, enhanced customer support (toll-free support number, bilingual support and Sunday support hours), on-line merchant account services.
Users: 21,131 in 2003.
Platforms: Windows 2000 and XP.
Pricing: Starts at $300, with no added charges for networks.
Maint./support: Included in cost of software.
Training: TaxWise University (online), Training Electronic Filing Center (online), GetWise Fall Seminars (regional), practice returns (software).
Customer contact: (800) 495-4326. TAXWORKS
Laser Systems
TaxWorks provides tax preparation software for federal systems - 1040, 1041, 1120, 1120S, 1065, 706, 709, 990 and 5500 returns. It also provides state modules for the 1040, 1041, 1065, 1120 and 1120S. It supports both the Windows and Linux operating systems.
Planned enhancements: Adding five states - Hawaii, Alaska, New Hampshire, North Dakota and Delaware - to complete the library of states for business systems 1041, 1120, 1120S and 1065.
Users: 4,700.
Platforms: Windows 2000 and XP; Linux; AS/400.
Pricing: Single and multi-user - $1,095; starter package - $420. Core modules 1040, 1041, 1065, 1120, 1120S and all available states - $2,995.
Maint./support: Included at no cost.
Training: Two-day training in Las Vegas, Orlando, Fla., Salt Lake City, or New York - $225.
Customer contact: Alan Haacke, sales
Creative Solutions Inc.
UltraTax handles a full line of 1040, 1041, 1065, 1120, 1120S, 1120 Consolidated, 5500, 706, 709, 990 and 5500 returns for federal and state, and includes a variety of city, county, intangible, personal and property tax returns. It is included as part of Creative Solutions' integrated suite of accounting, tax, depreciation and practice management software. (CSI also offers UltraTax Planner, a 1040 planning tool that lets users analyze an unlimited number of years and scenarios, including state tax scenarios. Planner is fully integrated with the tax prep product, but it also stands alone.)
Planned enhancements: N/A.
Users: 18,000+ firms.
Platforms: DOS; Windows XP 2000, 98, 95 and NT; Unix; Linux; AS/400; Novell NetWare; NT and 2000 Terminal Server; Citrix MetaFrame 1.8 and XP.
Pricing: Single user - 1040, $1,975; 1120 (including S and C), $1,375; 1065 and 1041, $1,175 each; 5500, 990 and 1120 Consolidated, $1,075 each; 706 and 709, $775 each. Multi-user - $475 for four users, $100 for additional four-user bundles; per-return-pricing - starts at $16 for federal and $9 for state.
Maint./support: Annual fees - early renewal discounts apply. Tech support included.
Training: Hands-on classroom training, teletraining, UltraTax Seminars, and on-site training. Also available: walk-through guide, getting started guide, online help, KnowledgeBase, and Creative Solutions' annual users conference.
Customer contact: (800) 968-8900 or csisales
CCH Tax and Accounting
Accounting Research Manager is an online database of accounting, auditing, governmental and Securities and Exchange Commission material and interpretive guidance. Updated up to five times daily, ARM provides links to FASB, AICPA, SEC, Emerging Issues Task Force, IASB, PCAOB, GASB, GAO, and Office of Management and Budget authoritative and proposal-stage literature, plus in-depth interpretations from financial reporting experts.
Planned enhancements: Addition of more industry-specific content, such as construction, nonprofit organizations and defined-contribution plans, and continual development of content relevant to financial reporting professionals. Further integration of ARM with ProSystem Engagement.
Users: N/A.
Platforms: Microsoft Internet Explorer V. 5 or higher or Netscape Navigator V. 4 or higher. DVD subscribers will need a DVD drive for computer.
Pricing: Varies depending on product version. Single-user price for audit public - $3,450; for standard - $2,900; for audit private - $2,345; for accounting or audit only - $1,395; and for government - $1,295. Multi-user discounts are available.
Maint./support: Support - free.
Training: Free, one-hour ARM Webinar training with CPE; offered twice a month.
Customer contact: (800) 449-6439, cust_serv
CCH Tax and Accounting
CCH ClientRelate is a productivity tool for accounting firms that helps users manage resources and easily integrates with daily workflow. ClientRelate will alert users to new tax developments and identify affected clients, targeting clients that may benefit from additional services, and identifying new client service areas and opportunities.
Planned enhancements: Expanded content and new features.
Users: N/A.
Platforms: Netscape Navigator and Microsoft Explorer.
Pricing: Varies based on offer; single user - starts at $599.
Maint./support: No annual fees. Tech support - no added charge.
Training: Free training. Consulting services also available for an additional charge.
Customer contact: Tech support, (800) 739-9998. Customer service, (888) 879-5515 opt. 3. CCH ESSENTIALS
CCH Tax and Accounting
This tax research source provides explanation and analysis of tax topics for individuals, corporations, pass-through entities, estates and more. Its content includes federal and state primary source information, examples, compliance tips, tax planning scenarios and guidance on representation before the IRS and courts. Features include easy-to-use checklists, charts, tax rate tables, a customizable tax calendar, tax legislation updates, news/newsletters, and a federal and state tax forms library. It is available on the Internet and CD-ROM.
Planned enhancements: Additional content as required.
Users: N/A.
Platforms: Windows 95, 98 and 2000.
Pricing: Single user - packages range from $199, $279, $499 and $799; multi-user discounts available; some packages include a federal and state tax forms library.
Maint./support: Toll-free tech support included.
Training: On-site, teleconferences and Web conferences.
Customer contact: CCH customer service, cust_serv
NetWork
CCH Tax and Accounting
This Web-based platform allows users to access more than 100 research sources, covering federal, state, international and estate taxes; sales tax items; financial planning; business entity planning; and pension/payroll issues. It includes e-mail news notification, a customized desktop, express log-in, a browser toolbar, a client letter toolkit, unclaimed property look-up, IRS actuarial factors, and many other practice aids, tools, calculators and forms.
Planned enhancements: Expanded content, new interface and new tools.
Users: N/A.
Platforms: Netscape Navigator and Microsoft Explorer.
Pricing: Varies based on offer; single user - starts at $199; multi-user - 1.1 to 1.5 times the single-user costs, based on network size.
Maint./support: No annual fees. Tech support - no added charge.
Training: $75 for two-and-a-half hours for new users; on-site - $350 for half day.
Customer contact: (800) 449-8114 or http://tax.cchgroup.com. CHECKPOINT
Thomson RIA
Checkpoint brings together trusted information on a research platform, providing expert guidance, a powerful system to optimize research efficiency, and practice development tools to help build revenue and flexibility. Coverage areas include federal, state and local tax; estate planning; pensions and benefits; international; payroll; and financial reporting and management. Checkpoint provides authoritative analysis from RIA editors, WG&L authors and external content from partners such as BNA, PPC, the AICPA, PLI, MicroMash CPE and World Trade Executive.
Planned enhancements: Latest version, released in late 2004, includes Cost Basis Plus, a tool that enables tax and accounting professionals to research securities information; SECPlus, for real-time access to selected SEC filings and interactive links to relevant source materials, editorial analysis, model language and interactive checklists; a redesigned news page; and Tax Alerts, a service that informs users of important events involving tax compliance that could affect specific clients. Also added were over 130 continuing professional education courses from MicroMash CPE, and Create A Chart International, a tool that enables users to quickly compare pertinent international tax information.
Users: 100,000+.
Platforms: Windows XP, 95, 98, 2000 and NT; World Wide Web.
Pricing: Contact vendor.
Maint./support: Included in subscription price.
Training: Virtual classroom training prices based on number of users.
Customer contact: (800) 950-1216 or http://ria.thomson.com. ONEDISC PREMIUM FEDERAL RESEARCH LIBRARY
Tax Analysts
OneDisc Premium is a federal tax research library on DVD that is updated monthly and contains the most extensive collection of federal tax materials available on one disc. It is powered by the browser-based LivePublish software, which uses commands and navigation tools familiar to all users of the Internet. The DVD's search options are flexible and intuitive, and the disc offers expert search help, including an interactive audio tutorial, a comprehensive help manual, and context-sensitive help examples accessible from each search template.
Planned enhancements: N/A.
Users: 10,000.
Platforms: Windows, Windows XP.
Pricing: CD-ROM - monthly, $359; quarterly, $339. Substantial discounts for multiple copies. Network solutions available.
Maint./support: N/A.
Customer contact: Joanne Oliver, customer service manager, (703) 533-4400 or joliver
Thomson RIA
This CD-ROM-based program provides tax research, tax planning, compliance aids and a library of primary source material. Information services include RIA's federal, state and local, estate planning, and pension libraries, and Warren Gorham & Lamont treatises. Users have the option of selecting a customized research library.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 95, 98 and NT; Novell NetWare.
Pricing: Contact vendor.
Maint./support: Tech support included in subscription price.
Training: Included in subscription.
Customer contact: (800) 950-1216 or http://ria.thomson.com. PORTFOLIOS LIBRARY
BNA Tax Management Inc.
This research program, available on the Web, on CD-ROM and in print, combines approximately 400 practitioner-authored portfolios covering the U.S. income, estate and gift tax areas, and trusts, foreign income and state. Its practice tools include model documents, sample plans, forms and sample contracts; primary sources, including code, regulations and federal cases back to 1913; and daily tax news and journals.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 3.1, 95, 98, 2000, XP and NT; Novell NetWare.
Pricing: Starts at $1,462
Maint./support: Complimentary.
Training: Complimentary. Options include Express Training; instructor-led, Web-based training; self-serve training modules; and the BNA Tax Management Library User's Guide.
Customer contact: Lea Mauceri, lmauceri
Thomson RIA
Now available directly through RIA's Internet-based Checkpoint research platform, Tax Alerts integrates tax research and compliance by indicating which forms may be affected by a tax law change, providing links to related materials and offering recommended actions on how to address the issue. Informing affected taxpayers is also made simple with a database of client letters, prepared to specifically explain the tax event. Tax Alerts also includes enhanced search capabilities, new advisory content and expert analysis on each item's significance and suggestions on how to respond. It works in conjunction with GoSystem and Insource.
Planned enhancements: In the Forms Affected section (where appropriate), links to the analysis of specific lines of that form in RIA's Tax Return Guides. The Return Guides provide line-by-line analysis of the major income tax forms within these areas, as well as links to other RIA services to further your research. Users will be able to select client returns and query them against a date range of Tax Alerts Developments to find out which developments can potentially affect their clients.
Users: 700+.
Platforms: Windows 98, ME, NT, 2000 and XP.
Pricing: Contact vendor.
Maint./support: All fees included in subscription price.
Training: Virtual classroom training priced according to number of users.
Customer contact: (800) 950-1216 or http://ria.thomson.com. TAX PRACTICE LIBRARY
BNA Tax Management Inc.
Versions of the Tax Practice Library are available on the Web and on CD-ROM. It distills the analysis and insights of expert practitioners into practical answers on a wide range of tax questions, and offers hundreds of business-building productivity tools, including client letters, primary sources, and news and notification.
Planned enhancements: N/A.
Users: N/A.
Platforms: Windows 3.1, 95, 98, 2000, XP and NT; Novell NetWare.
Pricing: Starts at $797.
Maint./support: Complimentary.
Training: Complimentary. Options include Express Training; instructor-led, Web-based training; self-serve training modules; and the BNA Tax Management Library User's Guide.
Customer contact: Lea Mauceri, lmauceri
ATX/Kleinrock
All of Total Kleinrock Office's components are designed to be user-friendly, with plain-English content that's logically organized to follow right along with the IRS information. And TKO's search engine is highly intuitive, finding court cases, tax code sections, regulations or administrative rulings in just seconds.
Planned enhancements: Expanded product availability on kleinrock.com for 24/7 access to the research clients need; up to three users in one location included in base price.
Users: ATX/Kleinrock has over 52,000 total users.
Platforms: Windows 98, 2000, NT and XP.
Pricing: Up to three users in one location - $500 (plus shipping and updating); four+ users in one location - $750 (plus shipping and updating). Costs for networked versions vary.
Maint./support: Standard maintenace and support included in the price. Support available for an additional $100.
Training: Training video on DVD, user's guide, program tutorial.
Customer contact: Mary Ellen Bennett, (856) 667-3109. TRIAL BALANCE CASEWARE WORKING PAPERS
CaseWare International Inc.
This product generates trial balance, working papers, GAAP financial statements and all required work programs and correspondence for audit, review and compilation engagements. Upon transaction entry, the system automatically updates all relevant documents, and the document manager organizes all engagement documents in one controlled area.
Planned enhancements: New features include issues management, client file archiving, engagement manager, export to PDF, and integration with CaseWare IDEA. Improvements have also been made to version control, sign in/out, check in/out, user interface customization, and XBRL capabilities.
Users: 200,000+.
Platforms: Windows 95, 98, 2000, NT and XP; any Windows or Novell networking.
Pricing: Single user - $499; multi-user - $1,299 (up to five users); each additional user above five - $250.
Maint./support: Multi-user license renewable yearly at 50 percent of license value. Tech support included.
Training: $300 per participant per day.
Customer contact: (800) 267-1317 or sales
