AccountMate Software Corp.

AccountMate 7 provides a stable and modifiable solution for the mid-market. It is sold by the module, and the availability of source code makes it modifiable for adaptation to changing business environments. It runs on Microsoft's SQL database, and also provides a foundation upon which third-party developers can build industry-specific solutions.

Year introduced: 1997.

Current version: 7.

Enhancements: Increased capability for importing data from Excel; Vista-compatible; new user security setting.

Pricing: Compiled modules - $1,500; source code - additional $1,500 per module; System Manager - five users, $7,000.

Maint./support: Annual subscription for updates and upgrades, tech support and online self-paced training.

Training: Online, locally and at headquarters.

Contact: (800) 877-8896, ext. 752.

Web: www.accountmate.com.


Cougar Mountain Software

CMS Professional Accounting includes multi-tiered security settings that safeguard accounting data, prevent fraud and restrict employees' access to specific screens or functions. Users have a three-year fiscal calendar, hundreds of variations on the built-in and customizable reports, and the ability to drill down to source documents.

Year introduced: 1982.

Current version: 12.

Enhancements: Snapshot Reports; system-wide file maintenance; enhanced date block range for posting; enhanced custom reports menu; Account Impact Summary Report; include reference/batch number on check register; e-file W-2s, quarterly state and federal taxes; view date ranges on budget reports; create customer master records.

Pricing: Single user - $1,599; four users - $2,799; unlimited - $3,999.

Maint./support: Available from CMS or authorized resellers. Online customer service center with FAQs, electronic learning, accounting and general business articles; paid support contracts.

Training: Three-day training at Cougar U in Boise, Idaho - $795 per person. On-site - $995 per day, plus expenses (three-day minimum). Online training - $250 to $720.

Contact: (800) 388-3038.

Web: www.cougarmtn.com.


Cyma Systems Inc.

Designed expressly for growing midsized organizations, Cyma IV features an easy-to-use interface with custom fields, and includes over 300 reports. Available accounting modules include AR, AP, bank reconciliation, GL, inventory control, job project costing, payroll, purchase order, and sales order. Third-party integrations and specialty Cyma versions (client write-up and nonprofits) are also available.

Year introduced: 1996.

Current version: 10.0.

Enhancements: AP EFT; segment balancing; project tracking; after-the-fact functionality; customizable menu access; alternate pricing; time entry processing; copy employment information across a range of employees; lot tracking in inventory.

Pricing: Per module - $595; additional users - $595.

Maint./support: Annual maintenance fee - 18 percent of retail price; includes knowledgebase. Tech support - per incident, $125; annual plans - start at $395. Online update center, embedded eDesk with tutorials, FAQs and getting started information.

Training: Manuals and online instructor-led classes; product and training videos; customer training and on-site consulting.

Contact: (800) 292-2962.

Web: www.cyma.com.


Epicor Software Corp.

Epicor Enterprise is a suite of industry-specific solutions for the global midmarket, with integrated components for financials, customer relationship management, supply chain and warehouse management, supplier relationship management, and business intelligence.

Year introduced: 1993.

Current version: 7.3.6.

Enhancements: Enhanced compliance and business performance; inter-organization functionality in GL, AP, AR and CM; updated Explorer views.

Pricing: Five users - starts at $50,000.

Maint./support: Three tiers, averages 20 percent of purchase price. Includes unlimited channel support and all upgrades.

Training: Classroom training, online e-learning and on-site customer education, customized distance learning program and tailor-made workshops.

Contact: (800) 999-6995.

Web: www.epicor.com.


Exact Software

Exact Macola Enterprise Suite is a single-source software solution for all of an organization's needs, including manufacturing, distribution and financials. With its native business process management tools, it enables companies to define business rules and exceptions as an integral part of a daily routine. It also offers powerful exception management tools.

Year introduced: 2002.

Current version: 372.

Pricing: Per user - starts at $1,000, plus cost of modules.

Maint./support: Contact vendor.

Training: Contact vendor.

Contact: (800) 468-0834.

Web: www.exactamerica.com.


Microsoft Corp.

Microsoft Dynamics AX is a business management solution that provides midsized and larger organizations with scalability and customizability and industry-specific functionality. It supports multiple languages and currencies, and helps optimize and centralize supply chain processes and improve real-time visibility into operations.

Year introduced: 2006.

Current version: 4.0.

Enhancements: Roles-based activity; ability to create path from initial trading partner compliance to RFID-enabled supply chain; ability to insert business logic from other applications.

Price: Per user - varies from $1,425 to $2,590.

Maint./support: Business Ready Enhancement Plan includes transition investment credit, investment protection, upgrades, updates, service packs, fixes and regulatory/tax updates, support lifecycle policy.

Training: Microsoft Dynamics University, e-courses, training manuals, courseware extensions and learning plans available.

Contact: (800) 456-0025.

Web: www.microsoft.com/dynamics/ax.


Microsoft Corp.

Microsoft Dynamics GP is a business management solution that provides growing and midsized organizations with scalable financial and operational functionality, such as advanced consolidation, business intelligence, reporting, forecasting and budgeting, available right out of the box and seamlessly integrating with other Microsoft technologies such as Office.

Year introduced: 2007.

Current version: 10.0.

Enhancements: Enhancements in financial, human resources/payroll, supply chain, and field service management; deeper integration with Office, SharePoint Server and MS SQL Reporting Services; enhanced role-based interfaces; new workflow engine.

Pricing: Business Essentials Edition - starts at $2,250 per user. Advanced Management Edition - starts at $3,980 per user.

Maint./support: Multiple plans available.

Training: E-courses, training manuals, courseware extensions and learning plans available.

Contact: (888) 477-7989.

Web: www.microsoft.com/dynamics/gp/default.mspx.


Microsoft Corp.

Microsoft Dynamics NAV 5.0 is a flexible and customizable business management solution that works like and with familiar Microsoft software, automating and streamlining financial, supply chain and customer relationship management processes.

Year introduced: 2007.

Current version: 5.0

Enhancements: Sales and purchase document approval; pre-payments; improved handling of fixed-price jobs; intercompany purchase cost distribution; simplified item tracking; improved consumption handling; enhanced inventory costing; kitting; Office XML export; Windows Live Search integration.

Pricing: Business Essentials Edition - starts at $2,250 per user. Advanced Management Edition - starts at $3,980 per user. Advanced Management Enterprise option available.

Maint./support: Business Ready Enhancement Plan.

Training: E-courses, training manuals, courseware extensions and learning plans available.

Contact: (800) 456-0025.

Web: www.microsoft.com/dynamics/nav.


Microsoft Corp.

Microsoft Dynamics SL is a business management solution designed to help project-driven midsized organizations obtain reports and business analysis, while increasing efficiency and accuracy. By enabling users to automate and streamline projects across company divisions and locations, it offers a strong solution for professional services, operations, field services and construction management.

Current version: 7.0.

Enhancements: Office 2007-style menu interface; configurable, role-relevant menus and homepages; Quick Send invoices and purchase orders via e-mail or fax; Pay-When-Paid; expanded project multi-currency support; pre-built dashboards and analysis reports.

Pricing: Business Essentials - starts at $3,025 per user; Management - starts at $5,350 per user.

Contact: (888) 477-7989.

Web: www.microsoft.com/dynamics/sl.

QuickBooks Enterprise Solutions 8.0

Intuit Inc.

Designed for growing and mid-market businesses, QES 8.0 can handle 100,000 or more inventory items, customers and vendors, and can now be run from a Linux server. It also gives businesses the ability to manage multi-location inventory, do serial/lot tracking, schedule production and utilize bar coding. Version 8.0 also seamlessly integrates with TrueCommerce EDI.

Year introduced: 2001.

Current version: 8.0.

Enhancements: Linux server capabilities; Velocity inventory; Outlook integration.

Pricing: Five users - $3,000; 10 - $5,000; 20 - $9,000.

Maint./support: One-year membership in Full Service Plan included, with product upgrades, dedicated support, custom reporting services, interactive training tools, online back-up services, and data protection services.

Training: Seminars, Webinars, self-study online tutorials.

Contact: (888) 320-7276.

Web: http://accountant.intuit.com.


Sage Software Inc.

Available in three editions (100, 200 and 500), Sage Accpac ERP is a Web-enabled accounting and business management solution that is the foundation for integrated business management applications, including CRM, point of sale, human resources and warehouse management, among others. It can be deployed on premises or hosted online, and can run on both Linux and Microsoft Windows, including the ability to run Linux and Windows clients in parallel against the same database.

Year introduced: 1994.

Current version: 5.4.

Enhancements: Return materials authorization capabilities; 267 user-requested new features focused on operational efficiency and flexibility; greater data security, including choice of batch or real-time processing.

Pricing: On-premises - 100, starts at $695 per module; 200, starts at $1,250; 500, starts at $1,600. Hosted - 200, starts at $100 per user; 500, starts at $195.

Maint./support: Annual maintenance available at 18 percent of price.

Training: On-site through certified consultants and authorized training centers; online via Sage Software University.

Contact: (800) 945-8007.

Web: www.sageaccpac.com.

SAGE MAS 90 & MAS 200 ERP 4.2

Sage Software Inc.

Sage MAS 90 4.2 is a business management solution that automates core accounting, financial reporting, distribution, manufacturing and e-commerce, and comprehensive business intelligence tools. It accommodates distribution and light manufacturing needs with inventory management, shipment processing, bill of materials and work order modules. Sage MAS 200 offers all the functionality of Sage MAS 90, but incorporates the benefits of a thin client/server platform.

Year introduced: 90 - 1984; 200 - 1997.

Current version: 4.2.

Enhancements: BI and workflow enhancement tools; CRM integration with Sage CRM solutions; industry-specific capabilities; Fixed Assets module.

Pricing: Starts at $5,700.

Maint./support: Maintenance, phone and e-mail support plans available.

Training: From authorized Sage resellers through Certified Sage Software Education Centers.

Contact: (800) 854-3415.

Web: www.sagemas.com.

SAGE MAS 500 ERP 7.05

Sage Software Inc.

Sage MAS 500 7.0 is a business management solution for midmarket companies that automates accounting and financial reporting, project management, distribution, manufacturing and business intelligence. It includes warehouse management and wireless handheld features, as well as flexible picking, fulfillment and personalized order entry options. It also has advanced support for handheld devices and inventory tracking within multiple locations.

Year introduced: 1996.

Current version: 7.05.

Enhancements: User-defined masking capabilities; more access to information; Warehouse Automation module.

Pricing: Starts at $10,500.

Maint./support: Maintenance, phone and e-mail support plans available.

Training: From authorized Sage resellers through Certified Sage Software Education Centers.

Contact: (800) 854-3415.

Web: www.sagemas.com.

Sage Pro ERP

Sage Software Inc.

Sage Pro ERP is a customizable business management solution that features modifiable source code (200 edition), a scalable architecture, choice of operating systems (Windows or Linux), and a complete set of optional, integrated manufacturing modules, plus integration with other Sage Software business management applications, including CRM, HR and warehouse management.

Year introduced: 1991.

Current version: 7.4.

Enhancements: Executive dashboard and desktop interface; Return Merchandise Authorization and Request for Quote modules; enhancements to manufacturing-specific modules; enhanced fiscal calendar; new electronic funds transfer capability.

Pricing: 100 - starts at $995 per module/$1,195 per user. 200 - starts at $1,995 per module/$1,295 per user.

Maint./support: Annual maintenance - 18 percent of system cost; includes upgrades and tech support. Unlimited phone support - $1,500 per product set.

Training: On-site through certified consultants and authorized training centers; online available.

Contact: (800) 945-8007.

Web: www.sageproerp.com.


SAP America Inc.

Designed for small businesses, SAP Business One is a business management solution that integrates an entire business across sales, customers, operations, financials and e-commerce, and helps businesses streamline operations and access instant and complete information.

Year introduced: 2003.

Current version: 2007.

Enhancements: Automated bank statement processing and reconciliation; 1099 reporting; integrated e-commerce; Web-based CRM.

Pricing: Contact authorized resellers. Financing available.

Maint./support: Through authorized resellers.

Training: Through authorized resellers.

Contact: (866) 396-7697.

Web: www.sap.com/smallbusiness/index.epx.


Open Systems Inc.

Open Systems provides source code with its applications, and the flexibility to choose from a number of platforms. Traverse was developed entirely with Microsoft technology, and offers advanced reporting capabilities and specialized solutions for nonprofits, manufacturing, distribution, service, retail, EDI and CRM, as well as handheld solutions. There is a Business Edition for companies with up to 12 users, and an Enterprise Edition for larger user counts.

Year introduced: 1994.

Current version: 10.5.

Enhancements: Over 100 enhancements, including unlimited budgets and forecasts in general ledger; a bill of lading based on standard documents; landed-cost features.

Pricing: Modules - $1,500; Resource Manager - varies based on user count.

Maint./support: Various plans available.

Training: Internet-based, classroom and on-site available.

Contact: (800) 328-2276.

Web: www.osas.com.


Red Wing Software

TurningPoint accounting and business management software is aimed at companies that need a better way to manage their financials and processes, especially those managing an inventory. Easy to set up and use, it is a modular system that includes offerings for GL, AR, AP, inventory, order entry, purchase orders and add-on payroll.

Year introduced: 2001.

Current version: 5.

Enhancements: Ability to combine customers and vendors; simplified AP check printing process; new security enhancements; report enhancements in AR, Purchase Order and Inventory modules.

Pricing: Modules - $895; Core Financial Suite - $2,495; Inventory Suite (all modules) - $4,495.

Maint./support: Plans include unlimited phone support with guaranteed response times, Web and e-mail support, updates and maintenance.

Training: Courses in Red Wing, Minn., and other locations; also online and on-site. Local training may be available through local resellers.

Contact: (800) 732-9464.

Web: www.redwingsoftware.com.



Microsoft Corp.

Office Accounting Professional 2008 is a financial management tool for businesses with 25 employees or less. It includes multi-currency support, fixed asset management, support for customization and a full suite of features for enhanced collaboration with accounting professionals. These include online sharing of books, a power journal entry worksheet and wholesale payroll.

Year introduced: 2006.

Current version: 3.

Enhancements: Spanish version; easier budget creation and tracking; universal transaction import; ability to send invoicing as attachments in Word or PDF formats; enhanced purchase order and sales order tools; streamlined online banking.

Pricing: Trial download available now; available at $199.95 in early 2008. Upgrade - $149.95.

Maint./support: Newsgroup and Web-based support, with basic installation, set-up and personal incident support for first 90 days. After, $49.95 per incident.

Training: Microsoft Professional Accountants Network.

Web: http://office.microsoft.com.


Sage Software Inc.

The Peachtree by Sage Premium Accounting 2008 Multi-User Value Pack provides access for five named users with screen-level security and premium accounting features like company consolidations; serialized inventory; financial performance by department or product line; Crystal Reports for Peachtree; and over 140 customizable business reports and financial statements.

Year introduced: 2005.

Current version: 2008.

Enhancements: Faster transaction and records opening; broadcast invoicing; document management; inventory.

Pricing: Single user - $499.99; multi-user - $1,099.99. Optional payroll tax service - $179.95.

Maint./support: $179 to $299, depending on plan; Peachtree Business Care Essential Plan (includes support, upgrades and more) - single user, $519.95

Training: Training guides; CD-ROM tutorial; local training through certified consultants.

Contact: (800) 228-0068.

Web: www.peachtree.com.


Intuit Inc.

With all-in-one bookkeeping, write-up and financial reporting tools, QuickBooks: Premier Accountant Edition 2008 has been improved with key features like the simplified Accountant's Copy, which allows clients to create an encrypted accountant copy and upload it to a secure server with only one click. It also features improved remote access with faster and easier set-up and improved connection speeds.

Year introduced: 2001.

Current version: 2008.

Enhancements: Remote access; Outlook and Outlook Express Integration; invoice for time and expense; Lacerte data import.

Pricing: Single user - $449.95; three-user license - $1,199.95.

Maint./support: 30 days of free tech support for new users.

Training: Seminars, Webinars, self-study online tutorials.

Contact: (888) 320-7276.

Web: http://accountant.intuit.com.


Sage Software Inc.

Sage BusinessWorks is a modular accounting solution for small and midsized businesses that includes general financial management modules for GL, AP and AR, along with cash management, inventory, order entry, payroll, job costing and utility functions. It also offers more than 200 built-in reports with graphical reporting capabilities, plus integration with other Sage Software applications.

Year introduced: 1997.

Current version: 8.0.

Enhancements: Ease-of-use and time-saving improvements; Vista-compatible; cash account register support; new drill-down screens.

Pricing: Starts at $625 per module.

Maint./support: Available.

Training: Through Sage business partners, Certified Sage Software Education Centers and online.

Contact: (800) 447-5700.

Web: www.sagebusinessworks.com.



Drake Software

Drake Client Write-Up is an extensive payroll package with basic bookkeeping functions. The payroll portion supports live and after-the-fact payroll for employees and contractors, MICR check printing, e-filing of quarterly and yearly employment tax forms, and e-filing of Forms W-2 and 1099-MISC. Forms 940, 941, 941SS, 943, 944 and 944SS are supported, as well as all state quarterly unemployment forms. An end-of-year trial balance export to Drake Tax eliminates unnecessary data entry.

Year introduced: 1985.

Current version: 2008.

Enhancements: AP - set up unlimited vendors and print unlimited checks; supports multiple payments per invoice; Forms W-2c and W-3c added; multiple pay rates per employee; on-the-fly entry and e-filing of W-2s, 1099s and 94x forms; track vacation and sick hours per employee.

Pricing: Free for Drake tax customers. Non-Drake customers - new, $445; renewal, $200.

Maint./support: One full year included, with program updates.

Training: Electronic tutorials on CD and on support site.

Contact: (800) 890-9500.

Web: www.drakesoftware.com.


Intuit Inc.

Intuit EasyACCT Professional Series is a comprehensive accounting software package. The program includes basic functionality such as write-up, general ledger, payroll, customizable financial statements, accounts receivable and accounts payable, and is designed to be an end-to-end solution.

Year introduced: 2001.

Current version: 2007/2008.

Enhancements: Adjusted trial balance report; Windows-based AR and AP modules; financial statements and custom reports; trial balance; accrual of paid time off; 401(k) employer matching; online product download patches; asset depreciation; bank reconciliation; payroll; financial amortization.

Pricing: New - $1,830; upgrade - $1,090.

Maint./support: Toll-free phone, e-mail and Web site support, and in-program help.

Training: Program manual, video tutorials, in-product help, Webinars and product demos.

Contact: (866) 220-0488.

Web: http://accountant.intuit.com.


CCH, a Wolters Kluwer business

ProSystem fx Write-Up helps firms view and mine data to streamline the day-to-day management of clients' operations. The program can be customized so it works within the existing workflow, and transactions can be coded by departments, divisions, locations and other categories. Write-Up includes signature-ready payroll forms, ready-to-print 1099s, payroll and tax liability reports, and payroll processing. Client bank accounts can be reconciled with one-click access to reveal current or past reconciliations.

Year introduced: 2004.

Current version: 3.5.

Enhancements: Custom financial statements module; integrated unlimited live payroll module; AP module; working trial balance; Peachtree and Quicken imports; CPAClient Write-up conversion; multi-user access; budgets for financials; direct deposit; Vista-compatible.

Pricing: Starts at $1,995.

Maint./support: With annual fee and renewal.

Training: Available.

Contact: (800) PFX-9998.

Web: http://www.cchgroup.com/writeup.


Thomson Tax & Accounting

The heart of the CS Professional Suite accounting product line, Write-Up CS is a suite of modules that automates all processes - from entering data, including after-the-fact payroll, to generating financial statements and preparing year-end reports. It lets users quickly create standard and custom reports and statements, as well as complete after-the-fact payroll processing. The Payroll Compliance module allows users to process W-2, 1099, 940, 941, 943, 944 and 945 forms.

Year introduced: 1999.

Current version: 2007.1.

Enhancements: Location and Department Listing report.

Pricing: Starts at $1,800.

Maint./support: Contracts available; otherwise $19 per 10-minute increment.

Training: Classroom, online, custom support programs, Getting Started Guide, Tutorial Guide, knowledgebase, online help, e-mail.

Contact: (800) 968-0600.

Web: http://cs.thomson.com/write-up.



Exact Software

Exact e-Synergy integrates and captures all corporate data within a single database, allowing all members of the value chain to view and act on it, based on their access and roles within the system. It also streamlines workflow, with an environment of security, roles and rules-based access.

Year introduced: 2002.

Current version: 372.

Pricing: Starts at $1,000 per user.

Maint./support: Contact vendor.

Training: Contact vendor.

Contact: (800) 468-0834.

Web: www.exactamerica.com.


Microsoft Corp.

Microsoft Dynamics CRM lets users create and maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing and customer service, it delivers a flexible solution that provides simplified installation, a smooth upgrade path, and extensive configuration and customization capabilities, all based on a set of tools and technologies familiar to customers and partners.

Year introduced: 2005.

Current version: 3.0.

Enhancements: New version and CRM Live expected in 2008.

Pricing: Contact vendor.

Maint./support: Real-time support through newsgroups, Microsoft's support newsgroups, or Microsoft Dynamics Community.

Training: Online information and tools.

Contact: (888) 477-7989.

Web: www.microsoft.com/dynamics.


Sage Software Inc.

SageCRM delivers integrated sales, marketing, customer support and call center automation solutions for Sage Accpac ERP or Sage Pro ERP. SageCRM integrates with other business-critical solutions such as Microsoft Outlook and Lotus Notes, as well as proprietary systems.

Year introduced: 1997.

Current version: 6.

Enhancements: User training tools with instructional feature tours and on-screen coaching; expanded search queries and grouping functionality; enhanced system administration.

Pricing: 100 Edition - server, $1,495; per user, $595. 200 Edition - server, $3,995; per user, $795. For Sage Pro ERP - server, $1,495; per user, $595.

Maint./support: 18 percent of price. One-hour call-back service available. On-demand support available on a case-by-case basis or in packages of five cases.

Training: Certification, solution provider and end-user training available online, on-site and classroom.

Contact: (800) 643-6400.

Web: www.sagecrmsolutions.com.


Sage Software Inc.

Sage SalesLogix delivers integrated sales, marketing, customer service and support automation solutions that can be tailored to an organization's unique customer acquisition, retention and development processes. Optional business analytics and mobile CRM capabilities are available.

Year introduced: 1997.

Current version: 7.2.

Enhancements: Modernized architecture for Web, Mobile and Windows interfaces; expanded mobile capabilities; support for Windows Mobile and Smartphone devices.

Pricing: Server - $5,995; per user - $995.

Maint./support: 10 to 20 percent of price. Unlimited phone and Web portal support included.

Training: Certification, solution provider and end-user training available online, on-site and classroom.

Contact: (800) 643-6400.

Web: www.sagecrmsolutions.com.


CCH Document

CCH, a Wolters Kluwer business

CCH Document addresses a firm's record, document, content, and now e-mail management needs, with detailed indexing, versioning, history and retention. Document integrates with ProSystem fx Tax, Engagement and Practice, providing access to returns, engagements and projects, in addition to being able to readily capture and index critical files. And the Portal is an extended communication and collaboration tool to enhance a firm's customer service.

Year introduced: 2004.

Current version: 3.6.

Enhancements: Direct saving to Document; improved indexing of files; one-click retrieval of client documents; enhanced e-mail notifications; improved set-up; more detailed retention period assignments; status assignments on each document.

Pricing: First user - $1,935; additional users - $500.

Maint./support: 45 percent renewal for product updates and support.

Training: IT consulting, best practices consulting, end-user training.

Contact: (800) 739-9998.

Web: http://tax.cchgroup.com/document.


Cabinet NG Inc.

CNG-Safe is a document management and workflow solution that introduces an automated system for document tracking, retrieval, sharing and approval across multiple users. It now comes with Retriever, which provides access to documents in CNG-Safe without switching from the native application.

Year introduced: 2007.

Current version: 5.814.

Enhancements: Retriever; Synchronizer Add-on automatically creates and updates folders in CNG-Safe as they appear in the target application's database.

Pricing: Two pricing packages - Concurrent, starts at $4,500; Named, starts at $2,500.

Maint./support: Annual programs include latest product features, software improvements and corrective maintenance.

Training: On-site custom training; general and customized online sessions available.

Contact: (800) 621-6501.

Web: www.cabinetng.com.


Doc.It Corp.

Doc.It Suite is a turnkey digital document management and workflow solution developed by accountants that includes software, implementation, support and training. It organizes all published documents into a secure, searchable PDF library; organizes all work-in-progress documents; helps you track your engagements and keep staff organized; and allows you to securely share documents with clients through your Web site.

Year introduced: 2001.

Current version: 2.5.

Enhancements: Smart Scheduling feature; roll documents into a single bookmarked PDF; auto-recognize scanned or printed-to documents.

Pricing: $25 to $35 per person, per month. Additional $150 per-person one-time fee, plus services.

Maint./support: Included in quarterly subscription fees.

Training: Available.

Contact: Roger Mongeon rmongeon@doc-it.net or (888) 693-6248.

Web: www.doc-it.net.


Thomson Tax & Accounting

FileCabinet CS offers a digital document management system designed specifically for accounting firms that lets them create electronic documents of files generated with CS Professional Suite applications and GoSystem Tax, virtually any Windows software, or scanned copies of source documents. FileCabinet CS also has extensive annotation and event-tracking capabilities, and offers intuitive file organization.

Year introduced: 1999.

Current version: 2006.2.1.

Enhancements: Enhanced Office integration; ability to choose drawer status; ability to focus the Drawer List to enhance organization; ability to store data in SQL database format.

Pricing: $1,500.

Maint./support: Contracts available; otherwise $19 per 10-minute increment.

Training: Web-based, Getting Started Guide, knowledgebase, online help, e-mail.

Contact: (800) 968-0600.

Web: http://cs.thomson.com/document-management.


Thomson Tax & Accounting

GoFileRoom is an integrated, Web-hosted document management, workflow and scanning solution that offers access to data and documents from anywhere at any time. It also lets you view real time, up-to-the-minute information on the status of all client engagements.

Year introduced: 2001.

Current version: 6.0.

Enhancements: Enhanced workflow and reporting; QuickLaunch tool; customizable Master Template Report; document tracking report; login history report; IP security by group; enhanced upload document service.

Pricing: Starts at $1,275 per month.

Maint./support: Available.

Training: Classroom training, Web-based training, Train the Trainer (train key people to train the rest of your staff).

Contact: (866) 463-4531.

Web: http://gofileroom.thomson.com.


eMoney 360Pro

eMoney Advisor

eMoney 360Pro is a Web-based financial planning system for high-net-worth clients. It provides complete cash-flow-based planning for advisors, enabling them to create comprehensive plans that are up to date and delivered to clients through a personal financial homepage.

Year introduced: 2000.

Current version: 5.1.

Enhancements: Integrated goal planning; Standalone Retirement Income Tool; mobile access to system's client site; Modular Goal Planning with Retirement, Life Insurance, Education, Disability, Long-Term Care and Accumulation Analysis modules.

Pricing: Independent licensing - $299 per month (three-month minimum). Advisor License and five seats - $299 per month or $3,500 annually; 10 seats - $425 per month or $5,000 annually.

Maint./support: Toll-free customer service department.

Training: Training sessions or in-person at eMoney University Training Center.

Contact: (888) 362-4612.

Web: www.emoneyadvisor.com.



Morningstar Inc.

Morningstar Principia is designed to help financial professionals conduct fundamental, in-depth research on seven different types of investments - stocks, mutual funds, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, separately managed accounts and defined-contribution plans - and combine them in complete, real-world portfolios. Principia portfolio tools allow advisors to illustrate key concepts and provide detailed portfolio analysis.

Year introduced: 1991.

Current version: 5.6.

Enhancements: Asset Allocation Module; Presentations and Education Library of communication resources.

Pricing: Suite with all modules - $3,325. Modules - individual, $670; advanced modules, $1,220; Asset Allocation, $995; Defined-Contribution, $995. Network pricing available.

Maint./support: Tech support included.

Training: Online and classroom training.

Contact: (877) 586-5405.

Web: www.global.morningstar.com/principia.


Emerging Information Systems Inc.

NaviPlan Standard packages a range of planning features into three levels that allow advisors to quickly explore "what-if" scenarios and build detailed plans. Standard is meant for advisors who treat a wide range of wealth management concepts, while NaviPlan Extended is a sophisticated tool with two levels of intermediate and advanced cash-flow-based planning options, and is aimed at advisors who deal with the high- and ultra-high-net-worth markets.

Year introduced: 1995 (Canada); 1998 (U.S.).

Current version: Standard - 11.0; Extended - 10.2.

Enhancements: Next-generation architecture for greater speed; reduced data entry; new planning features.

Pricing: Annual subscriptions - Standard, starts at $625; Extended, starts at $1,250. Ibbotson Asset Allocation options extra.

Maint./support: Online support; knowledgebase; toll-free technical support; updates and upgrades included in subscription.

Training: Self-study guides; training video clips; live Web-based training sessions.

Contact: (888) 692-3474, opt. 2.

Web: www.eisi.com.


Brentmark Software Inc.

PFP Notebook takes a modular notebook approach that helps construct plans customized for your clients without unnecessary data entry. The modular design allows for quick "what-if" analyses. It includes customizable letters and text that get merged with client data when the report is created. The recent addition of practice management reports and letters lets users examine many clients at once and quickly generate appropriate letters.

Year introduced: 1993.

Current version: 2008.00.

Enhancements: State death tax calculations; 2008 income tax rates included; Vista-compatible; enhanced ability to save generated reports in database; ability to incorporate presentations from other Brentmark programs.

Pricing: Single user - $595.

Maint./support: Single user - $199 per year.

Contact: (800) 879-6665.

Web: www.brentmark.com.



Designed exclusively for accountants, PFP Relief provides tools and resources to help plan their clients' futures and offer financial planning advice. It helps accountants make accurate, specific and billable planning recommendations, and helps clients determine their net worth, save for retirement and their children's college education, do optimal asset allocation based on their risk tolerance, and perform estate planning.

Year introduced: 1998.

Current version: 6.6.

Enhancements: Updated table of college tuition rates.

Pricing: First year - $495; renewal - $250.

Maint./support: Tech and marketing support included.

Training: Phone and e-mail training; personalized training and support available.

Contact: Burt Bragin (888) 999-1366 or bbragin@accountantsworld.com.

Web: www.accountantsworld.com.


Emerging Information Systems Inc.

Profiles Professional concentrates on 13 personal and four business planning modules to let advisors treat complex scenarios and provide action-oriented advice, particularly for clients in the mass-affluent markets.

Year introduced: 1996.

Current version: 8.0.

Pricing: Annual subscription - $1,000 (includes Ibbotson Asset Allocation). Monte Carlo simulation, advanced estate calculations, Ibbotson Security Classifier options extra.

Maint./support: Online support; knowledgebase and other online tools; toll-free technical support; updates and upgrades included in subscription.

Training: Self-study guides; training video clips; live Web-based training sessions.

Contact: (888) 692-3474, opt. 2.

Web: www.eisi.com


CCH, a Wolters Kluwer business

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. ViewPlan Advanced also calculates and illustrates a wide variety of charitable and intra-family estate-transfer techniques.

Year introduced: 2003.

Current version: 4.7.

Enhancements: Updated Federal and State Law Builders let planners modify federal and state tax rate assumptions.

Pricing: New - starts at $1,759; renewal - starts at $975.

Maint./support: Toll-free tech support included.

Training: On-site, teleconferences and Web conferences.

Contact: (888) CCH-REPS.

Web: http://tax.cchgroup.com/viewplan.



BNA Software

Available as a desktop, server or Web-based solution, BNA Fixed Assets comes with more than 40 predefined standard reports, including five fileable tax forms and supporting worksheets. Built-in wizards and asset templates make data entry fast and accurate, while automatic validation ensures regulatory compliance. The Open Timeline feature, a BNA Software exclusive, allows adjustments and changes to be made at any time, while maintaining an audit trail.

Year introduced: 1998.

Current version: 2007.

Enhancements: New construction-in-progress functionality.

Pricing: Single user - starts at $1,675.

Maint./support: Desktop maintenance - starts at $875 a year. Unlimited support included.

Training: Hands-on classroom, Web and on-site/custom training available.

Contact: (800) 424-2938.

Web: www.bnasoftware.com/fixedassets.


Thomson Tax & Accounting

Fixed Assets CS provides powerful depreciation processing capabilities to accomplish complex asset management and tracking tasks. It includes the ability to custom-sort asset data and flexible report-writing capabilities, and an inventory module is also available for conducting physical asset inventories. The program offers several wizards, including the Method/Life Wizard to set up new assets quickly, and the Disposal Wizard to get rid of them quickly.

Year introduced: 1980.

Current version: 2006.2.2.

Enhancements: Streamlined import from Excel; display gain/loss calculation; enhanced vehicle information data entry; ability to apply Template client settings to existing clients, to export journal entries to Excel, and to record deductible business start-up and organizational costs.

Pricing: Starts at $1,100.

Maint./support: Contracts available. Otherwise, $19 per 10-minute increment.

Training: Web-based, custom support programs, Getting Started Guide, Walkthrough Guide, knowledgebase, online help, e-mail.

Contact: (800) 968-0600.

Web: http://cs.thomson.com/fixed-assets.


CCH, a Wolters Kluwer business

This asset-tracking, management and reporting solution streamlines all depreciation tasks and allows users to customize reports, asset information and screen views. Import and conversion capabilities automatically convert data from major Windows asset management programs and import data from spreadsheets and other common file types. Fixed Assets handles an unlimited number of assets and up to eight different books, all viewable side by side on one screen. It also allows firms to modify financial and tax reports, filter and sort data, and set reporting periods.

Year introduced: 2001.

Current version: 2006.03000.

Enhancements: Report customization; GAAP like-kind exchange - recognition of gain/loss on dispositions; Office 2007-compatible; Vista-compatible; 64-bit operating systems.

Pricing: Single user - $1,550 to $1,660; additional users - $135 to $145 each.

Maint./support: Tech support included.

Training: Online and on-site.

Contact: (800) PFX-9998.

Web: www.cchgroup.com/fixedassets.


Sage Software

Sage FAS Fixed Assets solutions combine fixed asset accounting, asset inventory and report-writing functionality; integrate with general ledger solutions, including accounting products; and provide fixed asset depreciation calculations for financial and tax reporting. Sage FAS is available in government and nonprofit versions. FAS CIP Accounting is also available for construction-in-progress projects.

Year introduced: 1982.

Current version: 2007.2.

Enhancements: Windows authentication for enhanced security; FAS Compliance Advisor for Sarbanes-Oxley compliance.

Pricing: Single user - Asset Accounting, starts at $2,295; Asset Inventory, starts at $2,295; Track Pack (Asset Accounting, Inventory and Report Writer), starts at $3,995.

Maint./support: Available, including unlimited phone and online support, and annual software updates.

Training: Web-based - starts at $165; classroom - starts at $650; on-site customized - starts at $1,600.

Contact: (800) 368-2405.

Web: www.sagefas.com.



AccuFund Inc.

AccuFund specializes in financial reporting for nonprofit and government agencies with FASB and GASB compliance and cross-year/inception-to-date reporting capabilities. It stores separate budgets for annual, grant and project reporting, with two reportable versions for each. Its range of fully integrated modules includes payroll, purchasing, requisitions, AP and AR, utility billing, property tax, fees and licenses, court fine, grants management, and allocation modules. It allows scanned documents to be attached to transactions throughout the system.

Year introduced: 2001.

Current version: 3.06.

Enhancements: Hosted option with back-up and upgrade support; credit card processing, including Web payment option; budget development module.

Pricing: Single-user Core system - $2,995. Server-based system - starts at $4,195. Modules - from $1,095 to $1,995. Professional Edition - approx. 20 percent more. Hosted - starts at $389 per month.

Maint./support: Annual fee - 25 percent of license fee, includes toll-free, e-mail, Web site and dial-in to client site.

Training: On-site, at regional training programs and online.

Contact: (877) 872-2228, ext. 215.

Web: www.accufund.com.


Cougar Mountain Software

Cougar Mountain's CMS Fund Suite is an integrated accounting and financial management software package designed for nonprofit organizations and government agencies. It can balance multiple-fund ledgers or track grants with comprehensive budget comparisons. Each fund can have its own separate fiscal calendar. It also handles inter-fund transfers and fund balancing, fully conforms to GAAP, has multi-tiered security settings and a protected audit trail, and can produce reports according to FASB Standards 116 and 117.

Year introduced: 1982.

Current version: 12.

Enhancements: Snapshot Reports; enhanced date block range for posting; enhanced custom reports menu; account impact summary report; include reference/batch number on check register; additional queries on reports; ability to e-file W-2s and quarterly state and federal taxes.

Pricing: Single user - $3,838; four users - $4,199; unlimited - $6,358.

Maint./support: Available from CMS or authorized resellers. Paid support contracts available.

Training: Three-day training at Cougar U in Boise, Idaho - $795 per person. On-site - $995 per day plus expenses. Online training - $250 to $720.

Contact: (800) 388-3038.

Web: www.cougarmtn.com.


Blackbaud Inc.

The Financial Edge enables up-to-the-minute analysis with insight into critical data at a glance with the Financial Edge Dashboard. It can be customized with a large number of modules, including GL; electronic funds transfer; accounting forms; e-requisitions; AR; AP; fixed assets; payroll; project, grant and endowment management; allocation management; cash management; student billing; consolidation management; school store manager, and more.

Year introduced: 1984.

Current version: 7.7.

Enhancements: New business rules for projects; enhanced GL reports; ability to track master grant to multiple fund sources or single grant to multiple projects; ability to budget at the project level without tying the budget to a specific account.

Pricing: Varies by size.

Maint./support: Available.

Training: Classroom training through Blackbaud University in Charleston, S.C., or at regional sites. On-site and online training available.

Contact: (800) 443-9441.

Web: www.blackbaud.com.



Kintera FundWare is a fund accounting system for nonprofits and government organizations that unites accounting, budgeting and reporting tools with an audit trail. It offers GASB and FASB financial reports, real-time information, and sophisticated fund allocation management, as well as real-time budget monitoring; budget modification histories; a configurable set of modules, and much more.

Year introduced: 1976.

Current version: 7.4.

Enhancements: Additional standard reports, including Ledger Report detailing actual, budget and encumbrance transactions.

Pricing: Modules - from $1,295 to $3,995.

Maint./support: Two levels of support, both with tech support, online database, and access to a technical account manager.

Training: On-site, classroom, e-classes, payroll bootcamp and customized training available.

Contact: (800) 551-4458.

Web: www.kintera.com/fundware.


Sage Software

Sage MIP Fund Accounting is scalable, flexible and customizable to suit the needs of nonprofit, government and school organizations of all sizes, while helping them demonstrate accountability and meet critical reporting requirements, including FASB/GASB regulations. Organizations can produce audit-ready financial statements with the built-in report writer. Executive-view licensing gives select employees direct viewing access to financial reporting, graphs and real-time data, but preserves transaction-access security.

Year introduced: 1982.

Current version: 9.0.

Enhancements: New tax forms and e-filing by Aatrix; recurring and reversing entry management functionality; enhanced Fixed Assets module; additional payroll, AP, AR and reporting functionality.

Pricing: Single-user - starts at $2,995.

Maint./support: Available, including unlimited phone and online support.

Training: Real-time learning - starts at $195.00 (two-hour session).

Contact: (800) 811-0961.

Web: www.sagenonprofit.com.


Serenic Corp.

Serenic Navigator, certified for Microsoft Dynamics NAV, is a financial management solution for nonprofit organizations, educational institutions and government agencies. It offers core financials, plus a comprehensive suite of ERP applications, including fundraising, case management, grant management, and human capital management. Navigator provides the ability to easily generate SFAS 117- or GASB 34-compliant financial reports.

Year introduced: 2001.

Current version: 5.00.

Enhancements: Enhanced grant management module; case management solution for human services organizations.

Pricing: Basic Business Essentials - starts at $3,000 per user; Advanced Management Suite -$6,000 per user.

Maint./support: Annual fees - 16 to 24 percent of price. Phone support available.

Training: Courses at Serenic's office in Lakewood, Colo., or at client site.

Contact: (877) 737-3642.

Web: www.serenic.com.



Advanced Micro Solutions Inc.

The base program (W-2/1099 Forms Filer), which is required, enables users to complete and print a wide range of forms. After-The-Fact Payroll is an add-on module that includes support for all states (including D.C. and Puerto Rico), 941 e-filing, 40 user-defined fields, MICR check support, direct deposit capabilities, and QuickBooks data import/export and Peachtree data import. There are also e-file options for year-end forms. The Forms-Etc module is an add-on forms-filler that supports over 300 payroll-related forms.

Year introduced: 1985.

Current version: D-2.0.

Enhancements: Vista-compatible; W-2/1099 Forms Filer module supports 99,999 employees/recipients.

Pricing: Modules - from $75 to $105; all - $405.

Maint./support: Tech support included.

Training: Tutorial. Help topics available throughout program. FAQs in Help and on Web site.

Contact: (800) 536-1099.

Web: www.1099-etc.com.


Sage Software

Abra Payroll includes all the payroll software functionality needed by midsized organizations to process payroll on the desktop or a network. It includes flexible features, such as unlimited earnings, taxes and deduction types, multiple user-defined pay groups, and automatic ACH files for direct deposit. The software also provides a full range of tax management capabilities. An integrated, optional employee self-service module, Abra ESS, supports online paystubs, check history, W-2s and W-4s.

Year introduced: 1984.

Current version: 7.6/8.3.

Pricing: Single user - starts at $2,115 (for up to 75-employee companies).

Maint./support: Annual fee - 20 percent to 25 percent of license price, includes quarterly tax and legislative updates, version upgrades, unlimited phone and Web tech support.

Training: Three-day Abra Payroll classroom training - $1,320.

Contact: (800) 424-9392.

Web: www.sageabra.com.


ADP Employer Services

ADP's EasyPayNet is a hosted payroll offering that streamlines data collection, calculation of payroll totals and taxes, and other payroll and employer services (such as background checks and workers' compensation). Clients can print checks, pay vouchers and reports, or have them delivered. Accountants can also use EasyPayNet to process clients' payrolls in a wholesale arrangement.

Year introduced: 1999.

Current version: 5.6.

Enhancements: Suppression of Social Security numbers on employee checks, vouchers and client output; ability to map payroll data to accounting applications; Web-based Data Access Suite application lets accountants share payroll-related data with clients.

Pricing: Varies; contact vendor.

Maint./support: Included.

Training: Included.

Contact: Lisa Appello lisa_appello@adp.com or (866) 4ASK-ADP.

Web: www.accountant.adp.com.


Paychex Inc.

This Internet-based program lets small and midsized businesses enter payroll, create checks, change employee records and access other payroll options at any time. Data is also available to users' accountants. The product also allows payroll information to be posted directly to most accounting software. Also, through the Paychex E-Partnership program, accountants can use Paychex Online Payroll to enter and process client payrolls.

Year introduced: 2001.

Enhancements: Online Payroll Message Center includes access to forms, resources and other business information.

Pricing: $36.90 for weekly payroll of 10 employees.

Maint./support: Included; each client assigned a dedicated payroll specialist. Comprehensive Internet support also available.

Training: Included. Instructor-led Web seminars available.

Contact: (800) 322-7292.

Web: www.paychex.com.


PayCycle Inc.

PayCycle's Accounting Professional Program is designed to help accountants meet the payroll needs of their small-business clients with from one to 50 employees. Accountants can set clients up to do payroll through their firm, or clients can manage all payroll tasks entirely on their own. The service handles paycheck calculations, direct deposit, W-2s, electronic tax payments and filings, and more.

Year introduced: 2001.

Enhancements: Ability to offer three different levels of access to wholesale clients; more electronic state tax payments and filings; Health Savings Account tracking; enhanced batch printing.

Pricing: $14.99 per client per month for first five employees; each extra - $0.25 a month.

Training: Online set-up wizard; "Do-It-With-You" technology guide; free weekly Web seminars.

Contact: (866) 729-2925.

Web: www.paycycle.com.


Thomson Tax & Accounting

Payroll CS offers comprehensive, stand-alone payroll capabilities that can handle payroll services for a diverse client base - from small businesses to large, complex clients. Payroll CS supports multi-department, multi-state, and tipped employees; an unlimited number of user-defined payroll, deduction and withholding items; unlimited checks per employee and per vendor; third-party sick pay; and over 30 customizable reports. Firms can also provide clients' employees with read-only access to electronic copies of payroll information, such as W-2s, W-4s, and personal earnings history, with the Web Employee option.

Year introduced: 1998.

Current version: 2007.1.1.

Enhancements: Calculate nonresident alien federal withholding; child support direct deposit payments; automatic handwritten vendor check creation.

Pricing: $1,500.

Maint./support: Contracts available; otherwise, $19 per 10-minute increments.

Training: Hands-on classroom and Web-based; Getting Started Guide, Tutorial Guide, knowledgebase, online help, e-mail.

Contact: (800) 968-0600.

Web: http://cs.thomson.com/payroll.



Payroll Relief AC is a Web-based payroll processing center that has automated payroll processing and gives accountants the flexibility to work collaboratively and share responsibilities with clients. It includes electronic payments for federal and state taxes and child support payments for all major states, as well as client invoice payments.

Year introduced: 2004.

Enhancements: Enhanced interface; new Payroll Management Center with alerts; supports payroll processing for independent contractors and generation of Form 1099; integration with AccountantsWorld's After-the-Fact Payroll; electronic payments to virtually all states, e-filing for over 15 states, and ACH transactions.

Pricing: Up to five employees - starts at $5.95 per employer per weekly payroll.

Maint./support: Tech and marketing support included.

Training: Personalized training and support available. Phone, e-mail and Webinar available.

Contact: Carlos Garcia cgarcia@accountantsworld.com or (888) 999-1366.

Web: www.accountantsworld.com.


Intuit Inc.

QuickBooks Enhanced Payroll for Accountants lets accountants offer end-to-end payroll processing for their clients. With a single subscription, accountants can process payroll for up to 50 clients. The service allows an accountant to print paychecks, or use optional direct deposit. The service also automatically gives users the most updated federal and state tax forms and fills them out with payroll data directly from QuickBooks, and now offers a method for processing after-the-fact payroll.

Year introduced: 2005.

Current version: 2008.

Enhancements: Consolidation and improved usability with Payroll Center; scheduled payroll groups to pay different groups of employees on different timetables; client-ready payroll reports; Auto-Fill Preparer ID.

Pricing: $299 per year. Direct deposit - $0.99 per paycheck, plus $3 transmission fee per payroll.

Maint./support: In-product and online help; optional phone support for set-up and usage; phone and e-mail support with a dedicated engineer; online knowledgebase.

Training: CPA-led online training seminars; interactive CD training; local one-on-one training; instructor-led seminars; QuickBooks student and instructor guides.

Contact: (888) 236-9501.

Web: www.payroll.com.


SurePayroll Inc.

SurePayroll's SureChoice Access lets accountants view any of their clients' reports and returns in a secure online environment. SurePayroll lets accountants refer clients, or resell SurePayroll under their brand. The online service includes ClickFree tax file and pay, and protection against IRS fines; direct deposit or self-print check payment options; free, unlimited access to payroll experts; a simple three-screen payroll process; and online processing.

Year introduced: 2000.

Enhancements: Additional reports can be saved in various formats; online searchable database; ability to manage four new 401(k) plans; enhanced benefits tracking report.

Pricing: Weekly - $15.26, plus $1.28 per employee; biweekly - $24.61, plus $1.49 per employee; monthly - $36.51, plus $1.49 per employee. W-2 prep - $34, plus $3.40 per employee (reflects 15 percent accountant discount).

Maint./support: Free phone and e-mail access to payroll specialists. Online help database.

Training: Payroll specialist walks users through enrollment and helps run first payroll.

Contact: Jason Copeland jason.copeland@surepayroll.com or (877) 954-7873, ext. 7316.

Web: www.surepayroll.com.


Greatland Corp.

Winfiler Plus is a flexible wage reporting software capable of filing for an unlimited amount of payers and recipients. It offers Forms W-2, W-2G, W-3, all 1099s, all 1098s, all 5498s, 940, 941, 943, 944, 945 and corrections, and quarterly employment forms for 46 states and multiple printing options. It is available stand-alone and networked, and also offers the Express Services E-filing Center, and several automated print and mail options for recipient and payer copies, as well as unlimited e-filing options for W-2s and 1099s.

Year introduced: 1987.

Current version: 3.08.00.

Enhancements: All-state e-filing solution for state W-2 and 1099 forms. Additional recipient and payer distribution options, including automated print and mail fulfillment and CD archive of payer copies.

Pricing: $361. Network license available.

Maint./support: E-mail, phone support and online knowledgebase available. Extended hours available during tax season.

Training: Getting Started Quickly Guide; program help and FAQs online. Software support walk-through available.

Contact: (800) 968-1099.

Web: www.winfiler.com.


CompuPay Inc.

Designed specifically for small businesses with from one to five employees, XpressPayroll includes payroll processing via the Internet; full-service tax filing, compliance and payment for all payroll taxing authorities for one state; direct deposit for all employees; check and report printing on site; online paystub detail and W-2s; online reports; a payroll check register; an earnings report; a deduction register; and an EFT entry register.

Year introduced: 2003.

Current version: 1.0.

Enhancements: General ledger link.

Pricing: Monthly - $32.00; biweekly and semimonthly - $50.00 per month; weekly - $79.00 per month.

Maint./support: Team of client service professionals assigned to each user.

Training: One-on-one training available.

Contact: (877) 729-6299.

Web: www.xpresspayroll.com.



CaseWare International Inc.

CaseWare Scenarios displays an integrated income statement, balance sheet, cash flow, business drivers and analytics on a single screen. It then allows users to create many different scenarios using actual data or other scenarios as a starting point, incorporating "what-if" and goal-seeking functionality.

Year introduced: 2003.

Current version: 2006.00.

Enhancements: Break elements into multiple sub-elements to track more information.

Pricing: Single user - $199; multi-user (up to five) - $599; each additional - $99.

Maint./support: Licenses renewable yearly at 50 percent of current license value. Tech support included.

Training: In-house and online training and consulting.

Contact: (800) 267-1317.

Web: www.caseware.com.


Business Objects Inc.

Crystal Reports 2008 is a dynamic reporting solution that helps developers and IT professionals design, explore, visualize and deliver reports via the Web or embedded in enterprise applications. End users can sort, filter and reformat reports dynamically within the report viewers. Other features include reporting off Salesforce.com data, and data export to any text-based document without coding.

Year introduced: 2007.

Current version: 12.

Enhancements: Interactive report visualizations; what-if scenario modeling; on-report parameter panels and sort controls; improved crosstabs; improved XML data export.

Pricing: Full - $495; upgrade - $295.

Maint./support: Unlimited install support cases. Self-serve support Web site and support resources page. Modular Assurance Packs available.

Training: From certified experts; e-learning and instructor-led courses on- or off-site available.

Contact: (866) 681-3435.

Web: www.businessobjects.com.


Thomson Tax & Accounting

Financial Analysis CS is a financial analysis application that lets firms compare the financial data of clients' businesses to benchmark their financial position in relation to other similar companies or to an industry standard. Accountants can filter clients to evaluate financial data based on user-specified criteria, such as industry code or annual revenue, and report the results with extensive graph and text options.

Year introduced: 2004.

Current version: 2007.1.0.

Enhancements: Ability to import client or industry data via spreadsheet; print reports directly to various file formats; Notices Portlet in Firm Dashboard; auto-adjust Out of Balance Amount feature; SQL Express now default database server software for new installations.

Pricing: Starts at $600.

Maint./support: Contracts available; otherwise, $19 per 10-minute increment.

Training: Web-based, custom support programs, Getting Started Guide, knowledgebase, online help, e-mail.

Contact: (800) 968-0600.

Web: http://cs.thomson.com/financial-analysis.


CaseWare IDEA Inc.

IDEA can read, display, analyze, manipulate, sample or extract from data files from almost any source, including reports printed to a file. IDEA enhances audits and helps users meet the requirements of SAS 99 and SOX 404. Smart Analyzer, an optional component for IDEA, provides users with a defined set of standard tests for journal entries, AR, AP, inventory and fixed assets.

Year introduced: 1987.

Current version: 7.

Enhancements: Advanced statistical analysis; PDF import; improved history reporting; bubble help; enhanced field statistics; additional equation functions; new functionality, including "group records by key" and "top record extraction;" faster indexing; enhancements to Pivot Table; full-text search functions.

Pricing: Single user - $1,995; volume discounts available.

Maint./support: Includes all updates and new versions, downloadable accounting software imports, Web support content, phone or e-mail tech support.

Training: Classroom programs and in-house custom training available.

Contact: Audimation Services Inc. (888) 641-2800.

Web: www.audimation.com.


Microsoft Corp.

Microsoft FRx is a financial reporting application for small organizations, midsized businesses and divisions of global enterprises. Microsoft FRx pulls information already established in the general ledger, and understands fiscal periods, charts of accounts, detailed transactions and various types of balances. Users can drill down to any row of their reports to access transaction-level details. A single, comprehensive report can be sent to all report reviewers, while only allowing users to view information they should have access to via security rights.

Year introduced: 1994.

Current version: 6.7.

Enhancements: Microsoft plans to introduce Management Reporter, a new financial reporting solution based on Microsoft FRx.

Pricing: Starts at $4,500.

Maint./support: From Microsoft or ERP distribution partners.

Training: From Microsoft or ERP distribution partners or resellers.

Contact: (888) 477-7989.

Web: www.microsoft.com/frx.


SageWorks Inc.

ProfitCents is a Web-based financial analysis software program that enables accountants and financial professionals to provide a written explanation of financial statements to clients. Plain-language reports assess a client's financial performance, compare it to its industry peers and make recommendations for business improvement. ProfitCents also automates the pre-audit and review process.

Year introduced: 2000.

Enhancements: Risk assessment tools for new audit and review regulations.

Pricing: Varies; annual license - one-person firm, $1,388; eight-person, $5,588.

Maint./support: Included; personal consultant for support.

Training: Free live, daily and pre-recorded online and teleconference training classes (CPE credit available).

Contact: (877) 724-3967, ext. 2.

Web: www.profitcents.com.


CCH, a Wolters Kluwer business

ProSystem fx Profit Driver is a financial diagnostic and analytical solution that enables professionals to show their clients the outcomes of "what-if" scenarios and develop detailed plans for reaching goals, and to compare business performance against industry standards with benchmarking data functionality.

Year introduced: 2004.

Current version: 7.1a.

Enhancements: Updated benchmarking tools; import RMA data, based on sales size, total assets size or historical data; "what-if" analysis integrated with benchmarking data; goalseeking tools.

Pricing: Stand-alone - first user, $2,495; each additional, $825.

Maint./support: Tech support included.

Training: Online.

Contact: (800) PFX-9998.

Web: www.cchgroup.com/profitdriver.



ImagineTime Inc.

Originally developed in DOS, ImagineTime was transformed to Windows in 1997 and has since been intensely marketed by its vendor. It combines time and billing with practice management, contact/calendar management, due-date tracking and a Tax Tickler project/work reminder.

Year introduced: 1997.

Current version: 6.183.

Enhancements: Credit card transactions processing; improved spell checker.

Pricing: Single user - starts at $295, including installation support. Network - starts at $495. Contact/calendar and due date monitor modules - single user, start at $125 and $195.

Maint./support: Three support plans available. Tech support - $75 per incident.

Training: On-site training - half day, $595; full day, $895. Remote training - $95 per hour. Manuals - $35.

Contact: Fred Lindsley flindsley@imaginetime.com or (828) 248-3121, ext. 204.

Web: www.imaginetime.com.



Lexis Front Office powered by Time Matters 9.0 manages a firm's information and activities, from critical deadlines to e-mail, documents, research, billing and client information, and includes productivity and workflow tools. Lexis Back Office powered by Billing Matters shares the same database as Time Matters, includes full back-office accounting features, and adds billing productivity and workflow tools such as centralized billing, a payables process manager, and demand check processing.

Year introduced: 2004.

Current version: 9.

Enhancements: Time Matters - Microsoft Exchange server synchronization; updated search tool; enhanced archiving process. Billing Matters - new reports; receipts by fee allocation. Both - new wizards; user-defined record type to track special information types; supports up to 100 staff per form.

Pricing: Professional Edition - first user, $350; additional users, $200. Enterprise Edition - first user, $700; additional, $400.

Maint./support: Complimentary tech support for first 60 days. Annual support subscriptions - first user, starts at $200; additional users, $40.

Training: Electronic help file, CD-ROM HelpCam, training facility, online knowledgebase, consultants.

Contact: (800) 328-2898.

Web: www.lexisnexis.com/timematters.


Thomson Tax & Accounting

Practice CS is a practice management system that provides integrated workflow management. With its digital dashboard design, project management functionality, and time and billing features, it acts as the workflow hub for the firm, with all information available in a single location. It also offers customizable digital dashboards; advanced time and billing functionality; a Client Management module; full-scale project management; and seamless data sharing.

Year introduced: 2005.

Current version: 2007.2.1.

Enhancements: Export journal entries to CS Professional Suite accounting products; export client and staff information to FileCabinet CS and ToolBox CS; create multiple views on Firm Dashboard; print mailing labels for clients; use a credit card swiping device; edit multiple clients and add or change values for many clients or engagements at once.

Pricing: Starts at $1,200.

Maint./support: Contracts available; otherwise, $19 per 10-minute increment.

Training: Summer Series Best Practices, hands-on classroom, custom, on-demand.

Contact: (800) 968-0600.

Web: http://cs.thomson.com/practice.


CCH, a Wolters Kluwer business

This product offers project management, marketing, integration, and utilizes the latest .Net technology to offer accountants remote connectivity and rich reporting for improved decision-making. It is designed to empower employees to manage their own time, encourage billers to bill on-screen and on-demand, and inspire partners to better analyze the firm.

Year introduced: 2005.

Current version: 2007.70.02.

Enhancements: Vista- and Office 2007-compatible; enhanced reporting; billing enhancements, including security for on-screen billing status change; customizable staff and project tracking labels in administration.

Pricing: Office - five users, $2,595; each additional, $180. Enterprise - five users, $3,175; each additional, $195. Internet Time Entry module - $95 per user.

Maint./support: First year included, with toll-free and online support, including 24/7 access to Solution Center knowledgebase.

Training: Classroom, regional, Web-based and on-site.

Contact: (800) PFX-9998.

Web: http://tax.cchgroup.com.


Sage Software Inc.

An industry-leading time and billing solution for more than 20 years, Timeslips by Sage works for any business that bills for its services, from sole practitioners to small to midsized service firms with multiple timekeepers.

Year introduced: 1985.

Current version: 2008.

Enhancements: New capabilities for determining when clients should be billed based on billing criteria set up by the user; new user-defined AR and funds reports for customized summaries and itemized reports; ability to approve, clear or place bills in proof, revision or audit stages from one area.

Pricing: Single user - $499.99; five seats - $899.99; 10 seats -$1,599.99.

Maint./support: 30 days free support for new customers. Unlimited phone support - single user, $229; network, $349.

Training: Training guides, Sage Software Small Business Division certified consultants.

Contact: (800) 285-0999.

Web: www.timeslips.com.



CCH Small Firm Services

ATX MAX prepares individual and business returns, providing over 10,000 calculating forms, including the Federal 1040, 1120, 1120S, 1065, 1041, 706, 709, 990 and 5500, and companion forms for states and localities. MAX also contains a unique module to create and e-file W-2s, 1099s, 940s and 941s. It includes tax research from Kleinrock, as well as access to CCH reference materials. And users can process unlimited returns with free e-filing.

Year introduced: 1999.

Current version: 2007.

Enhancements: Integrated suite of accounting and practice management solutions; ATX Scan&Fill.

Pricing: Standard three-user - $1,065; four or more users - $1,598.

Maint./support: Toll-free and online support.

Training: Free online training with ATX University; in-program tutorials; user guide; public and private Web-based training.

Contact: (877) 728-9776.

Web: www.atxinc.com.


Avalara Inc.

A Web-service-based sales tax solution, AvaTax calculates sales tax for clients in any of the more than 12,500 tax regions in North America. AvaTax is a complete, fully automated, real-time sales tax compliance solution - and that's why it's integrated with a number of major applications, including Microsoft Dynamics, Epicor, QuickBooks, NetSuite, Sage MAS ERP, and Sage Accpac ERP. And developers can integrate Avalara's sales tax Web service with any e-commerce, third-party or custom-built solution.

Year introduced: 1999.

Current version: 5.0.

Enhancements: Drill down to street address to identify precise tax regions within a Zip code.

Pricing: Varies; contact vendor.

Training: Weekly AvaTax University classes.

Contact: (877) 780-4848.

Web: www.avalara.com.


BNA Software

BNA Income Tax Planner streamlines and simplifies individual income tax forecasting and analysis. Users can create client presentations, complete with letters and graphics. The program computes federal and state individual income taxes from 1987 on, allows up to 20 side-by-side columns of federal and state tax data for multiple years and/or scenarios, offers seven modes of analysis, and handles all filing statuses, including trusts and estates.

Year introduced: 1984.

Current version: 2007.2.

Enhancements: Added North Carolina and Virginia as non-resident states, for 31 total states.

Pricing: Single user - Federal with Fifty States, $835; federal-only, $525.

Maint./support: Federal with Fifty States - $625 annual renewal; federal-only - $415. Toll-free tech support included.

Training: Fee-based courses.

Contact: (800) 424-2938.

Web: www.bnasoftware.com.


Petz Enterprises Inc.

Easy to learn and use, CrossLink quickly and accurately handles federal and state returns, including support for e-filing and bank products, and works equally well for a small home-based business as a high-volume retail location.

Year introduced: 1990.

Current version: 2008.01.

Enhancements: Enhanced Depreciation module; simplified data entry with Federal K-1 tool; auto-population of federal and state amended forms; city forms read more federal and state information; more flexibility with State 8453.

Pricing: Federal 1040, first year - $895; renewal - starts at $895, varies depending on options/modules.

Maint./support: Round-the-clock tech support.

Training: Free.

Contact: Danny Thomas dthomas@petzent.com or (800) 345-4337, ext. 2301.

Web: www.petzent.com.


Drake Software

Drake Software provides all-inclusive tax prep software. Its tax suite includes over 6,000 forms and schedules; all state software; unlimited e-file (individual and business, federal and state); bank product software; a tax planner; training tools; conversion packages; client write-up/payroll; a complete manual; multiple reporting options, including real-time Web reporting; and more.

Year introduced: 1977.

Current version: 2007.

Enhancements: Enhanced Appointment Scheduler and Client Result Letters; importing Schedule D items from .CSV files; field-level/administrative-level data verification reminders in client record; CPE-eligible courses on Drake Electronic Training Center Web site; Multi-Office Manager; Client Status Manager.

Pricing: $1,395. Pay-per-return and multi-site pricing available.

Maint./support: Phone and e-mail; online knowledgebase; Checkpoint online tax research, customer forums, and automatic updates available for download.

Training: Web-based interactive tax training courses (CPE eligible), Webinars, update schools, tutorials, practice returns - preparation and e-file.

Contact: (828) 524-8020.

Web: www.drakesoftware.com.


Thomson Tax & Accounting

GoSystem Tax/GoSystem Tax RS is an application service provider professional tax solution that handles everything from the basic individual tax return to sophisticated multi-tiered corporate consolidation. Time-saving features include flexible data conferencing, built-in electronic filing, multi-level security, comprehensive review tools, advanced data exchange options, tax equalization calculations for expatriates, and more. It also makes it easy to standardize return processing across multiple offices, and integrates with a number of Thomson products.

Year introduced: GoSystem Tax - 1993; RS - 1998.

Enhancements: RS To-Go new interface and Web service; ability to convert partnership to modernized e-file format; add Schedule M-3 to 1065, 1120S, 1120-PC, and 1120-L; add e-file capability of life and property and casualty insurance returns.

Pricing: 1040 Federal - starts at $2,500.

Maint./support: Included in annual license fee (includes subscription to nightly e-mail service and online service request management).

Training: On-site - $2,000 per day; regional - $295 per seat; Web-based training available.

Contact: (800) 726-1040.

Web: www.gosystem.thomson.com.


Greatland Corp.

Great Tax Software offers a number of different packages covering a wide range of preparers, whether they focus on individual 1040 returns, on business returns, or both. Key features include easy data input, multi-state processing, seamless integration of e-filing and bank products, and an online E-File Center.

Year introduced: 2003.

Current version: 2007.00.

Enhancements: Vista-compatible; enhancements to client selection features and taxable income worksheet, and to organizers (Professional Packages); expanded support of federal and state business e-filing.

Pricing: From $390 to $2,560.

Maint./support: Free online updates and searchable knowledgebase; e-mail and phone support.

Training: Pre-release program available; tutorial and help files; free, fully functioning demo.

Contact: (800) 968-1099.

Web: www.greattaxpro.com.


Orrtax Software Solutions

IntelliTax Individual (previously known as IntelliTax for Windows) is an integrated solution for individual and business tax prep for federal and state returns, e-filing, and bank product applications. It includes tax prep features as well as business management features. The Launch Pad provides one-click access to existing returns or creation of new returns, client profiles, reports, e-filing, check printing and more.

Year introduced: 2001.

Current version: 2007.

Enhancements: Built-in auto updates; integrated invoice and payment tracking system; prior-year debt notification; EIN database manager; integrated federal and state business tax returns.

Pricing: Varies based on bundle; starts at $995.

Maint./support: Phone, e-mail and online knowledgebase.

Training: Online training and tutorials; hands-on classroom training; training manuals.

Contact: (800) 337-7773.

Web: www.orrtax.com.


Intuit Inc.

Lacerte Tax software is a premium tax product designed for the year-round, multiple-person accounting firm that needs to be able to prepare virtually any tax return. It offers a comprehensive list of worksheets, schedules and forms, robust functionality, in-depth calculations, and more, and a variety of practice management functions, including a database management tool and a workflow management tool, as well as tax planning and tax analysis solutions.

Year introduced: 1979.

Current version: 2006/2007.

Enhancements: SmartMap technology for QuickBooks integration; Lacerte Trial Balance Utility; Excel import tool for Schedule D transactions; return review navigation improvements; e-file and additional formset support.

Pricing: Starts at $2,450. Unlimited use or pay-per-return options available.

Maint./support: Toll-free support, e-mail and Web site support, in-program help, Help Me option, IRS instructions per form, online user communities.

Training: Intuit Electronic Filing Center, tutorials, live seminars and Webinars, video lessons.

Contact: (800) 765-7777.

Web: www.lacertesoftware.com.


Intuit Inc.

With support across individual and business returns, Intuit's ProSeries Professional provides flexible data entry options for quick data entry, in-depth calculations and more than 1,000 error-checking diagnostics. And this year ProSeries has added a number of features to make it easier to get the information preparers need from clients, and to strengthen that relationship.

Year introduced: 1997.

Current version: 2006/2007.

Enhancements: Client Checklist feature; Client Presentation feature; Client Advisor feature; K-1 input for all business federal modules; Vista-compatible; e-filing enhancements.

Pricing: PowerTax - $4,099; PowerTax Lite - $2,749; 1040 Complete - $1,099.

Maint./support: Toll-free support with extended hours during key filing deadlines, including weekends. Online, e-mail and in-product support also available.

Training: Webcasts and teleseminars; live seminars and Webinars; case studies.

Contact: (800) 934-1040.

Web: www.proseries.com.


CCH, a Wolters Kluwer business

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 performs automatic calculations, overrides and optimizations for every federal and state return. The diagnostic system tests for omissions and inconsistencies. The e-filing module handles all return types from an Internet-based status system, while CCH's Global fx allows round-the-clock access to ProSystem fx Tax over the Internet.

Year introduced: 1990.

Current version: 2006.07000.

Enhancements: Over 100 new federal forms, state forms and worksheets; new state combined reports; batch e-file of Form 4868; e-file of amended and superseding returns; Organizer Checklist option; increased integration with ProSystem fx Scan.

Pricing: Starts at $1,055.

Maint./support: Annual renewal. Tech support included.

Training: Annual tax update seminars, Web-based training, on-site options.

Contact: (800) PFX-9998.

Web: www.cchgroup.com/tax.


Tax$imple Inc.

This form-based, menu-driven software for 1040, 1120, 1120S, 1065, 1041, 706, 709 and 990 returns, with fully integrated federal, state and city packages, contains depreciation and passive activity modules, penalty calculations, and automatic generation of forms for federal and state returns, as well as enhanced diagnostics and tax practice management. Preparers can use pay-per-return. E-filing is available for all states.

Year introduced: 1983.

Current version: 2007.

Enhancements: Automatic generation of federal and state tax returns based on source documents; bigger icons; tax practice management based on Crystal Reports; enhanced information transfer on state returns; ability to print personalized K-1 letters for each partner; e-filing of 1120, 1120S, 1065 and 990; new report on pending tax returns.

Pricing: Single user - $300 to $3,000; multi-user - 20 percent additional. Starter package - 50 percent off. Avg. price per module - $250; core suite - $795 to $3,000.

Maint./support: Free.

Training: Free seminars, free last year's program, phone sessions. Online Flash demo introduces all major capabilities.

Contact: (800) 989-8955.

Web: www.taxsimple.com.


CCH Small Firm Services

TaxWise is a professional tax prep program for all federal and state personal, business and specialty tax returns. It also offers a suite of integrated accounting solutions, including client write-up, fixed asset, trial balance, payroll programs, research and tax planning products, as well as Scan&Fill, a new program that lets users scan W-2s and 1099s and then export the data directly into client tax returns.

Year introduced: 1986.

Current version: 22.0.

Enhancements: Automatically compare married filing jointly returns with married filing separately; do-it-yourself online tax prep program; Tax Update Newsletter with CCH research.

Pricing: Starts at $300.

Maint./support: Toll-free customer and tech support in English and Spanish, seven days a week during peak season.

Training: Free new-user orientation and conversion support; free online training and streaming video programs; Training Electronic Filing Center; GetWise Fall Seminars in 35 cities; training Webinars; practice returns included in software.

Contact: (800) 755-9473.

Web: www.taxwise.com.


RedGear Technologies

TaxWorks has been in the tax prep business for 35 years. It offers an entire library of tax programs, including programs for the 1040, 1041, 1065, 1120, 1120S, 706, 709, 990 and 5500.

Year introduced: 1972.

Current version: 2007.

Enhancements: Vista-compatible; enhanced functionality in Client Selection screen; automation of interest and penalty calculation for federal and state 1040s, Oil and Gas for 1065; e-file Federal 1041; added 1040-PR and 1040-SS; federal 1040 Spanish input screens.

Pricing: Single and multi-user - $1,195; per-unit processing - $400 deposit. Core modules 1040, 1041, 1065, 1120, 1120S and all available states - $3,195.

Maint./support: Included.

Training: Training seminars each December.

Contact: (800) 230-2322.

Web: www.taxworks.com.


Thomson Tax & Accounting

UltraTax CS provides a comprehensive family of products to accommodate tax prep needs, including a full line of 1040, 1041, 1065, 1120, 1120S, 1120 Consolidated, 5500, 706, 709, 990 and 5500 returns for federal and state, in addition to a variety of city, county, personal and property tax returns. It's part of the CS Professional Suite, with strong integration that helps firms achieve zero-time data entry and paperless tax processes.

Year introduced: 1996.

Current version: 2006.6.

Enhancements: Context-sensitive integration with RIA Tax Alerts; view list of all RIA Tax Alert titles applicable to the current input screen; increased state e-filing capabilities for business returns; new state personal property tax returns; use "line-finder" technology directly from input screen to access RIA Reference Guides.

Pricing: 1040 Federal - starts at $2,100.

Maint./support: Support included.

Training: Hands-on classroom, Web-based, custom, Getting Started Guide, Walkthrough Guide, knowledgebase, online help, e-mail.

Contact: (800) 968-0600.

Web: http://cs.thomson.com/tax.


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