TAX RESEARCH
CCH ACCOUNTING RESEARCH MANAGER
CCH, a Wolters Kluwer business
Accounting Research Manager is an online database of accounting, auditing, Securities and Exchange Commission, internal controls and governmental material and interpretive guidance, plus in-depth interpretations from experts. ARM's Weekly Summary e-mail newsletter outlines accounting, auditing, SEC, internal controls and governmental changes, while its What's New Checklist is a rolling three-month list of recent changes in U.S. and international accounting principles. ARM also includes exclusive risk assessment guidance.
Year introduced: 1998.
Enhancements: Continuous content additions; bundling/integration enhancements.
Pricing: From $845 to $3,985.
Maint./support: Included.
Training: Free online Webinar.
Contact: (800) 872-2454.
Web: www.accountingresearchmanager.com.
CCH TAX RESEARCH NETWORK
CCH, a Wolters Kluwer business
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; tax planning for nonprofits; business entity planning; and pension/payroll issues. It includes e-mail news notification, a customized desktop, IRS actuarial factors, a client letter toolkit, calculators, forms and much more.
Year introduced: 1997.
Current version: 18.
Enhancements: Smart Charts covering FIN 48 and worldwide tax rates in Europe; Tax Zone Locator; interactive research aids; expanded and added content.
Pricing: Single user - starts at $199; multi-user - 1.1 to 1.5 times single user, based on network size.
Maint./support: No annual fees. Tech support included.
Training: Online and offline - $75 for 2-1/2 hours for new users; on-site - $350 for half day.
Contact: (800) 449-8114.
Web: http://tax.cchgroup.com.
CHECKPOINT
Thomson Tax & Accounting
Checkpoint is an online research platform that provides the ability to enhance information and perform research with analysis, insight, commentary, and workflow tools. Checkpoint provides the leading accounting, auditing and tax brands on one platform - including RIA, PPC, WG&L and more - and covers domestic and international topics.
Year introduced: 1997.
Enhancements: SOX Reporter Service; redesigned home tab; new risk assessment and executive compensation materials; CPE and training solutions.
Pricing: Contact vendor.
Maint./support: Included.
Training: On-site, virtual classroom and Web-based training; regional seminars.
Contact: (800) 323-8724, opt. 1.
Web: http://ria.thomson.com/trials.
ONEDISC PREMIUM
Federal Research Library
Tax Analysts
The OneDisc Premium Federal Research Library on DVD has 3 gigabytes of source documents in more than 40 databases, including the Internal Revenue Code of 1986; final, temporary and proposed regs; revenue rulings and procedures; announcements and notices; private letter rulings; all chief counsel advice; tax legislation including bill text, committee reports and JCT explanations; IRS publications; the Internal Revenue Manual; U.S. tax treaties and related documents; and 100,000-plus full-text court cases (including every Tax Court decision). It also offers numerous search options.
Year introduced: 2004.
Enhancements: Search-All feature in court opinions and chief counsel databases.
Pricing: Monthly updates - $359 per year; quarterly - $339. Discounts for multiple copies.
Maint./support: Toll-free and e-mail customer/tech support.
Training: On-disc audio tutorial.
Contact: (800) 647-2883.
Web: www.taxanalysts.com.
TAX PORTFOLIOS LIBRARY
BNA Tax Management Inc.
Available online, on CD-ROM and in print, this research program combines over 400 practitioner-authored Portfolios covering virtually every aspect of federal, state and international taxation. Its practice tools include model documents; sample plans; federal and state forms and sample contracts; primary sources, including code, regulations and federal cases back to 1913; and daily tax news and journals.
Year introduced: Portfolios - 1959. Integrated version - 2001.
Enhancements: New BNA Tax and Accounting Center features increased integration, enhanced searching, easier navigation, improved design, and customization capability.
Pricing: Starts at $1,783.
Maint./support: Included.
Training: Instructor-led Web-based training; self-serve training modules; BNA Tax and Accounting User's Guide.
Contact: (800) 372-1033.
Web: www.bnatax.com.
TAX PRACTICE LIBRARY
BNA Tax Management Inc.
The Tax Practice Library is available on the Web and CD-ROM, and distills the analysis and insights of expert practitioners into practical answers on a wide range of tax questions. It offers hundreds of business-building productivity tools, including client letters, primary sources, and news and notification.
Year introduced: 2001.
Enhancements: New BNA Tax and Accounting Center.
Pricing: Starts at $675.
Maint./support: Included.
Training: Instructor-led Web-based training; self-serve training modules; BNA Tax and Accounting Center User's Guide.
Contact: (800) 372-1033.
Web: www.bnatax.com.
TOTAL KLEINROCK OFFICE
ATX/Kleinrock from CCH
Total Kleinrock Office is a tax research service that includes expert analysis and practice aids, comprehensive federal and state primary source materials, and lots of practical compliance and reference guides, as well as 60 hours worth of tax CPE courses. Its resources include the Employment TaxExpert, a comprehensive forms library, and the CCH Master Tax Guide.
Year introduced: 2003.
Current version: 2007.
Enhancements: CCH Master Tax Guide and CCH tax legislation coverage.
Pricing: Standard three-user version - $699; Network pricing varies.
Maint./support: Toll-free support; online product delivery, account maintenance, support and community site.
Training: Training video included, in-program tutorials, user's guide, Web-based training.
Contact: (800) 449-6411.
Web: www.kleinrock.com.
TRIAL BALANCE
CASEWARE WORKING PAPERS
CaseWare International Inc.
CaseWare Working Papers lets you turn any document, including financial statements, into a client-ready report that automatically links to client data via the built-in CaseView report writer or by linking information to
Word and Excel. History tracking,
milestone creation, issue/review notes, diagnostics, a full annotation system and online sign-offs make the review process easy and efficient. Working Papers also imports from over 50 accounting packages and exports to most major tax packages.
Year introduced: 1988.
Current version: 2008.
Enhancements: Centralized protection system; export to Excel; history support to track new, deleted and renumbered adjusting journal entries.
Pricing: Single user - $499; up to five users - $1,399; each additional user over five - $260.
Maint./support: 50 percent of current license per year. Tech support included.
Training: In-house for up to 12 people - $2,100 per day. Classroom and online training available.
Contact: (800) 267-1317.
Web: www.caseware.com.
PROSYSTEM FX ENGAGEMENT
CCH, a Wolters Kluwer business
This paperless engagement tool leverages an integrated electronic workpaper and trial balance system built from the ground up on Word and Excel. It allows users to manage all engagement-related tasks and experience the benefits of a paperless office.
Year introduced: 1999.
Current version: 5.0.
Enhancements: Send workpapers directly to ProSystem fx Document and Client Portal; check-in/out workpapers on the fly; assign and synchronize workpapers and trial balance changes without closing binders; additional level of sign-off and review note capabilities; compatible with Office 2007, Vista, BitLocker, and Adobe 8.0.
Pricing: Single-user - $1,275; additional TB and workpaper management licenses - $530; additional workpaper management license - $295.
Maint./support: Tech support included.
Training: On-site full-day training - $2,500, plus expenses. Web-based full-day training - $1,875; multi-client training sessions - $375.
Contact: (800) PFX-9998.
Web: http://cchgroup.com/engagement.
PROSYSTEM FX TRIAL BALANCE
CCH, a Wolters Kluwer business
This solution from the ProSystem fx Office Suite allows users to streamline compilations, reviews and audits, and produce accurate financial statements and a solid set of workpapers. Trial Balance offers multi-user access, supports various entries, provides access to source journals, and supports nonprofit and consolidated corporation engagements. It also predefines industry features, holds templates for new companies, and has a client file conversion.
Year introduced: 1996.
Current version: 2006.A01.
Pricing: First user - $1,275; concurrent users - $210 each.
Maint./support: Annual fees and renewal.
Training: Web-based or on-site.
Contact: (800) PFX-9998.
Web: http://cchgroup.com/trialbalance.
TRIAL BALANCE CS
Thomson Tax & Accounting
Trial Balance CS lets users easily import balances from a spreadsheet or QuickBooks Pro, custom-design the sequence of columns and rows in the trial balance grid, and add custom workpaper references and tickmarks to indicate the review status of accounts. It integrates directly with other components of the CS line, and offers flexible sorting capabilities, customizable financial statement formatting, and split screens that display the trial balance view.
Year introduced: 2000.
Current version: 2007.1.1.
Enhancements: Ability to select the prior-year balance type on grouping schedule report; assignment of subsidiary grouping code and subcode during consolidation when using the accounts-balances-only option.
Pricing: Starts at $600.
Maint./support: Contracts available; otherwise $19 per 10-minute increment.
Training: Web-based, custom support programs, Getting Started Guide, Tutorial Guide, Walkthrough Guide, knowledgebase, online help, e-mail.
Contact: (800) 968-0600.
Web: http://cs.thomson.com/fixed-assets.
