High-End and Mid-Market Accounting

ACCOUNTMATE FOR SQL

AccountMate Software Corp.

This accounting and business management software provides a stable and modifiable solution that 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 development engine database. AccountMate also provides a foundation upon which third-party developers can build industry-specific solutions.

www.accountmate.com

CMS PROFESSIONAL ACCOUNTING 2009

Cougar Mountain Software

With a full range of fully integrated modules and features, CMS Professional Accounting includes multi-tiered security settings that safeguard accounting data and prevent fraud. Recent enhancements include a free, limited version of PDFBlaster Lite to convert statements and documents into PDF files, the ability to assign lot numbers for inventory tracking, the ability to view certain outstanding balances by filtering aging periods, and custom modification of the software.

www.cougarmtn.com

CYMA IV ACCOUNTING FOR WINDOWS FMS

CYMA Systems Inc.

Cyma IV Financial Management System for growing midsized businesses has modules for AP, AR, bank reconciliation, GL, inventory control, job costing, payroll, purchase orders and sales orders. It supports unlimited companies and user-defined fields, and features a user-defined account number structure, as well as extensive security, reliable network performance in a multi-user environment and a host of configuration options.

www.cyma.com

EPICOR ENTERPRISE

Epicor Software Corp.

Epicor Enterprise is an end-to-end suite of industry-specific solutions for the global midmarket, with integrated components for financials, CRM, supply chain and warehouse management, supplier relationship management, and business intelligence. Recent enhancements focus on compliance and business performance, and the latest release introduces inter-organization functionality in GL, AP, AR and CM. Existing Epicor Explorer views have been updated for the the new inter-organization capabilities and security settings.

www.epicor.com

EXACT MACOLA ERP

Exact Software

A solution for the mid-market with native business process management capabilities, Exact Macola ERP includes applications that manage accounting, distribution and manufacturing activities, as well as workflow, document management, human resources management, CRM and project management. The updated version runs with Microsoft Windows Vista and SQL Server 2005, with support extended to the 32-bit version of Microsoft technology.

www.exactamerica.com

INTACCT FOR SMALL BUSINESS

Intacct Corp.

Intacct for Small Business is an on-demand financial management and accounting system specifically designed for growing businesses that have outstretched the functionality of traditional entry-level financial accounting systems. The company also has an enterprise-level version for companies with international operations or multiple business units.

www.intacct.com

MICROSOFT DYNAMICS AX

Microsoft Corp.

Microsoft Dynamics AX is a comprehensive business management solution for midsized and larger organizations that works like and with familiar Microsoft software, and is built to make it easy to do business across locations and countries by consolidating and standardizing processes, providing visibility across an organization, and simplifying compliance.

www.microsoft.com

MICROSOFT DYNAMICS GP

Microsoft Corp.

Microsoft Dynamics GP is a scalable business management solution that helps growing and midsized organizations automate and connect the full range of business operations, with the ability to collaborate and communicate through Web portals, as well as advanced consolidation, business intelligence, reporting, forecasting and budgeting features.

www.microsoft.com

MICROSOFT DYNAMICS NAV

Microsoft Corp.

Microsoft Dynamics NAV is a business management solution for small and midsized organizations that simplifies and streamlines highly specialized business processes. It offers industry-specific functionality, even for very highly specialized industries and organizations. It also offers rapid adaptability, simplified customization, and ease of use.

www.microsoft.com

MICROSOFT DYNAMICS SL

Microsoft Corp.

Microsoft Dynamics SL is a business management solution for project-driven midsized businesses to provide project and financial management. It includes strong solutions for professional services, operations, field services and construction management.

www.microsoft.com

NETSUITE

NetSuite Inc.

NetSuite provides on-demand business management software suites that include accounting/ERP, CRM and e-commerce software for small and midsized enterprises and divisions of large companies. It includes real-time dashboard technology for an easy-to-use view into role-specific business information. The recently launched NetSuite OneWorld enables multinational and multi-subsidiary companies to manage global business operations in real-time.

www.netsuite.com

QUICKBOOKS ENTERPRISE SOLUTIONS

Intuit Inc.

Designed for growing businesses, QuickBooks Enterprise Solutions is the most powerful product in the QuickBooks family. The latest release provides multi-currency capabilities, seats for up to 30 users and access to QuickBooks Live Community. The new Enterprise Suite provides on-demand tools like field service management, warehouse management and sales management.

www.intuit.com

SAGE ACCPAC EXTENDED ENTERPRISE SUITE

Sage North America

Sage Accpac Extended Enterprise Suite integrates its Accpac ERP with SageCRM. Sage Accpac ERP is a Web-enabled accounting and business management solution that is the foundation for integrated, end-to-end 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. It also lets users choose from a variety of databases.

www.sageaccpac.com.

SAGE MAS 90 AND 200

Sage North America

Sage MAS 90 and 200 automate core accounting, financial reporting, distribution, manufacturing, e-commerce and comprehensive business intelligence tools. The latest version provides new paperless office capabilities supporting document imaging and storage; e-mail and e-fax capabilities; and enhanced business intelligence functionality with the new Business Insights Dashboard.

www.sagenorthamerica.com

SAGE MAS 500

Sage North America

Sage MAS 500 is a highly scalable ERP application that automates and streamlines business management processes. Combining ease of use with powerful capabilities, Sage MAS 500 is particularly suited for manufacturing, distribution and other companies with complex accounting needs. It also leverages Microsoft technology and an extensive network of independent software vendors that provide customized solutions for vertical industries.

www.sagenorthamerica.com

SAP BUSINESS ONE

SAP

Designed specifically for small businesses with up to 100 employees, SAP Business One provides a single solution for managing an entire business, including financials, sales, customer relationships and operations. Its features and functions include enhanced, streamlined business processes; built-in local best practices; improved usability and performance; integrated, Web-based CRM and e-commerce; and a growing user community.

www.sap.com

TRAVERSE

Open Systems Inc.

Traverse is a business management system for small, growing and mid-market companies. In addition to accounting and e-business applications, it also offers specialized modules for manufacturing, distribution, service and nonprofits. Built on Microsoft technology, it offers Excel-based financial reporting and custom reports, drill-down capabilities, and graphing capabilities. Open Systems provides source code at no extra cost. Recent enhancements include Traverse Banking, a total solution for secure electronic banking; features include direct deposit, ACH delivery of payments, MICR support, positive pay, and a reconciliation import.

www.osas.com

TURNINGPOINT ACCOUNTING SOFTWARE

Red Wing Software Inc.

TurningPoint Accounting Software is an expandable solution, sold by the module or by the suite and offering customizable fields so it can grow with a business. The latest version includes a new multi-post option, the Customer Credit Analysis report, allocation of shipping costs directly to inventory item, and the ability for Red Wing Software support to access the customers' system remotely.

www.redwingsoftware.com

VISION

Deltek Inc.

Deltek Vision and Deltek Vision Consulting Edition are powerful solutions for project-related businesses of almost any size for managing critical business processes, from project management to resource utilization, accounting, payroll, CRM and business intelligence.

www.deltek.com

Entry-level Accounting

PEACHTREE BY SAGE PREMIUM ACCOUNTING

Sage North America

Peachtree by Sage Premium Accounting is a comprehensive solution with features like multi-company consolidations, progress billing, serialized inventory, and Crystal Reports 2008.

It provides a multi-user option with screen-level access control, analysis tools, and 140-plus customizable reports and financial statements. New this year are an improved cash management tool for better cash flow monitoring and forecasting, and multi-year reporting that allows reporting on data outside of two open years.

www.sagenorthamerica.com

QUICKBOOKS PRO/PREMIER ACCOUNTANT 2009

Intuit Inc.

QuickBooks Pro/Premier Accountant lets small business owners computerize their bookkeeping, accounting and routine tasks like paying employees, invoicing, bill-tracking and check-writing. New features include multi-currency capabilities, free Web site development for small businesses, and the new QuickBooks Live Community accessed from within QuickBooks.

www.intuit.com

Client Write-up

ACCOUNTING RELIEF

AccountantsWorld

Web-based Accounting Relief is the accountant-centric accounting system that includes a strong and comprehensive write-up and trial balance system for accountants, and a full-featured bookkeeping module for their clients. It enables accountants and clients to work collaboratively with accountants, and lets accountants customize the system for each client, limiting client access only to the functions they can perform.

www.accountantsworld.com

DRAKE CLIENT WRITE-UP

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. An end-of-year trial balance export to Drake Tax eliminates unnecessary data entry.

www.drakesoftware.com

PROSYSTEM FX WRITE-UP

CCH, a Wolters Kluwer business

ProSystem fx Write-Up streamlines workflow through its extensive data import options with full integration with ProSystem fx Tax, Engagement and Profit Driver, minimizing data entry and supporting seamless importing of third-party data.

www.cch.com

WRITE-UP CS

Thomson Reuters

Write-Up CS is a fully integrated system that automates all processes - from entering data, including after-the-fact payroll, to generating financial statements and preparing year-end reports. The Payroll Compliance module supports after-the-fact payroll processing and allows users to process Forms W-2, 1099, 940, 941, 943, 944 and 945 quickly. Recent updates include the ability to transfer payroll transactions in detail to QuickBooks 2006 or higher.

www.thomsonreuters.com

CRM

MICROSOFT DYNAMICS CRM

Microsoft Corp.

Microsoft Dynamics CRM is a CRM solution that provides the tools and capabilities needed to create and maintain a clear picture of customers, from first contact through to purchase and post-sales, and includes sales, marketing and customer service applications.

www.microsoft.com

SAGE CRM

Sage North America

Sage CRM delivers a feature-rich, customizable suite of sales, marketing and customer-support capabilities through a Web-based architecture. Users can choose on-premise, on-demand and wireless-deployment options. The latest version introduces enhanced Microsoft Outlook integration, an improved calendar day view, field-level screen customizations, and enhanced quoting and ordering capabilities.

www.sagecrmsolutions.com

SAGE SALESLOGIX

Sage North America

Sage SalesLogix is a customizable CRM solution that provides a complete view of customer interactions across sales, marketing, service and support functions. New features include a full-featured Web client, Web 2.0 technology integration, personalized welcome pages, enhanced lead management and list creation, and timeline visualization.

www.sagecrmsolutions.com

Document Management & Workflow Tools

1040SCAN

Sureprep Software LLC

1040Scan uses advanced optical character recognition technology to automatically input data from scanned source documents directly into tax software. It recognizes over two dozen government forms, more than 80 brokerage statements, and all federal organizer pages. It also organizes and bookmarks client source documents into a PDF file designed for quick access and paperless storage.

www.sureprep.com

CNG-SAFE

Cabinet NG Inc.

Cabinet NG's Shared Access Filing Environment is a comprehensive, easy-to-use electronic document management platform for small and midsized accounting professionals. The latest version offers seamless integration with major accounting and business applications, a more user-friendly interface, greater capacity, and enhanced security for better data protection and compliance readiness.

www.cabinetng.com

DOC.IT SUITE

Doc.It

Built by accountants for accountants, Doc.It Suite includes a PDF Editor, Composer and Printer; Scan and OCR; advanced forms recognition; a binder to electronically replicate paper file folder tree structure; and archiving. The latest version includes a progressive consolidated interface and a new PDF Editor functioning as a direct replacement for Adobe Acrobat Standard.

www.doc-it.net

FILECABINET CS

Thomson Reuters

FileCabinet CS is digital document management system that lets firms create electronic files from documents generated with the CS Professional Suite, GoSystem Tax ES, virtually any

Windows software, or scanned source documents, and offers extensive annotation and event-tracking capabilities. Recent enhancements include a source document utility that supports source document data sharing with UltraTax CS, and a Drawer Status option that indicates when a drawer has active, inactive or defunct status.

www.thomsonreuters.com

GOFILEROOM ES

Thomson Reuters

GoFileRoom ES is a completely integrated document management, workflow and scanning solution that enables efficient, secure management of documents at each step of the workflow process. Recent enhancements include a QuickLaunch tool for powerful search capabilities, allowing users to highlight text in any application; a FirmFlow module that lets users configure custom workflows for various client service areas; and SSN redaction for compliance with legislation and to create redacted versions of files.

www.thomsonreuters.com

NETCLIENT CS

Thomson Reuters

NetClient CS is an online portal technology that lets accounting firms provide client service around the clock, including document presentation, file exchange, client bookkeeping software, tax organizers, remote Web payroll entry and check-printing, account aggregation, direct deposit, and remote payment authorization.

www.thomsonreuters.com

PROSYSTEM FX DOCUMENT

CCH, a Wolters Kluwer business

In addition to storing electronic workpapers, binders, source documents, financial statements, human resources data files and back-office documentation, ProSystem fx Document helps users better manage e-mail by allowing them to move client communication from their inbox to a secure server where it is accessible by multiple people in their firm.

www.cch.com

PROSYSTEM FX SCAN WITH AUTOFLOW TECHNOLOGY

CCH, a Wolters Kluwer Business

ProSystem fx Scan and Tax now offer powerful 1040 data import capability through the new AutoFlow Technology. AutoFlow extracts data from the most common 1040 source documents, facilitates verification of the extracted information, and allows for real-time import of the verified 1040 information directly into ProSystem fx Tax.

www.cch.com

ULTRATAX/1040 PORTALS

Thomson Reuters

UltraTax/1040 Portals is an advanced portal technology that gives firm clients private, secure portals to access electronic copies of completed 1040 tax returns. Clients can access their return throughout the year, and complete their tax organizers online via portals. Firms can offer a history of returns for clients as well.

www.thomsonreuters.com

XCM

XCM Solutions

XCM is a leader in workflow management software. Recent enhancements include new workflow categories and expanded process controls for broader application across all departments within a firm, as well as Windows Explorer integration.

www.xcmsolutions.com

Financial Planning

EMONEY 360PRO

eMoney Advisor

EMoney Advisor offers Web-based wealth management solutions - eMoney 360Pro, for advanced planning, and eMoney 360, for needs-analysis-based planning. Both tools provide an aggregated, comprehensive view of a client's financial portfolio, as well as a secure online storage vault, a personal client financial home page, and eMoney Mobile for access to important financial data via Blackberries, iPhones or other PDA devices.

www.emoneyadvisor.com

MORNINGSTAR PRINCIPIA

Morningstar Inc.

Morningstar Principia is modular desktop investment research software for financial advisors. With optional databases that include mutual funds, stocks, variable annuities, closed-end funds, separately managed accounts, and now exchange-traded funds, advisors can conduct advanced research and analysis, monitor portfolios, and propose investment strategies. Advisors can pick and choose the combination of data and tools specific to their needs, including specialized modules for asset allocation and defined-contribution plans.

www.morningstar.com

NAVIPLAN STANDARD & EXTENDED

Emerging Information Systems Inc.

NaviPlan Standard includes a wide range of financial planning features in easy-to-use levels. The latest version introduces plan update and progress reporting capabilities; a move from Ibbotson's five to 12 asset class models; color-coded cash flow indicators; and account transfers and redemptions to facilitate retirement distribution planning. NaviPlan Extended is for planners who need to create sophisticated plans for high- and ultra-high-net-worth clients. It provides detailed income tax and estate planning features, and intermediate and advanced cash-flow planning options, as well as what-if scenarios and Monte Carlo simulations.

www.eisi.com

PFP NOTEBOOK

Brentmark Software

PFP Notebook is an easy-to-use personal financial planning system. Presented as a "notebook" of calculating modules, it is organized around key planning topics and features customizable paragraph and letter text with merge capabilities. The modules can be used separately or in combination to produce summary or detailed reports. Recent improvements include Monte Carlo analysis.

www.brentmark.com

PFP RELIEF

AccountantsWorld

Designed exclusively for accountants, PFP Relief provides tools and resources to help them 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, and perform estate planning. It also offers customizable reports and graphs, along with the detail behind the charts for step-by-step review with the client.

www.accountantsworld.com

PROFILES PROFESSIONAL

Emerging Information Systems Inc.

Profiles Professional is designed for advisors who manage mass-affluent clients with detailed planning needs. Advisors can perform quick needs analyses of a client's current financial situation and objectives, execute detailed analyses of client needs, model simple or complex situations, and build cash flow-driven plans. The latest version includes new navigation elements and case management tools, new options for achieving retirement goals, and alerts to prevent excessive contributions to qualified plans.

www.eisi.com

VIEWPLAN ADVANCED

CCH, a Wolters Kluwer business

ViewPlan Advanced is for planning professionals who concentrate on estate planning, offering them a complete estate-planning environment. With easy input and manipulation, users can quickly generate sophisticated reports and graphs to present different actuarial, charitable and intra-family wealth transfer planning techniques to clients.

www.cch.com

Fixed Assets Software

BNA FIXED ASSETS

BNA Software

BNA Fixed Assets provides built-in expert guidance, precise depreciation calculations, and timely regulatory updates, as well as built-in wizards, automatic validation, and a complete audit trail to ensure accuracy and compliance, and built-in features like construction in progress and a report maker.

www.bnasoftware.com

FIXED ASSETS CS

Thomson Reuters

Fixed Assets CS offers depreciation processing capabilities for complex asset management and tracking, with custom sorting of asset data and flexible report-writing capabilities. Recent updates include an asset note feature that lets users add miscellaneous information specific to an asset; a Client Status Events feature that lets users view/record client status events, including user-defined events; and a Client Properties tab on the home page that displays useful client information at a glance without opening the client.

www.thomsonreuters.com

PROSYSTEM FX FIXED ASSETS

CCH, a Wolters Kluwer business

This complete asset tracking, management and reporting solution features exclusive bi-directional integration with ProSystem fx Tax and Global fx, as well as integration with ProSystem fx Engagement for document management.

www.cch.com

SAGE FAS FIXED ASSETS

Sage North America

Sage FAS Fixed Assets handles the entire fixed asset management life-cycle, with FAS CIP Accounting for tracking the components that combine to make an asset; FAS Asset Accounting for fixed asset depreciation calculations for financial and tax reporting; FAS Asset Inventory for creating, reconciling and managing fixed asset inventories; and FAS Report Writer for developing customized reports.

www.sagenorthamerica.com

Nonprofit Software

ACCUFUND ACCOUNTING SUITE

AccuFund Inc.

The AccuFund Suite includes all the functionality most nonprofits require in a single, integrated product, with extensive reporting capabilities and user-definable reports. It scales to fit the needs of nonprofits from $5 million to $100 million through additional modules and layered security functionality. Recent enhancements include AF Access, a lower-priced user license for departmental users needing access only to budgets, requisitions and report viewing.

www.accufund.com

CMS PROFESSIONAL FUND SUITE

Cougar Mountain Software

CMS Fund Suite is an integrated financial management system that can balance multiple-fund ledgers automatically; create financial analysis reports that provide a three-year glance for comparison and analysis; operate a three-year fiscal calendar; provide secure audit trails; administer various types of funds; and attach documents to master records.

www.cougarmtn.com

THE FINANCIAL EDGE

The Financial Edge has modules for a wide variety of accounting functions, and helps nonprofit professionals gather strategic data for analysis and decision-making. The latest release includes new functionality in the Projects, Grants and Endowments module; new security features; electronic funds transfer for international clients; and additional project-based financial reporting.

www.blackbaud.com

SAGE MIP FUND ACCOUNTING

Sage North America

First introduced in 1982, the latest release of Sage North America's Sage MIP Fund Accounting includes the latest IRS Form 990 information; a new Visual Analyzer module; a business intelligence tool that accesses and converts data into actionable information; and various customer-driven enhancements, like additional e-filing capabilities and inventory controls.

www.sagenorthamerica.com

SERENIC NAVIGATOR FINANCIAL MANAGEMENT PRODUCT SUITE

Serenic Software

The Serenic Navigator Financial Management Product Suite is designed for the unique requirements of nonprofits, international non-governmental organizations, and the public sector. Certified for Microsoft Dynamics NAV, it offers robust accounting functionality integrated with donor management, fundraising, grant management and human services software. Navigator continues to strengthen integration with and leverage advancements in Microsoft technology, adding Web portals and executive dashboards.

www.serenic.com

Payroll

1099-ETC, A-T-F PAYROLL MODULE

Advanced Micro Solutions

1099-Etc's A-T-F Payroll processes live or after-the fact payroll, and produces 940s, 941s, 1040 Schedule Hs, all state SUTA forms, and most state withholding forms. A-T-F provides importing capabilities (including QuickBooks and Peachtree), network installation, direct deposit, MICR check printing, multiple reports, 40 user-defined fields, and state tax tables for no additional fees. Payroll information is transferred to the W-2s or 1099s for year-end processing.

www.1099-etc.com

PAYCHEX ONLINE PAYROLL

Paychex Inc.

This suite of Web-based services lets small and midsized businesses simply and securely enter payroll, create checks, change employee records and access other payroll options at any time. Recent enhancements include stronger security layers, a user message center, and a customized dashboard. Accountants have the flexibility to either enter payroll on their clients' behalf through Paychex Online, or review processed payroll and reports via Paychex Online Reports.

www.paychex.com

PAYCYCLE ACCOUNTING PROFESSIONAL PROGRAM

PayCycle Inc.

The PayCycle Accounting Professional Program is an online solution designed to help accountants meet the payroll needs of small-business clients. Accountants can do client payroll themselves or share the tasks with clients, giving them access to the accountant's firm-branded version of the service. PayCycle handles paycheck calculations, direct deposit, W-2s, electronic tax payments and filings, and more. Recent enhancements include expanded service from 50 to 150 employees per client; easier tax set-up; weekend support; electronic multistate coverage; integration with Peachtree; and an optional workers' compensation insurance payment service.

www.paycycle.com

PAYROLL CS

Thomson Reuters

This comprehensive payroll solution supports multi-department, multi-state and tipped employees; an unlimited number of user-defined payroll, deduction and withholding items; unlimited checks per employee/vendor; third-party sick pay; and over 30 customizable reports. Global tax processing and 940/941/943/944/945 and state payroll tax forms (including e-filing for various forms) are available. Recent updates include integration with Cennairus for placement of pay-as-you-go workers' compensation insurance; and the ability to electronically verify employment eligibility for new hires using bulk-file upload to the E-verify program.

www.thomsonreuters.com

PAYROLL RELIEF

AccountantsWorld

Designed exclusively for accountants to automate the entire payroll process - from payroll computations, direct deposit, tax deposits, and e-filing of tax forms through preparation of reports, W-2s and 1099s - Payroll Relief helps accountants turn payroll processing into a profitable client service. Major recent enhancements include an employee portal; administration of 401(k)s and workers' compensation; additional pay types; and third-party checks to deduction providers.

www.accountantsworld.com

QUICKBOOKS ENHANCED

Payroll for Accountants Intuit Inc.

QuickBooks Enhanced Payroll for Accountants provides accountants with an easy solution to provide payroll service to their clients, allowing accountants to manage payroll within QuickBooks. The product also automatically fills in the latest federal and most state tax forms, and pays federal and state payroll taxes electronically with e-File at no extra cost.

www.intuit.com

RUN PAYROLL FOR ACCOUNTANTS

ADP Small Business Services

Run Powered by ADP Payroll for Accountants is an end-to-end payroll solution, offering everything from do-it-yourself to full-service tax filing. Recent updates include more flexibility and choice for customizable access to client data by individuals within a single firm; the ability to enter hours worked or have the client manage the task; and ADP's integrated Pay-by-Pay Premium Payment Program for workers' compensation; and enhanced pay options, paycard and ADP Check.

www.smallbusiness.adp.com

SAGE ABRA PAYROLL

Sage North America

Part of Sage North America's Sage Abra HRMS system, Sage Abra Payroll allows midsized organizations to produce paychecks on demand, run reports and make last-minute changes. Users can also automate ACH files and set up unlimited direct deposit accounts. The latest version includes support for step rates and variable pay plans.

www.sagenorthamerica.com

SUREPAYROLL WITH SURECHOICE ACCESS FOR ACCOUNTANTS

SurePayroll Inc.

SurePayroll lets accountants refer clients, or resell SurePayroll under their brand, and provides accountants with secure online access to clients' payroll reports and returns. The online service includes tax filing and payments, and protection against IRS fines; direct deposit or self-print check options; unlimited access to payroll experts; and a simple three-screen online payroll process. Recent enhancements include same-day express enrollment, Saturday phone support, health insurance services, one-click payroll processing, and free compliance posters and business forms.

www.surepayroll.com

WINFILER PLUS W-2 & 1099 SOFTWARE

Greatland Corp.

Winfiler Plus is a comprehensive W-2 and 1099 reporting software capable of filing for an unlimited amount of payers and recipients, and comes equipped with an e-filing solution. It offers Forms W-2, W-2G, W-3, all 1099s, all 1098s, all 5498s, 940, 941, 943, 944, 945 and corrections, as well as quarterly employment forms for 46 states and multiple printing options (blank or pre-printed forms). Available stand-alone and networked (from three to 50 additional seats) it offers e-filing for W-2s, 1099s, 944, 941 and Schedule B, and several automated print and mail fulfillment options for recipient and payer copies, as well as unlimited e-filing options for W-2s and 1099s.

www.winfiler.com

XPRESSPAYROLL

CompuPay Inc.

XpressPayroll is a streamlined online payroll and tax filing solution designed for businesses with one to five employees. XpressPayroll includes simple processing utilizing a minimum number of payroll screens; full-service tax filing for all payroll taxing authorities for one state including quarterly 941 and EOY 940; direct deposit for all employees; check-and report-printing on site; online pay stub detail and W-2s; general ledger link; and online reports.

www.compupay.com

Planning & Analysis

CASEWARE SCENARIOS

CaseWare International Inc.

CaseWare Scenarios is an interactive analysis tool that lets users explore "what-if" and goal-seeking scenarios. Scenarios allows users to create complex, interdependent scenarios affecting multiple factors, which lets users forecast the financial implications of trends and changes in the business environment, as well as fluctuations in sales, interest rates, taxation and more.

www.caseware.com

CRYSTAL REPORTS

Business Objects, an SAP company

Crystal Reports 2008 is an actionable reporting solution that helps users design, explore, visualize and deliver reports via the Web or embedded in enterprise applications. Users can generate report visualizations, conduct on-report business modeling, and execute decisions directly from reports. Other features include Xcelsius, Adobe Flex and Adobe Flash integration; flexible pagination; and new sorting controls.

www.businessobjects.com

FINANCIAL ANALYSIS CS

Thomson Reuters

Financial Analysis CS is a powerful financial analysis system that enables firms to compare the financial data of their clients' businesses to similar businesses or an industry standard. Firms can filter clients used to evaluate financial data based on user-specified criteria, like industry code or annual revenue, to increase comparison value. Users can subscribe to Risk Management Association data or use the Data Exchange module to compare a client to other clients from peer accounting firms.

www.thomsonreuters.com

IDEA - DATA ANALYSIS SOFTWARE

CaseWare IDEA Inc.

With IDEA, you can lower your cost of analysis, add more quality to your work and meet the new professional requirements regarding fraud (SAS 99) and internal control. IDEA can read, display, analyze, manipulate, sample or extract from data files from almost any source, including reports printed to a file or PDF, which means less expense and higher quality in audits, among other things. Smart Analyzer, an optional component for IDEA, provides users with a defined set of standard tests for journal entries, accounts receivable, accounts payable, inventory and fixed assets.

www.caseware.com

PROFITCENTS

SageWorks Inc.

ProfitCents is a hosted financial analysis program for converting complex financial statements into easy-to-understand narrative reports. Accountants and advisors use ProfitCents to identify opportunities to provide clients with additional advisory services and to assist clients in monitoring their operational efficiency and effectiveness. In addition to highlighting trends in a client's key performance indicators, ProfitCents also includes comparison to private company peers through the Sageworks Industry Data and Analysis private company database.

www.profitcents.com

Practice Management

IMAGINETIME

ImagineTime Inc.

ImagineTime is an integrated time management software solution designed by CPAs for the accounting profession. Modules include time and billing; an integrated due date monitor; an integrated contact manager and calendar scheduling module; Quickbooks, Lacerte and Outlook integration; online credit card and ACH processing; and client relationship management.

www.imaginetime.net

LEXIS BACK OFFICE/LEXIS FRONT OFFICE

LexisNexis

LexisNexis Back Office solutions enable firms to capture billable time more easily, and improve tracking and capturing of billable time and expenses, while Lexis Front Office powered by Time Matters serves as a complete case and matter management system. Project Management Standard Program Lexis Front Office powered by Time Matters is an updated interface with enhanced usability, up to 100 staff members per form, an enhanced archiving process, an improved CaseMap link, and a more powerful search tool.

www.lexisnexis.com

PRACTICE CS

Thomson Reuters

A practice management solution that offers integrated workflow management and digital dashboard technology, Practice CS serves as a firm's workflow hub, where all information is available in a single location. Recent updates include NetClient CS bill integration, which allows firms to publish invoices to client portals; the ability for clients to pay invoices online using credit cards, with firms processing payments in Practice CS; a custom report formatting and report library; and remote time entry.

www.thomsonreuters.com

PROSYSTEM FX PRACTICE MANAGEMENT

CCH, a Wolters Kluwer business

This integrated time and billing system includes automated timekeeping, comprehensive invoicing, and standard and custom reports for immediate information, as well as powerful workflow tools.

www.cch.com

Tax Planning & Preparation

ATX MAX

CCH, a Wolters Kluwer business

ATX MAX is a complete tax compliance package that includes more than 10,000 calculating federal, state and local income and use tax forms, along with a module for preparing and e-filing W-2 and 1099 forms. Recent enhancements include pass-through of K-1 data from S corporation, partnership and fiduciary returns to 1040s, along with a tax return warranty program and 1099Q worksheets.

www.cchsfs.com

AVALARA

AvaTax

AvaTax is a Web-based solution for all sales and use tax requirements, streamlining the sales tax calculation, collection, reporting and remittance process. Recent enhancements include over 80 partner integrations, including SAP Business One, Intacct, Exact Software, Epicor, Sage and more; and the acquisition of TrustFile.

www.avatax.com

BNA INCOME TAX PLANNER

BNA Software Inc.

BNA Income Tax Planner streamlines and simplifies every aspect of tax forecasting and analysis, from checking annual returns and creating multi-year projections to client presentations.

www.bna.com

CROSSLINK 1040

Petz Enterprises Inc.

CrossLink is built for high-volume tax preparation businesses, with tools such as Point-and-Shoot Error Correction, exclusive TextLink technology, and support for electronic signature pads to help users process client tax returns quickly and accurately.

www.petzent.com

DRAKE SOFTWARE

Drake Software

Drake Software provides all-inclusive tax return preparation software, with over 6,000 forms and schedules, including the 1040, 1040NR, 1041, 1065, 1120, 1120H, 1120S, 706, 709, 990 and 990PF forms; all state software; unlimited e-file (individual and business, federal and state); bank product software; tax planner; document manager; appointment scheduler; multiple training tools; conversion packages; client write-up/payroll; multiple reporting options including real-time Web reporting; and more.

www.drakesoftware.com

GOSYSTEM TAX ES

Thomson Reuters

GoSystem Tax ES is a Web-based tax compliance system that speeds processing for a basic individual tax return to a multi-tiered corporate consolidation. Features include flexible data conferencing, built-in e-filing, multi-level security, comprehensive review tools, advanced data exchange options, tax equalization calculations for expatriates, and integration with Checkpoint and PPC guidance and Deskbooks. Recent updates include the ability to redact Social Security number data in compliance with Regulation 7216, and single sign-on integration with GoFileRoom ES.

www.thomsonreuters.com

GREAT TAX

Greatland

Great Tax is professional tax preparation software for individual and business tax preparers. It offers free online conversions from other tax packages and seamless integration of e-filing and bank product features. Its E-Filing Center can be accessed from anywhere via the Internet or through the software.

www.greattaxpro.com

LACERTE

Intuit Inc.

Intuit's Lacerte tax software is designed to allow full-service accountants to prepare virtually any tax return. Its user interface mimics the step-by-step workflow accountants follow when preparing a return, making the product easy to learn and use.

www.intuit.com

PROSERIES PROFESSIONAL EDITION

Intuit Inc.

Built to meet the needs of the year-round sole proprietors and small businesses that provide tax, accounting and other financial services, Intuit's ProSeries Professional Edition helps prepare, review and file tax returns with a comprehensive series of forms and schedules, and flexible data entry options, including forms or worksheet-based methods, for quick input of client data.

www.intuit.com

PROSYSTEM FX TAX

CCH, a Wolters Kluwer business

ProSystem fx Tax easily handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report-generation.

www.cch.com

TAX$IMPLE

Tax$imple Inc.

Tax$imple is a form-based system that displays actual IRS and state forms on the screen. It has added source documents and other worksheets screens to make data entry easier and faster, with tax returns automatically generated from the source documents. It offers federal, state and city tax returns for individuals, corporations, S corps, partnerships, fiduciaries, estates, nonprofits, and gift taxes.

www.taxsimple.com

TAXWISE

CCH, a Wolters Kluwer business

For growing tax practices with multiple offices, TaxWise is designed for a high-volume tax practice and electronic filing, and includes all federal and state personal and business forms, including 1040, 1120, 1120S, 1065, 1041, 706, 709, 990 and 5500 returns. Recent enhancements include a new Easy Interview so that non-professionals can gather client data; electronic filing for Form 990; and expanded state electronic filing of business returns.

www.cchsfs.com

TAXWORKS

RedGear Technologies Inc.

TaxWorks offers an entire library of tax programs, including Forms 1040, 1041, 1065, 1120, 1120S, 706, 709, 990 and 5500. Recent enhancements include greater program speed, "automatic updates" and an enhanced revisions history.

www.taxworks.com

ULTRATAX CS

Thomson Reuters

UltraTax CS offers a comprehensive family of products, including 1040, 1041, 1065, 1120 (S and C), 1120 Consolidated (S and C), 706, 709, 990 and 5500 returns for federal and state, as well as a variety of city, county, personal and property tax returns. Recent updates include Source Data Entry that offers the ability to access and edit previously entered data and resubmit to data sharing; and Spanish client documents that include an UltraTax/1040 transmittal letter, invoice and filing instructions for federal and 1040 states of Arizona, California, New Mexico, New York and Texas. It also includes partner, shareholder and beneficiary letters.

www.thomsonreuters.com

CCH Accounting Research Manager

CCH, a Wolters Kluwer business

Accounting Research Manager is a comprehensive online database, providing easy access to accounting, auditing, governmental and SEC authoritative literature, plus expert interpretive guidance, and explaining often-complex U.S. and international authoritative and proposal-stage literature.

www.cch.com

CCH TAX RESEARCH NETWORK

CCH, a Wolters Kluwer business

CCH's Tax Research Network is a comprehensive collection of authoritative research materials combined with advanced online search functionality and work, practice and planning tools. It includes an extensive selection of libraries covering federal, state, international and financial tax law and regulatory information, explanations, analysis and treatises, and new specialty-focused integrated libraries. TRN also boasts context-sensitive integration with ProSystem fx Tax and CCH ClientRelate.

www.cch.com

CHECKPOINT

The Tax & Accounting Business of Thomson Reuters

Checkpoint is an online research platform that provides expert guidance, a powerful system to optimize research efficiency, and practice development tools. It provides leading accounting, auditing and tax brands on one platform, and covers domestic and international topics. Recent enhancements include workflow tools and checklists to assist with financial statement and corporate income tax preparation; EBIA materials; and additional Create-a-Chart products to streamline the research process.

http://ria.thomson.com

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, including technical advice memorandums; 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) with parallel citations. It also offers numerous easy-to-use search options.

www.taxanalysts.com

TAXALMANAC

Intuit Inc.

TaxAlmanac is a free wiki-style collaborative tax research resource. Its content is written by tax professionals from across the country and takes advantage of the knowledge of academia, as well as practitioners. The site includes key information, including the Internal Revenue Code, Treasury Regulations, Tax Court Cases, and a variety of articles. TaxAlmanac currently contains 57,269 articles and is home to more than 20,000 tax pros.

www.taxalmanac.org

TAX PORTFOLIOS LIBRARY

BNA Tax & Accounting

This research service, available on the Web, on CD-ROM and in print, 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.

www.bnatax.com

TAX PRACTICE LIBRARY

BNA Tax & Accounting

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.

www.bnatax.com

TOTAL KLEINROCK OFFICE

CCH, a Wolters Kluwer business

Total Kleinrock Office is a complete research and reference package, featuring a wealth of sophisticated resources for even the most challenging federal and employment tax questions, expert analysis, comprehensive primary source material, coverage of the entire IRS code, more than 10,000 forms, and CCH essential handbooks.

www.cch.com

Trial Balance

CASEWARE WORKING PAPERS

CaseWare International Inc.

CaseWare Working Papers is flexible engagement software with powerful document management, real-time collaboration, next-generation reporting, drag-and-drop mapping, and easy integration with other software, allowing engagements to be planned, performed and reviewed entirely on screen, completely eliminating paper. New enhancements include an export to Excel, enhanced save-as-PDF functionality and a structured report layout.

www.caseware.com

PROSYSTEM FX ENGAGEMENT

CCH, a Wolters Kluwer business

ProSystem fx Engagement lets users standardize their tax and audit processes and workpapers with electronic binders that mimic physical files. Staff can access workpapers from any convenient location and improve collaboration to increase productivity and reduce costs associated with creating and storing paper documents.

www.cch.com

PROSYSTEM FX TRIAL BALANCE

CCH, a Wolters Kluwer business

CCH's ProSystem fx Trial Balance streamlines reviews, compilations and audits, producing accurate financial statements and a solid set of workpapers in just minutes. It can also link corporation, S corporation, partnership, and exempt organization tax lines directly from ProSystem fx Trial Balance to ProSystem fx Tax.

www.cch.com

TRIAL BALANCE CS

Thomson Reuters

A comprehensive trial balance system that handles annual engagements, Trial Balance CS lets users import balances from spreadsheets or QuickBooks Pro, custom-design column and row sequence in the trial balance grid, and add custom workpaper references and tickmarks to indicate review status. Recent updates include the ability to edit unadjusted balances and see journal entry detail in the Trial Balance grid when the GL period is not in current fiscal year; and the addition of a Tax Code Worksheet Report for 1120, 1120S and 1065 clients.

www.thomsonreuters.com

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