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John Higgins

CPA.CITP

john.higgins@cpapracticeadvisor.com

John is leading the design and launch of CPA Crossings new “Cloud Accounting Learning Center.” This is a comprehensive knowledgebase of training, news, information and community all revolving around the mission of helping practitioners to embrace the new 21st cloud based accounting services paradigm. Visit www.cpacrossings.com for more information.

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Income Tax

2014 Review of Thomson Reuters Source Document Processing

The Source Document Processing (SDP) application takes a different approach to tax document automation in that it is a proprietary solution designed to work exclusively with the FileCabinet CS and the UltraTax CS applications. It is also unique in that it

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Income Tax

2014 Review of SurePrep 1040SCAN

The value of 1040SCAN increases with the size of your organization and the complexity of your returns. The modular approach to their products facilitates using this in small practices as well. If you are serious about automating your tax preparation ...

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Software

2014 Review of GruntWorx

GruntWorx fits best in firms that use the integrated tax software which includes; Drake Software, GoSystem Tax RS, ProSystem fx Tax and UltraTax CS. Even if you have another tax program, the GW Organize application can be a big help for ...

Income Tax

2014 Review of CCH ProSystem fx Scan

ProSystem fx Scan works best when it is used in conjunction with ProSystem fx Tax and the other paperless applications from Wolters Kluwer CCH. However, ProSystem fx Scan can be used on a stand-alone basis, so it has appeal for virtually any tax practice.

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ImagineTime, Inc. — ImagineTime Office Manager

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RedGear Technologies — ArkWorks

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Technology

Office Tools Professional — Practice Management 2011

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Technology

10 Products to Investigate for Document Storage

One of the challenges in writing these reviews is to explain the delineation between document management and document storage solutions. I don’t think it is worth dwelling on this too much because the distinction will become apparent as you dig deeper into the different solutions in both categories. At the end of the day, it really comes down to an issue of scope of functionality.

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Technology

AccountantsWorld — CyberCabinet

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Technology

Intuit — Lacerte/ProSeries Document Management System

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Technology

CCH Small Firm Services — ATX & TaxWise Document Manager

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Technology

SmartVault Corporation — SmartVault