REVIEWS FOR YOUR FIRM

Document Storage
Document Management vs. Document Storage Systems: What's the best choice for your practice? Part II
By John H. Higgins, CPA.CITP
This review focuses on document storage systems (the June/July 2007 issue contained a review of more full-featured document management systems). While the line that divides these two categories can be subjective at times, we generally categorize document storage systems as providing a more basic approach to organizing files as a replacement for the Microsoft Explorer folder system. Make sure you identify your firm’s needs and explore all of the options from both of these review sections prior to making a decision.

Engagement & Trial Balance Systems
Engagement & Trial Balance Products: Paving The Road To Improved Efficiency
By Tom Davis, CPA
Engagement and Trial Balance systems can be the heart of a full-service accounting firm, and advanced systems can help a practice improve efficiency. In any engagement, there are specific workflow processes, which can be streamlined using Engagement management systems. On the Trial Balance side, increased efficiency and productivity can be achieved by doing more than just electronically handling the grouping and adjustment of GL account information, but also taking advantage of tools and features that promote collaboration, standardization, accuracy and communication.

REVIEWS FOR YOUR CLIENTS

Sales & Use Tax
The Evolution of Sales Tax Compliance: On the Road to Simplification
By Isaac M. O'Bannon
With more than 8,000 taxing jurisdictions in the United States, it is essential for businesses with taxable transactions in more than a few locations to employ a sales and use tax compliance system. There are essentially two breeds of systems: High-end real-time systems that integrate with a business' financial and sales management programs to automatically find and apply appropriate rates and then automatically populate returns for the required jurisdictions, and small businesses-focused after-the-fact systems that are used by accountants or business owners who enter or import sales and tax data after a period close and then generate SUT returns. Both types of systems are included in this review section.

FEATURES

2007 Software Selection Guide
With technology playing an increasingly vital role in accounting and tax practices, professionals need a resource to turn to throughout the year when they are making potential purchasing decisions. The Software Selection Guide is this resource, providing professionals with a categorized directory that helps point them in the right direction when looking for technologies for their practice. If you keep only one issue of this magazine, make sure it’s this one, with the 2007 Software Selection Guide.

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Honoring Innovation
2007 Innovation Awards Presented
By Isaac M. O'Bannon, Technology Editor
Streamlined tax preparation, electronic banking, enhanced practice management and a free small business accounting system highlighted this year's Tax & Accounting Technology Innovation Awards.

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Productivity In Practice
California Snow
By Isaac M. O’Bannon, Technology Editor
See how one firm has scored on The CPA Technology Advisor's Productivity Survey and learn more about what practices have worked and not worked for this firm. We hope you’ll see your firm in these pages... or at least a firm very much like yours.

Gregory L. LaFollette CPA.CITP	Brent Goodfellow CPA.CITP, MCSE, MST, MCT
James Bourke CPA.CITP Special Guest	Randy Johnston

Tech2Go Episode 6

Don't miss episode six of our fast-paced roundtable discussion of Tech2Go.

Executive Editor Gregory L. LaFollette, CPA.CITP is joined by regular columnists Brent Goodfellow, Randy Johnston, and special guest James Bourke, CPA.CITP.

This month's topics:

• New Tech2Go Sponsor:
  
• CITP Credential
• 2007 Technology Innovation Award Winners
• Virtualization

[Running time is 1:00:51]

Online Exclusives

• Productivity Survey - Free benchmarking tool for you to get your firm’s Productivity Score and helpful report
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• Webcasts - Register for upcoming educational events and receive Free CPE, plus you can view archived programs
• Podcasts - Check out our newest monthly podcast program, Tech2Go, and call the team with your questions
• Blog from Executive Editor Gregory L. LaFollette, CPA.CITP - Covers the random musings of this thought leader
• Online Buyer's Guide - Relevant search tool for the accounting community where you can search by company name, product name or product category