april2022 - 16

* CPACharge by Affinipay (4.6%)
* TPS Software (4.6%)
* Canopy Practice Management (4.3%)
* Chrometa (4%)
* ImagineTime (3.9%)
* ClockShark (3.1%)
* PracticeEngine (3.1%)
* Bill4Time (2.8%)
* CCH Axcess, iFirm, ProSystem
fx (2%)
* Thomson Reuters Practice CS (1.8%)
* Other (11.2%)
PRACTICE MANAGEMENT
Insight: We consider practice management
systems to be those with more
extensive functions for managing
firm productivity and workflow
management, automation of tasks,
and record maintenance. This is the
second year that Financial Cents has
led this category.
WINNER: FINANCIAL CENTS (30%)
RUNNERS UP:
* Thomson Reuters Practice CS (16.1%)
* CCH Axcess Practice, CCH iFirm
Practice Manager, CCH ProSystem fx
Practice Management, or XCMWorkflow
(Wolters Kluwer) (13.1%)
* Canopy Tax Practice Management
(8.4%)
* AbacusNext OfficeTools (7.3%)
* Karbon Workflow Management
(5.2%)
* ClientWhys/TaxBuzz.com (2.2%)
* TaxWorkFlow (2.1%)
* Commercial Logic APS (1.4%)
* Abak Software (1.35%)
* Deltek Maconomy (1.35%)
* BQE Core or Core AI (1.2%)
* Credenza Software (0.8%)
* Tenrox (0.2%)
* Other (9.3%)
ONLINE INVOICING/BILL PAYMENT
SOLUTIONS
Insight: Online invoicing and bill payment
systems can help streamline AP
and AR, reducing cashflow logjams.
Voters were allowed to select more
than one, so totals exceed 100%.
WINNER: INTUIT PAYMENTS (30.7%)
RUNNERS UP:
* PayPal (15.1%)
* Bill.com (14.7%)
* CPACharge by
Afffinipay (6.9%)
* Bill & Pay (3.4%)
* Sage
Payments (3.3%)
* Xero (5.6%)
* Invoiced (5%)
* FreshBooks (4.3%)
* AbacusNext
OfficeTools (3.7%)
* ReceiptBank (2.8%)
* Zoho Books (2.5%)
* CollBox (2.1%)
* BizPayO (2%)
* Other: (16%)
CLIENT PORTALS
Insight: Your firm better not be sending
identifying client information via
email. But even for invoices that may
not expose such info, having them
remotely accessible to clients in a
firm portal not only helps protect
the data, it makes it easier for clients
to access them and even pay them
online. Along with being able to view
or upload tax documents, financials
or other files, portals just make sense
for modern firms.
WINNER: DRAKE SOFTWARE
SECUREFILEPRO.COM (21.5%)
RUNNERS UP:
* Citrix ShareFile (9.8%)
* DropBox (8.2%)
* CCH Axcess Portal / CCH
ProSystem fx Portal / CCH iFirm, or
XCMWorkflow (5.9%)
* Thomson Reuters NetClient CS
Portals or Onvio (5.3%)
* Canopy (4.8%)
* cPaperless SafeSend Returns/
Exchange (4.6%)
* CPASiteSolutions (4%)
* SmartVault (3.3%)
* Box (3.1%)
* ClientWhys/TaxBuzz.com (2.2%)
* Doc.IT by IRIS Web Client
Portal (2.1%)
* OfficeTools Client Portal from
AbacusNext (2.03%)
* eFileCabinet SecureDrawer (2%)
* AccountantsWorld by IRIS CyberCabinet
(1.9%)
* Suralink (1.7%)
* Audit Dashboard (1.6%)
* Other (16%)
DOCUMENT MANAGEMENT &
DOCUMENT STORAGE
Insight: There is a wide range of
systems in this category, ranging
from basic file folders, to advanced
programs that include client collaboration
tools, automatic archiving,
retention functions, and multi-worker
productivity features.
WINNER: DRAKE DOCUMENT MANAGER
(28.2%)
RUNNERS UP:
* Thomson Reuters FileCabinet CS/
GoFileRoom (10.8%)
* Intuit ProSeries & Lacerte DMS (9.6%)
* CCH Axcess Document or CCH
ProSystem fx Document (8.3%)
* ClientWhys/TaxBuzz.com (5.8%)
* eFileCabinet (4.2%)
* SmartVault Document Storage (4%)
* Doc.IT by IRIS - Doc.IT DM (3.7%)
* Canopy (3%)
* Conarc (2.8%)
* AccountantsWorld by IRIS Cloud
Cabinet (2.7%)
16 APRIL 2022 ■ www.CPAPracticeAdvisor.com
* OfficeTools Workspace by AbacusNext
(2.5%)
* Cabinet SafeCloud (2%)
* Suralink (1.9%)
* Doculex (1.8%)
* PaperlessPlus (1%)
* Personable (0.3%)
* Other (7.4%)
OTHER DOCUMENT MANAGEMENT
TOOLS
Insight: Document management also
requires special tools that sometimes
work with a scanner or work with
a document management system
directly for functions including OCR.
Voters were allowed to select more
than one, so totals exceed 100%.
WINNER: FUJITSU (36%)
RUNNERS UP:
* HP (20.3%)
* cPaperless TicTie Calculate (14.3%)
* Canon (13.1%)
* Kofax (9.2%)
* Nuance (8.4%)
* ABBYY (5.4%)
COMPREHENSIVE FIRM WORKFLOW
SYSTEMS
Insight: This category is divided into
two groups: Comprehensive Workflow,
and Other Workflow Tools, which are
designed for aiding in specific tasks
and engagements and for smaller
firms. Financial Cents took first in
this category, providing firm workflow
management tools that optimize firm
profitabililty.
COMPREHENSIVE WORKFLOW
WINNER: FINANCIAL CENTS (39.6%)
RUNNERS UP:
* Thomson Reuters Practice CS Project
Management (16.6%)
* CCH Axcess Workstream, CCH
iFirm Practice Manager, or
XCMworkflow (14.1%)
* OfficeTools WorkSpace by AbacusNext
(7.3%)
* TaxWorkFlow (5.1%)
* Pascal Workflow (3%)
* Autonomy iManage Workflow
Manager (2.3%)
* Tax Dome (2%)
* Other (10%)
Other Workflow Tools: Voters were
allowed to select more than one, so
totals exceed 100%.
WINNER: GRUNTWORX (13.2%)
RUNNERS UP:
* Intuit Tax Import or DMS for Lacerte
and ProSeries (11.6%)
* Bill.com (9.4%)
* Thomson Reuters GoFileRoom/
Practice CS/Workpapers CS (9.3%)
* Citrix ShareFile for
Accountants (8.9%)
* Canopy (8%)
* OfficeTools WorkSpace by AbacusNext
(7.7%)
* Various CCH ProSystem fx
Systems (7.5%)
* SurePrep (7%)
* Expensify (6.9%)
* eFileCabinet (5.9%)
* Karbon Workflow Management
(4.9%)
* SmartVault (4.9%)
* Doc.IT by IRIS (4.4%)
* Suralink (3.1%)
* Cabinet NG by PSIGEN (2.9%)
* Audit Dashboard (2.5%)
* Tallie (1.2%)
WEBSITE BUILDERS & SERVICES FOR
ACCOUNTING FIRMS
Insight: A firm website, and social
media presence, should be mandatory.
These systems make it easy and
affordable to create a firm website and
keep it up-to-date.
WINNER: GETNETSET (13.8%)
RUNNERS UP:
* Drake SiteDart Website Services
(11.3%)
* CPA Site Solutions from
ProSites (10.3%)
* CPASites.com (6.9%)
* Rootworks (6.7%)
* CountingWorks/ClientWhys/
TaxBuzz (6.6%)
* Thomson Reuters Web
Builder CS (6.5%)
* CCH SiteBuilder (5.5%)
* Build Your Firm (5.1%)
* Tenenz AFSB or Integer (5.1%)
* AccountantsWorld by IRIS Website
Relief (4.4%)
* Network Management Group (NMGI)
WebCare (3.9%)
* Other (13.9%)
FAVORITE CPE PROVIDER
Insight: CPE isn't just a requirement,
it's also a great way to keep up with
the latest changes in tax, accounting,
audit, and technology. And you can
now get pretty much all of your CPE
online at your convenience.
WINNER: SURGENT CPE (18.2%)
RUNNERS UP:
* CPAAcademy (13.1%)
* Drake CPE (12%)
* AICPA (9.1%)
* MyCPEwebinars (5.8%)
* NATP (5.2%)
* CPA Practice Advisor (4.9%)
* TheTaxBook (4%)
* TaxSpeaker (3.8%)
* Becker CPE (2.8%)
* NATP (2.7%)
* Canopy CPE (2.6%)
* Thomson Reuters Checkpoint (2.1%)
* NASBA (1.9%)
http://www.Doc.IT http://www.SECUREFILEPRO.COM http://www.CPASites.com http://www.Doc.IT http://www.Bill.com http://www.Bill.com http://www.Doc.IT http://www.Doc.IT http://www.CPAPracticeAdvisor.com
april2022

Table of Contents for the Digital Edition of april2022
