CPA Practice Advisor - 15
INVENTORY MANAGEMENT: REVIEW
Acctivate
STRENGTHS:
* Offers both on-premise and
cloud deployment
* Seamless integration with
QuickBooks Desktop and
QuickBooks Online
* Numerous add-on modules
available
POTENTIAL LIMITATIONS:
* Only suitable for those using
QuickBooks applications
* No telephone support
available
https://acctivate.com
Acctivate Inventory management
software is designed to be used
exclusively with QuickBooks Desktop
and QuickBooks Online applications.
Along with advanced inventory
management capability, Acctivate
also includes purchasing, customer
service, and business management
capability. Ideal for both retailers
and distributors that currently use
QuickBooks applications, Acctivate
offers the advanced inventory features missing from
QuickBooks applications.
The latest version of Acctivate (Version 11) offers
numerous system enhancements including the addition
of window tabs that are designed to help keep better track
of open windows. Another new feature is the addition of
list windows, which provides access to customer, sales,
products, transactions, and vendor lists, with a drop
down tab directly below the menu bar. Acctivate has also
enhanced the warehouse layout and added several order
processing updates to the application as well.
2020 OVERALL RATING
4.75
www.CPAPracticeAdvisor.com/
21136562
Acctivate's base system includes inventory management and order management, along with sales and customer management, and a variety of add-on modules are
available that are designed to increase product functionality. Acctivate pricing is available directly from the vendor
upon request, and those interested can sign up for the
free, 14-day trial to explore the product before purchasing.
AdvancePro Supply Chain Management www.advanceprotech.com
STRENGTHS:
AdvancePro Supply Chain Man* QuickBooks Integration
agement is well-suited for larger
* Unlimited technical support
manufacturing, distribution and
* Excellent integration with
e-Commerce applications
wholesale businesses. AdvancePro
POTENTIAL LIMITATIONS:
offers seamless integration with
* Integration with other
QuickBooks Online and desktop,
accounting applications is
as well as shipping applications,
limited
* S etup may be time-consuming and can be deployed as an onpremise application as well as accessed on the cloud.
In addition, AdvancePro includes a mobile app for
both iOS and Android smartphones.
Asset Panda
STRENGTHS:
* Easy to use
* Ability to configure charts in
dashboard menu
POTENTIAL LIMITATIONS:
* Not suitable for retail business or online sellers
* Not suitable for
manufacturing
* No integration with outside
shipping agencies
* Limited reporting
functionality
Asset Panda is a cloud-based asset
management application that
is suitable for businesses of any
size that have a high number of
internal and company assets that
need to be tracked and managed
properly. This can be particularly
important for businesses that deal
with constant asset movement
such as medical, IT, and tools and
EZOfficeInventory
STRENGTHS:
* Scalable, with four plans
available
* Good for businesses of
all sizes
* Integrates with Microsoft
Excel
POTENTIAL LIMITATIONS:
* No kitting or manufacturing
capability
* No integration with point of
sale or e-commerce sites
EZOfficeInventory offers online
asset tracking and inventory
management and is a good fit for
businesses with a large number
of internal assets or inventory
that needs to be tracked. EZAssetInventory is not a good fit for
retailers or online sellers.
EZOfficeInventory is a scalable application, with four plans
available, making it suitable for businesses of any
AdvancePro offers a long list of core features
including General System Management, Inventory
Management, Warehouse Management, Order
Management, Product Information, Pricing Management, Vendor Management, Bar Coding, Report
Intelligence, Multiple Warehouse, Order Matrix,
UPS/FedEx Integration, and Lot & Serial Numbers,
with several other default features available in
the core application. Premium modules available
include Wireless Warehouse-AP Mobile and Web
Services/e-Commerce.
www.assetpanda.com
equipment professions. Asset Panda also has a mobile
app for iOS and Android devices that includes complete bar code scanning, mobile security, the ability
to add assets via the mobile app, along with complete
integration with the web application.
Asset Panda now includes a dashboard menu,
where users can configure a variety of charts for their
business, with the option to choose the asset types
to be included.
Asset Panda is well-suited for businesses of any
EZOfficeInventory.com
size. In addition, the application includes a features
laden mobile app that is compatible with both iOS and
Android smartphones and tablets.
New in EZOfficeInventory is the ability to create
custom roles for system users, which restricts system
features and functions by role.
EZOfficeInventory has four plans to choose from:
Essential, which runs $35 per month and supports
unlimited users; Advanced, which runs $45 per
month; Premium, which runs $50 per month; and
an Enterprise plan with custom pricing. Plan pricing
Read the full review for
this product online at:
5
2020 OVERALL RATING
Read the full review for
this product online at:
www.CPAPracticeAdvisor.com/
21136564
AdvancePro offers top-line inventory management, customer, warehouse, and product management capability and is a great choice for those using
QuickBooks applications. AdvancePro pricing is
available directly from the vendor.
2020 OVERALL RATING
4.5
Read the full review for
this product online at:
www.CPAPracticeAdvisor.com/
21136563
size that need to track a high number of internal
assets, although an inventory management feature is
also offered in the application. Pricing for Asset Panda
can be obtained directly from the vendor, and a free,
14-day trial is available to try out prior to purchasing
a complete subscription.
2020 OVERALL RATING
4.75
Read the full review for
this product online at:
www.CPAPracticeAdvisor.com/
21136560
is based on number of items managed; pricing levels
above are based on managing 250 items. EZOfficeInventory also offers a free, 15-day subscription so those
interested can try out the application prior to purchasing. All plans include the Inventory Management
module, GPS, Mobile Apps, Depreciation, Reservations,
and Reports and Analytics.
MAY 2020 ■
www.CPAPracticeAdvisor.com
15
https://www.acctivate.com
http://www.CPAPracticeAdvisor.com/21136562
http://www.advanceprotech.com
http://www.CPAPracticeAdvisor.com/21136564
http://www.assetpanda.com
http://www.CPAPracticeAdvisor.com/21136563
http://www.EZOfficeInventory.com
http://www.CPAPracticeAdvisor.com/21136560
http://www.CPAPracticeAdvisor.com
CPA Practice Advisor
Table of Contents for the Digital Edition of CPA Practice Advisor
From the Editor: Staying in Touch
From the Trenches: Do You Have a Clear Practice Management Vision?
Covid-19: Adaptability is Key to Business Continuity
2020 Product Review: Practice Management Programs
The Leadership Advisor: How to Lead During a Crisis
Apps We Love: Apps to Survive the Pandemic
The ProAdvisor Spotlight: Now Available in QuickBooks Online Accountant: Month-End Review and Industry Benchmarks
2020 Product Review: Inventory Management Systems
Marketing Your Firm: How to Leverage Chatbots in Your Firms's Marketing
The Millennial Advisor: In Search of a New Normal
A Year in the Life of a Payroll Accountant: Avoiding Employee Recall Issues After Coronavirus Recedes
A Year in the Life of a Payroll Acocuntant: Workers Earning Less than $75K are Being Laid Off Most
The Staffing & HR Advisor: How Financial Transparency Can Level Up Business for Private Companies
AICPA News: A round up of recent association news and events
Bridging the Gap: 3 Tips for Developing New Consultants
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - 3
CPA Practice Advisor - From the Editor: Staying in Touch
CPA Practice Advisor - From the Trenches: Do You Have a Clear Practice Management Vision?
CPA Practice Advisor - Covid-19: Adaptability is Key to Business Continuity
CPA Practice Advisor - 7
CPA Practice Advisor - 2020 Product Review: Practice Management Programs
CPA Practice Advisor - 9
CPA Practice Advisor - 10
CPA Practice Advisor - The Leadership Advisor: How to Lead During a Crisis
CPA Practice Advisor - Apps We Love: Apps to Survive the Pandemic
CPA Practice Advisor - The ProAdvisor Spotlight: Now Available in QuickBooks Online Accountant: Month-End Review and Industry Benchmarks
CPA Practice Advisor - 2020 Product Review: Inventory Management Systems
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - 17
CPA Practice Advisor - Marketing Your Firm: How to Leverage Chatbots in Your Firms's Marketing
CPA Practice Advisor - The Millennial Advisor: In Search of a New Normal
CPA Practice Advisor - A Year in the Life of a Payroll Accountant: Avoiding Employee Recall Issues After Coronavirus Recedes
CPA Practice Advisor - A Year in the Life of a Payroll Acocuntant: Workers Earning Less than $75K are Being Laid Off Most
CPA Practice Advisor - The Staffing & HR Advisor: How Financial Transparency Can Level Up Business for Private Companies
CPA Practice Advisor - AICPA News: A round up of recent association news and events
CPA Practice Advisor - Bridging the Gap: 3 Tips for Developing New Consultants
CPA Practice Advisor - 25
CPA Practice Advisor - 26
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