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  • Why would a CPA support a client's software/accounting systems? I am not sure I would want their IT departments anywhere near our stuff. 

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  • Rockn wrote:

    Why would a CPA support a client's software/accounting systems? I am not sure I would want their IT departments anywhere near our stuff. 

    We don't "support" our clients but they do send us files and we have to be able to open it to get the information we need. Not all but most of our clients don't have IT or the skills required to give us the information needed. 

    Also when doing some audit we have often have to get the data from the original source. 

    P.S. if it was really up to me I would only use one software package so I wouldn't have to work with some many different companies. 

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  • Most ERP systems have the ability to send information in many different formats. It really depends on your clients and the systems they are running and you need to adjust/purchase accordingly.

    I know a few CPA individuals that work for small businesses and have to transfer company files back and forth for Quickbooks.

    Our CPA sends their staff into our office to do audits connected to our ERP, no sending files anywhere.

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  • Our finance department uses Peachtree, Excel, and Access.  We're actually looking for something that can replace the Access and Excel components and potentially integrate with a General Ledger.

    Rockn wrote:

    Why would a CPA support a client's software/accounting systems? I am not sure I would want their IT departments anywhere near our stuff. 

    They wouldn't, but the CPA's IT support would.
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  • I definitely agree that us in the Accounting Firm space have to have a different mentality when it comes to support.  Just to clarify this post was strictly for IT professionals that are internal support for CPAs in an accounting firm environment.  I support the following pieces of software much to my annoyance that most of these are unreliable.

    CCH Engagement

    CCH Fixed Assets

    CCH Axcess Tax

    CCH Practice Management

    XCM-Currently down for Most of the day!  What a day for this to happen.  Trying to get extensions out, and have no idea who needs to be on extension, as we cannot get access to the software.  Lucky Me!

    Quickbooks- All versions

    Sage 50-unfortunately

    Accountants World

    Microsoft Dynamics

    Office 

    Acrobat

    PPC Practice Aids

    That is all I can think of right now, but I am sure there are more.

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  • @JDrakes, how do your tax people like Axcess Tax?  We're still on on-prem ProSystem fx Tax.  Looks like we run much of what you do, but also CCH Document (on-prem) and Knowledge Coach.

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  • ProFX tax

    Engagement

    Practice management

    Belarc

    PPC 

    Checkpoint

    BNA

    and the normal Office and adobe x

      

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  • itbean wrote:

    @JDrakes, how do your tax people like Axcess Tax?  We're still on on-prem ProSystem fx Tax.  Looks like we run much of what you do, but also CCH Document (on-prem) and Knowledge Coach.

    Hey Bean,

    Sorry I am just now getting back to you.  Things have been a bit crazy lately.  Axcess is ehh...  to say the least.  I think most users are numb to it now.  They like the interface as it looks not so outdated if you will like On prem tax is.  Functionality we lost some integration between other programs like FA.  CCH still has stability concerns with the axcess suite in my opinion.  Tax is often times slow, and the prior tax season there were many outages.  They tend to blame internet traffic for the issues.  Also there is a heavy "Smartclient" that needs to be installed on each machine for axcess.  Lets not make a web based clous product like everyone else.....  SMH....  The main reason we moved to it, was I was getting tired of managing tax on a Citrix environment to get tax accessible to our other offices.  We now have 5 offices and I would never be able to have on prem, without having multiple different tax databases.  Any other questions feel free to ask.

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  • Seems like CCH is a common platform here on SW.  Any of you attend the CCH User Conference?

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  • Thanks you Jdrakes for the your thoughts on Axcess.  I was wondering about it as well. I do wonder if they are going to force everyone to use Axcess at some point in the near future. 

    I have never attended the user conference but what I read it seems to be geared more for the actually users and not IT people. 

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  • Josh_Cunning wrote:

    Thanks you Jdrakes for the your thoughts on Axcess.  I was wondering about it as well. I do wonder if they are going to force everyone to use Axcess at some point in the near future. 

    I have never attended the user conference but what I read it seems to be geared more for the actually users and not IT people. 

    No problem.  We have been back and forth with them about this issues with Axcess.  From what I understand now is that they are going to be scrapping their original model with the smart client and moving everything to HTML5, which should have been done in the first place.  Also apparently they are now going to scrap their IBM datacenter as well and move to Azure.  Of course there is no set timeline on this, probably just smoke and mirrors to try and keep hope into current customers.  I do not think they will force all customers into axcess now.  Once/If they do what they are telling us with HTML5 and Azure I could see it possibly happening then.  For now unless you have a specific need that only axcess can address (ours was multiple office connectivity and keeping one database), then I would recommend holding off on axcess until probably 5-7 Years.  Just my guess on when they might actually have all that done.
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  • Josh_Cunning wrote:

    Thanks you Jdrakes for the your thoughts on Axcess.  I was wondering about it as well. I do wonder if they are going to force everyone to use Axcess at some point in the near future. 

    I have never attended the user conference but what I read it seems to be geared more for the actually users and not IT people. 

    As far as the User Conference goes they do have an IT track at the conference.  I usually go to it, however I am thinking I might go to ignite instead of the User Conference this year.  Not sure though.
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  • Thomson:  Engagement CS, Practice CS, UltraTax, PPC, Checkpoint, Fixed Assets CS

    Intuit: Lacerte, DMS, QuickBooks Enterprise and Premier, Information Return Systems

    Sage: 50, 100, 100 Advanced, BusinessWorks, FAS

    eFileCabinet

    SurePrep

    ..........to name a few.

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