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Lee B

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Posts posted by Lee B

  1. I downloaded the demo for OLT PRO several weeks ago. It may be OK it you're mostly doing simple returns.

    No supporting worksheets for property taxes or mortgage interest on Schedule A, so you would have add things together

    on your calculator then enter the total. Then there were several more complex issues that the program didn't handle correctly.

    I sent an email to the sales rep with my questions. She said she would get back to me and never did.

  2. There is an article in the August 8th issue of The Progressive Accountant about the problems that the overall CCH organization

    has been having for the last three years. Slowing revenue growth and a loss of market share to Creative Solutions & Ultra Tax.

    Product rollout problems, a lot of turnover in top managment positions, lack of leadership etc.

  3. In the August 8th issue of The Progressive Accountant, there is an article about the struggles that CCH has been going thru

    for the last three years. Declining sales growth, losing market share to Creative Solutions & Ultra Tax etc. Lots of turnover

    at the top management level. Product consolidation etc. ATX is not the only problem they have.

  4. It's also being resold by Utimate Tax Solutions ( www.etaxplace.com ) .

    I talked to a sales rep who said they have reselling Taxwise for 7 years now.

    They are selling an unlimited efile 1040 package for $599.

    You can add the business entity package for an extra $200.

  5. I downloaded a demo back in December, while its definitely better than TaxExact, it was quickly apparent to me

    that it wasn't what I was looking for. They have a low end accounting/bookkeeping program called Taxslayer Books that looked interesting, so I downloaded it and tried using it for off and on for several weeks. I had some questions because there help

    was very limited. They had an online chat, but no one was ever available. I submitted 3 or 4 support requests ( no phone #)

    and no one ever responded ???

  6. Here's an out of the box option. Go to taxsoftware.com and take a look at what they have to offer, Very reasonable. They are a hybrid approach,

    cloud based software, programmed in Java so that it can used by any operating system and any browser. The client files all stay on your hard drive.They do all the personal returns federal & 22 states plus all the business entity returns (federal only). You can do a return for free up to the point, that you

    want to print or efile, then you have to pay. You can prepay for a bundle of returns or you can pay one return at time. I've looked at the site 3 or 4 times

    and everything is clearly explained, unfortunately they don't do my state returns.

  7. I do mainly monthly writeup & payroll, but the program I use is a lot more expensive than quickbooks.

    I've spent lot of time evaluating other software options the last six months.

    Advanced Microsytems (1099-etc.com ) is very popular and is somewhat less expensive than quickbooks.

    By far the best value for your money is Medlin Payroll (medlin.com). From time to time Medlin posts

    here usually about software and programming issues.

  8. I called them and they are selling the full Taxwise package for $799 plus they also have all the

    extra modules i.e. Paperless Plus, Client Accounting Suite etc. They claim to have been

    selling Taxwise for the last 7 years, plus they have the software available for all years back to 2001.

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