michaelmars Posted January 13, 2014 Report Share Posted January 13, 2014 I have been using Creative Solutions but looking for a change. This is for clients that maintain there own G/L. I need to enter their balances, make adjustments and generate financial statements Quote Link to comment Share on other sites More sharing options...
Lion EA Posted January 13, 2014 Report Share Posted January 13, 2014 Does your tax software have what you need? Quote Link to comment Share on other sites More sharing options...
michaelmars Posted January 14, 2014 Author Report Share Posted January 14, 2014 Nope and I. Even tried to get a demo from ATX but after downloading the demo they sent, turns out it was a Max demo....i give up on them Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted January 14, 2014 Report Share Posted January 14, 2014 Back in the day we would use this software called Fast Advantage, who know if it's still alive? Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted January 14, 2014 Report Share Posted January 14, 2014 CFS Tax Tools has trial balance and financial statements. ATX does have a Trial Balance program, btw. http://www.atxinc.com/accounting/trial_balance.aspx Quote Link to comment Share on other sites More sharing options...
michaelmars Posted January 14, 2014 Author Report Share Posted January 14, 2014 I know KC but after last years debacle and after them sending me the wrong demo yesterday I am sooooo gun shy from using anything from ATX. I can stay with Creative solutions but there statements are so hard to twick for rounding errors, etc. I can't find a program from cfs? Quote Link to comment Share on other sites More sharing options...
jetaxes Posted January 14, 2014 Report Share Posted January 14, 2014 So does Medlin.com Medlin Accounting Quote Link to comment Share on other sites More sharing options...
ILLMAS Posted January 14, 2014 Report Share Posted January 14, 2014 Also have you considered using Quickbooks? I have used it a couple of times to create a TB and financials, very simple to use, you can export data in excel to cross reference to your workpapers. Also, any version of QB works for this, you don't need the latest version. Quote Link to comment Share on other sites More sharing options...
michaelmars Posted January 14, 2014 Author Report Share Posted January 14, 2014 I Need a real trial balance program, with journal entries, tax entries, reclassifying entries, prior year, month etc I don't think qb will handle it. Engagement and Creative Solutions are both Thomson Reuters companies and I would love someone else. Quote Link to comment Share on other sites More sharing options...
KEYWEST_RICKS Posted January 14, 2014 Report Share Posted January 14, 2014 i have used Sage and have not had problems with it Quote Link to comment Share on other sites More sharing options...
Lee B Posted January 14, 2014 Report Share Posted January 14, 2014 I have been using Accountants World for Client Writeup and Financial Statements for 2 years. I know it has the trial balance features you're looking for, but I don't use them very much. I'm fairly happy with what I use it for. Their support is average at best. FYI: They hired Jeff Gramlich as President after he left ATX ??? Quote Link to comment Share on other sites More sharing options...
Lion EA Posted January 14, 2014 Report Share Posted January 14, 2014 I use ProSystem fx and know they have a program, but I don't use it. If you are trying to get away from TR, then try CCH, but upgrade to the modules in the ProSystem fx suite. Sorry I can't be more specific, but I haven't added anything like that for my small practice. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.