lenraphael wrote:Ultratax produces the same reports as ProFx, but you have to press a key as you describe for Drake.
One of GST's strengths is that you can open up several clients in any year or the same client same year in different windows of IE. Other preparers can work in the same return at same time as you.
Re: UltraTax. I only run it on one of my two monitors, but if so inclined, I believe you can display UltraTax prior year and current year side by side on multiple monitors (or maybe even on the same wide monitor). What I find much more useful is actually being able to paste the prior year number if I choose, on a field by field basis. This only requires clickable diagnostics to implement, not multiple monitors.
Re: opening same client simultaneously by multiple users. How are update conflicts resolved? (User A saves an update while User B is working on an update but hasn't saved yet). This usually requires some sophisticated database locking, either at the individual field level, or the whole return. I don't see this as a lot of value for a tax prep shop, but you seem to find it so. Does it solve a major problem? I'm sure it must introduce some problems from time to time.