I hate to resurrect a dead thread, but rather than create another with a nearly identical topic of discussion, I'm posting here. Let me know if I should create a new one instead.
I am looking for Practice Management Software, but have been specifically looking for something that will integrate with QuickBooks Desktop. (Specifically QuickBooks Enterprise Solutions: Accountant)
We are a small bookkeeping, payroll and tax services firm (4 employees including myself and my wife) and we have been managing clients deadlines and statuses with excel spreadsheets. For example, one for reconciliations, another for payroll liabilities, another for franchise tax reports, etc. So that we can see where everyone is in one place... however, it's not one place, it's many places, and we have to be careful to keep data consistent. This is not good practice, and I'm looking for software that will do this is a more secure and automatic fashion. To me, this would meet our greatest current "practice management" needs.
Since I have been looking at software that integrates with QB Desktop, it seems like OfficeTools Workspace is the only option I have found that will integrate with our software. We also use Drake Tax, but that doesn't integrate with OfficeTools, so if there is sufficient reason to abandon the integration aspect for a better practice management software, I'm all ears!
Suggestions?