Accountants and accounting firms often know the importance of getting comprehensive W2 software for accountants. Start looking into getting new software before your firm’s growth or newer clients outpace a program. Discuss client needs upfront and speak with a client base about what they want from your services. Avoid purchasing useless software that you will need to replace too soon. Whether you need a more scalable solution or greater customer support, find software that streamlines your accounting work.
Advanced Micro Solutions’ base W2/1099 Forms Filer program supports users within all 50 states, plus the District of Columbia and Puerto Rico. We designed the core product and six optional add-on modules with accountants and small businesses in mind.
Best Tools in W2 Software for Accountants
Do not let yourself get caught up in the manual data inputting process for each of your clients. Look for basic features that will boost your firm’s performance and satisfy your clients. Some fundamental features are:
Streamlined Data Entry – Spend less time worried about any burdensome data entries. Find a W2 software program that provides automation tools. Worthwhile tools may include a Common Payee File and Browse command feature. Select a payee across payers or 1099 forms and also eliminate entering the same information multiple times. Use the Browse command tool to enter client data using a spreadsheet format.
Comprehensive Integrations – Accountants provide many types of services for clients. Get W2 software for accountants with total integration. Ask a prospective vendor about whether their W2 program extracts client data from multiple file formats before converting it. Make sure the available importing formats match any third-party software that your firm uses for clients.
Reliable Compliance – Clients care about software reliability. Trustworthy tax software is one way to maintain that assurance of data accuracy. Look for a reliable program that allows you to calculate selected fields. Our add-on software at AMS is as trustworthy as our base program. Users may refer to up-to-date state and federal tax tables.
Detailed Reports – Pinpoint which clients need specific form generation and how often they may need it. Make sure that you have access to W2 software for accountants with certified payroll if you provide services for clients who handle public works projects. Do not look for shortcuts with your clients or shortchange your firm.
When is it Time for New W2 Software?
Try not to overlook when the timing is right to get new W2 software. Accountants have many responsibilities and sometimes dozens, if not more, clients. Ask yourself some of the following questions to see whether your firm needs a new program.
Have we outgrown our current W2 software? Make sure that any software that you use is scalable. Consider your clients now and how many clients you expect to have in the next year, five years, or even longer. Prepare with the appropriately-sized W2 software for accountants in order to avoid buying a new system so soon.
Are we making more mistakes that the system does not catch? Invest in easy-to-use and intuitive W2 software. Confirm that you will not have a steep learning curve when you get the next software program for your firm. Software should not create more work for accountants. A good program will lift some of the burden and help ensure greater tax accuracy.
Do we need new or better automation tools? Think of your firm’s needs in conjunction with the needs of your clients. Automation tools matter whether you have five clients or 50 clients. Ask about the scope of a vendor’s W2 software features. See if they have tools that permit users to enter information only one time.
Do we need more comprehensive security measures? Cybersecurity is a real concern for accounting firms and small businesses. The best W2 software may be a disc-based program with many of the same features as a cloud-based system. Learn about security measures for yourself with a vendor’s software demo.
Get Started with AMS Software
Learn the ins and outs of W2 software for accountants with your client’s actual data. Download our free 1099-etc Demo software today. Enter information that the software will still contain once you purchase the program. Our base program supports W2, W3, and many 1099 forms. Use it for as many as 99,999 employees or recipients per payer. Create up to a full accounting suite of tools if you include any of our six optional add-on modules. The modules include: AMS Payroll, E-File, Forms Filer Plus, 1042-S Filer, Software Generated Forms, and an Affordable Care Act Filer.