For the last few years, the changes to tax software have been more those involve evolution than revolution. But that's starting to change as major players have introduced their online tax platforms. Still, for most professional preparers, the evolutionary changes are the most important as they remain in the world on on-premise tax software. And with the buying season well underway, this article provides a look at those.

Sage North America plans to launch Sage Connect, a portal for accountants and their clients that is designed to enable them to collaborate via the Internet, along with providing other functionality such as some document management capabilities.

From several years, Templeton & Co. has had a stronger interest in customer relationship management software than do most firms. That’s because Templeton, which has a strong traditional practice also has an active reselling and development arm and marketed its on CRM of Professional Services, built on top of Microsoft’s Dynamics CRM. The problem was there weren’t a lot of takers.