Honoring Innovation

GruntWorx is web-based, giving users anywhere, anytime access to client source documents, and provides an intuitive user interface with the highest data security available. GruntWorx is the only tax software that currently supports the new EV SSL standard for data encryption. Because the solution is web-based, there’s no software to install or DMS required.

“We understand the challenges that tax professionals face in working with thousands of client tax documents over a few short weeks every tax season,” said Steven Ladd, CEO of Copanion. “GruntWorx delivers the highest levels of accuracy in an affordable tax document automation solution that’s easy to use so any size firm can increase productivity. The rapid acceptance of GruntWorx shows that we’re delivering a solution that really makes a difference in tax season. We’re honored to be recognized for an innovative solution that makes tax document automation practical and usable for every practitioner.”

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XCM Solutions — Workflow & Information Automation Software
www.XCMSolutions.com

By providing real-time access and control over workflow processes, the web-based XCM Workflow Automation system helps reduce the inefficiencies of moving work manually through accounting and tax practices. From preparation processes through completion, the program maintains and enhances standardization of effective workflow processes, which helps ensure individual accountability. By freeing up time otherwise spent managing these manual workflow processes, partners, managers and staff are also able to spend more time focusing on client service.

Since the program is web-based, staff can access their assigned work from anywhere at any time, whether at the office, client site, home office or other locations. Users are presented with customizable dashboards to prioritize their responsibilities on a real-time basis. In addition, XCM allows members of the firm to easily control client work with one click of a button.

“We’re honored to have our peers recognize XCM as an innovative technology,” said Mark Albrecht, CPA, CEO and Founder of XCM Solutions. “Our customer-guided development process has helped us continuously raise the bar for workflow automation solutions for the accounting profession. We owe credit for this award to all our users who have shared their ideas and inspiration along the way.”

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CCH, a Wolters Kluwer business — ProSystem fx Document E-mail Management
Tax.CCHGroup.com

CCH’s ProSystem fx Document is an electronic document management system geared toward the unique needs of public accounting practices, providing ease of use, enhanced collaboration, simplified regulatory compliance, and protection of firm and client information. The E-mail Management feature in Document further enhances the system by giving users the ability to drag and drop e-mails directly from Microsoft Outlook into client folders in the document management system, as well as the ability to access Document’s powerful functionality from within Microsoft Outlook.

With the intuitive look and feel of client folders, the E-mail Management function provides an easy way to manage e-mails and attachments, allowing instant access to everyone within the firm who needs access to these materials. It also provides detailed indexing, versioning, history and retention capabilities. E-mails thus managed through ProSystem fx Document automatically become subject to the firm’s document retention policies, helping ensure compliance.

“We’re very excited to be recognized for our ongoing commitment to innovation with this Innovation Award for CCH ProSystem fx Document,” said CCH President Mike Sabbatis. “As a strategic partner to our customers, CCH is committed to providing professionals with new and transforming technology that enhances their productivity and efficiency.”

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Thomson Reuters — Engagement CS
CS.ThomsonReuters.com

The developers at Thomson Reuters took a broad view of professional practice workflow when designing Engagement CS, which integrates directly with all of the other professional tax and accounting programs the vendor offers. With advanced collaboration tools and networking options, the system provides comprehensive management tools that help streamline virtually every aspect of workflow for all engagement types.