Intuit and Copanion Join Forces to Increase Productivity and Simplify Workflow for Tax Professionals

ANDOVER, MA, November 17, 2008 – Copanion, an innovator in tax document automation, today announced an alliance with Intuit Inc. (Nasdaq: INTU) to develop a scanning solution that will dramatically increase the productivity of tax professionals by helping to simplify their workflow. Intuit announced today its new Intuit Document eSort, powered by Copanion’s award-winning tax document recognition technology, as a result of the alliance.

Intuit Document eSort powered by Copanion is designed to expedite the time-consuming processes of scanning, identifying, and organizing client tax documents. It offers seamless integration with Lacerte, Lacerte DMS, ProSeries, and ProSeries DMS software. The solution will dramatically increase the productivity of tax professionals by helping to simplify their workflow.

“Intuit has always been laser-focused on providing products and services to solve customer problems,” said Jill Ward, senior vice president and general manager, Accounting Professionals Division, Intuit. “With Document eSort, we’re increasing end-to-end productivity across accounting professionals’ most critical tasks. Our efforts with Copanion have enabled us to provide users with a new solution that offers best-in-class tax document automation capabilities.”

The two companies have worked together to make tax professionals more productive through increased accuracy and speed in identifying and organizing thousands of client tax documents that a practitioner handles every year. Intuit Document eSort delivers on that vision by tightly integrating Copanion technology in the tax workflow so preparers can quickly find and review source documents as they prepare returns.

“Copanion is committed to developing technology that enhances productivity and delivers real business improvement. By automating the tedious process of recognizing and organizing tax documents, we will give back valuable time during the pressures of tax season,” said Steven Ladd, CEO of Copanion. “By leveraging our technical innovation with Intuit’s customer focus, we are confident that we will solve one of the significant challenges facing tax practitioners.”

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