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January 20, 2015

CCH® ProSystem fx® Scan with AutoFlow Technology

Increase the profitability of your tax preparation work.  Using CCH ProSystem fx Scan, any firm employee can easily prepare and scan client source documents. In no time at all, the scanned source documents and 1040 workpapers will be automatically, sorted and converted into one comprehensive PDF — organized, bookmarked and ready to seamlessly flow into... Read more »

Increase the profitability of your tax preparation work.  Using CCH ProSystem fx Scan, any firm employee can easily prepare and scan client source documents. In no time at all, the scanned source documents and 1040 workpapers will be automatically, sorted and converted into one comprehensive PDF — organized, bookmarked and ready to seamlessly flow into a 1040 tax return in CCH® ProSystem fx® Tax. Eliminate the headaches and hassles of paper files.  CCH ProSystem fx Scan automates the time-consuming tasks of gathering, extracting, organizing and bookmarking tax data from scanned source documents, making it easy to export and populate that data into CCH ProSystem fx Tax. Your tax preparation process will be easier, more efficient and headache-free. Benefit from a faster, easier and more productive 1040 process. Learn more today!

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 Online CheckWriter

December 21, 2021 

Online CheckWriter

Pay & get paid by seamlessly in a click. Open a new FDIC insured bank account or bring your own bank. Free ACH, RTP, digital checks, e-checks, wire, print checks yourself.  All in one platform. Mail checks for $1. Text a check. Cloud-based user/approval flow, vendor management, invoicing, positive pay, auto reconcile, print deposit slips....…

 Top Performance – Performance Evaluation Software

November 22, 2021 

Top Performance – Performance Evaluation Software

Performance Evaluation Software Motivate and inspire your professionals and staff to achieve peak performance with these exciting features: Evaluate individuals across offices, departments, positions, and levels including principles, professionals, and staff Create custom evaluations based on roles, departments, engagements, and more Achieve performance objectives through an effective 360 evaluation process or immediate feedback Appraise performance...…

 CE Manager – CPE Tracking Software & Learning Management

November 22, 2021 

CE Manager – CPE Tracking Software & Learning Management

CPE Tracking Software and Learning Management System for Accounting Firms Manage your accounting firm’s CPE tracking and learning with these powerful features: Accurate CPE management and compliance tracking for all US jurisdictions, including specialties like PCAOB, AICPA, Yellow Book, and EBPAQC, tracked with detail and precision Create and customize your own In-Firm licenses Provide your...…

 Avalara Managed Returns for Accountants

August 13, 2021 

Avalara Managed Returns for Accountants

Winner of 2021 Innovation Award! Avalara's Managed Returns for Accountants (MRA) was designed specifically to help accounting and tax firms automate the sales tax compliance process for multiple clients that sell to multiple states.

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