February 26, 2019
TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…
December 18, 2012
December 18, 2012
December 18, 2012
December 18, 2012
November 23, 2011
800-291-2136 www.copanion.com 2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should...…
November 23, 2011
800-968-8900 CS.ThomsonReuters.com 2012 Overall Rating 4.25 Best Firm Fit Firms using other applications of the CS Professional Suite. Specifically, a FileCabinet CS license is required for the labeling and organizing function. An UltraTax CS license is required for the data extraction and import into the tax software. Strengths Integration throughout the CS Professional Suite....…
November 22, 2011
6 Effective Tools for Tax Document Automation
November 22, 2011
800-739-9998 CCHGroup.com 2012 Overall Rating 4.75 Best Firm Fit Firms using other ProSystem fx applications to prepare individual income tax returns, as well as firms that want the OCR and organizing processes to run on premise with a fast turnaround time. Strengths With the right hardware and recommended scanning procedures, the OCR processing should...…
August 15, 2011
Drake Software, one of the largest independent developers of tax and practice management software for professional accountants and tax professionals, announced today that they've acquired Copanion, which is most notable for its GruntWorx paperless workflow solution. Financial details regarding the deal between the two privately-held concerns were not disclosed.
December 16, 2010
NEWPORT BEACH, CA – SurePrep and the Center for Project Management (CPM) have launched a strategic partnership to deliver SurePrep’s industry leading tax workpaper automation software and services with CPM’s proven change management methodology and tools. “Our tax workpaper automation technologies enable accounting firms to work more efficiently and profitably than ever before, and successful...…
September 20, 2010
GruntWorx Gather gives tax professionals more control over collecting client source documents and data.
September 1, 2010
1040SCAN PRO is the most advanced tax automation solution in the tax and accounting industry. 1040SCAN PRO automatically recognizes and transfers data from W-2s, 1099s, 1098s, K-1s, Organizer Pages, hundreds of Brokerage Statements and thousands of other document types into your tax software, significantly reducing the time spent preparing and reviewing 1040 and 1041 tax...…
September 1, 2010
1040SCAN ORGANIZE is a tax productivity tool that reduces the time spent organizing source documents by automatically recognizing and bookmarking your 1040 and 1041 tax workpapers. Prepare and review your tax returns in a truly paperless environment.
February 17, 2010
SPbinder is a revolutionary, patented paperless workpaper system that can cut your tax preparation and review time by more than half; making your tax season more profitable and less hectic than ever before. SPbinder is included with all versions of 1040SCAN and Outsource offerings from SurePrep.