February 26, 2019
TaxWorkFlow provides the best value in comprehensive, customizable practice management for tax and accounting professionals. Easy to use and extremely powerful, TaxWorkFlow simplifies and automates workflow while providing added-value tools to ensure success in every process-driven engagement from day-to-day accounting to tax and audit work. CPA and accounting firms looking for an affordable and effective...…
February 26, 2019
February 3, 2018
November 12, 2016
November 16, 2015
November 16, 2015
February 26, 2019
TaxWorkFlow provides the best value in comprehensive, customizable practice management for tax and accounting professionals. Easy to use and extremely powerful, TaxWorkFlow simplifies and automates workflow while providing added-value tools to ensure success in every process-driven engagement from day-to-day accounting to tax and audit work. CPA and accounting firms looking for an affordable and effective...…
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...…
February 3, 2018
MetaTaskerPT – a web application assisting property tax groups with data entry. MetaTaskerPT intelligently extracts strategic data from property tax documents (ie. tax bills and notices) and directly imports them to a property tax management system. MetaTaskerPT is scalable and capable of accommodating high volume incoming document peaks experienced during property tax cycles. The data extraction...…
November 12, 2016
From acquiring new clients to gathering source documents and generating a tax return, the CCH ProSystem fx Suite offers a multitude of solutions that work together to organize and streamline your tax, accounting and workflow processes. Integrated with Microsoft® Office and other software solutions, the CCH ProSystem fx Suite transforms your day-to-day workflow and sets...…
November 16, 2015
Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...
November 16, 2015
ProSystem fx Scan is a tax document automation system that offers optical character recognition (OCR) functions for identifying scanned-in tax forms and extracting data from the forms. It can be used as an integrated part of CCH’s ProSystem fx Suite ...
November 16, 2015
GruntWorx offers a completely web-based tax automation solution that helps firms create an editable and annotatable PDF tax binder out of their client’s scanned-in paper source documents.
November 16, 2015
SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...
November 16, 2015
Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...
November 15, 2015
When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma
November 5, 2014
The Source Document Processing (SDP) application takes a different approach to tax document automation in that it is a proprietary solution designed to work exclusively with the FileCabinet CS and the UltraTax CS applications. It is also unique in that it
November 5, 2014
The value of 1040SCAN increases with the size of your organization and the complexity of your returns. The modular approach to their products facilitates using this in small practices as well. If you are serious about automating your tax preparation ...