Tax Document Automation

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February 26, 2019 

TaxWorkFlow

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...…

Featured Articles

 SurePrep And The Center For Project Management Partner To  Provide Workpaper Automation Implementation Solutions

December 16, 2010 

SurePrep And The Center For Project Management Partner To Provide Workpaper Automation Implementation Solutions

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...…

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November 29, 2010 

2011 Readers Choice Awards

We don’t wade into politics at this publication, but the upcoming change in control of the U.S. House of Representatives will certainly bring changes to business law and taxation. Regardless of your perspective on these changes, they will directly affect your clients and practice, which means that keeping up with the changes is imperative to…

 Outsource to Back Office

September 22, 2010 

Outsource to Back Office

RTB Remote Back Office Services allow you to outsource tedious data entry work so you can focus on core business services, consulting and premium offerings. Here’s How It Works: You outsource the labor to us, pick the level of service you want, we bill you the hourly rate that corresponds to the service level you...…

 1040SCAN PRO

September 1, 2010 

1040SCAN PRO

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...…

 1040SCAN ORGANIZE

September 1, 2010 

1040SCAN ORGANIZE

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.

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February 17, 2010 

CCH® ProSystem fx® Document

CCH ProSystem fx Document manages the full range of documents found in an accounting practice — from tax returns to client correspondence, employee records and email — reducing the costs associated with creating and storing paper documents. By having all your documents in one central, searchable repository, you’ll be ready to deliver better client service...…