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
November 5, 2014
GruntWorx fits best in firms that use the integrated tax software which includes; Drake Software, GoSystem Tax RS, ProSystem fx Tax and UltraTax CS. Even if you have another tax program, the GW Organize application can be a big help for ...
November 5, 2014
ProSystem fx Scan works best when it is used in conjunction with ProSystem fx Tax and the other paperless applications from Wolters Kluwer CCH. However, ProSystem fx Scan can be used on a stand-alone basis, so it has appeal for virtually any tax practice.
November 5, 2014
Life can be funny. There are times when no matter how much we are told something is bad for us, we often ignore the message and continue down our current path. Whether it is smoking cigarettes, excessive drinking, texting while driving, you name it...
September 5, 2014
June 28, 2011 2 p.m. EDT >> REGISTER NOW REGISTER NOW
September 5, 2014
800-739-9998 CCHGroup.com 2011 Overall Rating 4.5 Best Fit Firms who want to control all aspects of the tax document automation process Organizations who use other ProSystem fx applications in their individual tax preparation process Firms who process more than 300 individual tax returns using ProSystem fx Tax Strengths One of two products in this review...…
September 5, 2014
888-455-0183 – www.atxinc.com 888-455-0182 – www.taxwise.com 2011 Overall Rating 3.5 Best Fit TaxWise and ATX customers who would like to implement automated tax document filing. Tax & accounting firms, especially those with high-volume, that need a solution housed entirely on premises. Automated sorting & filing of documents in the document management system is impressive....…
September 5, 2014
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.5 Best Fit Firms who use the related Thomson Reuters applications (FileCabinet CS and UltraTax CS). Note: FileCabinet CS is required for labeling and organizing. UltraTax CS is required if firms want to take advantage of the data extraction feature. UltraTax CS users who have clients with significant securities trades...…
September 5, 2014
800-200-7599 http://lacerte.intuit.com/products/tax-import/ http://proseries.intuit.com/products/tax-import/ 2011 Overall Rating 4.5 Best Fit Lacerte Tax and ProSeries Tax Professional users who would like to reduce time spent entering data into the tax application. Strengths Innovative 1099DropOff.com website is easy to remember, and facilitates direct download of tax information from financial institutions. Client application integration into the tax software...…
September 5, 2014
800-805-8582 www.sureprep.com 2011 Overall Rating 4.75 Best Fit Firms where more than one person is involved in the return preparation process. Organizations willing to use SurePrep’s proprietary SPBinder documentation tool. Practitioners who are comfortable using paraprofessionals to handle the majority of the data input associated with a client. Strengths Guides and certification process designed...…
September 5, 2014
800-291-2136 www.copanion.com 2011 Overall Rating 4.5 Best Fit While the GruntWorx Gather, GruntWorx Organize, and GruntWorx Trades services create files that are compatible with almost any tax application or document management tool, the GruntWorx Populate tool integrates fully with GoSystem Tax RS, ProSystem fx Tax or UltraTax CS. Strengths Firms can process as few...…
September 5, 2014
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2011 Overall Rating 4.75 Best Firm Fit: If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications. Strengths: Integrated suite of small firm tax & accounting applications Integrated...…
September 5, 2014
Technologies focused on enhancing the productivity and workflow of public tax and accounting professionals will be honored on Monday, June 6, at a special event during the California Accounting and Business Show & Conference in Los Angeles.