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

 2012 Review of Thomson Reuters — GoSystem Tax RS

March 26, 2012 

2012 Review of Thomson Reuters — GoSystem Tax RS

Thomson Reuters — GoSystem Tax RS CS.ThomsonReuters.com 800-968-8900 BEST FIT Firms requiring calculation power for complex business entity structures and support for entities processing multiple K-1s   STRENGTHS Ability to handle the most complex tax return structures Wholly web-based solution that is accessible from nearly anywhere Nice features to aid new users in learning proper...…

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March 3, 2012 

How Secure is Your Paperless Process?

Whether using an online service for general data backup and recovery purposes, or using other paperless document utilities, such as online document management systems or workflow productivity tools, there are several security issues that users should be aware of.

 Form 1097-BTC

February 24, 2012 

Form 1097-BTC

Using the E-File Magic 1097-BTC software you can print, mail, and e-File your 1097-BTC forms with ease. Unlike our competitors we do not charge expensive licensing fees for our software. You pay only for e-File Services (required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just...…

 From 1099-INT – Interest Income

February 24, 2012 

From 1099-INT – Interest Income

Using the E-File Magic 1099-INT software you can print, mail, and e-File your 1099-INT forms with ease. You pay only for e-File Services(required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your...…

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November 30, 2011 

CCH Small Firm Services — PaperlessPLUS

888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com   2012 Overall Rating 3.75 Best Firm Fit Firms using TaxWise or ATX that are looking for both a document management and automated tax document tool. It’s a good fit for high-volume retail firms that need a solution housed entirely on premises, especially those that will use the integrated electronic signature...…

Dustin Wheeler

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November 29, 2011 

Intuit, Inc. — Tax Import for Lacerte and ProSeries

800-200-7599 http://lacerte.intuit.com/products/tax-import http://proseries.intuit.com/products/tax-import   2012 Overall Rating 4.75 Best Firm Fit Firms using the Lacerte and ProSeries tax programs seeking to reduce the time spent on organizing source documents and data entry. Strengths The new Pre-Import Review feature provides a side-by-side view of electronic values and images from source documents. Direct download provides an easy...…

Dustin Wheeler

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November 23, 2011 

SurePrep — 1040SCAN Pro, 1040SCAN Organize

800-805-8582 www.sureprep.com   2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has...…

Dustin Wheeler