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

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November 16, 2011 

Form 1099-B Software – Proceeds From Broker and Barter Exchange Transactons

Using the E-File Magic 1099-B software you can print, mail, and e-File your 1099-B 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 16, 2011 

Form 1099-A Software – Acquasition or Abandonment of Secured Property

Using the E-File Magic 1099-A software you can print, mail, and e-File your 1099-A 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 16, 2011 

Form 1098-T – Tuition Statement

Using the E-File Magic 1098-T software you can print, mail, and e-File your 1098-T 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...…

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November 16, 2011 

Form 1098-E Software – Student Loan Interest Statement

Using the E-File Magic 1098-E software you can print, mail, and e-File your 1098-E 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...…

 Form 1098-C Software – Contributions of Motor Vehicles, Boats, and Airplanes

November 16, 2011 

Form 1098-C Software – Contributions of Motor Vehicles, Boats, and Airplanes

With E-File Magic’s user friendly 1098-C software you can print, mail, and Using the E-File Magic 1098-C software you can print, mail, and e-File your 1098-C 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...…

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November 16, 2011 

Form 1098 Software – Mortgage Interest Statement

Using the E-File Magic 1098 Software you can print, mail, and e-File your 1098 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 import...…

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October 7, 2011 

New Skills Required for Taking Your Firm Digital

It never ceases to amaze me how quickly things change in my office. And as you know, it requires a steady vigilance to stay in front of change. I spend a great deal of time evaluating the efficiency of my staff and the consistency of strategies implemented across my firm. Both of these areas must...…

Darren Root, CPA, CITP, CGMA

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August 15, 2011 

Drake Software Acquires Copanion

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.

Isaac M. O'Bannon

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June 24, 2011 

Tax Document Automation Tools Come of Age

  This is our first annual review of tax document automation tools. While we have presented feature articles on this topic in the past, this category is rapidly maturing to include some common feature sets. Internal estimates from vendors based on data provided to CPA Practice Advisor suggest that around 1% of all individual income...…

Brian Tankersley

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May 26, 2011 

4 Key Components of an Electronic Workflow Process

The term workflow as it relates to tax, accounting and other segments of information administration, is not new to business professionals. The use of technology tools to aid in the control of workflow is, however, on the rise and is helping many organizations of all sizes improve their back office operations. A basic definition of...…

Karl Egnatoff

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May 23, 2011 

How to Get Your Firm to Run Like a Well-Oiled Machine:

The literal definition of a well-oiled machine is … well, a machine that is well-oiled. It’s a term I use figuratively quite often to describe a business that is producing strong revenues and operating at peak efficiency … without an excess amount of effort. When I think back 10 years to what I thought was...…