Tax Preparation

 Drake Software 2010 Who’s Who

February 26, 2019 

Drake Software 2010 Who’s Who

Drake Software is the Smart Choice for Tax Professionals For over 33 years, Drake’s team of programmers, tax analysts, CPAs, and EAs has provided tax professionals the tools they need to grow their businesses. Each year, Drake processes more than nine million federal- and state-accepted returns, focusing on value, consistent excellence in federal and state...…

Featured Articles

 2014 Review of Professional Tax Research Systems

December 5, 2014 

2014 Review of Professional Tax Research Systems

As a young boy, I once accompanied my parents on a visit to their CPA’s office. I curiously looked around at the thick black books that lined the bookshelves, noticing that the tax court cases and internal revenue code went back to the early 1900s.

Dustin Wheeler

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November 5, 2014 

2014 Review of SurePrep 1040SCAN

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 ...

John Higgins

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November 5, 2014 

2014 Review of GruntWorx

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 ...

John Higgins

 2014 Review of CCH ProSystem fx Scan

November 5, 2014 

2014 Review of CCH ProSystem fx Scan

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.

John Higgins

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November 5, 2014 

2014 Reviews of Tax Document Automation Systems

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...

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October 10, 2014 

2014 Review of Professional Tax Planning Systems

By Bill Kennedy, CPA, CA The Affordable Care Act changes had the biggest impact on tax software across the country this year, as developers scrambled to incorporate the new Net Investment regulations into their packages, particularly for high net worth individuals. All of the packages reviewed have been updated for the impact of this legislation....…

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October 10, 2014 

2014 Review of W-2 and 1099 Preparation Programs

By Steven Phelan, CPA.CITP As we approach the end of the year, many tasks are still ahead of accounting professionals. There are year-end tax planning situations to address, year-end accounting issues required to finalize financial statements and, of course, year-end reporting compliance for W-2s and 1099s. Although the rules have largely remained the same over...…

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October 10, 2014 

2014 Review of CCH ProSystem fx Planning

The ProSystem fx Suite from CCH offers integrated applications for tax and accounting firms. While CCH also has cloud-based solutions known as CCH Axcess, for now Planning is only a network or locally installed program which can import tax data from either ProSystem fx Tax or CCH Axcess Tax. However, plans can be created manually...…

Bill Kennedy

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September 5, 2014 

Intuit — Lacerte/ProSeries Document Management System

800-765-7777 http://lacerte.intuit.com/products/tax/document-management-system http://proseries.intuit.com/products/dms     2011 Overall Rating 4.75   Best Firm Fit: If your firm is using either the Intuit ProSeries or Lacerte tax preparation systems, then DMS is the natural first choice. It provides some functionality that can legitimately facilitate its use to manage the storage of all of your firm’s electronic documents....…

John Higgins