August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
December 1, 2024
October 1, 2024
October 1, 2024
October 1, 2024
Technology August 18, 2020
In the future, we will move beyond simple data integrations between applications toward workflow automation tools and with data from many different mainstream systems consolidated in a business intelligence tool. My research shows that most mid-sized ...
August 18, 2020
Many CPAs are turning to the latest communications systems in order to communicate effectively with clients. VoIP, which stands for voice over internet protocol, is literally changing the way CPAs communicate.
August 18, 2020
The Treasury Department and the Internal Revenue Service said they will send interest payments to about 13.9 million individual taxpayers who timely filed their 2019 federal income tax returns and are receiving refunds.
August 18, 2020
The American Institute of CPAs (AICPA) recently recognized four outstanding academics for their teaching and research during the annual American Accounting Association (AAA) meeting.
August 17, 2020
The IRS continues a nationwide education effort to share information with ITIN holders. To help taxpayers, the IRS offers a variety of informational materials, including flyers and fact sheets, available in up to seven languages, including ...
August 17, 2020
Reputation.com, provider of the first -- and only -- complete Reputation Experience Management (RXM) platform, today announced the appointment of Shannon Nash, CPA, Esq., as Chief Accounting Officer. In this role, Nash will tap into her history of ...
August 17, 2020
Taxpayers can now submit Form 1040-X electronically with commercial tax-filing software.
August 17, 2020
The tax document automation products reviewed in this issue vary, with some better suited to larger firms, while others work better for smaller firms processing fewer returns.
August 17, 2020
CCH ProSystem fx Scan with AutoFlow Technology Wolters Kluwer www.cchgroup.com From the 2020 review of Tax Document Automation systems. CCH ProSystem fx Scan with AutoFlow Technology is a good fit for CPA firms and accounting professionals of any size. CCH ProSystem fx Scan creates digital files while providing users with the ability to bookmark, annotate,...…
August 17, 2020
SurePrep 1040SCAN www.sureprep.com From the 2020 review of Tax Document Automation systems. SurePrep 1040SCAN is a scanning application that can also be used with SPbinder or TaxCaddy, also from SurePrep, and offers integration with numerous third-party tax preparation applications such as CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS....…
August 17, 2020
GruntWorx Tax Automation and Organization www.gruntworx.com From the 2020 review of Tax Document Automation systems. GruntWorx, made by Drake Enterprises, is well-suited for accounting firms of any size. In addition, integration with popular tax programs including Drake Tax, GoSystem Tax RS, CCH ProSystem fx Tax, Intuit Lacerte, CCH Axcess, and Ultra Tax CS helps to...…
August 17, 2020
Intuit Lacerte and ProSeries Scan and Import https://proconnect.intuit.com/proseries/https://proconnect.intuit.com/lacerte/ From the 2020 review of Tax Document Automation systems. Tax Scan and Import is available in both Intuit Lacerte and Intuit ProSeries, which are both available as a desktop or hosted application. Tax Scan and Import is designed to work within each application and cannot be used...…