Mary Girsch-Bock is a graduate of the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary has been a featured regular contributor to CPA Practice Advisor since 2002, and she has also been published in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.
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September 21, 2020
PSIsafe PSIGEN www.psigen.com From the 2020 reviews of Document Storage and Document Management systems. After its purchase of both Cabinet SAFE and Cabinet SAFE Cloud in 2017, PSIGEN introduced a new product: PSIsafe. Well-suited for mid-sized and larger companies, PSIsafe offers excellent document management solutions for a variety of business types, including financial services companies,...…
September 8, 2020
AICPA News is a round-up of recent announcements from the association.
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...…
August 17, 2020
Source Document Processing CS Professional Suite Thomson Reuters https://Tax.thomsonreuters.com From the 2020 review of Tax Document Automation systems. Source Document Processing, available as an add-on module for Thomson Reuters CS Professional Suite, offers integration with FileCabinet CS, Workpapers CS, and UltraTax CS. Not available as a stand-alone application, Source Document Processing’s purpose is to streamline...…
August 14, 2020
Pro-Ware Asset Keeper Pro Pro-Ware LLC www.proware-cpa.biz From the 2020 reviews of Fixed Asset Management systems. Pro-Ware Asset Keeper Pro from Pro-Ware LLC is a good fit for businesses looking to automate fixed asset and depreciation management. Introduced in 1985, the entire application was thoroughly updated in 2013. Built as a cross-platform application, Asset Keeper...…
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August 14, 2020
If you or your clients have fixed assets, they’ll need to properly managed. Since fixed assets are anything of value that is estimated to last for more than one year, they can include items such as laptop computers, printers, machinery, heavy equipment, tools, vehicles, and even real estate. You may have a single fixed asset...…
August 14, 2020
Fixed Assets CS Thomson Reuters http://CS.ThomsonReuters.com From the 2020 reviews of Fixed Asset Management systems. Fixed Assets CS from Thomson Reuters is part of the CS Professional Suite of applications from Thomson Reuters. Best suited for accounting professionals and enterprise level businesses with numerous fixed assets to manage, Fixed Assets CS also includes seamless integration...…
August 14, 2020
Fixed Asset Pro MoneySoft www.moneysoft.com From the 2020 reviews of Fixed Asset Management systems. Fixed Asset Pro from MoneySoft is well-suited for small to mid-sized businesses that require a solid asset and depreciation management application. Fixed Asset Pro’s features include excellent importing and exporting options as well as the ability to handle an unlimited number...…
