Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
August 13, 2019
Are Accountants Underestimating Lease Accounting Challenges?
The new lease accounting rules, also known as ASU 842, went into effect January 1, 2019 for public companies, while private companies and nonprofits will have until 2020 to implement.
August 13, 2019
2019 Review of Tax Document Automation Systems
Tax Document Automation capability can save accountants hours and hours of work. Imagine simply placing documents into a scanner and just scanning them. No need to worry about organizing the documents prior to scanning them.
August 13, 2019
2019 Review of Source Document Processing – Thomson Reuters
Source Document ProcessingCS Professional SuiteThomson Reuters http://Tax.thomsonreuters.com From the August 2019 reviews of tax document automation systems. Available as an add-on module for the Thomson Reuters CS Professional Suite, Source Document Processing integrates with both File Cabinet CS and Ultra-Tax CS. The product is not designed to be used as a stand-alone application, but instead,...…
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August 13, 2019
2019 Review of SurePrep 1040SCAN and TaxCaddy
SurePrep 1040SCANSurePrep www.sureprep.com From the August 2019 reviews of tax document automation systems. SurePrep 1040SCAN is a good fit for those using other SurePrep applications. The product also works well with third-party accounting applications such as CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, CCH Global fx, Lacerte, and UltraTax CS. All SurePrep...…
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August 13, 2019
2019 Review of Scan and Import for Intuit Lacerte and ProSeries
Intuit Lacerte and ProSeries Scan and Importhttps://proconnect.intuit.com/proseries/https://proconnect.intuit.com/lacerte/ From the August 2019 reviews of tax document automation systems. Scan and Import is offered in both Intuit Lacerte and ProSeries products. Designed to work within the application itself, Scan and Import cannot be used as a stand-alone application, and does not integrate with other tax applications. Links...…
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August 13, 2019
2019 Review of GruntWorx Tax Automation and Organization
GruntWorx Tax Automation and OrganizationGruntWorx LLCwww.gruntworx.com From the August 2019 reviews of tax document automation systems. GruntWorx is well suited for accounting firms of any size; offering easy integration with a variety of tax programs including Drake Tax, GoSystem Tax RS, CCH ProSystem fx, Intuit Lacerte, and Ultra Tax CS. GruntWorx is web-based, with users...…
August 13, 2019
2019 Review of CCH ProSystem fx Scan and AutoFlow Technology
CCH ProSystem fx Scan and AutoFlow Technology Wolters Kluwer http://TaxNA.WoltersKluwer.com 1-800-739-9998 From the August 2019 reviews of tax document automation systems. CCH ProSystem fx Scan and AutoFlow Technology is a good fit for professional accounting and CPA firms that currently use other CCH applications such as CCH ProSystem fx Tax and CCH Axcess Tax. CCH...…
August 13, 2019
Do Your Best Practice Management
The accounting profession will change more in the next five years than it has in the last ten years. At a recent conference where I had the pleasure of sitting on a panel of other consultants and pundits in the accounting profession, the statement was ...
August 13, 2019
The Human Skills Tech Can Never Replace
If you were to draw a picture of today’s accounting landscape, you’d find technology front and center, hogging up all the attention. It’s not hard to see why it’s gained such a place of prominence.
August 12, 2019
Stepping Out
As accountants, we often take great comfort in what we know. We are typically viewed as reactive experts in taxation, auditing, and financial accounting. These three core areas are places we connect with: we feel comfort in the debits and ...
August 12, 2019
AICPA and NASBA Form Coalition to Protect Licensing Standards
AICPA and NASBA will work with other ARPL members to inform lawmakers of the need to maintain standards for highly complex, technical professions like the CPA profession that have a clear impact on the public’s fiscal health and welfare. The coalition was
August 12, 2019
Retail Imports Still Near Record Levels
President Trump announced last week that new 10 percent tariffs on an additional $300 billion in Chinese goods will take effect on September 1. Coupled with 25 percent tariffs imposed on $250 billion worth of imports over the past year, the new round ...