Latest Articles

August 13, 2019 

Bento Pay allows the receiver to input their banking credentials and accept funds in seconds, avoiding the hassle of paper checks. Users can quickly connect an email address to a valid bank account and routing information for Bento Pay to efficiently ...

August 13, 2019 

Coupled with Acumatica’s solid foundation, Vertex indirect tax software helps drive business success by providing customers with accurate, automated sales tax calculations.

August 13, 2019 

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 

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.

Mary Girsch-Bock

August 13, 2019 

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,...…

Mary Girsch-Bock

August 13, 2019 

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...…

Mary Girsch-Bock

August 13, 2019 

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...…

Mary Girsch-Bock

August 13, 2019 

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...…

Mary Girsch-Bock

August 13, 2019 

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...…

Mary Girsch-Bock

August 13, 2019 

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 ...

Randy Johnston

August 13, 2019 

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.

Amy Vetter

August 12, 2019 

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 ...

Garrett Wagner