Latest Articles

November 16, 2015 

Tax Scan and Import is a module for firms using the ProSeries and Lacerte tax preparation systems, offering the ability to scan in client documents, with the system then using optical character recognition (OCR) to determine which forms were scanned ...

Isaac M. O'Bannon

November 16, 2015 

ProSystem fx Scan is a tax document automation system that offers optical character recognition (OCR) functions for identifying scanned-in tax forms and extracting data from the forms. It can be used as an integrated part of CCH’s ProSystem fx Suite ...

Isaac M. O'Bannon

November 16, 2015 

GruntWorx offers a completely web-based tax automation solution that helps firms create an editable and annotatable PDF tax binder out of their client’s scanned-in paper source documents.

Isaac M. O'Bannon

November 16, 2015 

SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...

Isaac M. O'Bannon

November 16, 2015 

Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...

Isaac M. O'Bannon

November 16, 2015 

The survey asked CPA financial planners to rate their clients’ confidence during the recent fluctuation on a scale of 1-5, (with 1 being the most fearful, 3 being neutral and 5 being the most confident). Established clients of CPA financial planners ...

November 16, 2015 

TIGTA found that the IRS recognizes continued efforts are needed to develop and implement systemic processes to detect identity theft. To date, the IRS has taken actions that include defining business identity theft, creating procedures for IRS ...

November 16, 2015 

Prior to 2015, as corroborated by the AICPA staff, the Code of Conduct was not clear on this issue, even though firms by the thousands had adopted the non-equity position.

November 16, 2015 

Ready to set the new pace for business? Accelerate information flow and level up your productivity. Forget about the tedious, manual, repetitive tasks that prevent your staff from working on what matters. Digitize and automate your workflow to unleash sharp decision-making and optimal use of every office hour.DocuWare increases the velocity of your department or...…

November 16, 2015 

The report offers tax planning tips that highlight the opportunities and challenges faced by taxpayers in today’s uncertain legislative environment. It describes a number of moves to make by year-end to achieve maximum overall tax savings for 2015 and ...

November 16, 2015 

Businesses periodically need to upgrade or replace creaky computer systems, or risk falling behind their competitors. If they try to muddle through with a cranky jalopy when everyone else moved up to the latest sports car, they may find themselves ...

November 16, 2015 

On average, college students who have student loans thought they would be able to pay back their loans in nine years after graduation, with only 18 percent saying that it would take them more than ten years. A quarter of college students with loans ...