Latest Articles

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.

Mary Girsch-Bock

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,...…

Mary Girsch-Bock

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....…

Mary Girsch-Bock

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...…

Mary Girsch-Bock

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...…

Mary Girsch-Bock

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...…

Mary Girsch-Bock

August 17, 2020 

The campaign will highlight auditors through compelling videos, blog posts, and other dynamic stories to put a face to the auditors who play a significant role in keeping the capital markets functioning.

August 17, 2020 

Under the terms of the agreement, American Express will acquire Kabbage’s team and its full suite of financial technology products, data platform and IP built for small businesses. Kabbage’s products include access to flexible lines of ...

August 17, 2020 

The Outstanding CPA in Government Career Contribution Award recognizes a member’s significant contributions to the CPA profession through government service at the local, state or federal level over a candidate’s career.

August 17, 2020 

The IRS, state tax agencies and the nation’s tax industry say tax firms need to review and heighten their data protection plans this summer as cybercriminals step up efforts to steal client tax information. Crooks are targeting tax professionals as ...

August 17, 2020 

Taxfyle grew more than 4,500% between 2016 and 2019, by revenue, putting it within the Top 2% of this year’s Inc. 5000.