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August 17, 2020 

Last Round of ITINS Set to Expire this Year

The IRS continues a nationwide education effort to share information with ITIN holders. To help taxpayers, the IRS offers a variety of informational materials, including flyers and fact sheets, available in up to seven languages, including ...

 2020 Review of CCH ProSystem fx Scan with AutoFlow Technology

August 17, 2020 

2020 Review of CCH ProSystem fx Scan with AutoFlow Technology

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

 2020 Review of SurePrep 1040SCAN

August 17, 2020 

2020 Review of SurePrep 1040SCAN

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

 2020 Review of GruntWorx Tax Automation and Organization

August 17, 2020 

2020 Review of GruntWorx Tax Automation and Organization

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

 2020 Review of Intuit Lacerte and ProSeries Scan and Import

August 17, 2020 

2020 Review of Intuit Lacerte and ProSeries Scan and Import

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

 2020 Review of Source Document Processing by Thomson Reuters

August 17, 2020 

2020 Review of Source Document Processing by Thomson Reuters

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

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August 17, 2020 

American Express to Acquire Small Biz Lender Kabbage

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 ...