June 30, 2023
The Technology Lab Podcast – Review of Audit Technology Trends – July 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits.
December 18, 2012
2013 Review of Intuit Tax Import for Lacerte and ProSeries
Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp Best Fit Tax-focused practices using Lacerte or ProSeries, who want an automated method of creating organized PDF workpapers from client source documents, as well as direct download of W-2 and 1099 data from financial institutions. Strengths Dual optical character recognition process increases reliability of data imports...…
December 18, 2012
2013 Review of SurePrep — 1040SCAN Pro; 1040SCAN Organize
SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com Best Fit: Professional firms seeking an automated workpaper solution, who have complex clients, or clients who often have large numbers of source documents, and where there may be multiple professionals involved in preparation, review and final sign-off. Strengths The SPbinder tool has strong features for organizing and annotating PDFs,...…
December 18, 2012
2013 Review of CCH ProSystem fx Scan
CCH a Wolters Kluwer business — ProSystem fx Scan 800-739-9998 CCHGroup.com Best Fit: Firms wanting to integrate automated workpaper and form preparation into the larger suite of tax and practice management programs in the ProSystem fx Suite. Strengths Optical character recognition (OCR) is streamlined and fast The AutoFlow Wizard feature helps provide data validation User...…
December 18, 2012
2013 Review of GruntWorx – Tax Document Automation
GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and...…
December 18, 2012
2013 Review of Thomson Reuters — Source Document Processing
Thomson Reuters — Source Document Processing800-968-8900CS.ThomsonReuters.com Best Fit: Professionals using UltraTax CS and other programs in the CS Professional Suite, who want an integrated option for creating digital workpapers from client source documents and automatic population of returns from the data on those forms. Strengths Thorough integration with other programs in the CS Professional Suite...…
December 18, 2012
Streamline Your 1040 Tax Prep with Automation
2013 Review of Tax Document Automation Systems
December 1, 2012
W-2 and 1099 Programs Make Year-End Reporting Easier
Every year, tax and accounting professionals and their clients are faced with the often daunting task of year-end wage and information reporting.
November 26, 2012
Ever-Changing Tax Laws Require Professional Research Solutions
As changes are made to tax laws and technology, the business owners interact with their customers and tax and accounting professionals change. Many tax professionals find themselves moving from the role of tax return preparer to year-round consultant.
November 26, 2012
2012 Review of BNA Tax & Accounting Center and Financial Resource Center
Bloomberg BNA, Inc. — Bloomberg BNA Tax & Accounting Center and Financial Resource Center800-372-1033www.bna.com From the Dec. 2012 review of tax research systems. Best Fit: Tax, accounting and legal professionals who want up-to-date tax law content, news and analyses. Strengths Complete integration of primary source documentation with Bloomberg BNA portfolios, which are written by experts...…
November 26, 2012
2012 Review of CCH IntelliConnect
CCH, a Wolters Kluwer business – IntelliConnect888-224-7377CCHGroup.com From the Dec. 2012 review of tax research systems. BEST FIT: Tax, accounting and legal professionals looking for a comprehensive tax and research solution. STRENGTHS Available on iOS and Android mobile devices – CCH Mobile Various search options tailored to the user’s needs and preferences Can have up...…
November 26, 2012
2012 Review of Intuit – Tax Research for Lacerte and ProSeries
Intuit – Tax Research for Lacerte & ProSeries 800-200-7599lacerte.intuit.com/products/tax-researchproseries.intuit.com/products/tax-research From the Dec. 2012 review of tax research systems. BEST FIT: Tax firms that currently use Intuit’s Lacerte and/or ProSeries tax solutions. STRENGTHS: No additional fees for multiple users Uses Google’s Search Engine Access to Intuit’s online forum for Lacerte and ProSeries users Direct integration with...…
November 26, 2012
2012 Review of Thomson Reuters – Checkpoint
Thomson Reuters – Checkpoint 800-950-1216checkpoint.thomsonretuers.com From the Dec. 2012 review of tax research systems. BEST FIT: Tax and accounting professionals looking for a consistent tax and accounting research solution STRENGTHS: User-specific customization Comprehensive search function Synchronization between mobile and full versions of the site POTENTIAL LIMITATIONS: Numerous search options may be burdensome for new or...…