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2013 Review of SurePrep — 1040SCAN Pro; 1040SCAN Organize

SurePrep — 1040SCAN Pro; 1040SCAN 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, […]

Isaac M. O'Bannon

2013 Review of Thomson Reuters — Source Document Processing

Thomson Reuters — Source Document 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 […]

Isaac M. O'Bannon