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 16, 2015
2015 Review of BillQuick
BillQuick offers customization options to accounting firms, as well as architectural firms and engineering offices. The latest version of BillQuick offers several product enhancements including improved accounting capability, such as the availability of p
December 2, 2015
LedgerDocs Now Available on Intuit’s Apps.com Marketplace
LedgerDocs integrates with QuickBooks Online and allows for accountants, bookkeepers, and business owners to receive and manage financial documents while at the same time create bills, expenses, and invoices to post directly from LedgerDocs to QuickBooks.
November 16, 2015
2015 Review of Intuit Lacerte and ProSeries Scan and Import
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 ...
November 16, 2015
2015 Review of CCH ProSystem fx Scan with AutoFlow Technology
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 ...
November 16, 2015
2015 Review of GruntWorx Organize, Populate and Trades
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.
November 16, 2015
2015 Review of SurePrep 1040SCAN
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 ...
November 16, 2015
2015 Review of Thomson Reuters UltraTax CS Source Document Processing
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 ...
November 13, 2015
2015 Review of InsynQ Cloud Hosting
Accounting and CPA firms that utilize multiple tax and accounting applications and is actively looking for an established hosting business that specializes in hosting for accountants.
November 13, 2015
2015 Review of Xcentric Hosting
Designed specifically for accounting firms, Xcentric is a good fit for firms of all sizes that are interested in having their tax and related programs hosted.
November 13, 2015
2015 Review of Cloudvara Cloud Hosting
Cloudvara is truly a custom hosting service, offering a number of application options for accounting firms and other businesses looking to have accounting, tax, and other business applications hosted. The product is ideally suited for smaller ...
November 13, 2015
2015 Review of Cloud9 Real Time
Cloud9 is a good fit for both accounting firms as well as other business industries, including law firms, and general businesses that wish to expand internal capacity without the need to add expensive internal IT support and hardware.
November 13, 2015
2015 Review of Right Networks Cloud Hosting
Right Networks offers a variety of applications that accounting firms can access from anywhere. Available applications are listed by type, and include Accounting, Franchise, Small Business and Non-Profit apps.