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2013 Review of Intuit Tax Import for Lacerte and ProSeries

Intuit, Inc. — Tax Import for Lacerte and 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 […]

Isaac M. O'Bannon

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

SurePrep And The Center For Project Management Partner To Provide Workpaper Automation Implementation Solutions

NEWPORT BEACH, CA – SurePrep and the Center for Project Management (CPM) have launched a strategic partnership to deliver SurePrep’s industry leading tax workpaper automation software and services with CPM’s proven change management methodology and tools. “Our tax workpaper automation technologies enable accounting firms to work more efficiently and profitably than ever before, and successful […]