Technology October 29, 2026
BlackLine Expands Into Europe’s Trusted Cloud Market with S3NS
This investment expands BlackLine’s ability to serve organizations operating in highly regulated European environments.
January 6, 2016
Wolters Kluwer, Maker of CCH Software, Realigns U.S. and North American Markets
Wolters Kluwer Tax & Accounting, the maker of professional tax, accounting and audit software under the CCH brand, is restructuring its North American and U.S. markets.
December 22, 2015
Fourlane Named As Intuit’s Top Reseller Partner of the Year
Fourlane has been named Intuit’s Reseller Partner of the Year for 2015, marking the fifth time the company has received the honor. Fourlane is a provider of bookkeeping and consulting services in Intuit QuickBooks, QuickBooks Point of Sale and ...
December 21, 2015
Trial Balance In QuickBooks Online Accountant Eliminates Double Work
Accountants spend a considerable amount of time cleaning up books at the end of the year, manually entering data and preparing returns for clients. Recognizing this, Intuit has developed Trial Balance within QBOA to help eliminate manual data entry.
December 21, 2015
Apps We Love: Expense Management
Do you yearn for a better, easier way to track expenses, prepare expense reports, process reimbursements? Maybe we can help…!
December 10, 2015
CCH CodeConnect Offers Additional Tax Research Expertise
CCH CodeConnect maximizes efficiency and saves valuable time by pinpointing specific answers, identifying practical guidance and offering relevant practice tools and decision aids relating to federal tax law content within the expansive CCH ...
December 8, 2015
Congress Considers Regulating Tax Preparers
The bill follows close on the heels of the IRS’ release of the Dirty Dozen list of tax scams for 2015 warning of of “dishonest preparers who set up shop each filing season to perpetrate refund fraud, identity theft and other scams that hurt taxpayers.”
November 19, 2015
Sage Launches New Cloud Solutions for Accountants
Accounting professionals are increasingly finding their services to be commoditized, leading to reduced revenues and profits. Accountants understand the importance of altering their pricing model to one that sets prices based on the value the client ...
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 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 16, 2015
Tax Preparers Must Renew PTINs by Dec. 31
Anyone who prepares, or assists in preparing, substantially all of a federal tax return or claim for refund for compensation must have a valid PTIN from the IRS. The PTIN must be used as the identifying number on these prepared returns.