Technology November 26, 2025
The Accounting Tech Lab is an ongoing series that explores the intersection of public accounting and technology. Subscribe to The Accounting Tech Lab videos on YouTube.
December 4, 2025
December 3, 2025
November 16, 2015
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
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
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
Businesses periodically need to upgrade or replace creaky computer systems, or risk falling behind their competitors. If they try to muddle through with a cranky jalopy when everyone else moved up to the latest sports car, they may find themselves ...
November 16, 2015
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.
November 15, 2015
When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma
November 15, 2015
WORKFLOW 2.0 features new optimization and automated rescheduling capability to routinely update schedules nightly based upon priority and due date, as well as more precisely identify the “best fit” employee to complete tasks.
November 13, 2015
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
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
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
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
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.