February 26, 2019
TaxWorkFlow provides the best value in comprehensive, customizable practice management for tax and accounting professionals. Easy to use and extremely powerful, TaxWorkFlow simplifies and automates workflow while providing added-value tools to ensure success in every process-driven engagement from day-to-day accounting to tax and audit work. CPA and accounting firms looking for an affordable and effective...…
February 26, 2019
February 3, 2018
November 12, 2016
November 16, 2015
November 16, 2015
March 6, 2013
ONESOURCE Property Tax helps you estimate and accurately report uncertain tax positions. We provide precision tools to help you increase your control over uncertain property tax positions, and related documents, disclosures and reports. Our first-in-class patented technology, backed by unrivaled industry experience, helps you meet and surpass property tax challenges. Learn more at Tax.ThomsonReuters.com or...…
March 6, 2013
ONESOURCE Tax Information Reporting 1099 software and services can simplify the compliance process with unique tools and an automated solution for 1099s, TINs and B-Notices, W-8s and 1042s. Learn more at Tax.ThomsonReuters.com or contact us online.
March 6, 2013
Gain real time and efficiency with the automated, integrated approach of ONESOURCE Tax Provision. Create a consistent, automated process that reduces the risk of error using the many integrated features such as active workpapers, data management, global access and much more. Learn more at Tax.ThomsonReuters.com or contact us online.
March 6, 2013
ONESOURCE Transfer Pricing helps you view comparable financial data with a new level of transparency, coordinate globally with ease, and proactively manage your effective tax rate, policies, and processes for auditors. Learn more at Tax.ThomsonReuters.com or contact us online.
March 6, 2013
Rely on ONESOURCE Trust Tax for the software and support you need to prepare and file your fiduciary tax returns. Our automated process helps you bridge the data from existing systems and create clear, compliant reporting and documentation. Learn more at Tax.ThomsonReuters.com or contact us online.
March 6, 2013
Transform your tax process with an integrated workflow management software that lets you prioritize tasks, automate manual efforts, monitor projects at each step, and complete every aspect of your work with accuracy and efficiency. With ONESOURCE WorkFlow Manager you’ll spend less time on administrative tasks, and more time on the work that adds value to...…
December 18, 2012
Intuit, Inc. — Tax Import for Lacerte and ProSeries800-200-7599accountants.intuit.com/tax/lacerte/add-ons/tax-import.jspaccountants.intuit.com/tax/proseries/add-ons/tax-import.jsp 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...…
December 18, 2012
SurePrep — 1040SCAN Pro; 1040SCAN Organize800-805-8582www.sureprep.com 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,...…
December 18, 2012
CCH a Wolters Kluwer business — ProSystem fx Scan 800-739-9998 CCHGroup.com Best Fit: Firms wanting to integrate automated workpaper and form preparation into the larger suite of tax and practice management programs in the ProSystem fx Suite. Strengths Optical character recognition (OCR) is streamlined and fast The AutoFlow Wizard feature helps provide data validation User...…
December 18, 2012
GruntWorx, LLC — GruntWorx 800-291-2136 www.gruntworx.com Best Fit: Tax professionals who want a user-friendly way to quickly create organized and bookmarked PDF workpapers generated from source documents, and that can be used alongside any professional tax system. The optional auto-populate functions only work with specific systems, however. Strengths Completely web-based means nothing to install and...…
December 18, 2012
Thomson Reuters — Source Document Processing800-968-8900CS.ThomsonReuters.com 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...…
December 18, 2012
2013 Review of Tax Document Automation Systems