800-200-7599 http://lacerte.intuit.com/products/tax-import http://proseries.intuit.com/products/tax-import 2012 Overall Rating 4.75 Best Firm Fit Firms using the Lacerte and ProSeries tax programs seeking to reduce the time spent on organizing source documents and data entry. Strengths The new Pre-Import Review feature provides a side-by-side view of electronic values and images from source documents. Direct download provides an easy […]
800-805-8582 www.sureprep.com 2012 Overall Rating 4.75 Best Firm Fit Firms where more than one person is involved in the tax return preparation process with multiple levels of sign-off. It’s also a good fit for firms using the supported tax software who are willing to use SurePrep’s proprietary data-entry and SPbinder tools. Strengths SPbinder has […]
800-291-2136 www.copanion.com 2012 Overall Rating 4.5 Best Firm Fit Firms that want a user-friendly solution for receiving an organized and bookmarked PDF of source documents, regardless of the firm’s tax and document management software. Firms using the supported tax software will benefit from the Populate product. Firms using the Drake professional tax software should […]
800-968-8900 CS.ThomsonReuters.com 2012 Overall Rating 4.25 Best Firm Fit Firms using other applications of the CS Professional Suite. Specifically, a FileCabinet CS license is required for the labeling and organizing function. An UltraTax CS license is required for the data extraction and import into the tax software. Strengths Integration throughout the CS Professional Suite. […]
6 Effective Tools for Tax Document Automation
800-739-9998 CCHGroup.com 2012 Overall Rating 4.75 Best Firm Fit Firms using other ProSystem fx applications to prepare individual income tax returns, as well as firms that want the OCR and organizing processes to run on premise with a fast turnaround time. Strengths With the right hardware and recommended scanning procedures, the OCR processing should […]
A little pre-tax season planning and preparation can go a long way.
Tax and accounting professionals who start their own firms from scratch face benefits and significant challenges. On the pro side, they have the opportunity to build the firm as they wish, from internal practices to staffing and management styles. Of course, there can be significant startup costs, and the firm starts with a client roster of zero, presenting the very pressing hurdle of income generation.