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 […]
The Suralink Professional Document Exchange Platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. Make document requests, receive files, track the progress of the engagement, and manage your team and clients on a single platform. Eliminate the need to manually manage client requests through spreadsheets, […]
1095 Mate® is 1094-C and 1095-C filing software for U.S. employers and tax professionals required to comply with the shared responsibility provisions of the Affordable Care Act (ACA). 1095 Mate supports paper printing and electronic filing of Forms ...
FileGenius® is a client portal solution that securely manages, transfers and stores critical files in the cloud. FileGenius serves CPA firms and financial institutions of varying sizes and types, including investment management firms and banks. Highlights include intuitive, easy-to-use interface, compliance with major security and privacy regulations (including HIPAA, FIPS-140 and NIST), no software or […]
Designed entirely in the cloud from the ground up, BlackLine is the only unified technology solution built specifically for accounting and finance. No messy acquisitions, no disparate hybrid software-hardware combinations, and no expensive middleware ...
Red Wing Tax Forms is a standalone system for generating tax forms, and for filing taxes.
Only available on CCH® IntelliConnect®, CCH CodeConnect is a groundbreaking enhancement for federal tax users that makes it easier to get useful information out of the Internal Revenue Code by providing more context around your searches. No more scrolling through pages of search results. This new feature offers a guided search that brings you directly […]