TaxCaddy by SurePrep eliminates the paper organizer and streamlines the entire 1040 process for both the taxpayer and CPA. Throughout the year, taxpayers can use this program’s mobile phone app to photoscan and upload paper documents like property tax notices and vehicle registration receipts so they’re available to the tax accountant at tax time. In […]
With Intuit ProConnect Tax Online Data Import manual entry has been eliminated for 7 of the most common source documents – W-2, 1099-INT, 1099-DIV, 1099-R, 1099-MISC, 1098-Mortgage and 1098-T. Within the client’s tax return, the preparer can import the data fields from these source documents and apply the data directly to the tax form without […]
Flexible Pay by Gustoenables people to choose their own pay schedule, independent of their employer’s payroll schedule. For the first time, people can set up direct deposits of their earned wages and choose when they want to get paid—as soon as the next day. And yet, this does not change how employers and accountants run […]
BQE Core centralizes and streamlines the way organizations enter and use information for business intelligence, time and expenses, billing, project management, and accounting. Designed for accounting and other professional services firms, it offers the speed and insight to make informed decisions, increase productivity, and grow profits. Because this is a comprehensive project accounting solution, accounting […]
Avalara TrustFile allows accounting professionals to painlessly provide sales tax preparation, filing and remittance on behalf of their online merchant clients, across all states that levy a sales tax, and offers an intuitive dashboard, where all client data can be input and managed. Among TrustFile features are: * The ability to easily extract data from leading […]
Helping to solve one of the biggest pain points in serving self-employed tax clients, Receipt Bank Self Employed employs leading class OCR combined with award winning machine learning to automate the Schedule C. Rather than once-a-year tax interaction with self employed clients, this new solution means accountants and tax pros can provide year round service and […]
Imagine a client experience platform developed specifically for the accounting profession to simplify and digitize management of “front-stage” client tasks—including on-boarding, signature capture, client communications, information requests, and more. Liscio bridges the gap between client experience (or front-stage) tasks and back-office (or back-stage) transactional work to support connected, efficient and positive client relationships at every […]
From CPA.com and CaseWare, OnPoint PCR is a new audit product is a self-contained preparation, compilation, and review engagement solution. It facilitates adherence to standards and improves collaboration with clients and colleagues, enhancing overall engagement quality. A key feature of this product is Guided engagements – The interactive process eliminates non-pertinent steps and allows firms […]