Review

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...…

Isaac M. O'Bannon

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,...…

Isaac M. O'Bannon

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...…

Isaac M. O'Bannon

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...…

Isaac M. O'Bannon

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...…

Isaac M. O'Bannon

December 18, 2012 

2013 Review of Tax Document Automation Systems

December 1, 2012 

Every year, tax and accounting professionals and their clients are faced with the often daunting task of year-end wage and information reporting.

Taija Sparkman

November 26, 2012 

Darren and Randy share some of the things they brought home from recent conferences. They also share some of their insight on a couple of new technology items.

November 26, 2012 

Listen as Darren and Randy talk about all the upcoming and new updates for your favorite accounting software.

November 26, 2012 

As changes are made to tax laws and technology, the business owners interact with their customers and tax and accounting professionals change. Many tax professionals find themselves moving from the role of tax return preparer to year-round consultant.

Taija Sparkman

November 26, 2012 

Bloomberg BNA, Inc. — Bloomberg BNA Tax & Accounting Center and Financial Resource Center800-372-1033www.bna.com From the Dec. 2012 review of tax research systems. Best Fit: Tax, accounting and legal professionals who want up-to-date tax law content, news and analyses. Strengths Complete integration of primary source documentation with Bloomberg BNA portfolios, which are written by experts...…

November 26, 2012 

CCH, a Wolters Kluwer business – IntelliConnect888-224-7377CCHGroup.com From the Dec. 2012 review of tax research systems. BEST FIT: Tax, accounting and legal professionals looking for a comprehensive tax and research solution. STRENGTHS Available on iOS and Android mobile devices – CCH Mobile Various search options tailored to the user’s needs and preferences Can have up...…