Review

August 17, 2020 

SurePrep 1040SCAN www.sureprep.com From the 2020 review of Tax Document Automation systems. SurePrep 1040SCAN is a scanning application that can also be used with SPbinder or TaxCaddy, also from SurePrep, and offers integration with numerous third-party tax preparation applications such as CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS....…

Mary Girsch-Bock

August 17, 2020 

GruntWorx Tax Automation and Organization www.gruntworx.com From the 2020 review of Tax Document Automation systems. GruntWorx, made by Drake Enterprises, is well-suited for accounting firms of any size. In addition, integration with popular tax programs including Drake Tax, GoSystem Tax RS, CCH ProSystem fx Tax, Intuit Lacerte, CCH Axcess, and Ultra Tax CS helps to...…

Mary Girsch-Bock

August 17, 2020 

Intuit Lacerte and ProSeries Scan and Import https://proconnect.intuit.com/proseries/https://proconnect.intuit.com/lacerte/ From the 2020 review of Tax Document Automation systems. Tax Scan and Import is available in both Intuit Lacerte and Intuit ProSeries, which are both available as a desktop or hosted application. Tax Scan and Import is designed to work within each application and cannot be used...…

Mary Girsch-Bock

August 17, 2020 

Source Document Processing CS Professional Suite Thomson Reuters https://Tax.thomsonreuters.com From the 2020 review of Tax Document Automation systems. Source Document Processing, available as an add-on module for Thomson Reuters CS Professional Suite, offers integration with FileCabinet CS, Workpapers CS, and UltraTax CS. Not available as a stand-alone application, Source Document Processing’s purpose is to streamline...…

Mary Girsch-Bock

August 14, 2020 

Pro-Ware Asset Keeper Pro Pro-Ware LLC www.proware-cpa.biz From the 2020 reviews of Fixed Asset Management systems. Pro-Ware Asset Keeper Pro from Pro-Ware LLC is a good fit for businesses looking to automate fixed asset and depreciation management. Introduced in 1985, the entire application was thoroughly updated in 2013. Built as a cross-platform application, Asset Keeper...…

Mary Girsch-Bock

August 14, 2020 

Fixed Assets CS Thomson Reuters http://CS.ThomsonReuters.com From the 2020 reviews of Fixed Asset Management systems. Fixed Assets CS from Thomson Reuters is part of the CS Professional Suite of applications from Thomson Reuters. Best suited for accounting professionals and enterprise level businesses with numerous fixed assets to manage, Fixed Assets CS also includes seamless integration...…

Mary Girsch-Bock

August 14, 2020 

Fixed Asset Pro MoneySoft www.moneysoft.com From the 2020 reviews of Fixed Asset Management systems. Fixed Asset Pro from MoneySoft is well-suited for small to mid-sized businesses that require a solid asset and depreciation management application. Fixed Asset Pro’s features include excellent importing and exporting options as well as the ability to handle an unlimited number...…

Mary Girsch-Bock

August 14, 2020 

Bloomberg Tax & Accounting Fixed Assets https://pro.bloombergtax.com/fixed-assets From the 2020 reviews of Fixed Asset Management systems. Bloomberg Tax & Accounting Fixed Assets is a good fit for both corporate tax departments as well as professional accounting firms. Bloomberg Tax & Accounting Fixed Assets is accessible via the cloud, it supports an unlimited number of companies,...…

Mary Girsch-Bock

August 14, 2020 

CCH ProSystem fx Fixed Assets Wolters Kluwer Tax & Accounting https://taxna.wolterskluwer.com/ From the 2020 reviews of Fixed Asset Management systems. The CCH ProSystem fx Fixed Assets solution is best suited for accounting firms that manage a large number of fixed assets for their clients. CCH ProSystem fx Fixed Assets supports an unlimited number of assets...…

Mary Girsch-Bock

August 14, 2020 

ProSeries Fixed Asset Manager Intuit From the 2020 reviews of Fixed Asset Management systems. ProSeries Fixed Asset Manager from Intuit offers unlimited asset tracking and automatic depreciation calculation. Best suited for accounting firms that manage assets and prepare depreciation schedules for clients, Fixed Asset Manager is available as an add-on module for ProSeries Tax, and...…

Mary Girsch-Bock

July 14, 2020 

Point of sale applications vary tremendously, with some best suited for smaller retail businesses such as gift shops, while others are designed for larger stores with numerous locations.

Mary Girsch-Bock

July 14, 2020 

Keystroke Advanced POS Specialized Business Solutions www.keystrokepos.com From the 2020 reviews of point of sale systems. Keystroke Advanced from Specialized Business Solutions is one of three point of sale applications offered with Keystroke Express best suited for smaller retailers, Keystroke Point of Sale is best suited for growing retail business, and Keystroke Advanced is best...…

Mary Girsch-Bock