Technology

SurePrep is the most experienced in this market and has been offering tax automation services for more than a decade. The system’s automatic population features integrate to fill out client tax returns in many professional tax systems, and the company ...

Source Document Processing is an optional tax document workflow and automation system for users of UltraTax CS and FileCabinet CS, providing a web-based system that helps organize client tax source documents into PDF workbinders and uses optical ...

Businesses periodically need to upgrade or replace creaky computer systems, or risk falling behind their competitors. If they try to muddle through with a cranky jalopy when everyone else moved up to the latest sports car, they may find themselves ...

Anyone who prepares, or assists in preparing, substantially all of a federal tax return or claim for refund for compensation must have a valid PTIN from the IRS. The PTIN must be used as the identifying number on these prepared returns.

When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma

WORKFLOW 2.0 features new optimization and automated rescheduling capability to routinely update schedules nightly based upon priority and due date, as well as more precisely identify the “best fit” employee to complete tasks.

Accounting and CPA firms that utilize multiple tax and accounting applications and is actively looking for an established hosting business that specializes in hosting for accountants.

Designed specifically for accounting firms, Xcentric is a good fit for firms of all sizes that are interested in having their tax and related programs hosted.