Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product, except there is no human validation. The turnaround time is just a few minutes, so you can even process documents while your client waits.
Digital work papers are a quick scan away. The time-consuming process of arranging client tax papers in the proper order is a thing of the past. Regardless of the order documents are scanned, Organize returns a single bookmarked, indexed, searchable PDF. Organize is an easy-to-use, accurate and affordable paperless solution.
Populate accurately extracts information from scanned client documents and inserts it into leading tax preparation software. Frees up tax preparers time to focus on what’s important: providing tax expertise, service and customer satisfaction.
Trades saves hours and even days of data entry by extracting information from scanned consolidated brokerage statements and Forms 1099B and inserting the details directly into your tax software.
This summer, we covered Bitcoin and its relationship to recent ransomware attacks, but today we want to briefly examine the protocol undergirding Bitcoin—the blockchain—to see why it may be more important to the financial industry than the famous digital currency.…
Whether you’re a solo practitioner or a member of a large firm, you know there’s still truth in the cliché, “time equals money.” Maximizing efficiency is vital to your tax office’s bottom line, and that’s why everyone keeps looking for…
By the time you read this blog, it’s likely that you’ve seen at least one or two stories in your Google Alerts concerning data security. In fact, we just finished a series of posts related to ransomware that included several…
