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.
You’ve probably heard about Social Security Numbers and credit card numbers being sold on the “Dark Web,” but you may not know exactly what that means. Before taking a brief look at the Dark Web and how it may impact…
There’s a familiar sound that could spell trouble for your computer: the whirring of your CPU fan. In a development that should surprise no one, cybercriminals are hacking into computers and using them to mine cryptocurrency. The tell-tale sign of…
If you’ve been living under a rock for the past few weeks, you may have missed the Cambridge Analytica story that broke in mid-March. The controversy has certainly helped highlight data-privacy issues, like who has access to your data, and…
