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.
Clients looking to request letter ruling, closing agreements, and some other rulings from the Internal Revenue Service will be able to submit user fee payments online starting June 15. According to an IRS release last week, this change marks the…
Undoubtedly, tax professionals across the country are making plans to attend the annual IRS Tax Forums, a series of live events offering tax professionals the opportunity to communicate with IRS representatives in person concerning federal and state tax issues. The…
The Internal Revenue Service recently announced that it will again be performing its annual Memorial Day systems maintenance. The IRS will take down its E-Services Transcript Delivery System, TIN Matching, e-file, and ACA applications on Friday, May 26 at 6:00…
