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.
If you’ve been thinking of trying GruntWorx but aren’t sure how to begin, we have the perfect white paper for you. “A Tale of Two Firms: Identifying the Rules for Rolling Out a Successful Paperless Tax Workflow” is a case…
Remember back in May when I said I am a fan of podcasts? Well, today’s blog is inspired by another one. Planet Money is an entertaining, business-focused podcast that covers myriad topics: presidential budgets, trademarks, slot machines, and—what I want…
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…
