Improves Productivity

Organizer helps in saving time of requesting the data over paper organizer and entering that data into Tax Software. Organizer will connect the information electronically and import the same into the software. This saves a lot for time specially when it’s a first year return.

Our OCR tool uses sophisticated technology that was specifically developed for tax return processes. It works by scanning through documents and picking up required data, which is then populated into the integrated workbook with the appropriate amounts. This saves a lot for time for the Preparer and they do not have to manually enter the amounts from the source documents to Tax Software.

Automation Dashboard allows Tax Preparer to access all the necessary documents, Questionnaires, view prior year returns easily. With Dashboard, the Tax Preparer can request for missing information online and does not need to track emails for responses. This saves a lot for time for the Tax Preparer

Integrated Workbook compile all of your data from organizer and source documents into one easy-to-use summary and it also identifies any missing information based on the prior year details. This can save a lot of time for the Tax Preparer specially when the Taxpayer has provided a lot of source documents.
Our tools automates mundane tasks, such as printing returns for review, assembling returns, generating extensions, activating efiling and generating efile diagnostic reports, and printing efile auth forms. These tasks are of low value add but takes a lot for time for the Tax Preparer. Our Tool can automate these tasks and make life easy.

A CPA firm can save about 3 to 4 hours per return when all of these tool are implemented and utilized efficiently.