Tax Preparer Experience

It’s a one Stop Solution for the Tax prepares. Our Tool Extract all the required data, Summarize them for Review and helps in importing the data into the respective Tax software. Organizer Helps in collecting all the data from Taxpayer. Our OCR tool extracts all required data and summarize it in the Integrated workbook. Automation Initiator helps to Export/import data and initiate various automations. The Dashboard provides all details relating to the taxpayer.

Our Organizer is a dynamic questionnaire that is designed to save you time and increase your productivity. The questionnaire is prepopulated with all of the necessary information from your clients' prior year tax returns, so you won't have to worry about manually entering data. Additionally, the questionnaire is available in a printable format so you can review it before submitting. Finally, the questionnaire is easy to use and provides the best user experience.

Our Dashboard allows Tax Preparer to access all the necessary documents, Questionnaires, view prior year returns easily. With Automation Dashboard, you can access a state-of-the art questionnaire to collect all the data, check tax return status in real time, and view action items/to-dos that may be required from TaxPayer.

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. The best part is that it does all of this without compromising accuracy or quality. Plus, every piece of data picked up by our OCR tool is assigned a tag in the back—making it super easy to trace back where details are coming from during review processes.

Automation Integrated Workbook is the perfect solution for CPA firms and taxpayers alike. Not only does it compile all of your data from Automation DC and source documents into one easy-to-use summary, but it also identifies any missing information based on the prior year details. It also has templates for calculations and income allocations. Best of all, it enables you to easily export your data to tax software for return preparation.

Our Automation initiator can help tax preparers streamline the process and make their lives easier. Automation initiator is a feature in Automation that 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.