CPA Practice Advisor - 25

TAX DOCUMENT AUTOMATION: REVIEW
CCH ProSystem fx Scan and AutoFlow Technology
TaxNA.WoltersKluwer.com
CCH ProSystem fx Scan and AutoFlow
Technology can be used as a stand-alone program but is a best fit for firms
that use other CCH applications such
as CCH ProSystem fx Tax and CCH

Axcess Tax.
CCH ProSystem fx Scan can be installed
on-premise or deployed on the cloud
using Wolters Kluwer's secure servers.
Firms can easily designate scanning
to support personnel, and the product
offers enhanced image capability,

making it easy to read the information
contained on any scanned document.
PDFlyer, a plug-in for Adobe Acrobat,
provides additional PDF editing tools.
Pricing for CCH ProSystem fx Scan
varies depending on deployment option
and whether firms choose to utilize the

GruntWorx Tax Automation and Organization
www.gruntworx.com
GruntWorx is well suited for accounting
firms of any size, offering easy integration
with a variety of tax programs including
Drake Tax, GoSystem Tax RS, CCH ProSystem fx, Intuit Lacerte, and Ultra Tax CS.
GruntWorx is web-based, with
users able to access the application

from anywhere, with all created folders
stored on GruntWorx secure servers,
which are located in the U.S. Currently,
five editions of GruntWorx are available;
Organize Lite, Organize, Organize and
Trades, Organize and Populate, and
Organize and Populate and Trades.
Pricing is on a per-page basis, with

the Organize Lite edition running .5
cents per page, which does not include
human data validation services. The
other Organize editions run 20 cents per
page, with the Trades option running
15 cents per page, while the Populate
feature runs 75 cents per page. GruntWorx offers a calculator on its website

Scan and Import for Intuit Lacerte and ProSeries
https://proconnect.intuit.com/proseries/
https://proconnect.intuit.com/lacerte/
Scan and Import is offered in both
Intuit Lacerte and ProSeries products.
Designed to work within the application
itself, Scan and Import cannot be used
as a stand-alone application, and does
not integrate with other tax applications.

Links to the product are included in both
Lacerte and ProSeries, so users can
begin to use the application at any time.
The product offers scanning,
importing, and binder creation, as well
as easy importing of important year-

end tax documents from a variety of
financial institutions and applications.
The form import feature is included at
no additional charge for those who currently have a Fast Path license and use
the professional version of either Lacerte
or ProSeries. The scan and import functions are priced separately, with users

SurePrep 1040SCAN
www.sureprep.com
SurePrep 1040SCAN is a good fit for those
using other SurePrep applications. The
product also works with third-party tax
systems such as CCH Axcess Tax, CCH
ProSystem fx Tax, GoSystem Tax RS, CCH
Global fx, Lacerte, and UltraTax CS. All
SurePrep applications are web-based.

The 1040SCAN system is available in
four versions: 1040SCAN Organize,
1040SCAN Pro, 1040SCANverify, and
1040SCANverify+.
SurePrep offers excellent integration
options with popular third-party tax
preparation applications as well as solid
exporting capability to just about any tax

software product on the market.
1040SCAN Pricing is typically based
on the number of returns processed,
though users should contact SurePrep
directly to obtain pricing for 1040SCAN,
Tax Caddy, or SPbinder (if purchasing
separately). Pricing for Outsource, with
both off-shore and on-shore options

Source Document Processing - Thomson Reuters
http://tax.thomsonreuters.com
Available as an add-on module for the
Thomson Reuters CS Professional Suite,
Source Document Processing integrates
with both File Cabinet CS and Ultra-Tax
CS. The product is not designed to be
used as a stand-alone application, but
instead, in conjunction with other CS

Professional Suite applications, helping firms reduce or eliminate timeconsuming data entry while improving
the accuracy of prepared returns.
Source Document Processing is a hosted
application, available in a virtual office
setting as well as SaaS software.
A great solution for firms that are

looking to automatically create client
binders, Source Document Processing
can also reduce or eliminate the need
for manual data entry by extracting
and populating client tax forms. Users
can choose to use the product on an
as-needed basis, or can purchase the
unlimited version of the application,

AUGUST 2019 ■

4.75

2019
OVERALL
RATING

AutoFlow technology, which is priced
separately.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21090166

2019
OVERALL
RATING

where users can calculate the cost of
any job prior to submitting. There is no
initial cost to GruntWorx, with users
only paying when using the application.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21090165

4.5

2019
OVERALL
RATING

able to pay on a per-return basis at
$10 per created form, or purchase the
unlimited license, which currently runs
$1,733.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21090164

2019
OVERALL
RATING

available, is based on the complexity
of the tax return, with pricing obtained
directly from SurePrep.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21090163

4.5

2019
OVERALL
RATING

which currently runs around $1,650
per year, and offers unlimited scanning,
labeling, organizing and source data
entry into UltraTax CS.

Read the full review
for this product online at:
www.CPAPracticeAdvisor.com/
21090162

www.CPAPracticeAdvisor.com

http://TaxNA.WoltersKluwer.com http://www.CPAPracticeAdvisor.com/21090166 http://www.gruntworx.com http://www.CPAPracticeAdvisor.com/21090165 https://proconnect.intuit.com/proseries/ https://proconnect.intuit.com/lacerte/ http://www.CPAPracticeAdvisor.com/21090164 http://www.sureprep.com http://www.CPAPracticeAdvisor.com/21090163 http://tax.thomsonreuters.com http://www.CPAPracticeAdvisor.com/21090162 http://www.CPAPracticeAdvisor.com

CPA Practice Advisor

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