CPA Practice Advisor - 21

TAX DOCUMENT AUTOMATION: REVIEW
CCH ProSystem fx Scan w/AutoFlow Technology www.cchgroup.com
CCH ProSystem fx Scan with AutoFlow Technology is
a good fit for CPA firms and accounting professionals
of any size. CCH ProSystem fx Scan creates digital files
while providing users with the ability to bookmark,
annotate, and merge multiple files. CCH ProSystem
fx Scan also offers easy data extraction with the use
of the optional AutoFlow Technology feature that is
available separately, with the application offering easy
data extraction from all source documents directly
into Forms 1040 and 1041. Best when used with other
CCH applications, CCH ProSystem fx Scan can also be
used as a stand-alone application.

CCH ProSystem fx Scan is available as a cloudbased SaaS application or as an on-premise application. The application offers a scanner tip sheet for
new users to get the best quality scanned documents,
and with no preparation necessary, scanning can be
delegated to support personnel.
CCH ProSystem fx Scan offers seamless integration
with both ProSystem fx and CCH Axcess applications.
The application offers easy source document management, including a bookmarked file that also provides
annotation and pagination options. When used with
the AutoFlow Technology feature (priced separately),

GruntWorx Tax Automation and Organization
GruntWorx, made by Drake Enterprises, is wellsuited for accounting firms of any size. In addition,
integration with popular tax programs including
Drake Tax, GoSystem Tax RS, CCH ProSystem fx Tax,
Intuit Lacerte, CCH Axcess, and Ultra Tax CS helps to
automate the entire tax preparation process.
Entirely cloud-based, users can easily access the
application at any time, with all created folders stored
on GruntWorx servers. The application is scalable,
with five editions available from a basic organizing
tool to a completely organized folder with human
validation included. In addition, options such as
Trades, which imports trade details from brokerage
statements and Populate, which extracts data and

4.75

populates related tax forms, can be added to Organize.
Firms can easily choose the GruntWorx product
that is best suited for their firm. Users will not need
to pay anything upfront, payment is made only
when the application is used, and the GruntWorx
calculator allows the user to estimate the cost of any
job submitted.
GruntWorx offers five different options to
purchase: Organize Lite, Organize, Organize and
Trades, Organize and Populate, and Organize and
Populate and Trades. All pricing is on a per-page basis,
with the Organize Lite edition costing 5 cents per
page, which does not include human data validation
services. The other Organize editions cost 20 cents

Scan and Import is available at no cost to Professional
level users or those with a Fast Path product license.
Before clicking on the import options, users should
make sure that all work papers and source documents
are scanned and saved.
Tax Scan and Import is available in both ProSeries
and Lacerte Intuit, and is better suited for small to
mid-sized accounting firms. Tax Scan and Import
offers dual OCR, a series of reviewer tools to ensure
accuracy, with results typically available in less than
a half hour. The scan and import features are priced
separately, though the form import feature is included
for Fast Path licensees at no additional charge. Tax
Scan and Import offers scanning, importing, and

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21148608

CCH ProSystem fx Scan can auto-populate both Form
1040 and 1041 with scanned data. Pricing for CCH
ProSystem fx Scan varies depending on whether the
application is purchased as an on-premise application
or a SaaS application.

www.gruntworx.com

Intuit Lacerte and
ProSeries Scan and Import https://proconnect.intuit.com/proseries/
Tax Scan and Import is available in both Intuit
Lacerte, and is available as a desktop solution or a
hosted SaaS application, and Intuit ProSeries, which
is a desktop or hosted application. Tax Scan and
Import is designed to work within each application
and cannot be used as a stand-alone application. In
addition, neither application includes integration
with any other tax programs outside of Lacerte and
ProSeries. A link to Tax Scan and Import is included
in both applications, so users will be able to begin
using it immediately.
Tax Scan and Import is easily accessible in the
application by clicking on the Import tab at the top of
the user interface screen. The import feature in Tax

2020 OVERALL RATING

2020 OVERALL RATING
Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21148615

per page, with the Trades option costing 15 cents per
trade. The Populate feature costs 75 cents per form.
GruntWorx offers a calculator on its website that lets
you calculate the cost of any job prior to submission
so you'll know what it will cost. There is no initial cost
to subscribe to GruntWorx; the cost is incurred once
the application is used.

2020 OVERALL RATING

4.25

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21148617

complete binder creation, with the application offering
an exclusive partnership with more than 24 financial
institutions for direct access and downloading of W-2
and 1099 data. Those interested in the application have
the option to pay on a per-return basis which currently
runs $11 per created form, or purchase the unlimited
license, which currently runs $1,819.

AUGUST 2020 ■

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CPA Practice Advisor

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