1040 Workpaper Software Makes Personal Tax Easier

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• September 2008 Issue
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CCH (ProSystem fx Scan)
• Process is run completely in-house.
• Tax organizers can be broken apart by section or maintained as a whole document. Is the least expensive approach for a high volume of returns.
• Has a utility called PDF Flyer available with the product to make annotations of 1040 Workpaper PDFs easier.
• Has transportability. Provides the ability to efficiently work remotely or distribute workload in multiple-office firms.
• Provides instantaneous accessibility. No more putting clients on hold or calling them back while retrieving a paper file. No more time spent searching for lost files.
• Multiple staff members can view the file simultaneously. A staff member can be working with a file at the same time a partner is discussing questions with the client.
• Was rewritten with an improved forms engine to improve recognition. Reduces inconsistency between work products.

Copanion (GruntWorx)
• Identifies, organizes and bookmarks scanned tax documents to save time finding, organizing, entering and reviewing client tax data. Tax professionals can prepare more returns in less time using GruntWorx.
• Simple and quick processing. Most jobs are completed within one to two hours.