Intuit ProSeries Tax Integrations

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

ProvenExpert makes it easy to combine all your reviews (quantity, overall score) into one place in just a few clicks. Use our industry-specific survey templates to get the feedback you need. You can adapt them to suit your needs. Survey analytics allows you to see how satisfied customers are. Publish reviews and ratings on your company profile. This can be integrated into search results for your website. You have complete control! Attracting new business has never been easier! Customer reviews can boost your business. ProvenExpert.com is used by more than 205,500 entrepreneurs, freelancers, and large businesses.

Verito provides secure, dedicated cloud hosting and managed IT services designed specifically for tax and accounting professionals . Clients host their accounting or tax software on Verito’s private servers and access it remotely from anywhere, at any time, on any device . The platform delivers enterprise‑grade security and a 99.995 % uptime guarantee, so firms can confidently work during the busiest tax season without disruption.

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

Do not sacrifice security for the sake of convenience; instead, opt to have both. Enhance your team’s capabilities effortlessly by automating identity management across your web, mobile, and legacy applications. Elevate efficiency through the integration of everyday applications with our identity management platform, fostering seamless collaboration among employees, contractors, and customers alike. Utilize pre-built integrations, Single Sign-On, and easy one-click user provisioning, allowing your team to log in to any application without passwords, all while employing multi-factor authentication for an added layer of security. Your workforce deserves straightforward access to all applications—be they cloud-based, custom-designed, or integrated within on-premise environments. It is vital that high standards in identity management are not reserved solely for Fortune 500 companies; you can achieve top-tier security and accessibility features that safeguard your business, enhance your operational efficiency, and conserve precious time. When an employee attempts to access a cloud application, their login is ensured to comply with our established access policies, promoting a secure digital environment for all users. Security and convenience can coexist, creating a robust framework for your organization’s identity management needs.

As a leading provider of third-party hosted QuickBooks solutions, we have earned the trust of CPAs, accountants, and small to mid-sized business owners throughout North America, Europe, Asia, and Australia. Our deep understanding of hosting requirements allows us to deliver exceptional security, convenience, authenticity, affordability, mobility, and accessibility. Our cloud-based services are not only fast but also secure and dependable. We support all QuickBooks versions, including the US, Canadian, and UK editions of QuickBooks Pro, Premier, and Enterprise, ensuring we accommodate even the latest version, QuickBooks 2021, along with all software updates at no additional cost. With QuickBooks Pro Hosting, managing your business becomes seamless and free from significant IT challenges. Our services include comprehensive backups, spam protection, and virus protection, ensuring your data remains safe and sound. We provide clear and straightforward pricing options tailored to fit the unique needs of your business. Additionally, our dedicated customer support team is always available to assist you with any inquiries or challenges you may face.

QuickBooks hosting allows users to access the same desktop QuickBooks application anywhere and at any time. This facilitates team collaboration and enables them to run an efficient and fast accounting operation. Multiple users can work together in one database. It removes the need to purchase expensive hardware and software resources, back up the data, as well as other data and resource management operations. Hosting a desktop version on the cloud of QuickBooks allows users to inculcate enterprise-grade protection for their resources, which is often not possible for small business owners. Ransomware and other threats are making it difficult to maintain top-notch security. A good backup practice will ensure that business critical data integrity is maintained at the highest level. Users do not have to pay extra for it. QuickBooks Hosting is used by over 5K users in the USA. Users can check it out with a 7-day free trial, with no CC.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

StanfordTax leverages artificial intelligence to enhance and simplify the collection and organization of tax information for accounting firms. It seamlessly integrates with leading tax software solutions, such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, allowing for the rapid importation of prior-year data for thousands of clients. The platform then crafts tailored questionnaires for each client, incorporating prior year figures, document checklists, and only posing pertinent questions while bypassing those that are not relevant. After clients provide their information and necessary documents, StanfordTax generates a comprehensive PDF workpaper, where documents are systematically categorized, bookmarked, and ordered, while client responses are meticulously structured. It accommodates over 30 different document types, including W-2 forms, various 1099s, and 1098s, ensuring a wide range of tax documentation is supported. Furthermore, to ensure data security, we implement the Advanced Encryption Standard (AES 256) for encrypting data at rest, alongside 256-bit SSL encryption for the protection of data during transmission, thereby maintaining the integrity and confidentiality of client information. With these advanced features, StanfordTax not only optimizes the workflow for accounting professionals but also enhances the overall client experience.

Thomson Reuters Workpapers CS enhances efficiency by facilitating seamless collaboration and enabling the management of documents and data from multiple sources. This platform unifies integrated research tools with robust reporting features, providing a comprehensive solution for both client guidance and engagement. Teams can work together in real-time through a streamlined interface, utilizing a unified database that eliminates the need for syncing, importing, or exporting data. Whether deployed as a cloud-based service or a local installation, Workpapers CS ensures that crucial information is readily accessible, allowing you to significantly benefit your clients’ operations. The system’s advanced binder organization, high configurability, and energy-efficient capabilities contribute to a swift and effortless workflow. Users can easily import data from spreadsheets, promptly verify client balances, and transfer that information to tax returns. Furthermore, all team members can access tax work papers and the trial balance simultaneously, benefiting from dashboards tailored to their specific roles. By integrating these features, Workpapers CS not only boosts productivity but also enhances team collaboration.

UltimateTax is a comprehensive tax preparation software utilized by thousands of tax professionals each year, designed to streamline the process of preparing, reviewing, and electronically filing both federal and state tax returns in the U.S. This platform not only aids in managing client information and ensuring compliance but also enhances office productivity through effective workflows, offering reliable support for both cloud-based and desktop systems. Users benefit from an interview-style data entry process that simplifies client interactions, smart diagnostics to identify potential mistakes prior to e-filing, automatic transfer of prior-year data, intuitive form-linking for seamless navigation, and compatibility with all 50 states along with various return types such as individual 1040, corporate, fiduciary, partnership, and more. Additionally, UltimateTax features a range of product options, including Online 1040, Desktop 1040, Pay-Per-Return, and packages that combine 1040 and corporate services, allowing firms of different sizes to select the workflow that best suits their needs. This flexibility ensures that tax preparers can efficiently cater to their clients' diverse requirements while maximizing productivity.

Our innovative technology combined with our skilled media analysts ensures that PR teams in large organizations receive the most pertinent and cost-efficient media monitoring and intelligence available, at any hour of the day, seven days a week. By taking on the demanding tasks, our analysts allow you to focus on your core responsibilities. You will appreciate our daily executive news briefs, which are expertly curated and supported by the most meticulous media monitoring professionals in the field. Regardless of whether it's the dead of night, early dawn, or a lazy Sunday afternoon, our state-of-the-art technology and seasoned analysts are always at your service. Your dedicated analyst works around the clock to monitor all necessary media outlets for mentions related to your company, competitors, products, and industry in real time. Additionally, Fullintel’s customized executive news briefs are not only shareable and visually engaging, but they are also optimized for mobile use, making them an invaluable resource for busy professionals. This commitment to excellence ensures that you stay informed and prepared, no matter what challenges arise.

Truss serves as an automated platform designed specifically for tax professionals, streamlining the workflow associated with tax documentation. Its features encompass the entire document lifecycle by enabling secure requests, organization, annotation, delivery, and storage of client files efficiently. The platform employs AI-driven, client-tailored checklists based on tax preparation software to ensure that clients only receive requests relevant to their needs; it automatically sorts and intelligently renames files uploaded by clients, converts various image formats into tax-preparation-friendly PDFs, and supports e-signatures for convenience. Additionally, it sends automatic reminders to clients and allows for hassle-free uploads without requiring account creation. Truss seamlessly integrates with popular tax preparation tools such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to enhance usability. With a strong emphasis on security, Truss maintains SOC 2 certification and incorporates AES-256 and Bcrypt encryption, adheres to OWASP-style standards, and guarantees that client data is never utilized to train any large-scale models. This commitment to security and efficiency makes Truss an invaluable asset for tax professionals seeking to optimize their operations.