Intuit ProSeries Tax Integrations

SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.

ProvenExpert simplifies the process of gathering and consolidating all your reviews—both the number and overall ratings—in a single location with minimal effort. Take advantage of our tailored survey templates designed for various industries to collect the insights you require, which can be easily modified to meet your specific needs. With our survey analytics feature, you can gauge customer satisfaction levels effectively. Moreover, you can showcase reviews and ratings prominently on your company profile, which can be seamlessly integrated into your website’s search results. You maintain full control over your online reputation! Attracting new clients has never been more straightforward. Additionally, utilizing customer feedback can significantly enhance your business’s credibility and visibility. ProvenExpert.com is trusted by over 205,500 entrepreneurs, freelancers, and large enterprises alike.

Verito combines private cloud hosting (VeritSpace) with managed IT services (VeritGuard) and complete infrastructure solutions (VeritComplete). Private servers meet IRS and FTC security requirements automatically and run 35% faster than traditional on‑premises environments. Their managed IT services include backup, endpoint security, patch management and help desk support, relieving firms from day‑to‑day IT tasks . VeritComplete bundles compliant hosting and IT management into a single platform and promises 100 % uptime plus 24/7 support at a lower cost. A separate WISP (Written Information Security Plan) service delivers an audit‑ready plan in five business days, helping firms comply with IRS and FTC regulations.

TaxDome is a robust and user-friendly workspace designed to help you effectively oversee your clients, projects, documents, teams, and overall practice. This software specializes in workflow automation tailored for the tax and accounting sector, enabling you to streamline tasks while maintaining a clear overview of your operations. You have the option to utilize existing templates for various functions like bookkeeping, tax returns, payroll, and problem resolution, or you can design your own repeatable and adaptable processes that elevate your business. Clients will appreciate the branded portal, which is accessible and user-friendly for individuals of all ages and technical abilities. The platform prioritizes security and convenience, being available on both mobile and desktop devices. Moreover, TaxDome accommodates eleven different languages, making it possible for you to serve clients who speak languages other than English. By consolidating both internal management functions—such as workflow, CRM, and reporting—with client-oriented services like document signing, invoicing, and messaging into one cohesive platform, you can enhance the organization and efficiency of your practice. This comprehensive approach not only simplifies operations but also fosters stronger relationships with clients through seamless communication and support.

A comprehensive solution for document management, workflow, and portals that connects seamlessly with accountants and tax specialists. The Doc.It Suite software empowers tax and accounting firms to maintain organization by optimizing and automating digital operations. This enhancement not only boosts efficiency and workflow but also elevates profitability while reducing risks associated with handling financial documents. By integrating various features, firms can navigate complexities more effectively, ensuring a smoother overall experience.

Do not compromise security for convenience; rather, aim to achieve both simultaneously. By automating identity management across various platforms, including web, mobile, and legacy applications, you can effortlessly enhance your team’s capabilities. Improve efficiency through the integration of essential applications with our identity management system, which promotes smooth collaboration among employees, contractors, and customers. Take advantage of pre-built integrations, Single Sign-On options, and straightforward one-click user provisioning, enabling your team to access any application without the need for passwords, while still utilizing multi-factor authentication to bolster security. Ensuring that your workforce has easy access to all applications—whether they are cloud-based, custom-built, or part of an on-premise setup—is crucial. High standards in identity management should not be exclusive to Fortune 500 companies; you can provide top-notch security and accessibility features that protect your business, improve operational efficiency, and save valuable time. When an employee seeks to enter a cloud application, their login will automatically align with our access policies, enhancing a secure digital atmosphere for all users. It’s essential to recognize that security and convenience can work together harmoniously, building a strong foundation for your organization’s identity management needs. By adopting these strategies, you position your organization for greater resilience in an increasingly digital landscape.

As a premier provider of third-party hosted QuickBooks solutions, we have gained the confidence of CPAs, accountants, and small to mid-sized business owners across North America, Europe, Asia, and Australia. Our extensive knowledge of hosting requirements enables us to offer unparalleled security, convenience, authenticity, affordability, mobility, and accessibility. Our cloud-based solutions are characterized by their speed, security, and reliability. We cater to all versions of QuickBooks, including US, Canadian, and UK editions of QuickBooks Pro, Premier, and Enterprise, and we ensure compatibility with the latest version, QuickBooks 2021, along with all updates provided at no extra cost. With QuickBooks Pro Hosting, the management of your business becomes streamlined and devoid of major IT obstacles. Our offerings include thorough backups, spam filtering, and virus protection to safeguard your data. We present transparent and simple pricing plans designed to meet the specific demands of your business. Furthermore, our committed customer support team is always on hand to help you with any questions or issues you may encounter, ensuring a smooth experience. We pride ourselves on being a reliable partner in your business journey, dedicated to your success and peace of mind.

QuickBooks hosting provides users with the ability to access their desktop QuickBooks application from any location and at any time, enhancing collaboration among team members and streamlining the accounting process. This setup allows multiple users to simultaneously work within a single database, eliminating the necessity for costly hardware, software resources, and the burdensome tasks of data backup and management. By hosting the desktop version of QuickBooks in the cloud, small business owners can implement enterprise-level security measures that would otherwise be out of reach, especially in an era where ransomware and other cyber threats pose significant risks to data protection. Good backup practices included in this service ensure that the integrity of vital business information is upheld without incurring additional costs. Currently, over 5,000 users in the United States utilize QuickBooks Hosting, and prospective users have the opportunity to explore its features through a complimentary 7-day trial, which does not require a credit card. This trial option encourages new users to experience the benefits of cloud hosting firsthand before making a commitment.

StanfordTax utilizes cutting-edge artificial intelligence to streamline the collection and organization of tax information for accounting firms. It effortlessly connects with prominent tax software platforms like CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, enabling the quick importation of previous year’s data for numerous clients. The system then formulates customized questionnaires for each individual client, integrating past year figures, document checklists, and asking only relevant questions while omitting unnecessary ones. Once clients submit their information and required documents, StanfordTax produces a detailed PDF workpaper that systematically organizes, bookmarks, and sequences the documents while structuring client responses with precision. It supports over 30 different document types, which include W-2 forms, assorted 1099s, and 1098s, ensuring comprehensive coverage of tax documentation needs. Additionally, to safeguard data security, we employ Advanced Encryption Standard (AES 256) for data encryption at rest and 256-bit SSL encryption for the protection of data in transit, thus preserving the confidentiality and integrity of client information. These sophisticated features not only streamline the workflow for accounting professionals but also significantly improve the overall experience for clients, fostering a more efficient and secure tax preparation process. Ultimately, StanfordTax stands out as a vital tool for modern accounting practices.

Thomson Reuters Workpapers CS significantly improves productivity by promoting efficient collaboration while overseeing documents and data from various origins. This system combines integrated research tools with powerful reporting capabilities, delivering a thorough solution for client advisory services and engagement. Teams can collaborate in real-time through a user-friendly interface, using a centralized database that removes the complications of syncing, importing, or exporting data. Whether utilized as a cloud solution or through local installation, Workpapers CS guarantees immediate access to vital information, which can greatly enhance your clients' operations. With its sophisticated binder organization, high adaptability, and environmentally friendly features, the platform streamlines workflows effectively. Users can conveniently import data from spreadsheets, swiftly confirm client balances, and seamlessly transfer that information to tax returns. In addition, all team members have the ability to access tax work papers and the trial balance concurrently, enhanced by role-specific dashboards that improve task management. By incorporating these advanced functionalities, Workpapers CS not only elevates overall efficiency but also fosters stronger collaboration among team members, creating a more cohesive work environment. Ultimately, this integrated approach allows firms to serve their clients better while optimizing internal processes.

Our cutting-edge technology, paired with the expertise of our media analysts, guarantees that public relations teams in large organizations can access the most relevant and economical media monitoring and intelligence services, available around the clock. By managing the demanding workload, our analysts enable you to concentrate on your essential duties. You will find our daily executive news briefs to be expertly curated and enriched by some of the most detail-oriented media monitoring professionals in the industry. Whether it is the middle of the night, the crack of dawn, or a relaxed Sunday afternoon, our advanced technology and experienced analysts are always ready to assist you. Your dedicated analyst tirelessly monitors all relevant media outlets for mentions about your organization, rivals, products, and industry developments in real time. Moreover, Fullintel’s tailored executive news briefs are not only visually appealing and easily shareable, but they are also optimized for mobile devices, making them an essential tool for busy professionals on the go. This unwavering commitment to quality ensures that you remain well-informed and ready to tackle any challenges that may come your way, ultimately enhancing your organization’s strategic response. With our services, you can rest assured knowing that your media insights are always just a glance away.

Truss is an automated platform meticulously crafted for tax professionals, enhancing the workflow related to tax documentation. It encompasses the full document lifecycle by facilitating secure requests, organization, annotation, delivery, and efficient storage of client files. The platform utilizes AI-driven, customized checklists derived from tax preparation software to ensure that clients receive only pertinent requests; it automatically categorizes and renames client-uploaded files, transforms various image formats into PDFs suitable for tax preparation, and offers e-signature support for added convenience. Furthermore, Truss sends out automated reminders to clients and enables easy uploads without the need for account registration. It integrates smoothly with widely-used tax preparation software such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to improve overall usability. With a strong focus on security, Truss upholds SOC 2 certification and incorporates AES-256 and Bcrypt encryption, conforms to OWASP-style standards, and ensures that client data is never used for training any large-scale models. In addition to its robust security measures, Truss's dedication to streamlining processes makes it an essential tool for tax professionals aiming to enhance their operational efficiency. This unique combination of features positions Truss as a leader in the realm of tax documentation management.