Doc.It by IRIS Integrations

The software is easy to use and provides error-spotting diagnostics so you can prepare returns quickly and confidently. ProSeries is the #1 professional tax software. Over 60,000 professionals choose it year after year. With timesavers integrated into your workflow, you can save more time on every return. To quickly find the right forms and data entry fields, simply describe what you are looking for. With the ability to quickly identify any fields that require data, you can save 23 minutes per return and send an email request to your client in just a click. With comprehensive diagnostics that pinpoint errors and point you to the right solution, your returns will be done correctly. You can create a solution that is right for you and only pay for what you use. For significant savings on each return, consider purchasing packaged bundles.

Drake Tax has many features that will help you prepare and process customer returns quickly and efficiently. So you can focus on the important things -- working with clients and building your company. Drake Tax makes it easier to do everything faster and speeds up the process of preparing a tax return. Just a click away, you can view the full return and calculate results. You can mark items in any text box, checkbox, or amount on a tax return as verified, flagged to be reviewed, or noted for review. DoubleCheck will flag an item for review if the information for a verified item is changed. Shortcut keys and macros make data entry easier and reduce keystrokes. Data flow automatically from federal return to state or city returns with override options. As needed, state and city returns are generated. Automatic credit for taxes paid in other jurisdictions Drake Tax also auto-fills ZIP Code and EIN entries.

DocuSign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. DocuSign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. DocuSign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. DocuSign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Data Analytics is changing the game in audit, accounting, and finance. You need a solution that can help you deliver high-quality audits every time, regardless of whether you are looking for fraud detection or trends or patterns. IDEA®, Data Analysis Software is a powerful, easy-to-use and comprehensive data analysis tool designed by experts in audit. IDEA provides data analytics with a modern interface and advanced analytical functions. It is easy to use and allows for deeper insights. This helps you make better business decisions. You can import data from any source. Source data integrity is protected by read-only access. For a robust analysis, you can use 100+ audit functions. Visually identify patterns, trends, and outliers. An audit trail allows for repeatable analysis.

Online, you can create, tag, analyse and calculate CT600s. Our software allows you to upload unlimited tax returns to HMRC online, and incorporate all the latest taxonomies. You can quickly populate your capital allowances and additions worksheet by simply copying data from your Excel fixed asset spreadsheet. Use our loss allocation and group relief worksheets to claim or surrender your current year losses or claim or surrender any brought forward losses. You can claim R&D tax relief under the SME scheme, with enhanced deductions, surrendered losses, or both. Split your profit and loss account into multiple investment and trade activities, and calculate adjustments, allowances, and claims for each.

Thomson Reuters CS Professional Suite offers the most comprehensive suite of integrated software and services for tax and accounting professionals. It can be used by any size accounting firm, whether you are a sole proprietor or an enterprise. Each piece of software can be used together seamlessly, sharing data and processes throughout your workflow. You'll be amazed at the impact CS Professional Suite has on your firm's productivity, profitability, and overall productivity. Your practice is like most accounting firms. You are busy with the day-today tasks that keep it running, which leaves little time to build new business or offer high-value services. A complete solution is required to streamline your operations and take a more strategic approach. Accounting CS is our professional accounting software designed for accountants. It combines write-up and trial balance, payroll, financial statements analysis, and other features.

DT Practice provides a unique, big-picture view that gives you valuable insight into your business. It also guarantees unparalleled client service and ensures your firm's peak productivity. DT Practice is more than an accounting software. Time-saving paperless billing features allow you to bill clients quickly, create customized electronic invoices, statements, publish invoices online, and accept credit card payments. You can quickly and easily record time and expenses, and bill clients using any billing method (fixed-fee or progress), and you can even accept credit card payments. You can also create custom invoices and statements, track and record accounts receivable transactions, and create detailed reports. To improve client service and reduce time, you can now quickly create secure client portals in DT Practice.

CCH®, ProSystem fx® suite - Get integrated tax, accounting, audit, and workflow software tools all in one award-winning product. Integrated tax and accounting tools can increase productivity and profit. CCH®, ProSystem fx® was developed by experts in tax and accounting research and is used by most of the top accounting firms and businesses in the country. CCH®, ProSystem fx® is a comprehensive tax, accounting, workflow solution. It allows you to increase accuracy and efficiency, security, and enhance client relationships. Increase revenue opportunities.CCH®, ProSystem fx® Tax can handle all types of federal returns and state returns. It also offers extensive electronic filing services and automates computations and report generation. A suite of integrated solutions, including document management, firm management and knowledge management, can improve workflow. Standardization of processes and workflows can help mid-sized firms improve efficiency.

A cloud-based solution for tax preparation, compliance, and workflow. CCH Axcess tax is the core of a digitally simplified tax process. It delivers a cloud-based, award winning tax preparation and compliance solution. CCH Axcess tax creates a more efficient and accurate tax workflow that will increase productivity and profitability. CCH Axcess tax will allow you to spend less time managing, organizing, and searching for documents. This will leave you with more time for billable activities and a better work-life balance. CCH Axcess Tax makes tax preparation and compliance easy with thousands of automatically calculated forms and schedules for federal and state entities. It also includes robust diagnostics and an advanced electronic filing system. CCH Axcess tax is best used by a team that is prepared to maximize its potential and maximize your ROI.

CCH iFirm can help you monitor and streamline all aspects of your tax and accounting company. The CCH iFirm Suite solutions will help you improve your office's processes, both internally and with clients. Automate your workflows and increase visibility to help you work more efficiently and offer faster service to clients. A customizable portal allows you to quickly and securely exchange documents between clients and internal staff. All client information can be centralized in one secure location to improve accuracy and make it easier to access. Schedule a demo to see CCH iFirm® Practice Manager or CCH iFirm® Client Portal. A Wolters Kluwer Solutions Consultant is available to answer any questions and help you find the right tools in your office.

AI can intelligently analyze agreements. With powerful contract analytics, you can make smarter business decisions and uncover hidden opportunities and risks. DocuSign Insight uses a proven combination of artificial intelligence (AI) technologies--including natural language processing, machine learning and rules-based logic--to help find, filter and analyze agreements across your enterprise. Your agreements can reveal revenue opportunities and potential profits. You can empower business to move faster without compromising your risk profile. Protect your business continuity and optimize your spending under management. Equip business systems using extracted contract data and analysis results. Ensure that agreements and processes comply with legal and business policies. Automate compliance analysis and reporting.