GoSystem Tax RS Integrations

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

Thomson Reuters Workpapers CS simplifies processes by allowing instantaneous collaboration, the ability to manage documents from a variety sources, and the ability for data and documents to be managed. Integrated research and tools are combined with powerful reporting capabilities to provide one solution for guidance and engagement for clients. You can collaborate in real-time with your team using a single interface, single-database structure. There is no need to sync, import or export information. Workpapers CS is available as a cloud-based installation or a local installation. This allows you to make a positive difference in the lives of your clients' businesses. The advanced binder system, configurability and power efficiency features make it easy to work. Import data from a spreadsheet to quickly verify client balances and transfer it to tax returns. All team members have simultaneous access to tax papers and trial balances. Each role has its own dashboard.

It is time to get rid of paper files and storage fees. Thomson Reuters GoFileRoom, a cloud-based electronic document storage program for accountants and tax professionals, is available from Thomson Reuters. GoFileRoom provides a variety of features that allow your firm to have 24/7 access to cloud-based document storage. Staff can quickly attach client documents to workflows and upload files to the web-based DMS. You can streamline your processes and make your office paperless. To save even more time, integrate GoFileRoom to other products. Highlighted text can be used to query documents, workflows, or locate documents using keywords or saved searches. GoFileRoom is accessible online so that you are always using the most recent version. Reduce costs by eliminating paper files and storage fees. Flexible document retention policies should be established that meet business needs, but allow for exceptions when necessary.