Maribeth Posted October 30, 2009 Report Share Posted October 30, 2009 I just attended the annual QB update and sat through part of their Lacerte presentation. Intuit has a program that allows you to scan the client's tax documents, upload the info to the Big Intuit Computer in the Sky, and they organize the documents for you. In about 30 minutes or so, you get an pdf file that has the documents in tax-form order, which is organized and indexed. I know that I am not explaining this very well but it is NOT a document management program, it is rather a scanned tax documents tool and it really, really looked great. They call it the Intuit Document eSort. Has anyone seen any product that might be comparable to this and if so, how did it work for you? This would be a great addition for ATX to have. Maribeth Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted October 30, 2009 Report Share Posted October 30, 2009 Gruntworxs has the same type program, with the double advantage that it's not Intuit, and it's not tied to any specific tax program. Check it out, they have a free trial offer. http://www.copanion.com/getstarted/index.p...CFVhJ2godtSfzMA Read their white papers, at least, before making any decision. They cover lots of things you should consider. Quote Link to comment Share on other sites More sharing options...
Maribeth Posted October 31, 2009 Author Report Share Posted October 31, 2009 Gruntworxs has the same type program, with the double advantage that it's not Intuit, and it's not tied to any specific tax program. Check it out, they have a free trial offer. http://www.copanion.com/getstarted/index.p...CFVhJ2godtSfzMA Read their white papers, at least, before making any decision. They cover lots of things you should consider. KC, as always, you are the fountain of knowledge. Thank you, thank you. Maribeth Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted October 31, 2009 Report Share Posted October 31, 2009 You're welcome. Tonight I needed to hear that, Maribeth. I'm feeling sort of like this dog: Quote Link to comment Share on other sites More sharing options...
Lion EA Posted October 31, 2009 Report Share Posted October 31, 2009 CCH scans your documents and put them in tax return order. If you add the Fill program, it loads them into your tax return. Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted November 1, 2009 Report Share Posted November 1, 2009 What I like about Gruntworx is the very fact that it is not tied to any one program. Quote Link to comment Share on other sites More sharing options...
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