amec
Level 5

Has anyone found software that does a good job of scanning and importing a client's data? I've even seen a couple that organize your original documents in to a cohesive file or produces an open item list based on prior year return (nice touch, probably a decent time saver).

I've seen a demo of TruePrep (Lacerte CPE) and Sureprep (no free trial offered), but have yet to test them or Lacerte's option, and I've seen GruntWorx mentioned....but would appreciate any feedback on these or other programs that might be useful (and cost efficient).

 

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