2024 Organizer Export to Excel

$995.00

Category:
A diagram of multiple files connected to each other.
A screenshot of the website page for practice development.
A group of files with the names of each file.
A screenshot of the spreadsheet with many numbers.

Description

Try a full-featured demo by clicking the link below! The demo is fully functional, with the only limitation being the number of PDFs it will process.

DEMO

Easily process folders of PDF tax organizers and export prior-year information into Excel with just a few clicks. Compatible with popular tax software such as CCH Axcess Tax, CCH ProSystem fx, Lacerte, UltraTax, and Drake. This application will save you time and effort by automating data extraction. You can run unlimited PDFs, unlimited users, and unlimited runs, all for just one fee for the current year.

Key Features:

  • Multiple Output Formats
    • One document per row – Ideal for databases.
    • One row per client – Perfect for email merge integrations.
    • Separate files per client – Add workpapers as an easy inventory.
  • Document Filtering
    • Filter out specific document types based on organizer pages.
  • Flexible Export Options
    • Export data to Excel or CSV formats.
  • Use Cases
    • Send your clients request lists for documents in excel or email format
    • Filter out unnecessary questions from the organizers so your clients can send you the source documents that you require to complete their tax returns
    • Data analysis of entire client base source documents

 

Note: This will only work with the 2023 and 2024 Organizers.

Change Log

2024.0.5
Date: 12/19/2024

  • Ultra Tax: Added Consolidated Broker Statements as 1099CONS

2024.0.4
Date: 12/15/2024

  • Ultra Tax: Fixed a bug that could cause duplicate Sch C, E, and F lines.
2024.0.3
Date: 11/21/2024
  • Drake: Fixed problem detecting spouse email
  • Drake: Added Schedule A Other information for 1098 items

v2024.0.2
Date: 2024-11-19

  • Added Misc Income items for CCH
  • Added last 4 of the account numbers to the Brokerage 1099s for CCH

v2024.0.1
Date: 2024-11-18

  • Fixed a bug with how data on CCH files is detected.
  • Added some itemized deductions for Drake.
  • Added feature to Bold document labels
  • Patched bug where if the email page is missing from the Ultra Tax Organizer would cause a crash
  • Added Quarterly Estimate detection for Fed and State
    • Note: Does not distinguish the State
  • Added function to adjust spreadsheet column widths