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

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.

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

 

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