Regardless of what tax software you are using Doc.It can “auto-file” your tax returns for you. Simply digitally print your tax return from your tax software and Doc.It will recognize the client of the return and the version of the return and automatically file it away into the preselected folder location; a Work Binder, the long term storage, or to the Doc.It Portal. This can be done in mass and is an easy one-step integration to get your tax returns into your document management software. When your client calls, there is no need to jump from program to program as all documents will be stored in one place.
Auto-filing integration works the following applications but is not limited to this list: UltaTax, GoSystem Tax CCH ProSystem fx Tax, CCH Axcess Tax, Lacerte, ProSeries, Drake, TaxCycle, ETC. Auto-filing also works to file documents and reports, that are of a consistent nature, from most software systems.
Check out this 6-minute video on our auto-filing works