Built by CPAs for CPAs.
Looking for a replacement for Engagement? Tired of paying high fees per license? Looking for a true cloud-based solution that links to CCH?
The regroupTAX app was built by CPAs with tax prep/review in mind. Create paperless, consistent workpapers that can be accessed anytime, anywhere and minimize data entry using our import/export functions.
Once Book + Tax AJES are posted, import tax data directly into CCH Axcess Tax or CCH ProSystem fx.
[ Trial Balance ]
Assign each book account with a tax line, grouping accounts based on the tax return.
[ journal entries ]
Post book AND tax journal entries, then customize a report to send to the bookkeeper/business owner.
[ tax-Basis Reports ]
Review reports organized in the exact order of the tax return, while easily reconciling book-to-tax F/S.