THE DEFINITION

RegroupTAX is a trial balance/workpaper app designed for the everyday tax preparer/reviewer to increase efficiency when preparing business tax returns.

THE GOAL

The goal of the app is to provide a consistent, cloud-based workpaper file for every business return, enabling preparers/reviewers to save time and focus on high-level tasks.


CHECK IT OUT FOR YOURSELF

click the video below to see a quick demo


the details...

Import year-end financials


Assign Tax Lines to Book Accounts


Post Book AND Tax Journal Entries


Review book and Tax-Basis reports


EXPORT FOR DIRECT IMPORT INTO CCH


other features

Unlimited users

Access anytime, anywhere

Accounting software + tax software neutral

No software to install/maintain + free updates

Upload/store client-specific source documents

Keep client-specific notes in one place


WANT TO SEE MORE? REQUEST A LIVE DEMO...

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