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.