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