A solution built by CPAs for CPAs
IMPORT
Import Balance Sheet/Income Statement OR Trial Balance from various accounting software without manipulation.
TAX-BASIS REPORTS
Review reports organized in the order of the tax return, easily reconciling book-to-tax financials.
EXPORT TO CCH
Export a compatible excel file for direct import to CCH Axcess and CCH ProSystem fx.
“I love reviewing regroupTAX’s reports. It takes me half the time to review the return because all of the book accounts are grouped in the order of the tax return.”
“The time savings from RegroupTAX’s Xero integration allows us to focus on planning and advisory versus compliance giving our clients more insight to how their business operation will impact their corporate or personal taxes.”
“To have workpapers that are clearly summarized by amount and in the order of the tax return allows you to very quickly move from confirming the preparer’s input to reviewing actual tax items and issues, which is what provides value to the client.”