With our Electronic Tax Return Reader (ETRR), financial professionals can seamlessly upload client financial information from five major tax packages in less than five minutes. Quickly identify opportunities to help your clients make better financial decisions. The tax packages supported by the ETRR are as follows:
- Drake
- Lacerte
- Proseries Tax
- CCH Prosystem fx Tax
- UltraTaxCS
Benefits of the ETRR
- Save up to 30 minutes per client
- Automated mapping that integrates tax information into ProfitCents
- Eliminate the risk of manual data entry errors, including skipped lines or transposed numbers
- Quickly identify opportunities to cross-sell services during tax season
Our patent-approved and award-winning Electronic Tax Return Reader excludes Personally Identifiable Information (PII) when tax returns are imported into ProfitCents. Names, addresses, SSN, and Tax ID are not stored in our database. This allows for secure uploads and ensures that only relevant tax fields are coming into the program.