Copanion Announces Seamless Integration With Leading Tax Software Vendors - CCH and Thomson Reuters

Integration with CCH’s ProSystem fx® Tax and Thomson’s UltraTax CS™ accelerates tax workflow efficiency

ANDOVER, MA – June 10, 2010 – Copanion, Inc., the leader in paperless tax workflow technology, today announced that its premier paperless tax workflow application, GruntWorx Populate, now integrates with CCH’s ProSystem fx Tax and Thomson Reuter’s UltraTax CS. GruntWorx Populate identifies, organizes, and labels scanned tax forms into a single bookmarked PDF file and then extracts relevant tax data to automatically populate Individual tax returns. Integration between systems supports a paperless tax workflow and further enhances the advanced functionality of both ProSystem fx Tax and UltraTax CS by eliminating manual sorting and entering of client tax data.

“Our goal is to consistently identify ways to make the accountant’s job easier. By further automating the tax preparation process via integration with leading tax systems, we are accomplishing this goal,” said Ed Jennings, Copanion CEO. “Automatic population of data within returns will save firms hours, even days, during the busy tax season.”

Copanion is dedicated to eliminating key pain points in the profession, and time-consuming manual data entry represents one of the biggest issues for firms. GruntWorx Populate was developed to eliminate data entry and significantly increase productivity.

“GruntWorx Populate eliminates keying of client data and provides the highest level of accuracy across the widest breadth of forms available, while ProSystem fx Tax and UltraTax CS represent leading tax preparation software. Combined, these advanced applications offer comprehensive solutions to completely automate tax preparation with ease and maximum efficiency, while also ensuring accuracy of data,” stated Jennings.

GruntWorx Populate now offers integration with three of the profession’s leading tax preparation applications including—ProSystem fx Tax, UltraTax CS, and GoSystem® Tax RS. The GruntWorx platform also integrates with other popular applications, such as Microsoft® Excel® and Adobe® Acrobat®, to further increase workflow efficiency.

About Copanion
Copanion is the leader in paperless tax workflow technology—providing a comprehensive and integrated family of web-based products that automate client tax document retrieval, organization, data entry, and review. The GruntWorx family of products has been in use for multiple tax seasons by thousands of accounting professionals—from sole practitioners to those working in large regional firms and the Big 4. GruntWorx is the product of choice for tax professionals—with more than 4 million processed tax forms this past tax season. To date, Copanion products have earned multiple accolades, including back-to-back Technology Innovation Awards (2008 & 2009) and a Readers’ Choice Award from The CPA Technology Advisor, Accounting Today’s Top 100 Ones to Watch, and a K2 Annual Quality Award. For more information about Copanion, visit Copanion.com.

The Copanion and GruntWorx names and logos are trademarks or registered trademarks of Copanion in the United States and in other countries. All other companies and products referenced herein are trademarks or registered trademarks of their respective holders.

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