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industry publications have to say about Copanion in the news.
In the News
2011
Proper Setup for Paperless Workflow
The Progressive Accountant, May 16, 2011 Ed Jennings discusses tips for setting up a paperless tax workflow to avoid a “ripple effect” of complications down the line.
Swim Through it!
Accounting Today, April 25, 2011 Jody Padar gives GruntWorx a shout-out and special thanks for helping her manage a crazy, yet successful tax season.
Seven Tech Lessons You Can Learn from Busy Season
CPA Trendlines, March 28, 2011 Industry thought leader, Roman Kepczyk, lists “autoflow success” of scan-and-populate software solutions—specifically Copanion’s GruntWorx—as one of the seven tech lessons to learn from busy season.
Educating the Consumer
Accounting Today, March 1, 2011 Copanion CEO Ed Jennings advises firms on how to successfully market their services by educating potential clients.
The 2011 Top New Products
Accounting Today, February 17, 2011 GruntWorx Gather is named as the top new Tax Prep Tool in 2011.
Matching Performance Against Paperless Practices
The Progressive Accountant, January 26, 2011 Copanion CEO Ed Jennings discusses how firms that have adopted a true paperless tax workflow still represent the minority within the industry.
Five Crucial Best Paperless Practices
The Progressive Accountant, January 11, 2011 A traditionally paper-heavy process, many firms are implementing technology and procedural improvements to automate and streamline the tax workflow and significantly reduce the use of paper.
Copanion Expands GruntWorx Workflow Software
Accounting Today, December 2, 2010 Copanion Inc. has released an updated version of GruntWorx, which boasts an improved user interface, updated rights management options, and expanded document capacity and report creation features.
Ed Jennings and Copanion Offer Paperless Workpaper Functionality
Accounting Software 411 Insider, November, 2010 CEO Ed Jennings discusses technologies that make it easy to go paperless and gives advice on how firms can get started with a paperless tax workflow.
Going Paperless: A Tale of Two Firms
The Progressive Accountant, October 23, 2010 Ed Jennings compares the paperless tax workflow implementation experiences of two firms, revealing five essential rules for rolling out a successful paperless tax workflow.
Oh, what you learn when you’re married to a Lean Six Sigma guru!
WebCPA, October 12, 2010 Jody Padar blogs on Copanion’s 2010 tax season survey results and reiterates how accountants need to start thinking about technologies that support a true paperless tax workflow from start to finish.
Identifying the Rules for Rolling Out a Successful Paperless Tax Workflow
Boomer Consulting, October 1, 2010 Copanion CEO, Ed Jennings, compares and contrasts the implementation processes of two Northeast firms, uncovering five rules to ensure an optimal paperless tax workflow implementation.
Scan & Populate Gains Traction – now on A and A side, too!
TheTechGap.com, August 30, 2010 Industry expert Greg Lafollette discusses scan-and-populate technology, noting that "GruntWorx service is most definitely superior to the 'in suite' products offered by Thomson Reuters and CCH."
Copanion Names Engineering VP
The Progressive Accountant, August 26, 2010 Julie V. Pierce joins Copanion as vice president of engineering.
10 Tools for Tax Document Automation
CPA Practice Advisor, June 30, 2010 John Higgins, CPA.CITP lists ten tools for tax document automation and explains why your firm should be taking advantage of them.
Copanion Integrates with CCH, Thomson Reuters
WebCPA, June 10, 2010 Copanion's GruntWorx Populate paperless tax workflow application now integrates with CCH's ProSystemfx Tax and Thomson Reuters Tax & Accounting's UltraTax CS.
Copanion Unveils Tax Data Retrieval Solution
WebCPA, June 9, 2010 Copanion has added seamless and secure electronic transfer of client tax data from the client to the tax practitioner to its family of products.
Top tax tech: The best results in the shortest time
WebCPA, January 11, 2010 Copanion's GruntWorx products are included as top tax technologies that tax preparers should be considering to make their filing seasons more productive.
2009
Scan and Organize for Good Effect
The Progressive Accountant, October 26, 2009 Learn how scan-and-organize applications make operations more effective.
Less Work, More Flow
WebCPA, October 5, 2009 Automating tax workflow with GruntWorx Pro provided time savings of 20- to 30-percent per return for New Jersey-based firm, WithumSmith+Brown.
Don't Skimp on Scanners
AICPA CPA Insider, October 5, 2009 Scanning is an essential part of the paperless tax process. Copanion's 2008 tax season survey identifies challenges tax professionals face when scanning documents.
SaaS Offerings for CPA Firms
The Progressive Accountant, July 15, 2009 Software as a Service (SaaS) offerings for CPA firms have been slowly emerging from the shadows, and are now front and center for many categories. Many on-demand applications, like GruntWorx by Copanion, offer advantages over traditional, on-premises installations.
Save the Planet—And Some Money, Too
WebCPA, August 24, 2009 Now is the time to evolve your firm's paper-based processes and consider green technologies to reduce your firm's carbon footprint - and more.
The Road to Less Paper
WebCPA, July 8, 2009 Firms that have gone the paperless route offer directions—including using GruntWorx Pro by Copanion to organize and extract data from scanned tax documents.
Workflow Apps Changing Tax Prep
WebCPA, May 16, 2009 Copanion's GruntWorx and GruntWorx Pro are recognized as workflow applications that are automating the way tax practitioners prepare tax returns.
Off to a Running Start
WebCPA, April 6, 2009 An early filing surge, DIY tax prep and a sagging economy highlight the first half of the 2009 tax season. Copanion sees growth as a result of the regulations under Code Section 7216.
Employees Fuel Green Initiatives
WebCPA, April 6, 2009 Copanion CEO Steven Ladd offers up statistics on how the behaviors of tax professionals can affect the environment.
Scanning Demystified
WebCPA, February 7, 2009 Learn about best practices for scanning tax documents. Firms that use Copanion's GruntWorx realize key benefits – like consistently organized source documents and overall time savings during tax preparation.
In Firm: 2009 Top Ten IT Visions
CPA Technology Advisor, January 1, 2009 CPA.CITP Roman Kepczyk predicts that tools for front-end scanning, like Copanion's GruntWorx, will make strong inroads in 2009 for creating standardized and bookmarked PDF files.
2008
Top 100 Products: Ones to Watch
WebCPA, December 15, 2008 Copanion's GruntWorx is mentioned as a leader in workflow systems that automatically sort and organize scanned tax documents.
Intuit Makes it Easier for Accountants to Electronically Organize and Retrieve Documents
Intuit, November 17, 2008 Intuit announces Document eSort, powered by Copanion's award-winning tax document automation platform. Intuit chose Copanion technology because of its precision and speed in identifying information. Together, the two companies have created a powerful means for accountants to organize and access tax data when they need it - allowing them to do more in less time.
2008 K2 Annual Quality Awards
K2 Enterprises, October 8, 2008 K2 Enterprises names Copanion's GruntWorx winner of its 2008 Annual Quality Award for New Technology.
1040 Workpaper Software Makes Personal Tax Easier
CPA Technology Advisor, September 1, 2008 Industry consultant, Randy Johnston, discusses key considerations for selecting a 1040 workpaper software solution and acknowledges Copanion's GruntWorx as one of his top choices for an electronic workpaper product.
Scan, Organize...and Now Populate: The Workflow Revolution Continues
CPA Technology Advisor, September 1, 2008 "The most recent innovation in the workflow revolution is automated population of 1040 tax returns with data from source documents." Copanion's GruntWorx and GruntWorx Pro are highlighted as independent workflow automation solutions that integrate with multiple tax packages.
Web 2.0 Continues Internet's Revolution
CPA Technology Advisor, September 1, 2008 Technology Editor, Isaac O'Bannon, discusses "Web 2.0" and how innovations in technology have affected the accounting and tax space. He includes GruntWorx by Copanion as a Workflow Optimization solution that addresses the unique needs of an accounting and tax practice.
Honoring Innovation
CPA Technology Advisor, August 1, 2008 Copanion's GruntWorx is featured as a winner of the 2008 Tax and Accounting Technology Innovation Award.
TECHNOLOGIES AWARDED FOR INNOVATION:
Top Tech Magazine for Accounting & Tax Pros Announces Annual Awards
CPA Technology Advisor, June 12, 2008 Copanion is presented with a Tax and Accounting Technology Innovation Award from CPA Technology Advisor for its GruntWorx application: "Now in their 5th year, the Innovation Awards are recognized as a pinnacle of achievement for developers of software, hardware, services and other technologies geared toward professional accountants and tax preparers."
Practically Paperless
WebCPA, June 1, 2008 WebCPA examines document management solutions and how to effectively go paperless with your firm. GruntWorx by Copanion is highlighted in the sidebar as a solution that will optimize the scanning process by organizing and bookmarking scanned documents for you. WebCPA also interviews Copanion user Rusty Helms on his firm's paperless workflow.
Acct1st Technology Group, LLC - from the June/July Review of Document Management Systems
CPA Technology Advisor, May 29, 2008 The CPA Technology Advisor gives Acct1st's scanning functionality, a private label version of Copanion's GruntWorx scanning software, 5 stars as a "best of breed" approach to scanning and leveraging existing investments in scanning technology.
Tax Technologies: Win, Lose, or Draw?
CPA Technology Advisor, April 17, 2008 Industry consultant Randy Johnston highlights the leading tax technologies that improve tax department effectiveness and profitability. He includes GruntWorx by Copanion, with its completely new recognition technique, as a major competitor in the 1040 Workpaper Products genre.
Is it Back to Green-Bar for the Profession?
CPA Technology Advisor April-May 2008 Learn about the state of internet security in accounting technology and how GruntWorx is the only solution providing the highest levels of security with new EV-SSL technology that creates a visible "green bar" in Internet Explorer.
Tax Automation Comes Of Age
CPA Technology Advisor, Jan. 2008 Describing tax automation solutions: "Copanion's web-based service… delivers what can best be described as a 'scan & INTELLIGENTLY organize' service..."
In-Firm View of the AICPA Top Technology Initiatives
CPA Technology Advisor, January 6, 2008 Copanion's GruntWorx is mentioned as "one of the hottest technologies to hit firms", a tax automation solution that organizes source documents.
The Future is Now with Scanners
WebCPA, Jan. 1, 2008 Scanners are the key to paperless document management, automating workflow apps, and remote access:
"Only software paired with scanners, vendors such as Copanion maintain, truly opens the potential of paperless preparation..."
2007
Software puts biometrics into tax prep data scans
Mass High Tech: The Journal of New England Technology, Nov. 30, 2007 Copanion uses biometric technology to save tax accountants from manual data entry – "a familiar place where others have failed"
Scan & Organize / Scan & Populate Field Draws New Entrant
The Tech Gap, Nov. 12, 2007 Evaluating a new entrant in the tax document automation area: "In terms of simple and easy [Copanion] really get[s] it --- you scan a pile a documents, upload the file via a highly secure portal, and a few hours later receive back an accurately organized, book-marked PDF file"
Copanion Intros Tax Document Management System
WebCPA, Nov. 9, 2007 Introducing GruntWorx: "Copanion released GruntWorx, a Web-based application that captures and organizes tax return documents and data from clients."
