NewsNTech
The accounting firm's data entry problem has a specific shape: client documents land in the practice management system, but the tax return lives in separate tax software.
Every character that crosses that gap manually is a cost and an error source.
Firm360, the Raleigh, N.C.-based practice management platform, launched AutoPrep on July 15, 2026, to close that gap by routing client tax documents from its platform directly into tax software as already-verified, entered data.
The constraint AutoPrep addresses Practice management software and tax preparation software have historically operated as parallel systems with a human bridge between them.
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