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Intuit Makes it Easier for Accountants to Electronically Organize and Retrieve Documents

New Offering Reduces Time and Costs during Tax Season

MOUNTAIN VIEW, Calif. - Nov. 17, 2008 -Accountants can more easily electronically sort documents and retrieve information using a new offering from Intuit Inc. (Nasdaq: INTU). The new product, Intuit® Document eSort, is part of the company's continuing effort to help accountants improve productivity with simple-to-adopt and easy-to-use solutions.

"While accounting firms move toward a 'less-paper office,' clients still bring mounds of paper documents at tax time," said Jill Ward, senior vice president and general manager of Intuit's accounting professionals division. "Accountants can save 100 or more hours during tax season by using Document eSort to organize, review and retrieve client source documents."

Document eSort: Automation Made Easy

Intuit Document eSort automates the time-consuming processes of scanning, identifying, and organizing the myriad tax documents that clients bring to the tax professional's office. The Document eSort service recognizes all sorts of scanned tax documents and organizes them into a tax return-ready electronic file. Tax professionals can access and view the organized source documents directly from their Lacerte or ProSeries tax preparation or one of Intuit's Document Management System applications.

"The integration of Document eSort with the Intuit tax products lets preparers quickly find and review source documents as they prepare returns," said Kristi Gardi, senior product manager at Intuit.

Easy to use, Document eSort lets anyone in the office simply scan clients' tax documents in any order and then upload the file to Intuit's servers. Document eSort then returns a file to the accountant with related documents, such as W2s matched with W2s, organized together and bookmarked for convenient data entry and retrieval.

To provide unprecedented accuracy, Document eSort is 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.

Accountants who tested Document eSort in its development pronounced it a success. "Automating the organization step is exactly what we need. Document eSort is going to save us anywhere from 15 to 30 minutes per return," said Michael S. Mermelstein, a certified public accountant in Coral Gables, Florida. "It also supports our drive towards achieving a paperless office and streamlines the tax return review and document retrieval process."


Intuit Document eSort is available at or by calling 800-765-7777.

About Intuit Inc.

Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks®, Quicken® and TurboTax®, simplify small business management and payroll processing, personal finance, and tax preparation and filing. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants. The company's financial institutions division, anchored by Digital Insight, provides on-demand banking services to help banks and credit unions serve businesses and consumers with innovative solutions.

Founded in 1983, Intuit had annual revenue of $3.1 billion in its fiscal year 2008. The company has approximately 8,000 employees with major offices in the United States, Canada, the United Kingdom and other locations. More information can be found at

Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries.