Great Tool for Tax Professionals
December 18, 2024

Great Tool for Tax Professionals

Senthil Kumar Rajendran | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with DataSnipper

At my organization, we work on tax returns and usually deal with client data and financial statements that is sent to us in image formats. We use DataSnipper to easily convert the data from images to Excel tables. In most cases, I find the tables accurate and easy to copy and paste into workpapers. Also when it comes to attaching pdf to tax workpapers as supporting documents, DataSnipper makes it easy.

Pros

  • Snip data from images and PDFs
  • Snip data from Tables into Excel Files
  • Attach PDF files to excel as supporting documents to validate numbers on tax workpapers.

Cons

  • Being able to use DataSnipper on other tools like MS Word and Adobe Acrobat
  • Be better able to work with low resolution files
  • Enable AI tools for better snipping and summarizing snipped data
  • DataSnipper primarily saves a lot of time when it comes to snipping data
  • It bring a lot of accuracy to our tax workpapers
For someone who works in the tax industry, DataSnipper is an invaluable tool. Like already mentioned, DataSnipper helps in saving time that is taken to convert images and pdfs to usable data. At the same time, DataSnipper has made it easy to review tax workppaers prepared by staffs and new hires, increasing our confidence in the tax workpapers.

Do you think DataSnipper delivers good value for the price?

Yes

Are you happy with DataSnipper's feature set?

Yes

Did DataSnipper live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of DataSnipper go as expected?

I wasn't involved with the implementation phase

Would you buy DataSnipper again?

Yes

I usually find new hires and staffs sometimes struggling with working on unorganized data or having to capture data from K-1s which go into their tax workpapers. For cases like these, DataSnipper becomes a very useful tool which can help to save a lot of time and also bring in accuracy to the workpapers.

DataSnipper Feature Ratings

Monitoring Tasks ()
Not Rated
Management Tasks ()
Not Rated
9.8
Performance data reports
10
Customizable reporting
9
Data visualization
10
Risk analysis
10
10.0
Data backup and recovery
10

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