Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
CCH ProSystem fx
CPACharge
Doc.It by IRIS
GoSystem Tax RS
Intuit ProSeries Tax
Kinective Bridge
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Integrations
CCH ProSystem fx
CPACharge
Doc.It by IRIS
GoSystem Tax RS
Intuit ProSeries Tax
Kinective Bridge
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Support
Phone Support
24/7 Live Support
Online
Support
Phone Support
24/7 Live Support
Online
Training
Documentation
Webinars
Live Online
In Person
Training
Documentation
Webinars
Live Online
In Person
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
Netherlands
Website
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm
Vendor Details
Company Name
Thomson Reuters
Country
United States
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management