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Average Ratings 2 Ratings

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support

Description

More than 4,000 Swiss tax advisors and trustees, ranging from solo practitioners to major firms in the "Big 4," depend on Dr. Tax Professional, which boasts over 12,000 active professional users. With an impressive estimate of more than one million tax returns handled annually, Dr. Tax has established itself as the benchmark for taxation in Switzerland, a fact we take great pride in. This software is designed to meet the rigorous standards of tax professionals, addressing only a few unmet needs, which we are actively working to fulfill. The Dr. Tax Professional software allows for the precise, efficient, and competent creation and management of tax returns. Its robust tax solution includes an extensive collection of forms catering to all 26 cantons. Moreover, the intuitive and user-friendly interface ensures that users can immediately utilize Dr. Tax productively. Additionally, vital supplementary evaluations enhance the advisory process, making it an indispensable tool for tax professionals in Switzerland. As we continue to innovate, we aim to further enhance our offerings and meet the evolving needs of our users.

Description

Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
LukkaTax
Rightworks
Sagenext
SmartVault
Soraban
StanfordTax
TaxDome
Truss
UltimateTax
Verito

Integrations

Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
LukkaTax
Rightworks
Sagenext
SmartVault
Soraban
StanfordTax
TaxDome
Truss
UltimateTax
Verito

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$330.00
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ringler Informatik

Country

Switzerland

Website

www.ringler.ch

Vendor Details

Company Name

Drake Software

Founded

1977

Country

United States

Website

www.drakesoftware.com

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

Product Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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

Alternatives

Alternatives

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CrossLink

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