Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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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.

Description

The OIC Tax Planner is an interactive desktop application that can be directly downloaded and installed on your computer, ensuring that your client information remains secure and localized. This comprehensive software package includes all necessary tax representation forms along with the latest IRS Offer in Compromise regulations. It serves as a valuable tool for managing various IRS collection matters, such as Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Designed for tax professionals with a moderate grasp of tax representation complexities, the OIC Tax Planner has successfully assisted numerous clients in obtaining approvals from the IRS for OICs, installment agreements, and uncollectable statuses. Additionally, the software features automatic updates for forms and data tables in response to IRS revisions, ensuring that users always have the most current information. It also includes automatic calculations and computation wizards based on IRS Financial standards to streamline the process. With its user-friendly interface, the OIC Tax Planner empowers tax professionals to navigate the challenging landscape of tax resolution with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Cloud 9 Hosting No 
Cloudwalks No 
Doc.It by IRIS No 
Rightworks No 
Sagenext No 
SmartVault No 
Soraban No 
StanfordTax No 
TaxDome No 
Truss No 
UltimateTax No 
Verito No 

Pricing Details

$330.00
Free Trial No 
Free Version No 

Pricing Details

$45 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Drake Software

Founded

1977

Country

United States

Website

www.drakesoftware.com

Vendor Details

Company Name

iConcepts

Country

United States

Website

www.oictaxplanner.com

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning Yes 

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing Yes 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management No 

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning Yes 
Tax Filing No 
Tax Forms Yes 
Workflow Management No 

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