Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Sigma 1040-TW stands out as the most adaptable service package offered by Sigma Tax Pro. This comprehensive package equips you with all the essential tools to thrive in your tax preparation business during the current tax season. Available in both desktop and web-based formats, the desktop version is necessary for filing business returns like Forms 1120 or 1065. Clients of Sigma enjoy the benefit of having a dedicated account manager who provides support throughout the tax season, ensuring a smooth tax preparation experience. Additionally, Sigma features a wide array of banking products designed to enhance the customer experience, allowing clients to receive their refunds more quickly and conveniently through options such as direct deposit, in-office check printing, and prepaid VISA or MasterCard alternatives. The Sigma 1040-TW service package also encompasses a premium software solution, offering various formats such as ProFiling, Executive, Power, Executive Accounting, and Power Accounting, enabling clients to select the one that best aligns with their specific requirements. With such extensive customization and support, Sigma 1040-TW truly caters to the diverse needs of tax professionals.

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

$330.00
Free Trial
Free Version

Pricing Details

No price information available.
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

Drake Software

Founded

1977

Country

United States

Website

www.drakesoftware.com

Vendor Details

Company Name

Sigma Tax Pro

Founded

2012

Country

United States

Website

sigmataxpro.com/services/sigma-1040-tw

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

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

Alternatives

Alternatives

ATX Reviews

ATX

Wolters Kluwer
UltraTax CS Reviews

UltraTax CS

Thomson Reuters
UltraTax CS Reviews

UltraTax CS

Thomson Reuters
CrossLink Reviews

CrossLink

CrossLink Professional Tax Solutions
Lacerte Reviews

Lacerte

Intuit