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features
design
support

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Write a Review

Description

When facing a tax dilemma, taking decisive steps is crucial, and we are here to assist you. Whether your challenges are significant or minor, our skilled Tax Professionals offer customized support to liaise with the IRS on your behalf. Each individual tax issue requires a tailored approach, and our experts are adept at identifying the specifics of your situation to create effective solutions. Since tax problems vary greatly, we focus on developing a strategy that is uniquely suited to your needs. Our pricing structure is transparent, allowing you to understand the costs upfront so you can move forward with assurance. With our extended hours, we accommodate your schedule, providing assistance late on weekdays to ensure you receive the help you need at a convenient time. This commitment to flexibility allows us to serve you better and cater to your unique circumstances.

Description

Companies that fail to fully embrace a cohesive digital tax workflow solution may end up squandering valuable time and disappointing their clients. An uncoordinated approach, where some processes are automated while others rely on traditional paper methods, leads to inefficiencies. When each segment of the tax preparation process operates in isolation, technology can become a hindrance rather than an asset. Utilizing automated tax preparation workflow software streamlines processes from start to finish, allowing staff to save time and ensuring that clients, who are often pressed for time, remain satisfied. The entire process, from collecting client source documents to conducting reviews and obtaining approvals, is expedited, including the crucial final stage of payment collection. In the realm of digital tax preparation, client information is imported digitally, reviews are conducted on-screen, and returns are electronically signed and filed, enhancing overall efficiency. By removing monotonous data entry and other outdated manual tasks, tax workflow automation empowers firms to increase their output while utilizing fewer resources. Consequently, adopting such technology can significantly enhance a firm's productivity and client satisfaction levels.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Oneview Healthcare No 

Integrations

Oneview Healthcare Yes 

Pricing Details

$25 one-time payment
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Jackson Hewitt

Country

United States

Website

www.jacksonhewitt.com

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

United States

Website

www.wolterskluwer.com/en/solutions/tax-accounting-us/digital-tax-workflow

Product Features

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 No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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