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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Address even your most intricate tax returns with utmost assurance and effectiveness. Cater to a diverse array of clients by managing multistate filings, K-1 forms, consolidated corporations, and additional complexities seamlessly. The software supports essential forms such as 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Enhance both accuracy and productivity through automated functions for calculations related to depreciation, amortization, and debt forgiveness, among others. Access pertinent guidance whenever necessary with a simple click, ensuring your workflow remains uninterrupted. Accelerate data entry processes with straightforward access to all forms and an intuitive worksheet-based layout. Effortlessly monitor any outstanding client information and submit requests online with a single click, allowing you to save an average of 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns into individual filings or across business returns, resulting in an average time savings of 29 minutes. Rely on sophisticated diagnostics that automatically identify errors or oversights, providing additional reassurance in your work. This comprehensive approach not only streamlines the tax preparation process but also enhances your overall client service experience.

Description

Taxcalibur serves as a desktop application on Windows designed specifically for small tax practices, facilitating both tax preparation and practice management. It efficiently organizes a variety of client-related data, including records, returns, documents, checklists, reminders, contact notes, invoices, and receipts, ensuring that client information is securely encrypted and stored directly on the user's device. In the preparation of tax returns, the app prioritizes privacy by removing personal information prior to utilizing AI for document reading, while also calculating federal Form 1040 and Colorado DR 0104 returns, completing official forms, and providing preparers with detailed calculations for their review. Users have the capability to import documents such as PDFs, Word files, and images from their phones, monitor the progress of returns, recognize any missing documentation, send follow-up emails, and produce both forms and client summaries for their records. Once the preparation is finalized, the completed packages are transferred to Drake Tax for submission, as Taxcalibur itself does not handle the filing of returns. The application utilizes the preparer’s own Claude account or a connected assistant for AI reading, keeping its AI functionality distinct from that of Drake Tax. Additionally, Taxcalibur accommodates users by supporting 14 different interface languages, although all official IRS forms are provided exclusively in English, ensuring both accessibility and compliance. This blend of features makes Taxcalibur a comprehensive tool for tax professionals looking to streamline their processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Ace Cloud Hosting Yes 
BigTime Yes 
Cloud 9 Hosting Yes 
Cloudnine Realtime Yes 
Cloudwalks Yes 
Docusign Yes 
Drake Tax No 
EasyACCT Yes 
EstateWorks Yes 
Intuit Practice Management Yes 
Rightworks Yes 
Sagenext Yes 
SmartVault Yes 
Soraban Yes 
StanfordTax Yes 
TaxDome Yes 
Truss Yes 
Verito Yes 
Workpapers CS Yes 

Integrations

Ace Cloud Hosting No 
BigTime No 
Cloud 9 Hosting No 
Cloudnine Realtime No 
Cloudwalks No 
Docusign No 
Drake Tax Yes 
EasyACCT No 
EstateWorks No 
Intuit Practice Management No 
Rightworks No 
Sagenext No 
SmartVault No 
Soraban No 
StanfordTax No 
TaxDome No 
Truss No 
Verito No 
Workpapers CS No 

Pricing Details

$400 per year
Free Trial Yes 
Free Version No 

Pricing Details

$99.99 one-time
Taxcalibur is a $99.99 one-time purchase; a free trial is available. AI-provider account or usage costs and Drake Tax are separate.
Free Trial Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/lacerte/

Vendor Details

Company Name

ASL LLC

Founded

2017

Country

United States

Website

autosecurelogin.com/products/taxcalibur.html

Product Features

Corporate Tax

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

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 

Product Features

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