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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat DC
Archive360
BillingPlatform
Bottomline Paymode-X
CCH Axcess Tax
CCH ProSystem fx
EmpoweredESG
EmpoweredNEXT
Exegy Software Market Data System (SMDS)
GoSystem Tax RS
Gotransverse
IDmission
Lacerte
Microsoft Outlook
SOFTRAX Revenue Management System
Teamstack
UltraTax CS

Integrations

Adobe Acrobat DC
Archive360
BillingPlatform
Bottomline Paymode-X
CCH Axcess Tax
CCH ProSystem fx
EmpoweredESG
EmpoweredNEXT
Exegy Software Market Data System (SMDS)
GoSystem Tax RS
Gotransverse
IDmission
Lacerte
Microsoft Outlook
SOFTRAX Revenue Management System
Teamstack
UltraTax CS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

SafeSend

Founded

2008

Country

United States

Website

safesend.com

Vendor Details

Company Name

Thomson Reuters

Founded

1934

Country

Canada

Website

tax.thomsonreuters.com

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

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

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

Sales Tax

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

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

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Alternatives

Alternatives

CCH SureTax Reviews

CCH SureTax

Wolters Kluwer
CCH iFirm Reviews

CCH iFirm

Wolters Kluwer
GoSystem Tax RS Reviews

GoSystem Tax RS

Thomson Reuters