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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

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Description

Sidesheet transforms business tax returns into organized, multi-year financial documents tailored for business valuation experts, business brokers, and their respective firms. Users can upload Form 1120, 1120-S, or 1065 returns, whether scanned or e-filed, covering a single year or multiple years. The platform efficiently extracts relevant return lines, aligning years side by side, and connects each figure to the corresponding page of the return for easy verification. It identifies discrepancies among figures and provides explanations for these inconsistencies, allowing users to thoroughly review the results and conveniently export the data to Excel. Importantly, client returns remain confidential, as they are utilized solely for processing and storage within the United States, are inaccessible to other firms, and can be removed by the user at any time; additionally, two-step sign-in is activated by default to enhance security. Currently, the product is in its private beta phase, with pricing structured based on the number of returns processed rather than the number of users. This innovative solution not only streamlines the financial review process but also ensures a high degree of privacy and data protection for its clients.

Description

We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per user per month
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 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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

UNTAP LLC

Country

United States

Website

sidesheet.co

Vendor Details

Company Name

TaxFlow

Country

United States

Website

www.taxflowsolutions.com

Product Features

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing No 
Client Management Yes 
Client Portal No 
Document Management No 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management No 
Time Tracking No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Tax Practice Management

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

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