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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Spendly utilizes the rates from your existing provider to uncover better deals, ensuring that the terms and services are at least equal or superior. Effortlessly evaluate various quotes from leading providers without any stress involved. Enjoy the process while the most favorable offer emerges. Investigate different providers to uncover potential savings without sacrificing quality, service, or functionality. A significant 80% of Spendly users manage to enhance their coverage while simultaneously reducing costs. Receive tailored solutions that guarantee you only pay for what you truly require. Whether engaging in transactions face-to-face or online, we consider transaction fees, monthly charges, and any additional hidden costs that could diminish your profits. Benefit from more competitive pricing, enhanced features, and superior offerings without compromising on the quality or reliability of your plans. Not only can employee benefit costs be drastically reduced, but you can also maintain high standards of service and quality throughout the process. With Spendly, you can navigate the insurance landscape with confidence, knowing you're making informed financial decisions.

Description

Taxware Systems delivers a comprehensive suite of tax software crafted by tax professionals specifically for tax preparers. You can monitor the status of your returns in real-time throughout the electronic filing procedure. The software features a range of user-friendly filters that facilitate quick and efficient access to the information you need. Additionally, it allows you to compare your current clients with those from the previous year, helping you create a database of taxpayers you haven't engaged with in the present year. This enables you to send form 4868 extensions en masse to all these clients! You can save valuable time and avoid the hassle of scanning signature documents, as our solution is compatible with various e-signature services from third-party providers and seamlessly integrates with Topaz Signature pads for easy digital signing of PDFs. Taxware also partners with EPS, Refund Advantage, and TPG-Tax Products Group, offering clients diverse options for products and services to expand their business. Moreover, Taxware prides itself on transparency, ensuring there are no hidden fees involved. This commitment to clarity reinforces our dedication to customer satisfaction and trust.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Textellent

Integrations

Textellent

Pricing Details

No price information available.
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

Spendly

Founded

2022

Country

United States

Website

www.getspendly.com

Vendor Details

Company Name

Taxware Systems

Founded

1979

Country

United States

Website

www.taxwaresystems.com

Product Features

Payroll

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Payroll

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

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

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