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Average Ratings 4 Ratings

Total
ease
features
design
support

Description

Nucore has launched the data handout module within TRAACS, designed to help FCM partners seamlessly and accurately transfer completely precise data about their clients to FCM ClientBank Connect. Now, FCM client information in TRAACS integrates directly with FCM’s ClientBank reporting platform, enabling mutual clients to manage TMC bookings and payments in one centralized location. With TRAACS, we aim to reduce the common human errors and challenges that FCM partners experienced when striving for a fully automated and flawless data exchange to the FCM ClientBank. The ClientBank Connect platform serves as a powerful reporting and analytics tool, empowering FCM clients to analyze and convert their data into savings, enhancements, and broader travel benefits. Furthermore, FCM ClientBank presents an extensive array of pre-defined reports that provide a comprehensive overview of clients' travel activities, reservations, and financial expenditures, while also giving clients the flexibility to create personalized reports and dashboards tailored to their specific needs. This advancement in data management is expected to streamline operations and enhance decision-making for all stakeholders involved.

Description

TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ace Cloud Hosting No 
Sagenext No 
SmartVault No 
TaxDome No 
Textellent No 
UltimateTax No 
Verito No 

Integrations

Ace Cloud Hosting Yes 
Sagenext Yes 
SmartVault Yes 
TaxDome Yes 
Textellent Yes 
UltimateTax Yes 
Verito Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Nucore Software Solutions

Founded

2008

Country

India

Website

www.traacs.in/

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

Netherlands

Website

taxna.wolterskluwer.com/professional-tax-software/taxwise

Product Features

Travel Agency

Central Reservation System No 
Customer Database Yes 
Flight Booking No 
GDS / OTA Integration Yes 
Itinerary Creation No 
Marketing Management No 
Payment Processing Yes 
Promotions Management No 
Quote Management No 
Rental Car Reservations No 
Single / Group Reservations No 

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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