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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our web-based Tax Series Software Suite is a powerful, user-friendly tool that addresses corporate tax requirements year-round, supporting processes from start to finish. Featuring a clean and intuitive interface, it aims for seamless collaboration and real-time tracking throughout each phase, ensuring that tax management and personnel receive the utmost support. Its intuitive navigation promotes a high degree of efficiency in preparing tax returns, allowing users to navigate the system with ease. Furthermore, the integration of data collection and provision functionalities within Tax Series enhances client productivity, enabling them to achieve maximum results with minimal effort. This robust solution is specifically crafted to efficiently and transparently manage global provision calculations, effectively accommodating the tight deadlines faced by corporations dealing with SEC regulations. By simplifying complex tasks, this suite empowers businesses to focus on strategic decisions rather than getting bogged down in compliance details.

Description

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ace Cloud Hosting
Axis LMS
Calendly
CrossLink
Drake Tax
Gmail
Google Sheets
Intuit ProSeries Tax
Lacerte
Microsoft Office 2021
Microsoft Outlook
MyTAXPrepOffice
ProConnect Tax
QuickBooks Online
Rightworks
Stackreaction
Stripe
TaxWise
Verito
Yahoo Finance

Integrations

Ace Cloud Hosting
Axis LMS
Calendly
CrossLink
Drake Tax
Gmail
Google Sheets
Intuit ProSeries Tax
Lacerte
Microsoft Office 2021
Microsoft Outlook
MyTAXPrepOffice
ProConnect Tax
QuickBooks Online
Rightworks
Stackreaction
Stripe
TaxWise
Verito
Yahoo Finance

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$58 per month
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

Tax Technologies

Founded

2000

Country

United States

Website

www.taxtechnologies.com/Pages/TaxSeries/Software.aspx

Vendor Details

Company Name

TaxDome

Founded

2017

Country

United States

Website

taxdome.com

Product Features

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

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

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

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax 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

Alternatives

Alternatives

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GoSystem Tax RS

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UltraTax CS

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