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Description
Taxcalibur serves as a desktop application on Windows designed specifically for small tax practices, facilitating both tax preparation and practice management. It efficiently organizes a variety of client-related data, including records, returns, documents, checklists, reminders, contact notes, invoices, and receipts, ensuring that client information is securely encrypted and stored directly on the user's device. In the preparation of tax returns, the app prioritizes privacy by removing personal information prior to utilizing AI for document reading, while also calculating federal Form 1040 and Colorado DR 0104 returns, completing official forms, and providing preparers with detailed calculations for their review. Users have the capability to import documents such as PDFs, Word files, and images from their phones, monitor the progress of returns, recognize any missing documentation, send follow-up emails, and produce both forms and client summaries for their records. Once the preparation is finalized, the completed packages are transferred to Drake Tax for submission, as Taxcalibur itself does not handle the filing of returns. The application utilizes the preparer’s own Claude account or a connected assistant for AI reading, keeping its AI functionality distinct from that of Drake Tax. Additionally, Taxcalibur accommodates users by supporting 14 different interface languages, although all official IRS forms are provided exclusively in English, ensuring both accessibility and compliance. This blend of features makes Taxcalibur a comprehensive tool for tax professionals looking to streamline their processes.
Description
Effortless, step-by-step assistance. If you were well-versed in taxes, there would be no need for a tax software program; hence, we strive to make the tax filing process straightforward and stress-free. Our service includes clear and concise instructions throughout the entire process and alerts you if any information is overlooked.
File a straightforward federal return at no cost. Tax filing doesn't have to be expensive; hardworking individuals with uncomplicated tax situations can submit their federal returns for FREE, while others can access our services for a single, affordable fee.
Maximize your potential refund, guaranteed. We simplify the process of utilizing the latest credits and deductions, ensuring you receive the largest possible refund, backed by our guarantee.
Complimentary customer support. When you have questions, we're here to help. Just click on the "Support" button to either submit your inquiry via our secure portal or request a callback from a U.S.-based Customer Service Representative, ensuring you receive prompt, professional, and empathetic assistance whenever you need it. Our commitment to customer satisfaction means you never have to navigate tax season alone.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Drake Tax
No
Pricing Details
$99.99 one-time
Taxcalibur is a $99.99 one-time purchase; a free trial is available. AI-provider account or usage costs and Drake Tax are separate.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
No
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
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ASL LLC
Founded
2017
Country
United States
Website
autosecurelogin.com/products/taxcalibur.html
Vendor Details
Company Name
ezTaxReturn
Founded
2000
Country
United States
Website
www.eztaxreturn.com
