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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

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CCH ProSystem fx
Candis
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
Oneview Healthcare
UltraTax CS

Integrations

CCH ProSystem fx
Candis
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
Oneview Healthcare
UltraTax CS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

United States

Website

www.wolterskluwer.com/en/solutions/tax-accounting-us/digital-tax-workflow

Vendor Details

Company Name

Thomson Reuters

Country

United States

Website

tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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

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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Thomson Reuters