CFS TaxTools Description

CFS TaxTools ™ stands out as the leading software in the tax industry, widely embraced by professionals for its efficiency. The program allows worksheets to be printed with both the client's name and your firm's branding, ensuring a polished presentation. These worksheets can be attached to tax returns or provided to clients alongside generated invoices, streamlining the entire process. It features an extensive collection of tax forms, including numerous ones not typically available in standard tax preparation software, such as SS-4, Power of Attorney, and Offer in Compromise. Client details can be directly mapped onto the necessary forms, and multiple versions of each form can be stored for individual clients. The printed forms mirror their on-screen appearance precisely, and most can be conveniently sent as PDF files via email. Additionally, the software includes useful financial calculators like the Mutual Fund Average Cost Basis tool and various modules for loans and investments. Flowcharts within the program guide users through a series of questions to determine essential factors such as filing status and inherited IRA options, as well as eligibility for the "Kiddie Tax." Furthermore, the software allows for updates directly from the internet whenever there are changes to forms or tax laws, ensuring users always have the most current information, along with features for data backup and restoration for added security. This comprehensive suite of tools makes CFS TaxTools ™ an invaluable resource for tax professionals seeking to enhance their services.

Pricing

Pricing Starts At:
$84.50 per year

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
CFS Tax Software
Headquarters:
United States
Website:
www.taxtools.com/products.aspx

Media

CFS TaxTools Screenshot 1
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Product Details

Platforms
Windows
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support

CFS TaxTools Features and Options

Sales Tax Software

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Tax Planning Software

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

CFS TaxTools User Reviews

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