Alternatives to OIC Tax Planner

Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.

Set up alerts and analyze your portfolio to get real-time insight. Get a market overview and track coins in your watchlist. Just a few clicks and you can file your crypto taxes! Accointing offers an intuitive dashboard that is available on both mobile and desktop. It allows you to track your transactions and performance in real-time, with an amazing user experience. We make it easy to connect your wallets and exchanges via API or CSV. The platform supports over 300 exchanges and wallets via mobile or desktop. Your tax report is available in just 5 clicks and can be customized to your country. To find out more, select your country. Review the performance of the crypto market and research the most popular tokens. Add them to your watchlist.

Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

TaxWise simplifies the entire E-filing and fee collection process. You can manage your clients' documents digitally and offer the best selection of low-priced banking products. Both beginners and experts can quickly and easily process returns. The interface includes error diagnostic tools that will save you time. Navigate efiling errors by linking to the forms that need to be corrected. With the "What if?" mode, you can test a variety tax scenarios for your clients. Save test scenarios for future reference. Use planning and advisory tools to help clients with capital expenditures and deductions. TaxWise's extensive Spanish features will diversify your clientele and staff. You can access over 60 forms and schedules in Spanish on-screen, in print, and in Spanish. To ensure that your team has the support it needs, you can get bilingual product support.

Thomson Reuters UltraTax CS professional software can automate your entire business and professional tax preparation. Access to a wide range of federal, state and local tax programs, including 1040 individual, 1120 corporation, 1065 partnership and 1041 estates & trusts as well as multi-state returns. UltraTax CS seamlessly integrates to other Thomson Reuters solutions such as CS Professional Suite or Onvio cloud software. This means that you don't lose any billing hours for manual processing. A customized, end-to–end solution that uses cloud computing, advanced data sharing, paperless processing, and custom software to meet all your tax workflow requirements. You can view input, forms, previous year input, diagnostics, etc. on up to four monitors simultaneously. A checklist is used to start each year. It instantly pulls in data from the client's last year's return. Automatically link returns using Tax ID numbers.

Drake Tax has many features that will help you prepare and process customer returns quickly and efficiently. So you can focus on the important things -- working with clients and building your company. Drake Tax makes it easier to do everything faster and speeds up the process of preparing a tax return. Just a click away, you can view the full return and calculate results. You can mark items in any text box, checkbox, or amount on a tax return as verified, flagged to be reviewed, or noted for review. DoubleCheck will flag an item for review if the information for a verified item is changed. Shortcut keys and macros make data entry easier and reduce keystrokes. Data flow automatically from federal return to state or city returns with override options. As needed, state and city returns are generated. Automatic credit for taxes paid in other jurisdictions Drake Tax also auto-fills ZIP Code and EIN entries.

You can tackle even the most complex returns with confidence and efficiency. Multistate, K-1s, consolidated companies, and other support options allow you to serve a wide range of clients. Modules include 1040, 1041 and 1065. 1120, 1120S. 706, 709, 909, 990, 5500. Automated calculations for depreciation and amortization, as well as debt forgiveness, can increase accuracy and efficiency. You can access relevant guidance at any time you need it, in context, and without interrupting your workflow. You can speed up data entry by having direct access to all forms and a flat, worksheet-based design. You can easily track missing client data and send online requests with just a click. This saves you an average of 23 minutes. Save an average of 29 minutes by automatically importing partnership, S-Corp and fiduciary tax data between individual returns and business returns. Advanced diagnostics automatically detect errors and omissions, giving you more peace of head.

CCH®, ProSystem fx® suite - Get integrated tax, accounting, audit, and workflow software tools all in one award-winning product. Integrated tax and accounting tools can increase productivity and profit. CCH®, ProSystem fx® was developed by experts in tax and accounting research and is used by most of the top accounting firms and businesses in the country. CCH®, ProSystem fx® is a comprehensive tax, accounting, workflow solution. It allows you to increase accuracy and efficiency, security, and enhance client relationships. Increase revenue opportunities.CCH®, ProSystem fx® Tax can handle all types of federal returns and state returns. It also offers extensive electronic filing services and automates computations and report generation. A suite of integrated solutions, including document management, firm management and knowledge management, can improve workflow. Standardization of processes and workflows can help mid-sized firms improve efficiency.

With professional tax software that you can access from your web browser, you can tap into the strength of Intuit. Discover why Intuit ProConnect Tax has been voted the best cloud-based professional tax software. Get the best productivity tools and powerful diagnostics that have been developed over the past 40 years, and then move them to the cloud for maximum convenience. Software that integrates with your existing process, connects to QuickBooks and supports your practice as it grows. You can rest assured that your data is safe and sound, protected by Intuit's security team, advanced security tools, monitoring, and other security features. Access over 5,700 forms for 1040 and 1041, 1065, 1065, 1065, 1065, 1120S 1120S, 709 and 990 tax returns. With more than 20,000 automated calculations, you can handle the most complicated tax situations. With more than 21,000 diagnostics and suggestions, you can prevent e-file rejections or missed deductions.

Firms that aren't fully committed to a digital tax workflow solution for their clients can waste time and leave clients unhappy. It is inefficient to have steps that can be automated but others that require you to shuffle papers. Technology can work against you, not for, if every step of your tax preparation process isn't working together. Automated tax preparation workflow software saves time and makes it easier to track your progress. This allows you to satisfy clients while also satisfying staff. From obtaining client source documentation to reviewing and approvals, every step is faster, even the last step, which is getting paid. Digital tax preparation allows clients to be imported digitally, reviews can be done on-screen, and returns can be signed and filed electronically. Tax workflow automation makes it possible for your firm to do more with less effort by eliminating manual data entry and inefficient manual processes.

IRS Solutions is a full-service tax resolution software that helps tax pros save time while dealing with the IRS. Become more efficient in your operations with an automated software solution to manage IRS collection cases, OICs, and responding to notices. IRS Solutions makes running and growing your tax resolution business easier than ever. Up-to-date on the latest forms and notices the IRS uses for collections and audits, soyou can be confident in front of your clients when facing the IRS. Why IRS Solutions? - Get alerts 3-6 months in advance of a client being audited. - Pull multiple years and clients in a matter of seconds. Request Bulk Transcripts, CAF checks, Audit Alerts and IRS Action notifications using IRS Solution’s API. - Find all the necessary IRS forms that you would need to start and complete your clients' resolution cases. - Automated Solution Recommendations will let you know what you can and can't do as well as what offer would most likely be accepted by the IRS. - Penalty Abatement opportunities notifications to alert you when a client likely qualifies for a first-time abatement. - Automatically combines the transcripts and your clients’ financial information and creates a beautifully laid out report.

CFS TaxToolsTM is the most popular program in the tax industry. Print worksheets with your firm name and the client's name in professional quality format. These can be attached to the tax return, or presented to the client along with an invoice. TaxTools can also generate them. There are hundreds of tax forms included, many of which are not available in tax preparation software. The form can be mapped with client information. Clients may save multiple versions of a form. The printed form will print exactly as it appears on screen. Many forms can be emailed as a PDF. You can use these financial calculators to calculate the average cost of mutual funds and for calculating loan and investment options. Flowcharts let you answer a series questions to determine your filing status, inherited IRA options, and whether the taxpayer falls within the "Kiddie Tax". You can update from the internet if forms or laws are changed. Data backup and restore.

Tax planning was difficult for small business owners until now. Complex IRS codes, complicated projections models, and no professional assistance. Tax Planner Pro makes all this possible with an easy-to-understand interface and professional guidance. Once you connect your financial data to Tax Planner Pro, our tax strategy tool called IVAN will analyze and create a custom tax plan for your company and you. We will show how to reduce your tax bill by just $1.00. It may take five planning ideas, or it may take thirty, but we will reduce your taxes! Tax Planner Pro automatically syncs to QuickBooks Online every week. It takes only a few minutes to set up and is very easy.

It's easy to share documents and information with clients and streamline your workflows. With a professionally designed client portal, you can create your virtual office. Your clients have 24/7 access to their files. Your portal can be accessed from any device, any time, anywhere. Add your logo and a subdomain to bring your brand to the forefront. Your logo will be displayed on your login, portal, and in all email communications. Other client portals force clients into their closed file-systems. ClientTable is the only portal that allows you to connect directly to your cloud storage drive. Portal documents can be accessed via your storage web interface, desktop or mobile application. Clients can automatically share files saved to the desktop through the portal. Any folder or item can easily be shared, with the ability to share subfolders and items.

The software is easy to use and provides error-spotting diagnostics so you can prepare returns quickly and confidently. ProSeries is the #1 professional tax software. Over 60,000 professionals choose it year after year. With timesavers integrated into your workflow, you can save more time on every return. To quickly find the right forms and data entry fields, simply describe what you are looking for. With the ability to quickly identify any fields that require data, you can save 23 minutes per return and send an email request to your client in just a click. With comprehensive diagnostics that pinpoint errors and point you to the right solution, your returns will be done correctly. You can create a solution that is right for you and only pay for what you use. For significant savings on each return, consider purchasing packaged bundles.

Project accurately estimated tax payments, capital gains, as well as taxes for residents and nonresidents. Income Tax Planner allows you to plan for tax consequences resulting from stock sales, Roth conversions, marriage, and other events throughout the year. We are a proven leader in being first to market, so you can be sure that the most current tax law has been implemented. With in-depth analysis and comparisons of side-by sides, clients can be shown accurately and efficiently what their tax situation looks. Your clients will benefit from accurate, professional, and efficient plans that help them reduce their tax liabilities and make smart decisions. Easy modeling and navigation of complex tax situations. Bloomberg Tax & Accounting's tax expertise, in-depth analysis, projections, and other tools will help you plan the best course for your clients' retirement, tax, and investment planning.

Your clients can easily fall behind as tax legislation changes rapidly. You can help your clients stay ahead of the tax filings for the next few years by intelligently designing strategies. Thomson Reuters Planner CS tax planning software is updated throughout the year to reflect new regulations. This makes it easy to give clients detailed insights. You can run analyses that consider multiple scenarios, such comparing married filing separately vs. joint filing separately. Then, you can compile your projections into easy-to-read, sleek presentations. Planner CS offers powerful tools that can help you save time and ensure accuracy. It will also help you present a professional tax analysis to help your clients make the best tax planning decisions. You can develop strategies to reduce tax liabilities for your clients, track carry-forward items for the future, calculate payments, or any combination thereof. Simple navigation and time-saving templates allow you to quickly and easily analyze complex tax planning requirements for your clients.

Get organized and work together with all the tools that you need to scale your business. Track and organize conversations, emails, notes, interactions, and other communications with clients. All information related to your client is available on one screen. Send winning proposals to clients and prospects. Automate your engagement letters to achieve clarity and efficiency. A well-designed and easily understood workflow will make it easier for your team to work faster. Never allow client work to slip through the cracks. Each team member is updated with their daily work via our new agenda dashboard. Complete tax return delivery solution, not just form 8789. Provide clients with detailed instructions on each client form, including payment vouchers. Collect signatures for 8879 and other custom documents. This works for both US-based and non-US companies. KBA is available, making it an IRS-compliant option. This module allows you upload any document you wish to get signatures.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

It is the most popular application for taxation and document management on the Greek market. It is a versatile application with unparalleled design quality. The Scientific Department of Epsilon Net guarantees that it will work as intended. Clearance of personal income tax with accurate and complete calculations, including direct adjustment of calculations using the most recent coding of Income Tax Code. Multiple informative printouts are available for the calculation of installments of income taxes, calculation of proofs or receipts, printouts with comparative sizes of incomes, expenses, and proofs in comparison with the previous fiscal year, and a complete paycheck with an analytical reflection of all amounts in the calculation. All tax documentation must be provided to each accountant and accounting office. Data extraction from the registrations, automatic calculation, and filling out of Personal Income Tax Forms, Intrastat, and VAT-VIES.

Taxware Systems provides a complete line of tax software that is designed for tax preparers, by tax preparers. You can track the status of your returns throughout the entire electronic filing process. You can search for the information you need quickly and efficiently with a variety of intuitive filters. Our program can compare your clients from the current year with those from the previous year to create a database of tax payers that you haven’t worked with yet in the current fiscal year. This database allows you to send 4868 extensions to all of your clients at once. You can save time and no longer need to scan signature documents. You can digitally sign PDFs with e-signature software from third-party vendors. Taxware integrates with EPS, Refund Advantage, and TPG-Tax Products Group so that our clients have a wide range of options for both product and service to help them grow their business. Taxware charges no hidden fees.

CPAs and small firms can use the most comprehensive, easy-to-use professional tax software. ATX is perfect for both individual tax preparers and small businesses. It features a simple, forms-based interface, and the industry's most extensive form library. It is designed to help you and your support staff get up and running as quickly and easily as possible. It features a user-friendly design that makes it easy to process and efile returns quickly and with minimal errors. Over 6,000* tax compliance forms in a huge library. Additional integrations are available to make it easier to import tax information and share files with clients. Check Return allows you to identify e-filing errors and omissions. Refund Meter allows you to track the amount of refund or balance due for each entry. You can easily navigate between forms using Page, Worksheet, or Form tabs. Federal, state, and local returns, including 1040 and 1120, 1120S and 1065 and corresponding schedules.

Easy on-boarding and upload of Form 16 allows for all deductions, claim TDS, and e-file online. Automatically selects the correct ITR for your case. Easy user interface for DIY filers. Quicko allows you to import trade P&L. It also recommends the best tax regime, uncovers tax savings opportunities, and helps you calculate and pay taxes on time. Import dealer details simply by entering GSTIN. We prefill the dealer data directly from GSTN via APIs so that your purchase and sales credits are accurately reported. You can create, review, and share GST-ready invoices via API, Web, or Mobile. You can embed payment links and collect payments from anywhere. To offset your output tax liability, claim input tax credit (ITC). You can use ITC optimally by importing cash and credit ledger data directly through GSTN APIs. With a single click, upload GSTR to GST We send your data directly via APIs to GSTN so you never miss a deadline.

Thomson Reuters Workpapers CS simplifies processes by allowing instantaneous collaboration, the ability to manage documents from a variety sources, and the ability for data and documents to be managed. Integrated research and tools are combined with powerful reporting capabilities to provide one solution for guidance and engagement for clients. You can collaborate in real-time with your team using a single interface, single-database structure. There is no need to sync, import or export information. Workpapers CS is available as a cloud-based installation or a local installation. This allows you to make a positive difference in the lives of your clients' businesses. The advanced binder system, configurability and power efficiency features make it easy to work. Import data from a spreadsheet to quickly verify client balances and transfer it to tax returns. All team members have simultaneous access to tax papers and trial balances. Each role has its own dashboard.

Lost client files are gone. You don't have to spend hours searching for misplaced files. To optimize your employees' time and ultimately improve your company's bottom line, all client information is centrally stored. You can customize work-flows to suit your business's needs, such as tax preparation, bookkeeping and IRS resolution. You can reduce paper and toner costs by electronically storing, tracking, and accessing client files. Staff and clients can quickly access documents with just a few clicks. This is not your average Client Portal. We didn't stop with just sending and receiving tax documents. ATOM allows clients to send messages, schedule appointments and make payments. They can also check the status of their tax returns. Did we mention that they can do all of this on their phones?

TaxSys®, a hosted web-based tax calculation and billing, collection, cashiering distribution and revenue management system, is available. TaxSys is used by our clients to collect and distribute billions in revenue every year. TaxSys, when combined with our suite of special purpose web applications, allows our clients to make significant savings in both time and money. The highest level of client satisfaction is achieved by a dedicated team of full-time professionals, including software developers, information system administrators, business analysts and technical writers, as well as project managers.

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).

A simple-to-use accounting management system that allows you to scale your business, manage your staff and meet your deadlines. You can delegate tasks and see the work of your team from a bird's eye view. Budget hours, run reports and invoice clients. All client information can be stored in one place for your entire team. Automate client data collection and follow-ups. Your passwords can be securely stored in one place for your entire team. Integrate with QuickBooks to sync your data and clients. You can attach and exchange documents with your clients and team. Increase firm profitability by identifying unprofitable customers. To streamline your workflow and maintain high quality work, you can use our best practices workflow templates (or make your own).

Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.

DT Practice provides a unique, big-picture view that gives you valuable insight into your business. It also guarantees unparalleled client service and ensures your firm's peak productivity. DT Practice is more than an accounting software. Time-saving paperless billing features allow you to bill clients quickly, create customized electronic invoices, statements, publish invoices online, and accept credit card payments. You can quickly and easily record time and expenses, and bill clients using any billing method (fixed-fee or progress), and you can even accept credit card payments. You can also create custom invoices and statements, track and record accounts receivable transactions, and create detailed reports. To improve client service and reduce time, you can now quickly create secure client portals in DT Practice.

Over 4,000 Swiss tax advisors and trustees - from small businesses to large corporations - rely on Dr.Tax Professional. Dr. Tax is the Swiss standard in taxation, with an estimated 1,000,000 tax returns each year. We are proud of this. Dr. Tax Professional is able to meet the most stringent demands of tax professionals, and it leaves only a few requests unfulfilled. We are currently working on this. Dr. Tax Professional software makes it easier to create and manage tax returns faster, more accurately, and more efficiently. The powerful tax solution includes almost all forms for all 26 cantons. Dr. Use Tax is easy to use because of its intuitive interface. You will receive important additional evaluations to assist you during the consultation process.

Sigma 1040-TW Sigma Tax Pro's most customizable package. Sigma 1040-TW provides everything you need to make this tax season a success for your tax preparation business. The 1040-TW product is available in both web-based and desktop versions. If you need to file business returns like Forms 1120 or 1065, you will need the desktop version. Sigma clients have a dedicated account manager who will assist them with tax preparation and software support. Sigma offers a wide range of bank products to ensure the best customer experience. Clients can get their refunds faster and easier by choosing to have them sent directly, or printed in the office. Sigma 1040-TW also offers a premium software solution. It comes in multiple formats, including Executive, Power, Executive Accounting, and Power Accounting. You can choose the Sigma 1040TW format that best suits your needs.

MyTAXPrepOffice makes it easy to save time during tax season. The client information sheet links directly to both the federal and state returns. You can work line by line, or select the form that you require for quick efile transmission. Expert customer service is available via chat, email, and phone. Remote access, integrated training videos, live webinars and integrated webinars make it easy to get help. Our support is unrivalled by the competition, with a 24/7 live chat during tax season, and a short hold time. You can work from anywhere and on any device, including a PC, Mac, tablet, or phone. You can work from anywhere, whether you're at home, at the office or on the move. You can continue working even when your internet connection is down. MyTAXPrepOffice is packed with productivity tools that make tax preparation quick, easy, and accurate. Our unbeatable price includes excellent customer service and an easy-to-use, professional product.

You can manage CPAs by identifying what is needed for which client and when. Drag and drop to reprioritize and reassign work. Filter your view by due dates, status, assignee and more. This ensures that all tax preparers are always in the know and the work never stops. You can instantly pull all of your email inbox to take immediate action. You can leave a comment for tax preparers on your team, tag staff to take actions, file the correspondence into a digital client folder and add it to you to-do list. Or, simply reply as usual. You can either modify pre-made templates or create your own to make it easy for your team to follow the same workflows. Once a task has been marked as complete, the next one is automatically assigned to the correct tax preparer and appears in their to-do lists. You can keep every client's email, document, task, etc. organized at your fingertips. You can view a complete audit history in one glance. You can even pin important items to the top so you can quickly access them.

HubSync is a Tax Integration Powerhouse. HubSync was created by tax professionals for tax professionals. It addresses your problems and allows you to concentrate on your clients and not worrying about wrangling tax data or dealing with complicated tax processes. You can collaborate with your team from anywhere, via the cloud, in real-time. You have unlimited insight with the reporting and analytics capabilities available to you. Automate and simplify the tracking and analysis of key performance indicators and metrics. Simple alert mechanisms ensure that you don't miss important dates. HubSync was created to harmonize disparate data. This reduces complexity and helps clients maximize their investments. HubSync combines the simplicity of consumer-friendly applications with enterprise-grade functionality.

Software for Practice Management, Tax Production, and Accounts Production. Combine our software with the tools you most use. Accounting practice software will help you run a more profitable and efficient practice. It will also streamline your client work. Easy and cost-effective tax and accounts production. It is easy to use and provides excellent value for money. It is used by accountants and finance professionals in business to ensure that tax compliance and accounts production run smoothly and effortlessly.

A cloud-based solution for tax preparation, compliance, and workflow. CCH Axcess tax is the core of a digitally simplified tax process. It delivers a cloud-based, award winning tax preparation and compliance solution. CCH Axcess tax creates a more efficient and accurate tax workflow that will increase productivity and profitability. CCH Axcess tax will allow you to spend less time managing, organizing, and searching for documents. This will leave you with more time for billable activities and a better work-life balance. CCH Axcess Tax makes tax preparation and compliance easy with thousands of automatically calculated forms and schedules for federal and state entities. It also includes robust diagnostics and an advanced electronic filing system. CCH Axcess tax is best used by a team that is prepared to maximize its potential and maximize your ROI.

File In Time task management software and due date tracking software makes it easy to keep track of all your projects and filing deadlines. You can help your firm run more smoothly by making sure you don't miss a filing date. No matter how many tax returns you file or how many clients your firm has, you will always be in control of your workload. You can instantly roll-forward completed tasks to create a due date list for next year. You can keep track of each task's progress (up to 40 status fields) and automatically keep a record. You can easily create custom services or assign services with built-in dates to nearly 200 federal and state income taxes returns. You can create tasks for all your office jobs. Each task is identified by the client and includes relevant dates and the service being offered, such as a tax filing or office meeting.

Our web-based Tax Series Software Suite is powerful, intuitive, and simple-to-use. It meets corporate tax needs throughout the year, from the beginning until the end. Tax Series Software offers comprehensive and complete support for tax management and personnel with its simple interface and global collaboration. It provides intuitive navigation and high efficiency in producing tax returns. TTI Compliance products integrate with Tax Series' provision and data collection functions. Clients can maximize output with minimal input. This powerful and comprehensive solution is designed to quickly and efficiently calculate global provision calculations within the limited time frame given to corporations by the SEC corporations.

You feel trapped because you are overworked and undervalued. Clients need a trusted financial partner. TaxPlanIQ is here to simplify your life and show the immense value you can offer. Jackie Meyer, our founder, overcame the many challenges that frustrate most firm owners. The result? The result? A thriving business that earned hard-earned money for her clients. These business-building best-practices are now used to coach thousands of accountants, transforming their businesses in the process. Together, we'll walk you through your first tax plan so that you and your clients can see the return on investment. This platform is designed to increase your value and give your business control. Every accountant firm owner should have the tools to make their work easier and show clients their true value.

Holistiplan uses advanced OCR technology to read tax returns and create a custom, white-labeled tax report with all relevant observations in seconds. Yes, it takes seconds. Holistiplan creates a clear and easy-to-read client deliverable. It includes your logo at the top, and your disclaimer at bottom. It can be saved to PDF and emailed, or printed out for review with your client in person. It can be used in any way you choose, it is a valuable and unique touchpoint. OCR technology can also be used to pre-fill a scenario analysis screen, allowing advisors immediately to identify key income breakpoints for tax planning opportunities such as ROTH conversions and tax-efficient withdrawals. Advisors can also use this screen to identify charitable giving opportunities, ROTH conversions, ROTH conversions, and tax-efficient withdrawals. Holistiplan provides tax planning to every advisor so that they can bring it every client.

We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.

You can track, calculate, and analyze federal and corporate income tax attributes over multiple years to achieve new efficiency. This includes net operating losses, carryforwards and carrybacks. The most accurate state tax analysis software automatically unifies and shares tax data to simplify provision, compliance, audit, and audit. This software allows you to create multistate tax strategies that are the best.

CCH iFirm can help you monitor and streamline all aspects of your tax and accounting company. The CCH iFirm Suite solutions will help you improve your office's processes, both internally and with clients. Automate your workflows and increase visibility to help you work more efficiently and offer faster service to clients. A customizable portal allows you to quickly and securely exchange documents between clients and internal staff. All client information can be centralized in one secure location to improve accuracy and make it easier to access. Schedule a demo to see CCH iFirm® Practice Manager or CCH iFirm® Client Portal. A Wolters Kluwer Solutions Consultant is available to answer any questions and help you find the right tools in your office.

Easy to create, verify, file and submit your 1099 MISC forms with the Federal & State compliant efiling platform -Tax1099. Trusted by more than 100,000 businesses Join us today! All your payers and companies are accessible in one place. You can file any type of form you need for any payer right from your account. To get started, you can either create multiple payer profiles or import your data. Our guided notice management tool will save you time and make compliance easier. The built-in notice management dashboard makes it easy to organize your communications with IRS and other parties. Our 256-bit bank-grade security measures will protect confidential information. Two-factor authentication can prevent unauthorized access to your data. Add users and give authority to select users. You can restrict or allow users to view all data in your account.

Clarity Practice Management (CPM), a client-centric SaaS for accountants, tax preparers and CPAs, is the first of its kind. We help you increase the value of your business while significantly reducing the number of non-billable practice management tasks. Clarity Practice Management was born out of an IRL (in real-life) accountant-client relationship that was established ten years ago. Clarity Practice Management (CPM), a client-centric SaaS for accountants, tax preparers and CPAs, is the first of its kind. We help you increase the value of your business while significantly reducing the number of non-billable practice management tasks. There is no other platform that allows service providers and clients to meet on one platform.

Our industry-leading platform delivers the highest return on investment, and is the fastest and easiest to deploy. It revolutionizes the way businesses do their tax operations and manage FATCA and CRS compliance. Are you looking for a reliable and scalable tax compliance solution that can be easily integrated into your existing systems and processes? Discover how our fully automated FATCA/CRS platform is delivering value to businesses of all sizes. You can easily integrate our fully automated, scalable online customer portal and tax operations validation portal into your existing systems to demonstrate compliance and reduce your risk. Our fully automated online customer and investor portal allows you to grow your user base, provide a superior investor experience, and reduce your risk.

Professional tax software designed by and for tax preparers. Prepare 1040 federal, local, and state tax returns. In-season wait times are less than 60 seconds There are no additional fees. Get your clients their refunds faster and get paid quicker. We have partnered with the largest banks in the industry to make it simple to sign up in just seconds. Our customers return year after year because of our reliable software, skilled support team, and integrated banking products. Access TaxSlayer Pro Web from any device that has an internet connection to prepare returns wherever you are. TaxSlayer Pro Classic provides everything you need to prepare, file and send your clients' tax returns. You can access tax information from clients anywhere you are with our mobile app. You can eliminate the need for clients to wait in line at your offices. TaxesToGo® allows you to save time and retain more clients.

There is often confusion about what tax advice and consultancy is when it comes to tax services for business owners. Are you able to price, market, and deliver a sustainable tax consultancy & advice service for your clients? Define your tax services, and the levels of tax advice and consultancy services you offer your client. Access resources to help you price your new tax advice and tax consultancy service levels. To convert more tax work, download templates and content. Access the expertise and resources to help you identify the tax advice needs of your clients. Diagnostax integrates seamlessly into your business and provides a profitable and sustainable tax advice and consulting service. Our services, tools and products, as well as tax experts, cover all aspects of tax advice and consulting, from engaging clients to discuss tax to diagnosing the tax advice they require to the delivery and implementation of that tax advice.