Alternatives to Pascal Workflow

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.

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.

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).

Jetpack Workflow, a workflow management tool, helps businesses standardize and track their processes. This allows them to do more work and prevents tasks from falling through cracks. We have over 16K clients worldwide and help business owners meet deadlines, track their team progress, and grow their practices without worrying.

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.

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.

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).

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

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.

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.

Senta, a cloud-based, dynamic platform for practice management, was created to make accountant practices more profitable and scalable, as well as to provide great customer service. Senta practice management allows you to power up your accounting or bookkeeping practice with a simple-to-configure CRM and powerful workflows, integrations, and our best client portal. We will help you grow your business and provide outstanding service to your clients every day. Senta can help you automate your work, and provide all the information you need to grow a service-oriented culture.

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.

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.

TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling. TPS offers an option for a multi-office database that allows the firm to operate one data file but report by the office and partner. TPS includes the latest in analytical tools including MS Power BI. It also offers a full MS Office 365 Outlook bi-directional synchronization. If needed it also offers a full QuickBooks Online bi-directional synch and portal. TPS also works closely with its clients to ensure the system provides the simplest, yet most flexible methods for all the elements of the program.

All-In-One Practice Management Software designed by Accountants for Accountants. Mango Practice Management is a client-friendly suite software tools that makes it easy for small and large firms to run smoothly. It doesn't matter if you bill by time or per project, it is important to keep track of all time spent working with clients. Quickly generate invoices and send them instantly to get paid faster. With streamlined workflows, task management and workflows, you can manage all your due dates. You will be able to hit the ground running with out-of-the-box accounting templates. Secure file sharing and eSignature are the next generation. You can now share and request signatures directly from your email inbox. Mango Practice Management was created by accountants to help them run modern accounting firms more efficiently. Mango helps you identify your most profitable clients, products and associates. It gives you all the information that you need to make informed decisions.

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.

The organization of tasks, workflows, and documents ensures that you can communicate quickly and easily with your team. This helps to increase productivity and reduce costs. 4Decision offers non-stop online access to financial data and documents for all companies. It meets high standards and provides non-stop online accessibility. It is a cloud-based, intuitive, user-friendly and completely secure system. It can be used to automate office tasks and the processes that are associated with clients' accounting services. 4Decision automates tasks, which results in higher quality and greater effectiveness. 4Decision improves the efficiency of all professional tasks and workflows. It helps businesses manage, control, and monitor tasks and workflows at all stages. 4Decision is an online service that allows you to issue and manage sales invoices. 4Decision automates data input, documents input, everyday tasks, and workflows to make it possible to organize the financial department and accounting firm.

Automate your practice to save money and time. Streamline your workflow by reducing administrative tasks. With high client expectations, siloed technology, and tedious admin burdens, it's never been harder to run your business. This marathon can be turned into a sprint by using a solution that you don't need to think about. It will allow you to get away from the back-office and focus on the real work. Aiwyn's platform integrates your firm's tech stack to improve revenue visibility, speed up payment cycles and enhance client experience. Receiving payments faster and turning days of outstanding sales into outstanding sales days is possible by strengthening overdue AR processes. In less than one minute, you can generate engagement letters. Spend less time managing invoices and more on ensuring that your clients' voices are heard. A platform that allows your firm to find, deploy and integrate 3rd party solution providers.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

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.

ProfitSolv offers a complete suite of billing, payment, and software solutions for legal and accounting firms, as well as consulting, architecture, engineering, and other professional service firms. ProfitSolv is customer-centric and product-centric. It helps clients provide better service and increase their productivity, efficiency, and revenue. ProfitSolv's powerful and easy-to-use tools allow firms to increase their billable hours, get paid faster and automate invoicing and payment, integrate systems and many other benefits.

Tessaract, a powerful business management software that is cloud-native and code-free, automates workflows to help professional services firms in B2B grow their business. Tessaract offers many modules, including practice management, case management and workflow management.

Star is a trusted international supplier. Star's success stems from its extensive experience and knowledge of what firms need. Star then applies that knowledge to provide a personalized service to medium-sized and large professional firms around the world. Star has the most powerful and comprehensive functionality of any practice management software designed for accounting firms. Mobile applications for expense and time entry are designed to help you keep your business moving no matter where you are. Apxium's payment portal automatically processes all client payments, which allows you to pay your bills faster and with less effort for both you and your clients. This comprehensive functionality allows you to fully control and view your resources, allowing you to manage your most valuable asset, people.

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

Simplify write up, A/P and A/R, payroll reconciliation, asset depreciation and financial reporting. It includes more than 30 forms, such as SUTA and 94x, W-2 and 1099. You can automatically file forms 940, 941 and 944 with the IRS. A tax preparer PIN (Personal Identification Number) is required. To get ahead of tax time, export data to Intuit ProConnect Lacerte and ProSeries tax software. ProConnect EasyACCT Writing-Up is a robust solution that can help you save time and increase productivity when working with clients. EasyACCT has more than 30 forms including SUTA and 94x, W-2 and 1099. It's also regularly updated. It includes all the modules that you need to perform accounting operations and end of period tasks, including A/P and A/R writing-off, adjustments for fixed assets, compilation reports preparation, and other key functions. All the forms you need for servicing payroll clients are included. These forms are regularly updated to ensure that your clients' payroll records are current.

Replace 8+ different programs with powerful tools for workflow management, client tracking and automation. Atlas automatically updates your events calendar and generates workflow tasks based on incoming client requests. Atlas Chat allows clients to instantly access Atlas Chat and execute tasks, such as event scheduling or task creation. Ask Atlas anything. Ask Atlas anything. Atlas composes emails on demand, drafts responses to all incoming emails and updates workspaces based on email content. With detailed insights, you can explore productivity data and time allocations. Analyze the productivity of your employees, clients and most valuable clients.

Award-winning software for accounting and tax. For individuals and practices, the software offers simple, practical, and innovative solutions. You can now manage clients, tasks and workflows throughout your practice, as well as the entire TaxCalc ecosystem. You want complete visibility of every work that is being done in your practice. Want instant access to all client information? You want to cut down on admin, maximize chargeable time, and bill more accurately. Do you want to be more organized and more efficient in all you do? Our powerful PM toolkit is flexible, affordable, and puts you in charge. This allows you to spend more time on growing your business. No matter if you're a start up with ambitious goals or a large company looking to improve efficiency and productivity, there's one name you can trust to help you achieve more. Change the game. TaxCalc is the best practice management.

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?

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.

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 want to be innovative and customer-oriented so that clients can be guided online. You want to give clients more than they can handle and make sure they are ready for the future. You are well on your way towards fully automating the processes. Next is (online) communication. You want to do that! Your clients have one online portal that allows them to organize everything quickly and easily. This allows you to respond to today's client's needs: transparency, speedy service, and the convenience of the internet. Client Online Professional will allow you to quickly see what's happening and can provide proactive advice that allows you to offer the client added value. Client Online allows communication between employees and clients of an accountancy firm as well as between the client and the requester. The emphasis is on efficiency and online counseling for clients.

All your client information is available in one place, instantly. From documents that clients can sign digitally to automatic reminders for clients. AccountingHub allows you to manage information and collaborate easily with your clients. Online access to documents, forms and client information will save you time and reduce client requests. Clients can send or retrieve information at any time, allowing them to enjoy a hassle-free and secure online experience. All your client information is available instantly in one place, from documents clients can sign digitally to automatic reminders. AccountingHub allows you to manage information and collaborate easily with your clients.

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

One accounting management system that combines document management, workflows, client experiences, and document management. The most interconnected accounting platform for tax, audit advisory, management consulting, compliance, and management. Avii offers a comprehensive suite of applications that will enhance the automation of your firm and make your clients' experience better. No matter your company size, process or goals, you can choose to use the entire suite, or just the solutions that you require today. Secure document exchange within your organization Your clients can benefit from collaboration and document and task management. Allows you to customize the information flow to individuals and teams. Key information is exposed that will help you drive your company's success. Avii Intelligence powers the entire platform, bringing together all your experience. Avii Intelligence can help you improve your use of technology to achieve better results for your clients.

The next generation of online software for accountants offers unprecedented flexibility and client support. Thomson Reuters Onvio represents the next evolution in online software for accountants. Onvio allows your team to collaborate online by bringing together key elements of your daily workflow. UltraTax CS integration gives you a solid set of tools to help your clients. It's accessible from any device so clients and staff can interact wherever, whenever, and however they want. Onvio provides enterprise-level security, making it the best choice for protecting your clients. Online software for accountants, which includes document management, time billing, client collaboration, and project managing.

Ledgersync can consolidate your client's bank transactions and credit card transactions into an accounting software of choice. You can also gather client sub-Accounts. LedgerSync is a complement to Quickbooks, Xero and Freshbooks. It is not a competitor product. Our customers often ask us what makes you different from QuickBooks online. QuickBooks and Ledgersync are both available to you as a CPA and provide an online dashboard that allows you to securely manage all your client transactions. Ledgersync allows you to connect to QuickBooks Desktop and Online versions, as well as other accounting solutions. Our complementary software will transform 2 hours of accounting into 30 minutes by automatically importing the financial transactions and financial data from your client.

We know that every accountancy practice is different. The IRIS Accountancy Suite was designed to be flexible. To meet the diverse needs of your clients, simply choose from the list of available accountancy software modules. Our accounting software has a proven track record of compliance and offers the most comprehensive portfolio of integrated and automated solutions to any thriving practice. You can browse our entire product range to find the right solution for you business, or contact our friendly advisors who will help you choose the best accounting software for your needs.

Advanced Accounting, Automated. A platform that automates mundane tasks so professional accountants can focus on what is important: their customers. Eleven is multi-currency and multicompany compatible and highly scalable, with the ability to process high transaction volumes. Eleven allows accountants to manage more clients. This benefit is achieved through several key features. Eleven allows clients and firms to collaborate in real time. It allows for quick responses to questions and the exchange of data and documents. Eleven automates repetitive tasks by creating transactions from documents. This allows you to focus on delivering high-value tasks and controlling the transactions. To have data extracted from documents and automatically sorted according to journals and fiscal years, you can upload them in batch. Even if you are performing manual transactions, you can save time by using templates for journal or analytical entries.

Athena Workflow is an accounting software that simplifies the accounting firm's workflow. It is your task management software that will simplify your life and help you save time, money, and organize your practice. This software gives you the ability to manage your tasks and jobs in a way that is both timely and real-time. This software will also meet the needs of every company. Our mission is to provide accounting practices with a North American software designed by accountants for accountants. It is intended to help them organize their accounting tasks and store various information in digital. A single software that empowers accounting practices and is an alternative to most accounting professionals, it also contributes to the well-being of the planet. It is your task management software that will simplify your life and help you save time, money, and organize your practice.

Get our accounting software adapted for SMEs now. Everything you need to make your accounting work efficient, easy, and reliable. Proven reliability is assured by millions of seats processed. The software covers all your SME Management needs. It is easy to install and use with a graphical interface. It has many benefits. You will enjoy a user-friendly Point of Sale Terminal software. Evolution towards a tactile environment, completely configurable and adaptable to different trade sectors such as hospitality, shops, workshops, and others. The Document management module allows each entry to be associated with a scanned document or image, pdf, spreadsheet, and so on. You can stop searching endlessly for documents in filing cabinets. Visionwin Accounting keeps them all and makes it easy to get copies at any time. Send copies of sales and purchase invoices to the SII System of the Tax Agency.

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.

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.

The OIC Tax Planner software is interactive desktop software that can be downloaded and installed directly to your computer. Your client data never leaves your premises. The OIC Tax Planner combines required tax representation forms with current IRS Offer in Compromise regulations into a single product. It is tax resolution software that handles Offer in Compromise and Installment Agreement, Currently Not-Collectible Spousal Defense, CDP, and other IRS collection cases. The OIC Tax Planner is designed for tax professionals with intermediate knowledge of the intricacies and tax representation. Our software has helped thousands of clients, just like you, to get the IRS acceptance of an OIC or Installment agreement for their clients. Automatic updates for data tables and forms are made available whenever IRS revises them. Calculation wizards and form calculations based on IRS financial standards are also provided.

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.

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.

Streamline your practice to increase productivity. Your staff will save an average of 10 hours per week in non-billable time over the next 30 days. This will allow you to spend your time growing your practice and providing outstanding service to your clients. Your firm will save time and money by replacing 5+ legacy systems with one seamless experience. All in one platform. All you need to do the job! All-in-one platform that allows you to manage your entire business. All the features you need to do your job in one place. Stop jumping between different platforms. Automating tasks can help you save time and money. Automating tasks can increase efficiency and productivity. Firm 360 allows you to work anywhere in the world. Your firm will be available to you 24/7.

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.

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.

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.

Thomson Reuters GoSystem tax RS is used by the 100 largest CPA firms. It is highly scalable and can handle any size firm's workflow. Clients can file all types of returns using the software, including multitiered corporate returns, life insurance returns (including mixed groups filings) and tax equalization returns. You will save money on maintenance, have fewer storage problems, and can rest assured that your business will continue to function. You can tackle the most complex tax returns such as multitiered consolidation return processing for corporations or partnerships. You can deploy your team simultaneously to a single tax return, so each specialist can perform their role simultaneously. Multiple layers of security are available to protect your data, including network security and encryption schemes.