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.

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.

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.

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.

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).

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.

Clarity Practice Management (CPM) represents a pioneering client-focused practice management SaaS designed specifically for CPAs, accountants, tax preparers, and firms of all sizes. Our platform enhances the overall value of your practice while alleviating the burden of non-billable management tasks that can consume valuable time. The inspiration for Clarity Practice Management originated from a real-life relationship between an accountant and their client nearly a decade ago. With CPM, service providers and clients can seamlessly engage through a single, user-friendly platform, setting it apart from any other service available on the market today. This innovative solution not only streamlines communication but also fosters a more productive and collaborative environment for all parties involved.

Enhance and optimize all facets of your tax and accounting firm with CCH iFirm, a comprehensive suite designed to refine both internal operations and client interactions. By utilizing the CCH iFirm Suite, you can automate workflows and gain better visibility, enabling more efficient work processes and quicker service delivery to clients. Safely and swiftly share documents with clients or colleagues through a customizable portal, ensuring streamlined communication. Consolidate all client data into a single, secure repository for enhanced accuracy and ease of access. Explore the features of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by arranging a demo without any obligations. Should you have any inquiries, a consultant from Wolters Kluwer Solutions is ready to assist you in identifying the best tools tailored for your business needs. Additionally, consider how these solutions can transform your operations and elevate your client service experience.

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

Effortlessly gather and distribute client documents and data while enhancing your workflow efficiency. Establish your virtual office front with a user-friendly and elegantly designed client portal that provides clients with round-the-clock access to their files. This portal is conveniently reachable from any device, anytime, anywhere. Enhance your brand's visibility by incorporating your logo and a personalized subdomain, which will appear on your login screen, within the portal, and in all email communications. Unlike other client portals that confine you to their restrictive file systems, ClientTable stands out as the sole portal offering seamless integration with your personal cloud storage. Documents within the portal can be accessed via your storage's web interface, desktop application, and mobile app. Additionally, files saved from your desktop can be instantly shared with clients through the portal, allowing you to share any folder or file, including sub-folders and individual items. With ClientTable, managing your client interactions becomes more efficient and user-friendly.

DT Practice provides a comprehensive overview that delivers essential insights for your business, guarantees exceptional client service, and maximizes your firm's efficiency. Beyond merely serving as invoicing software for accountants, DT Practice facilitates rapid accounts receivable turnover through efficient paperless billing features, allowing for straightforward client billing, the ability to design tailored electronic invoices and statements, online invoice publishing, and credit card payment acceptance. You can effortlessly and automatically log time and expenses while employing a variety of billing methods, such as fixed-fee, progress, and retainer billing. Additionally, DT Practice enables you to generate customized invoices and statements, meticulously track accounts receivable transactions, and produce detailed reports and summaries. In a further enhancement of client interaction, you can swiftly establish private and secure client portals within DT Practice, significantly improving client service and enhancing time management for your firm. This all-encompassing approach ensures that you are not only serving your clients better but also streamlining your internal processes for greater overall effectiveness.

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.

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.

Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.

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.

Taxware Systems delivers a comprehensive suite of tax software crafted by tax professionals specifically for tax preparers. You can monitor the status of your returns in real-time throughout the electronic filing procedure. The software features a range of user-friendly filters that facilitate quick and efficient access to the information you need. Additionally, it allows you to compare your current clients with those from the previous year, helping you create a database of taxpayers you haven't engaged with in the present year. This enables you to send form 4868 extensions en masse to all these clients! You can save valuable time and avoid the hassle of scanning signature documents, as our solution is compatible with various e-signature services from third-party providers and seamlessly integrates with Topaz Signature pads for easy digital signing of PDFs. Taxware also partners with EPS, Refund Advantage, and TPG-Tax Products Group, offering clients diverse options for products and services to expand their business. Moreover, Taxware prides itself on transparency, ensuring there are no hidden fees involved. This commitment to clarity reinforces our dedication to customer satisfaction and trust.

Companies that fail to fully embrace a cohesive digital tax workflow solution may end up squandering valuable time and disappointing their clients. An uncoordinated approach, where some processes are automated while others rely on traditional paper methods, leads to inefficiencies. When each segment of the tax preparation process operates in isolation, technology can become a hindrance rather than an asset. Utilizing automated tax preparation workflow software streamlines processes from start to finish, allowing staff to save time and ensuring that clients, who are often pressed for time, remain satisfied. The entire process, from collecting client source documents to conducting reviews and obtaining approvals, is expedited, including the crucial final stage of payment collection. In the realm of digital tax preparation, client information is imported digitally, reviews are conducted on-screen, and returns are electronically signed and filed, enhancing overall efficiency. By removing monotonous data entry and other outdated manual tasks, tax workflow automation empowers firms to increase their output while utilizing fewer resources. Consequently, adopting such technology can significantly enhance a firm's productivity and client satisfaction levels.

Transform your team's efficiency with automation that reduces expenses and conserves valuable time. Streamline your operations by minimizing administrative duties. In today's landscape, managing your firm has become increasingly challenging due to rising client demands, fragmented software systems, and overwhelming administrative tasks. Instead of a long-distance race, make it a quick sprint with an intuitive solution that allows you to focus on what truly matters. Aiwyn’s platform seamlessly integrates all your technology for improved payment cycles, enhanced revenue insights, and a more satisfying client interaction. Experience quicker payment collection, converting days sales outstanding into exceptional sales days by strengthening your overdue accounts receivable practices. Create engagement letters in under a minute, freeing you from chasing invoices and enabling you to prioritize your clients’ needs. This platform empowers your firm to discover, implement, and collaborate with third-party solution providers effortlessly, ensuring you remain ahead in a competitive market. Ultimately, this innovative approach supports a more agile and responsive business model.

Mango Practice Management is an all-inclusive software solution developed by accountants specifically for accounting professionals. This user-friendly suite of tools enables firms, regardless of size, to operate smoothly and efficiently. Whether billing is based on time or projects, it is essential to meticulously track all hours dedicated to client work. The software allows for swift invoice generation and seamless delivery, ensuring quicker payments. Additionally, it offers effective management of due dates through optimized workflows and task organization. Equipped with pre-built accounting templates, users can immediately start utilizing the software. The innovative system for secure file sharing and electronic signatures has transformed the way documents are handled, allowing users to send and obtain signatures directly from their email without the hassle of cumbersome portals. Designed by accountants, Mango Practice Management addresses the complexities of modern firm operations, helping users identify their most lucrative clients, products, and partnerships. With crucial insights readily available, decision-making becomes more informed and strategic. Ultimately, Mango equips accounting professionals with the necessary tools to thrive in a competitive environment.

4Decision streamlines tasks, workflows, and documents to ensure that communication remains user-friendly, clear, and efficient, while also boosting productivity and reducing costs. With high standards and constant online access to all financial data and documentation, 4Decision offers an intuitive and secure cloud-based platform. This system facilitates daily office tasks and processes related to accounting services for clients. By automating routine activities, 4Decision enhances the quality and efficiency of users' work. Furthermore, it improves the overall performance of all professional tasks and workflows, assisting in business management by enabling control and monitoring of tasks at every step. 4Decision also functions as a complimentary online service for creating and managing sales invoices, automating the input of data and documents, and optimizing the operations of financial departments and accounting firms. Users can expect a significant transformation in how their financial processes are organized and executed.

Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.

TaxCycle offers a comprehensive suite of professional tax software tailored for accountants and bookkeepers in Canada, simplifying the tax compliance process. This innovative software has expanded to include various modules that cater to firms of any size, ensuring that all tax compliance needs are met efficiently. With features that encompass forms, calculations, and essential tools, users can prepare tax returns for various entities, including personal, corporate, trust, and partnership returns, as well as information slips. It is designed to assist professional preparers in every jurisdiction across Canada, including the province of Québec. Users receive immediate notifications about potential issues, and Quick Fix solutions allow for instant resolution with a single click. Additionally, you can opt to disable unnecessary review messages, facilitating a more streamlined workflow. The software also supports multiple reviewers by providing review marks and memos for easy management. Its search functionality is designed to mimic popular search engines, enabling users to find information by keyword, line number, amount, account number, name, business, and more. Furthermore, within any form, users can search the text on the page to quickly access the specific field they need, thereby enhancing overall efficiency and effectiveness in tax preparation. With TaxCycle, accountants can navigate the complexities of tax compliance with greater ease and confidence.

Gone are the days of misplaced client files, allowing you to avoid wasting hours searching for disorganized folders. Client data is now systematically organized in a centralized location, which not only maximizes your team's efficiency but also enhances your company's profitability. You have the flexibility to tailor workflows according to your various business needs, whether it be for tax preparation, bookkeeping, IRS resolution, or financial planning. By opting for electronic storage, you’ll significantly cut down on paper and toner expenses, while also enabling swift access to client files for both your staff and clients with just a few clicks. This is more than just an ordinary Client Portal; ATOM goes beyond the basics of document exchange. Clients can also communicate through messages, schedule appointments, make payments, check the status of their tax returns, and much more—all conveniently from their mobile devices. With ATOM, you can securely keep documents and digital notes online, ensuring quick access from anywhere, anytime. This innovative approach not only streamlines operations but also fosters stronger client relationships by providing them with unparalleled accessibility and service.

ProfitSolv provides an all-encompassing suite of software, billing, and payment solutions tailored for various professional service firms such as law, accounting, consulting, architecture, and engineering. By focusing on a product-oriented and client-centered philosophy, ProfitSolv empowers these firms to enhance the quality of their client interactions while boosting efficiency, productivity, and overall revenue. Their robust and user-friendly solutions are designed to help firms maximize their billable hours, expedite payment processes, automate invoicing and billing, and seamlessly integrate systems, among other features. As a result, firms can streamline operations and improve financial outcomes significantly.

Tessaract stands out as a robust business management platform that provides an innovative cloud-native solution for workflow automation without the need for coding, enabling B2B professional services firms to enhance their growth by improving productivity and resource efficiency. It encompasses a range of modules, including practice management, case management, workflow management, document management, digital signature capabilities, and accounting tools. Our offerings prioritize client needs, with a strong emphasis on the legal profession, to guarantee optimal interactions. We adopt an ongoing development approach, continuously adapting to the genuine requirements of our users, which has refined the processes related to clients, cases, and documents into a remarkably clear and effective product. Ultimately, our commitment to evolution ensures that Tessaract remains at the forefront of business management solutions.

Revolutionary tax and accounting software that has received accolades for its effectiveness. It offers straightforward, practical, and groundbreaking solutions tailored for both practices and individuals alike. Now you can seamlessly oversee clients, tasks, workflows, time tracking, and compliance services throughout your practice, all within the comprehensive TaxCalc ecosystem. Are you seeking complete transparency in all ongoing work within your firm? Do you require immediate access to detailed client information? Looking to streamline administrative tasks, enhance billable hours, and ensure more precise invoicing? In essence, do you aspire to be more organized and effective in your daily operations? Our robust project management toolkit is designed to be scalable and cost-effective, empowering you to take charge and allowing you to dedicate more time to expanding your business. Whether you’re an ambitious startup or a larger organization aiming for improved efficiency and productivity, TaxCalc is the only name you can rely on to help you accomplish more for less. Transform your approach to practice management—opt for TaxCalc and redefine success. Discover the difference today.

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.

Star stands out as a reputable global supplier, drawing on its extensive experience and keen insight into the needs of businesses, which enables it to deliver tailored services to medium and large professional firms across the globe. The practice management system offered by Star is unrivaled in its depth and capabilities, specifically designed for accounting firms. With mobile apps available for recording time and expenses, the workflow remains uninterrupted no matter your location. Additionally, client payments are seamlessly processed through the Apxium payment portal, streamlining the billing process for both you and your clients, making it faster and more efficient. Star's system encompasses a wide array of robust features that ensure complete oversight and management of resources, allowing you to effectively oversee your most critical asset: your people. This comprehensive approach not only enhances operational efficiency but also strengthens client relationships through improved service delivery.

Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.

Levvy is an innovative platform designed for managing practices and workflows specifically for accounting, professional services, and business teams. It consolidates essential functions such as task tracking, client management, document storage, timekeeping, invoicing, billing, capacity oversight, and team collaboration into a single, user-friendly interface. Through customizable workflow automation, which can be achieved via expert-designed or bespoke templates, Levvy assists firms in minimizing manual follow-ups, streamlining approval processes, and maintaining timely client interactions. Additionally, it integrates effortlessly with popular tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier, facilitating a smooth data exchange across various systems. The platform also features real-time reporting and analytics, granting complete visibility into team performance, workload distribution, capacity, profitability, and overall effectiveness, which enables managers and firm leaders to make informed decisions regarding staffing, pricing strategies, and growth opportunities. With Levvy, businesses can not only improve their operational efficiency but also enhance their client relationships and overall success.

Streamline your operations by substituting multiple software applications with robust tools for workflow management, client tracking, and automation. Atlas seamlessly updates your calendar events while transforming incoming client requests into actionable workflow tasks. With Atlas Chat, you can efficiently manage task creation and event scheduling, all while providing clients with immediate access. Feel free to inquire anything from Atlas. All client data is systematically organized into profiles, showcasing recent interactions, stored documents, notes, and valuable insights from Atlas. The platform drafts responses for incoming emails, generates email communications upon request, and refreshes your workspace based on email content. You can delve into productivity metrics and time usage, receiving comprehensive insights. Additionally, assess the performance of your top clients, evaluate the productivity of your most dedicated employees, and gain a clearer understanding of your own work habits. This holistic approach to managing your client interactions ensures that no detail is overlooked.

CCH Axcess Tax is a cutting-edge, cloud-based solution designed for tax preparation, compliance, and workflow management. Central to an efficient digital tax experience, this award-winning platform enhances the accuracy of tax workflows, significantly boosting productivity and profitability. By utilizing CCH Axcess Tax, your team will find that they can allocate less time to organizing and retrieving documents, which allows for increased focus on billable work and fosters a better work-life balance. The platform simplifies the tax preparation and compliance processes with its extensive library of automatically calculating forms and schedules that cater to federal, state, county, and city requirements, along with powerful diagnostics and a sophisticated electronic filing system. To fully leverage the capabilities of CCH Axcess Tax, it is crucial to ensure that your entire team is adequately trained, optimizing the tool's benefits and enhancing your overall return on investment. This comprehensive approach not only streamlines tax-related tasks but also positions your firm for sustained success in a competitive landscape.

ProConnect EasyACCT Write-Up offers a comprehensive solution for managing accounting tasks, including accounts payable, accounts receivable, payroll, bank reconciliation, asset depreciation, and financial reporting. It supports over 30 essential forms, such as SUTA, 94x, W-2, and 1099, and allows for the automatic filing of 940, 941, and 944 forms with the IRS, provided a tax preparer PIN is used. This tool seamlessly exports data to Intuit ProConnect Lacerte or ProSeries tax software, facilitating a smoother tax season. Regular updates ensure that all forms necessary for effective payroll management are current, enhancing the efficiency of handling business clients' needs. Additionally, EasyACCT simplifies crucial accounting operations and end-of-period tasks, making it an invaluable asset for accountants aiming to improve productivity and save time.

ATX stands out as the most user-friendly and comprehensive professional tax software tailored for CPAs and small firms. Its intuitive forms-based interface, bolstered by an extensive library of over 6,000 tax compliance forms, makes it an excellent choice for individual preparers and small businesses. Designed to facilitate a swift onboarding process for you and your support team, it incorporates user-friendly features that enable you to efficiently process and e-file returns while minimizing the possibility of errors. With additional tools for seamless importing of tax information and easy file sharing with clients, users can enhance their workflow significantly. The Check Return feature helps identify e-filing mistakes, omissions, and overridden entries, while the Refund Meter allows you to monitor the refund status or balance due for each entry. Navigating through forms is a breeze with the convenient Page, Worksheet, and Form tabs, ensuring a smooth user experience. Furthermore, ATX supports a full range of federal, state, and local returns, including key forms such as 1040, 1120, 1120S, 1065, and 1041, along with their respective schedules, making it an indispensable tool for tax professionals.

Enhance your productivity and operational efficiency with AdminPulse, allowing your accounting firm to expand while seamlessly adhering to legal requirements. Explore a flexible and intuitive online office management solution specifically designed for your organization. Gain a comprehensive understanding of your clients and tasks within the accounting sector, as every detail regarding your customers is meticulously recorded. With essential tools like task management, payment tracking, and document organization, you will maintain clarity over your office's documentation. Consequently, your administrative tasks will always be streamlined, keeping everything organized and manageable. You can monitor and analyze your productivity over time, utilizing reports to refine your workflows as necessary. With current insights at your fingertips, you will be able to enhance your accounting firm's efficiency further, ultimately saving valuable time. This newfound efficiency empowers you to deliver greater value to your clients, elevating both your practice and customer satisfaction to unprecedented heights. Consequently, your firm is poised for continued growth and success.

The CCH® ProSystem fx® suite provides a comprehensive array of integrated tools for tax, accounting, audit, and workflow management, all within a single award-winning platform. By utilizing these cohesive tax and accounting solutions, firms can significantly boost their productivity and profitability. Developed by experts in tax and accounting research, CCH® ProSystem fx® is the preferred choice of many of the leading accounting firms and businesses in the country. This all-in-one solution not only enhances accuracy and efficiency but also strengthens client relationships, leading to new revenue opportunities. CCH® ProSystem fx® Tax is capable of managing various federal and state returns, features extensive electronic filing options, and automates the generation of computations and reports. Additionally, the suite improves operational workflow through integrated services such as document management, firm management, knowledge sharing, and client collaboration. It empowers mid to large-sized firms to streamline their processes and workflows, thereby increasing overall efficiency and effectiveness. Ultimately, the CCH® ProSystem fx® suite positions firms to adapt to the evolving landscape of tax and accounting while maximizing their potential for growth.

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.

Consolidate all client information in a single location, easily accessible at any time, featuring capabilities for clients to digitally sign documents and receive automatic reminders. AccountingHub simplifies your practice's management of information and enhances collaboration with clients. By offering online access to essential client information, documents, and forms, you can save valuable time and minimize the frequency of client inquiries. This allows clients to effortlessly retrieve or submit information whenever they choose, ensuring a seamless and secure online experience. With all client details centralized and instantly available, AccountingHub streamlines your practice's operations and improves client interactions significantly.

The OIC Tax Planner is an interactive desktop application that can be directly downloaded and installed on your computer, ensuring that your client information remains secure and localized. This comprehensive software package includes all necessary tax representation forms along with the latest IRS Offer in Compromise regulations. It serves as a valuable tool for managing various IRS collection matters, such as Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Designed for tax professionals with a moderate grasp of tax representation complexities, the OIC Tax Planner has successfully assisted numerous clients in obtaining approvals from the IRS for OICs, installment agreements, and uncollectable statuses. Additionally, the software features automatic updates for forms and data tables in response to IRS revisions, ensuring that users always have the most current information. It also includes automatic calculations and computation wizards based on IRS Financial standards to streamline the process. With its user-friendly interface, the OIC Tax Planner empowers tax professionals to navigate the challenging landscape of tax resolution with confidence.

Optimize your operations and enhance your firm's efficiency. In just 30 days, help your staff reclaim an average of 10 hours weekly that would otherwise be lost to non-billable activities. This newfound time can be redirected towards expanding your practice and providing exceptional service to your clients. Minimize expenses and streamline processes by consolidating over five outdated software solutions into a single, cohesive platform. With everything you require available in one place, there's no need to switch between different systems. Our comprehensive platform is designed to include all necessary features to support your firm's operations effectively. By leveraging automation, you can boost your productivity and reduce costs significantly. With Firm 360, you can operate from any location globally, ensuring you have uninterrupted access to your firm around the clock. Embrace the future of practice management and watch your firm thrive!

TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.

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.

As a forward-thinking and client-centric organization, your goal is to steer clients through the online landscape with proactive guidance. You aim to exceed client expectations consistently while ensuring they are equipped for whatever lies ahead. Progress towards full automation of your processes is already underway, and the next phase involves enhancing your online communication with clients, which you are eager to develop further. You envision a unified online portal that allows clients to manage their affairs seamlessly and transparently. This approach caters to the modern client's demands for clarity, quick responses, and the ease of online interaction. With Client Online Professional, you will gain insights more rapidly, enabling you to provide proactive recommendations that deliver immediate value to your clients. Furthermore, Client Online streamlines communication among the accountancy firm's staff, their clients, and other stakeholders, emphasizing efficiency and online advisory services to enhance the overall client experience. This initiative will not only improve service quality but also strengthen client relationships, positioning your firm as a leader in the digital age.

An all-in-one accounting management solution designed to streamline document handling, workflows, and client interactions. This platform stands out as the most connected practice management tool available for various accounting services, including tax, audit, advisory, management consulting, and compliance. Avii offers a comprehensive suite of applications aimed at boosting your firm's automation processes while enhancing the overall experience for your clients. Whether you operate a large firm or a smaller one, you have the flexibility to choose the complete suite or only the specific solutions that align with your current needs. It ensures secure document sharing within your organization while facilitating collaboration and task management with your clients. The system allows you to tailor the flow of information to the appropriate individuals and teams. By highlighting critical insights, it empowers you to drive your firm toward greater success. With Avii Intelligence powering the platform, all aspects of your operations are consolidated in one place, ultimately enabling you to optimize technology usage for improved outcomes with your clients. This holistic approach not only simplifies workflows but also fosters stronger relationships and drives efficiency across your firm.