TaxFlow Description
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.
TaxFlow Alternatives
CCH iFirm
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.
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Corvee Tax Planning
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.
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Clarity Practice Management
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.
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Pascal Workflow
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.
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Pricing
Pricing Starts At:
$20 per user per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
TaxFlow
Headquarters:
United States
Website:
www.taxflowsolutions.com
Media
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Product Details
Platforms
SaaS
Type of Training
Live Online
Customer Support
Phone Support
Online
TaxFlow Features and Options
Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management Software
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Business Management Software
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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