Alternatives to Wolters Kluwer Digital Tax 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.

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.

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.

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.

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.

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.

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.

Neo.Tax has automated preparing the R&D Tax Credit for startups and accountants. We have simplified the complex process of applying for Federal and State R&D Tax Credits. Startups can get up to $250k back in under an hour. Our flexible app allows you to prepare your R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts so you can file your credit with complete confidence. The R&D Tax Credit is best for startups and small businesses investing in R&D who made less than $5M to no revenue, have been profitable less than 5 years, and had R&D work done by US based employees or contractors. This is the first step towards turning taxes into a modern advantage for accountants and businesses. Neo.Tax is building the easiest and most accurate tax and accounting automation software.

Black Ore Tax Autopilot is a platform that uses artificial intelligence to prepare tax returns for CPAs. Automated 1040 preparation allows you to focus your efforts on growing your accounting practice. Automating employee tasks and reducing stress will save employees time and reduce their stress. AI-assisted tax preparation can be faster and more accurate. You can serve more clients while saving time for marketing and advisory. Black Ore Tax Autopilot transforms CPAs' tax compliance into an area of strategic and profitable growth. Data classification, organization and binder creation are automated. AI/ML insights and data processing directly in your tax software. Tax software integrations with enterprise-level security standards. Black Ore Tax Autopilot helps accounting firms of all sizes overcome capacity constraints. Increase profit margins by using a solution that is enterprise-ready. Reduce review time and increase productivity for managers. Use technology that scales to hyper-growth customers.

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

We will guide you step by step and guarantee that our calculations are 100% accurate. We help more people each year than all other online providers combined. We are 100% committed to getting every dollar you deserve. We guarantee it. We'll help you find every tax credit and deduction you are entitled to, no matter how simple or complex your situation may be. Avoid human error by adding last year's return to your auto-fill information. You can then move on to the next section. Upload, import or take a photo of your W-2, 1099-NEC, and we will put your information in the right place. CompleteCheck™, scans your return to ensure it is 100% accurate. You won't be charged for TurboTax unless you file your tax return and are completely satisfied. Tax experts can help you complete your taxes without errors and review your return once you've finished.

Find out more about the leader in tax preparation services around the globe. Here you will find all the information you need about us, including company info and career opportunities as well as information about franchises and company leadership. You can use your tax refund to help you save money or set aside money for an emergency fund. You can get cash back at thousands if you shop, dine, or book hotels. What is H&R Block? H&R Block is a company that does the right thing for its clients, employees, and the community. Here is your path to H&R Block employment. Here you'll find information about job openings, company culture, benefits, and more. Find out more about H&R Block corporate jobs or tax office positions.

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.

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.

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.

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).

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.

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.

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.

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.

TaxProof is a web-enabled, tax accounting solution that's available to anyone who is familiar with accounting and tax. TaxProof is a web-enabled solution that simplifies tax accounting work flow for companies with small or large capital. TaxProof automates manual steps such as data gathering and footnote generation, so you can focus on tax data analysis. The interface is simple and only displays what you need. You can focus more on your tax reporting job with less clutter. Flexible help and audit trail functionality allows you to see what you have done, and how it can be improved. Excel tax reporting can be difficult. Complex spreadsheets can be time-consuming to fill out and are difficult to fully understand.

Award-winning tax and accounting software built in the cloud. Taxfiler is a cloud-based solution that allows you to prepare and file accounts, tax returns, and MTD VAT returns. A monthly subscription allows accountants to submit statutory returns and tax accounts for individuals, companies, partnerships, and trusts. Taxfiler is a powerful cloud-based suite that is used by thousands accounting practices. Provides the compliance functionality firms require at a cost they can afford. All these features are included in any pricing plan. This is one reason more and more practices are switching to Taxfiler and joining in the cloud revolution. You can quickly and easily prepare final accounts starting at the trial balance stage by simply entering data manually or importing data from your bookkeeping software. Transfer the profit and losses account and balance sheet directly to Taxfiler accounts preparation

Expert Tax was established to eliminate manual tax preparations that are inefficient and tedious. Why? CEGsoft's CEO and founder, CEGsoft, went through the tedious process of filing taxes and preparing them in the traditional way during tax season. He decided to create a user-friendly, efficient process that includes a complete tax preparation program. CEGsoft's team consists of a technologically-savvy, customer-focused group of people who are always on the cutting edge of technology in order to give you the best tools to have the tax season that you desire. You can work from anywhere in the world, with any computer that has internet access. Your information is protected at all levels. Our systems also include security guides from the FTC, IRS, and P.R.'s Department of Treasury. You can perform faster calculations, have better navigation, and there is no need to download any updates when working from the cloud.

Follow this link to see how AirFP can help you create or maintain a healthy tax practice. Find out how to take your tax prep company to new heights. Offer bank product settlement options today. Every professional tax software license comes with unlimited free efile. This can save you hundreds. We will help you set up an E-services account and submit ERO file applications. This will allow you to concentrate on making money. Air Financial Partners (AirFP), will provide you with the support and service that you need to retain customers. Our team of tax professionals will help you grow well into the future. Our proven tax business marketing program has been proven to attract new tax prep clients every year. This will help spread the word about your great services. AirPTS 1040 Professional Tax Software is available online and on-site for multi-site tax preparation companies.

CPAs can file your taxes for freelancers, business owners and self-employed people. They are 5x cheaper. A.I. A.I. FlyFin will eliminate 95% of the work for you if you connect all your expense account. FlyFin, a consumer-focused startup, automates the financial lives of US consumers. Our tax team is experts in US & International taxes and can answer all your tax questions. They guarantee 100% accurate tax preparation and review. A CPA will review all deductions and offer tax-saving strategies. Find every tax deduction within minutes. Accept or reject the deductions or ask your CPA. Tax estimator for each quarter based on your income & deductions. A CPA expert reviews your information & files your tax returns. Ask unlimited tax-related questions to a CPA at any time and automatically track your finances. If you wish, you can export the IRS form 1040 tax summary in Excel format.

KEEYNS, the tax collaboration platform, is designed to revolutionize your internal tax and finance department. Our unique tax collaboration platform will optimize, simplify and automate all your tax preparations. Included are specific tax returns, audits and projects, as well as governance-related topics. Work smart, and sleep well. Keeyns provides a centralized data warehouse for tax information that allows collaboration between internal staff and external advisors as well as key stakeholders such banks and tax authorities. Working with roles and permissions that are clearly defined saves time and money for the internal team. We work with internal and external stakeholders to design clear, local tax-compliant processes that increase efficiency. Our validated workflows streamline these tax preparation tasks. You can also create your own custom workflows.

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?

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.

TAXX SAVAGE comes with a low start-up fee, a cloud-based platform that is intuitive and user-friendly, as well as a complete series of training videos. This makes it easy to use our tax preparation software. Our software is powerful with all the features you could want, despite being a small price. Our software is free and you don't need to pay any EFIN. Our team will inspire, motivate, and empower you to achieve the financial freedom that you desire. We offer the tools you need to start and grow your tax practice, as well as assistance with marketing strategies. You have access to all the tools that you need to manage and scale your business like big franchises. Even if you don’t purchase the optional marketing package, our video course on how to use tax preparation software includes a course in marketing basics.

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.

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.

Capium is the pioneer in connected cloud accounting software for small and medium-sized accountants. Our vision was to eliminate the tedious work of running an accounting practice and transform the role of accountants from a number cruncher into one that provides strategic financial advice to clients. We created a software suite that combines automated accounts production with powerful practice management tools, allowing accountants to run a more profitable practice.

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.

GenTDS is desktop software that simplifies TDS filing for tax professionals and businesses who are having difficulty with the tax filing process. This software allows users to manage their TDS compliance more accurately and efficiently without putting in too much effort. The application generates TDS certificates and TDS returns in a timely manner, without any hassle. The software is easy to use and has multiple reporting features. It can be easily integrated with different accounting systems. GenTDS allows you to automate your TDS workflows, and certify compliance with tax laws without worrying about complicated technical details.

Tax Pilot Platform is a multifunctional bureau. You can upgrade your Tax Business by adding unique services that will help you grow your business. Tax Pilot Pro is a powerful and advanced software that can be used by tax professionals. It is simple to use and has many user-friendly features. Taw Law Training is available for you to keep up-to-date with the latest tax laws and to train your Preparers, so that you can concentrate on growing your tax business.

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.