Related Products
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About
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm.
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About
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable.
SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.
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About
Whether you’re attempting to manage hundreds of documents or trying to track the status of an engagement, Suralink’s dynamic workflow solution will help you reduce the amount of time and effort required to keep engagements on track. Suralink simplifies the engagement process for your clients, ensuring they have an enjoyable experience they’ll want to repeat with you year after year. Create document request lists and set timelines of completion so documents stay on track. All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement. Import your existing spreadsheet list for ultra-fast setup. Create templates to reuse when adding new clients. Create a unique experience and help users feel secure by creating a custom sub-domain that has your name and logo at the login page and in system emails.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Mid to large accounting firms that need an integrated suite solution for tax, accounting, audit and workflow software
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Audience
Accounting firms, Tax professionals
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Audience
Audit solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationWolters Kluwer
Founded: 1913
United Kingdom
taxna.wolterskluwer.com/professional-tax-software/prosystem-fx
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Company InformationSafeSend
Founded: 2008
United States
safesend.com
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Company InformationSuralink
Founded: 2014
United States
www.suralink.com
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Categories |
Categories |
Categories |
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Tax Practice Management Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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Audit Features
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
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Integrations
Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
CDG Elements
Doc.It by IRIS
GoSystem Tax RS
Kinective Bridge
Lacerte
LukkaTax
Microsoft Outlook
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Integrations
Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
CDG Elements
Doc.It by IRIS
GoSystem Tax RS
Kinective Bridge
Lacerte
LukkaTax
Microsoft Outlook
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Integrations
Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
CDG Elements
Doc.It by IRIS
GoSystem Tax RS
Kinective Bridge
Lacerte
LukkaTax
Microsoft Outlook
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