CFS TaxTools

CFS TaxTools

CFS Tax Software
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About

CFS TaxTools ™ is the most widely used program of its kind in the tax profession! Worksheets print with the client's name and your firm name in a professional quality format. Include them as attachments to the tax return or present to the client with an invoice, which can also be generated by TaxTools. Hundreds of tax forms included (many not found in tax preparation software), such as SS-4, Power of Attorney and Offer in Compromise. Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under the "Kiddie Tax" rules, etc. Update from the internet when forms or laws change. Data backup and restore.

About

Most legal practices function with a haphazard combination of spreadsheets and associated supporting documents spread over email, printed copies, or file shares. PartUs brings all this data together into an organized, shareable form. PartUs enable the creation of common family law worksheets like property splits in a fraction of the time. You can even invite accountants or other professionals to help create or review the worksheets, all in one central location. PartUs lets you electronically attach documents directly to line items of a worksheet. Better yet, invite the client and let them attach the documents for you. Share whatever information you want with one single click. The opposing attorney will get access to the worksheet, along with a tidy, organized list of the supporting documents to download.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to manage their tax returns and invoices

Audience

Attorneys seeking a collaboration platform with clients and related parties as they work through the divorce process

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$84.50 per year
Free Version
Free Trial

Pricing

$79 per case
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CFS Tax Software
United States
www.taxtools.com/products.aspx

Company Information

PartUs
Founded: 2017
United States
www.partus.com

Alternatives

TValue

TValue

TimeValue Software

Alternatives

Lacerte

Lacerte

Intuit
TaxWise

TaxWise

Wolters Kluwer

Categories

Categories

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Integrations

No info available.

Integrations

No info available.
Claim CFS TaxTools and update features and information
Claim CFS TaxTools and update features and information
Claim PartUs and update features and information
Claim PartUs and update features and information