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About

Create new formations in all 50 states, and Filejet will submit the required documents and fees on your behalf. Add existing entities you manage onto the Filejet platform individually or in bulk. We’ll notify you of upcoming due dates, and give you the ability to pay fees to states from within the platform. Managing compliance across multiple jurisdictions, submit documents and pay fees to each state from within Filejet. In addition to sending you reminders around key due dates, complete compliance tasks directly on Filejet. Add collaborators to each entity you manage, share and send key information. Simplify your workflow, file, and manage or automate all of your business entities and clients in a single platform. Never miss another deadline for filing or paying a fee in any state with our automated reminders.

About

As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for an advanced Entity Management platform that helps with their annual state report filing and business permit compliance

Audience

Accountants that need a tax return tracking solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per entity / year
Free Version Not Supported
Free Trial Not Supported

Pricing

$20 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Reviews/Ratings

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

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Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Filejet
Founded: 2018
United States
filejet.com

Company Information

TaxFlow
United States
www.taxflowsolutions.com

Alternatives

Alternatives

CSC

CSC

Corporation Service Company
CCH iFirm

CCH iFirm

Wolters Kluwer

Categories

Categories

Business Management Features

Billing & Invoicing Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Business Filing Features

Annual Reports Supported
Business Licenses Supported
Copyright Supported
Corporate Dissolution Supported
Corporation (C Corp) Supported
Doing Business As (DBA) Supported
Limited liability company (LLC) Supported
Nonprofit Supported
Operating Agreements Supported
Patents Supported
Registered Agent Services Supported
S Corp Supported
Sole Proprietorship Supported
Trademark Registration Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Not Supported
Compliance Tracking Supported
Controls Testing Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Not Supported

Entity Management Features

Access Control Supported
Compliance Management Supported
Contract Management Supported
Corporate Structure Management Supported
Document Assembly Supported
Due Date Tracking Supported
Electronic Filing Supported
Electronic Signature Supported
Multi-Jurisdictional Supported
Ownership Tracking Supported
Records Tracking Supported
Registered Agent Services Integration Supported
Subsidiary Governance Supported
Task Management Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Supported
Contract Management Not Supported
Document Assembly Not Supported
Document Indexing Not Supported
Document Tagging Not Supported
Full Text Search Not Supported
Version Control Not Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Accounting Practice Management Features

Approval Workflow Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Supported
For CPA Firms Supported
Project Management Supported
Staff Management Not Supported
Time Tracking Not Supported

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Supported

Integrations

No info available.

Integrations

No info available.
Claim TaxFlow and update features and information
Claim TaxFlow and update features and information