Tax Series Software

Tax Series Software

Tax Technologies
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About

Powerful, intuitive, and easy-to-use, our web-based Tax Series Software Suite fulfills corporate tax needs throughout the calendar year, from the beginning to the very end of each cycle. With a streamlined, straightforward interface, and global collaboration and real-time tracking as goals at every step, Tax Series Software provides comprehensive and full support for tax management and personnel. Provides intuitive navigation along with a high level of efficiency for producing tax returns. Integrated with the provision and data collection functions of Tax Series, TTI Compliance products enable clients to maximize output with minimal input. A powerful and comprehensive solution designed to handle global provision calculations quickly, efficiently and transparently within the short timeframe allotted to corporations for SEC corporations.

About

Truss is a tax workflow automation platform aimed at tax professionals. It helps streamline the entire document lifecycle: securely requesting, organizing, annotating, delivering, and storing client documents. It uses AI-powered client-specific checklists (drawing from your tax prep software) so each client is only asked for what they need; it auto-sorts and intelligently renames files uploaded by clients; converts image files (jpg, png, HEIC, etc.) to tax-prep-friendly PDFs; supports e-signatures; offers automatic reminders to clients; and allows login-free uploads so clients don’t have to create accounts just to send files. It integrates with tax prep tools like Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX. Security is a strong focus; Truss is SOC 2 certified, uses AES-256 and Bcrypt encryption, follows OWASP-style standards, and ensures client data is never used to train large language models.

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

Organizations searching for a software to help them with their taxes

Audience

Accounting and tax professionals wanting a tool to reduce manual document handling, improve client experience, and increase efficiency through secure, automated workflows

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

No information available.
Free Version
Free Trial

Pricing

No information available.
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

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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

Tax Technologies
Founded: 2000
United States
www.taxtechnologies.com/Pages/TaxSeries/Software.aspx

Company Information

Truss
Founded: 2022
United States
gettruss.io

Alternatives

GoSystem Tax RS

GoSystem Tax RS

Thomson Reuters

Alternatives

UltraTax CS

UltraTax CS

Thomson Reuters
BTCSoftware

BTCSoftware

Bright
UltraTax CS

UltraTax CS

Thomson Reuters

Categories

Categories

Integrations

ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS

Integrations

ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
ProConnect Tax
UltraTax CS
Claim Tax Series Software and update features and information
Claim Tax Series Software and update features and information
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Claim Truss and update features and information