Related Products
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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.
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About
You demand the highest quality for your deliverables and expect utmost efficiency from your employees? Asking for high quality and productivity within your company? If so, eurodata's cloud solutions for tax advisors and accounting services perfectly match your requirements. Leverage the services running on eurodata's own high security data center and focus on your professional expertise instead. Already, more than 1,400 offices are thrilled by our cloud solutions. Cloud technology makes it possible, with edcloud, you can offer your clients complete networked operations, for the personnel department and payroll accounting, and for financial accounting inclusive of the annual statement of account and taxes. Using the secure cloud solution provided by eurodata AG, we manage everything concerning a safe, modern and timely payroll accounting. Additionally, we provide consulting on labour cost optimization and can advise you on labour and social law issues.
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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
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Audience
Accountants that need a tax return tracking solution
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Audience
Tax advisors and accounting service providers interested in a tax practice management solution to optimize their processes
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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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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20 per user per month
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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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTaxFlow
United States
www.taxflowsolutions.com
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Company Informationeurodata
Germany
www.eurodata.de/en/tax-advisors
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Alternatives |
Alternatives |
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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
Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Business Management Features
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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Integrations
No info available.
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Integrations
No info available.
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