Alternatives to Capium

Compare Capium alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Capium in 2024. Compare features, ratings, user reviews, pricing, and more from Capium competitors and alternatives in order to make an informed decision for your business.

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    CSS IMPACT

    CSS IMPACT

    CSS, Inc

    CSS IMPACT is a leading provider of Next-Gen Financial Ecosystems & Omnichannel Engagement cloud platforms. Featuring HD 2.0 | Ai - an Agent-less “Ai” (Artificial Intelligence) Digital Consumer or Debtor Engagement bot for credit, billing, collections & revenue cycle management. This “Digital & Voice First Ai" servicing technology can answer common questions, accept payments, & negotiate accounts with a frictionless positive experience without changing the consumer's behavior by using new IoT channels of communications, such as Google Assistant, Google Ai Voice (phone), Text, Chat, Email, Online smart portals, as well as traditional call center technologies - Dialers, Click-to-dial, IVR & Telephones.
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    Koinly

    Koinly

    Koinly

    Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free. Generate tax documents when you are ready. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports.
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  • 3
    Corvee Tax Planning
    Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
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    CryptoTaxCalculator

    CryptoTaxCalculator

    CryptoTaxCalculator

    The most accurate crypto tax software solution for both investors and accountants. Direct support for over 400 exchanges, wallets, DEXs, and DeFi protocols. Powerful & Accurate Tax Reports. Our platform performs tax calculations with a high degree of accuracy. We carefully consider complex tax scenarios such as DeFi loans, on-chain DEX transactions, NFTs, gas fees, leveraged trading, and staking rewards. Easy to Understand Calculations. We provide a full breakdown of each calculation so you can understand exactly how your taxes have been calculated and what rules have been applied. Supports DeFi, DEXs, and NFTs. Our software works with complex DeFi products. If you used a DEX such as Uniswap, Pancakeswap, or Quickswap, we have you covered. We also cover the most popular LP and staking protocols. Trusted By Accountants. Our platform is trusted by industry-leading accountants who value detailed and accurate reports.
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    Ledgible

    Ledgible

    Ledgible

    The Ledgible Platform provides cryptocurrency tax and accounting software for accountants, tax professionals, consumers, businesses, enterprises, and institutions. Our tax product, Ledgible Crypto Tax Pro, services tax and accounting professionals seeking to manage and file their client's crypto taxes. Our accounting product, Ledgible Accounting, is utilized by enterprises and institutions to manage and account for crypto data. Ledgible is fully SOC 1 & 2 Type 2 Audited and was designed from the ground up for professional and institutional use. We have established partnerships with some of the largest tax & accounting software companies on the market to ensure crypto data can be managed in traditional systems. In short, Ledgible makes crypto, legible.
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    Canopy

    Canopy

    Canopy

    Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.
    Starting Price: $50.00/month
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    Vertex

    Vertex

    Vertex Inc.

    Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
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    TaxCalc

    TaxCalc

    TaxCalc

    Award-winning tax and accountancy software. Simple, practical and innovative solutions for practices and individuals. Now you can manage clients, tasks, workflow, time and compliance services throughout your practice and across the entire TaxCalc ecosystem. Want complete visibility of all work as it progresses through your practice? Need instant access to comprehensive client information? Want to reduce admin, maximise chargeable time and bill more accurately? In other words, do you simply want to be more organised and more effective in everything you do? Our powerful PM toolkit is scalable, highly affordable and puts you in control, freeing you up to spend more time growing your business. Whether you’re a start-up with ambitions or a larger firm looking for greater efficiency and productivity, there’s only one name you need to trust to help you do more, for less. Change the game. Choose TaxCalc practice management.
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    Taxfiler

    Taxfiler

    Taxfiler

    Award-winning accountancy and tax software, designed for accountants and built in the cloud. Taxfiler is a cloud solution for preparing and filing accounts, tax and MTD VAT returns. A single monthly subscription enables accountants to submit statutory accounts and tax returns for companies, partnerships, individuals and trusts. Taxfiler is a powerful cloud suite used by thousands of accountancy practices. Delivering the compliance functionality that firms need, at a price they can afford. Whichever pricing plan you choose, you will have all these features included. This is just one reason why more and more practices are moving to Taxfiler and joining the cloud revolution. Quickly and easily prepare final accounts from trial balance stage, using simple manual entry or importing figures from bookkeeping software. Transfer the profit and loss account and balance sheet directly from Taxfiler accounts preparation
    Starting Price: $13.00/month/user
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    BTCSoftware

    BTCSoftware

    BTCSoftware

    Tax, Accounts Production and Practice Management Software plus much more. Unite our software with tools you use most. Accountancy practice software for a more efficient and profitable practice, helping you streamline your client work. Effortless tax and accounts production that’s affordable and simple to use for businesses. Simple and intuitive to use, it enables accountancy and legal practices to support their clients efficiently and profitably and represents excellent value for money. It is also used by accounting and finance professionals in businesses to ensure tax compliance and accounts production runs smoothly and effortlessly in their business. Our accountancy software combines a suite of products for accounting professionals in practice and business, including Practice Management, Accounts Production, Self-Assessment, and Corporation Tax. Powerful integrations make life easy for our customers, and features like automatic iXBRL tagging and direct submission to HMRC.
    Starting Price: $425 per year
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    ProConnect Tax
    Tap into the strength and security of Intuit with professional tax software that's ready to use on your web browser. Find out why Intuit ProConnect Tax is the #1 professional tax software on the cloud. Take advantage of proven productivity tools and powerful diagnostics honed for the last 40 years and elevated to the cloud for ultimate convenience. Get software that fits into your current process, connects to QuickBooks, and supports you even as your practice grows. Enjoy peace of mind that your data is still here just the way you left it, safeguarded by Intuit's team of security experts, advanced security tools, and monitoring. Access more than 5,700 forms for 1040, 1041, 1065, 1120, 1120S, 709, and 990 tax returns. Handle the most complex tax scenarios with more than 20,000 automated calculations. Prevent e-file rejections and missed deductions with more than 21,000 critical diagnostics and suggestions.
    Starting Price: $47.18 per return
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    SafeSend

    SafeSend

    SafeSend

    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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    UltraTax CS

    UltraTax CS

    Thomson Reuters

    Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.
    Starting Price: $2500 per year
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    Senta

    Senta

    IRIS

    Senta is a cloud-based, dynamic practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. With an easy-to-configure CRM, powerful workflow, integrations and our best client portal yet, Senta practice management lets you power up your accountancy or bookkeeping practice. We'll help you grow your firm and give great service to your clients every time. Whether you're looking to operate efficiently at scale or growing a unique practice culture dedicated to service, Senta will help you automate your work and give you all the information you need.
    Starting Price: $29 per user, per month
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    Thomson Reuters ONESOURCE
    Streamline your accounting, tax filing and reporting process to mitigate the risks of audits and penalties with the industry's most powerful portfolio of tax and accounting software for corporations. Thomson Reuters ONESOURCE tax software helps you stay up to date with corporate tax and trade compliance amid regularly changing state, federal and international tax laws and regulations. Boost collaboration with departments and partners and ensure seamless corporate tax and trade compliance, no matter where your company does business. ONESOURCE drives tax compliance and accounting decision-making around the world. Our solutions are: • Easily accessible across multiple locations, so that your team can collaborate and share information quickly across locations • Scalable to grow as your company does, giving you a solution that is with you for the long-term • Built on trusted research and global coverage
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    Neo.Tax

    Neo.Tax

    Neo.Tax

    Neo.Tax is building the easiest and most accurate tax and accounting automation software. Our first product simplifies the complex process of applying for Federal and State R&D Tax Credits, putting up to $250K back into startups investing in R&D. In under an hour, you can prepare your R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts so you can file your credit with complete confidence. The R&D Tax Credit is best for startups and small businesses investing in R&D who: - made less than $5M to no revenue - been profitable less than 5 years - had R&D work done by US based employees or contractors This is the first step towards turning taxes into a modern advantage for accountants and businesses. Neo.Tax’s approach is reflected in our founding team; a Stanford PhD in Machine Learning automating the brain of a former IRS Agent, productized by a former Intuit product manager.
    Starting Price: 2% ttl qualifying R&D expenses
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    TaxSys

    TaxSys

    Grant Street Group

    TaxSys® is a hosted, web-based tax calculation, billing, collection, cashiering, distribution and revenue management system. Our clients use TaxSys to collect and distribute billions of dollars in revenue each year. Combined with our suite of integrated, special purpose web applications and services, TaxSys allows our clients to realize significant savings in time and money. A dedicated team of full-time professionals including software developers, information systems administrators, business analysts, technical writers, and project managers, help ensure the highest level of client satisfaction.
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    GoSystem Tax RS

    GoSystem Tax RS

    Thomson Reuters

    Used by the top 100 CPA firms, Thomson Reuters GoSystem Tax RS is the market leader for corporate tax departments. Highly scalable, it can handle your workflow no matter the size of your firm. The software serves clients filing all return types, including multitiered consolidated corporate returns, life insurance returns (including mixed group filings), and tax equalization returns. Because all work is handled online, you’ll pay less in maintenance costs, face fewer storage issues, and rest easy with assured business continuance. Tackle the most complex tax returns, such as multitiered consolidated return processing for corporations and partnerships. Deploy your team simultaneously across a single return so that each specialist can take on their role at the same time. Protect your data with multiple layers of security, including network security, virus protection, encryption schemes, and more.
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    CCH Axcess Tax

    CCH Axcess Tax

    Wolters Kluwer

    An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. At the heart of a streamlined digital tax process is CCH Axcess Tax, delivering a cloud-based, award-winning tax preparation and compliance solution. CCH Axcess Tax creates a more accurate and efficient tax workflow to fuel extreme productivity and profitability. With CCH Axcess Tax, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff. CCH Axcess Tax provides ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county and city entities; robust diagnostics; and a state-of-the-art electronic filing system. To get the most out of CCH Axcess Tax, it’s important to prepare everyone on your team so that they can use it to its full potential, thereby maximizing your benefits and ROI.
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    TaxDome

    TaxDome

    TaxDome

    A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).
    Starting Price: $25 per month
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    TaxCycle

    TaxCycle

    TaxCycle

    Professional tax software for accountants and bookkeepers. Get the Canadian tax software that simplifies tax compliance. TaxCycle has grown its offering into a full suite of tax compliance modules that meet the needs of firms of all sizes. TaxCycle includes forms, calculations, and tools to prepare tax returns for personal, corporate, trust, partnership, and information slips. It serves the professional preparers in all jurisdictions across Canada, including Québec. Messages immediately alert you about potential issues. Quick Fix solutions help you resolve them in one click. Disable review messages you don’t need. Manage multiple reviewers with review marks and memos. Form a search that works like your favorite search engine. Search by keyword, line number, amount, account number, name, business, and more. On a form, search the words on the page to jump quickly to the field you need.
    Starting Price: $2,390 one-time payment
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    Clarity Practice Management

    Clarity Practice Management

    Clarity Practice Management

    Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.
    Starting Price: $50 per month
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    CCH iFirm

    CCH iFirm

    Wolters Kluwer

    Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office.
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    eurodata

    eurodata

    eurodata

    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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    CCH ProSystem fx

    CCH ProSystem fx

    Wolters Kluwer

    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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    Black Ore Tax Autopilot
    Black Ore's Tax Autopilot is the first AI tax preparation platform for CPAs. Automated 1040 tax prep allows you to focus on growing your accounting firm. Ease employee hours and stress with automation. Enable faster, more accurate tax preparation with AI assistance. Serve more clients and preserve time for advisory and marketing. Black Ore's Tax Autopilot transforms tax compliance into a more strategic and profitable growth area for CPAs. Autonomous data classification, organization, and binder creation. AI/ML-powered insights and data processing directly into your tax software. Leading tax software integrations and enterprise-level security standards and certifications. Accounting firms of all sizes eliminate capacity constraints with Black Ore's Tax Autopilot. Expand profit margins with an enterprise-ready solution. Increase productivity and reduce review time for managers. Leverage technology that scales with hyper-growth customers.
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    Block Advisors
    A lot goes into making your business successful. Let our pros take some responsibilities off your plate, so you can focus on growing your business. We can handle your bookkeeping with full-service package rates up to half off a typical accountant’s rates, so you get more time back. Our payroll professionals will be at your side year-round. We make it easy to hand off your payroll processing tasks and ensure easy payroll tax filings. Form your LLC or corporation with confidence. Take advantage of potential tax savings *Go to disclaimer for more details and let us handle the paperwork.
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    Lacerte

    Lacerte

    Intuit

    Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.
    Starting Price: $400 per year
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    Drake Tax

    Drake Tax

    Drake Software

    Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.
    Starting Price: $330.00
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    H&R Block Business
    Learn all about the world’s leader in tax preparation services. From company info and career opportunities to franchise information and company leadership, here you’ll find everything there is to know about us. Use your tax refund to jumpstart your saving goals or put money away for an emergency fund. Get cash back at thousands of places when you shop, dine or book hotels. What is H&R Block? We’re a company that strives to do the right thing for our clients, our employees, and the community. Your path to H&R Block employment starts here. You’ll find information on job openings, benefits, company culture, and more. Learn about H&R Block corporate jobs and tax office positions here. Get expert tax prep virtually or in person. Gather your documents and your tax pro will do the rest. Do your own taxes any time, anywhere, on any device. Questions? Our on-demand tax experts can help.
    Starting Price: $89.95 one-time fee
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    MyTAXPrepOffice

    MyTAXPrepOffice

    Advanced Tax Solutions

    MyTAXPrepOffice saves you time during the busy tax season with simple workflows. The client information sheet flows directly to both federal and state returns. Work line by line or choose the form you need for quick e-file transmission. Expert customer support is available via online chat, email, or phone. Live webinars, integrated training videos, and remote access make getting help easy. With 24/7 live chat during tax season and short hold times, our support far exceeds the competition. Work from anywhere, anytime, on any device including PC, Mac, tablet, and phone. Work and answer client questions at the office, on the go, or at home. Offline mode allows you to continue working even if your internet connection is lost. Packed with productivity tools, MyTAXPrepOffice makes tax preparation fast, accurate, and easy. We provide excellent customer support and an easy to use, professional product for an unbeatable price.
    Starting Price: $495 per year
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    ATX

    ATX

    Wolters Kluwer

    The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.
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    Blue J Tax

    Blue J Tax

    Blue J Legal

    Build better cases and gain a competitive edge with 90%+ accuracy in predicting outcomes. Quickly identify similar decisions based on factors and outcomes, rather than keywords. Confidently predict outcomes, identify authorities, and how key factors can impact your position. Identify factors and decisions that could threaten your position. Create and modify complex tax entity diagrams, effortlessly. Create a client-ready research summary in minutes. Present persuasive arguments based on hundreds of relevant decisions. Search for similar decisions by factors and outcomes. Enable juniors to discover key factors in court decisions. Advise clients on the best course of action using insights from past cases. Assess the accuracy of your characterization and calculate your risk. Ensure your position is sound with an unbiased third-party report.
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    DT Practice

    DT Practice

    Thomson Reuters

    DT Practice offers a unique big-picture perspective that provides valuable insight into your business, guarantees unprecedented client service, and ensures that your firm runs at peak productivity. You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments. Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries. Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time.
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    PracticePro 365

    PracticePro 365

    PracticePro 365

    PracticePro 365 is a unique software platform that was designed to keep your business at the peak of its performance. Experience a powerful platform dedicated to boosting enterprise business efficiency and providing an array of unified features that provides your team with the essential tools to succeed. PracticePro 365 is here for you now and in the future with the power of cloud scalability. As the future drives businesses away from traditional office approaches, PracticePro 365 allows users to remain updated on daily projects, human resources, customers and the operations of their company. No matter where you go or how you travel, keep the pulse of your business at your fingertips when current information is needed most.
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    Financial Cents

    Financial Cents

    Financial Cents

    An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows.
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    TaxFlow

    TaxFlow

    TaxFlow

    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.
    Starting Price: $20 per user per month
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    Tax System 5

    Tax System 5

    EPSILON NET

    The most successful application on taxation and document management in the Greek market. It has unlimited capabilities and incomparable design quality. Under the guarantee of the Scientific Department of Epsilon Net. The most complete and accurate clearance of personal income tax, with direct adjustment of calculations with the latest coding of Income Tax Code. Supply of multiple informative printouts for the calculation of installments of income tax payout, calculation of proofs and receipts, printout with comparative sizes on incomes, expenses and proofs in comparison to the previous fiscal year and complete paycheck with the analytical reflection of all the amounts included in the calculation. Supply all taxation documents to every accountant and accounting office. Data extraction from the registrations, automatic calculation and filling out of VAT-VIES, Intrastat and Personal Income Tax Forms.
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    SIGMA 1040-TW

    SIGMA 1040-TW

    Sigma Tax Pro

    Sigma 1040-TW is Sigma Tax Pro’s most customizable service package. Sigma 1040-TW includes everything you need to make your tax preparation business successful this tax season. Our 1040-TW product comes in desktop and web based versions, if you need to file business returns such as Forms 1120 or 1065 you will need the desktop version. Sigma clients have their own dedicated account manager who will work with them throughout tax season to assist with tax preparation and software support. Sigma also offers a full range of bank products that can be used to ensure a best in class customer experience. Clients can receive their refunds quicker and easier choosing from direct deposit, in office check printing, as well as prepaid VISA/MasterCard options. Sigma 1040-TW service package also includes a premium software solution. It offers multiple formats such as ProFiling, Executive, Power, Executive Accounting and Power Accounting. You pick the Sigma 1040-TW format that suits your needs.
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    ATOM

    ATOM

    Automated Tax Office Manager

    Lost client files are a thing of the past. No longer spend hours hunting down misfiled file folders. All client information is centrally stored to optimize your employee’s time and ultimately improving your company’s bottom line. Customize work-flows to fit your different types of business, such as tax preparation, bookkeeping, IRS resolution, financial planning, etc. Reduce paper and toner costs by storing, tracking and accessing client files electronically. Documents can be quickly accessed by staff or clients with just a few clicks. This isn’t your typical Client Portal. We didn’t stop at just sending and receiving tax documents. With ATOM the client can send messages, schedule appointments, make payments, check tax return status, and much, much more. And did we mention they can do this all on their phone. Securely store documents and digitized notes online for quick access anywhere.
    Starting Price: $149 per month
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    Corporate Tax Manager

    Corporate Tax Manager

    Relate Software

    Relate Corporation Tax is the complete Irish tax management software. Fully optimised to function in conjunction with (Revenue Online Services) ROS, Relate Corporation Tax utilizes the ROS calculation engine through web services to calculate and submit company tax returns, this has allowed Relate to concentrate on tax management rather than calculation updating which ROS already provides. Relate Corporation Tax can be used as a standalone product or integrates with Relate Accounts Production and DRIVE CRM & Practice Management for one centralised database. Relate Corporation Tax automatically rolls over tax figures, year upon year so our clients can keep a steady record of their accounts without the hassle. Dual columns display last year’s tax figures alongside current year’s inputs for easy cross referencing, allowing the user to easily define tax liable and missing information which is highlighted when updating the accounts.
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    Taxfyle

    Taxfyle

    Taxfyle

    Whether you’re an individual looking to file your taxes or an accounting firm looking to outsource tens of thousands of returns to domestic tax professionals, Taxfyle’s apps and APIs connect you with the right accountants to meet your needs. Through Worklayer we bring together more than 4,000 licensed accountants and scale for any need our client base has. This augmented workforce drives a powerful accounting solution for individuals and small businesses, domestic outsourcing for accounting firms, and value-added services for channel partners and marketplaces. We simplify overnighting tax services onto your existing suite of services through our APIs. Our partners leverage our workforce to add tax services to their existing catalog of utilities. Allow your staff to make more meaningful connections with your users by reducing the strain placed on your business. Plug into the world’s largest on-demand domestic accounting workforce.
    Starting Price: $64.99 per month
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    IDOS

    IDOS

    Digital CFO - IDOS

    Digital CFO is an automated accounting, financial management & reporting software ERP, that is agnostic to sector and size of business. IDOS enables real-time and accurate transaction processing and ensures that the data processed is available in real-time for every upstream reporting & analytics activity. IDOS is used by businesses of all sizes including micro and small businesses as well as large multi national organisations with multiple branches and business segments. IDOS even powers the accounting & CFO services of two of the Big 4 Global Accounting & Audit firms, which use IDOS to provide accounting, financial management & reporting services to their end customers. One of the unique capability of IDOS is its ability to help the business to engage with the eco-system in which it functions. IDOS has in-built digital portal which can be accessed by customers, vendors, bankers of the business to transact and engage with the business in realtime. Contact us to know more.
    Starting Price: $5.00/month
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    Adsolut

    Adsolut

    Wolters Kluwer

    With Adsolut Suite, you are equipped to collaborate even better with your customers. Say goodbye to paperwork and hassle. Your documents are shared electronically and, when possible, directly integrated into the accounts. Combine Adsolut Accounting with TOCO for SMEs and your Basecone for an even smoother exchange of data and documents. The Tax File, a unique feature of Adsolut Accounting, allows you to close the financial year and draw up the necessary (annual) reports efficiently. The tool is integrated into our accon and superfisc corporate tax software. The digital client portal reduces the distance between the accountant and his client, and guarantees clear and effective communication. A 100% digital platform. Consolidate all your documents, invoices and financial data in a single, secure and accessible online archive center. With just a few clicks, you scan, search, issue and pay all your bills.
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    Caribou

    Caribou

    Caribou

    A new way for multi-entity companies to request intragroup agreements, transfer pricing policies, and benchmarking. Transfer funds between entities compliantly. Do away with conflicting and unclear advice from accountants and investors. Move money and license IP to your regulated entity without conflicting advice from lawyers. All while keeping your compliance team happy. Get full support when designing and implementing your transfer pricing policy. Enter your next phase with a tax framework that scales with your growth. Get 24/7 access to international tax experts, without the pay-per-hour awkwardness. Get clear instructions on who signs, what, and when, minus the chase. Go from firefighting to real-time international tax monitoring as your entities grow. Kill lengthy information requests and save time by uploading a few documents. Request transfer pricing documents and intragroup agreements, monitor work across teams, and learn how to structure your entities in a few clicks.
    Starting Price: $5,000 per month
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    Zoho Finance Plus
    A unified platform for all your back office needs. From invoicing to order management to accounting, Zoho Finance Plus has all the tools you need to streamline all of your back office operations. Create professional invoices, send automatic payment reminders, and accept online payments with Zoho Invoice. All Zoho Finance apps are built from the ground up to work together seamlessly. Information entered in one app will be reflected in the rest, which means your data is up to date at all times. When salespeople generate quotes and orders in one application, they are immediately available in the others for appropriate teams to promptly fulfill the order, invoice the customer, and collect payments. With the world moving toward a subscription business model, the Zoho Finance Suite equips you with a solid recurring billing solution while bridging the gap with traditional accounting. Zoho Expense automates your reimbursement approval flow.
    Starting Price: $149 per month
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    Pilot

    Pilot

    Pilot

    Pilot takes care of your business finances, so you can focus on growing your business. Over a thousand businesses rely on Pilot for bookkeeping, tax, budgeting, fundraising support, & more. With Pilot, get a dedicated team of US-based finance experts who deeply understand your business and software that integrates with your financial tech stack like QuickBooks, NetSuite, Stripe, & more. Run your business with a clear picture of your finances. With Pilot, you get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors. Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up. Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for eCommerce. With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.
    Starting Price: $599 per month
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    TruePilot

    TruePilot

    TruePilot

    TruePilot is a virtual assistant for tax accountants that simplifies tax research and advisory services. It answers federal and state tax law questions and tracks changes over time. By uploading client data in PDF format, it can quickly calculate potential tax liabilities and analyze over 600 data points per return. Users can also identify advisory opportunities, such as clients who might benefit from forming an S Corporation. TruePilot enhances responsiveness and proactivity in tax services, ultimately boosting firm revenue while benefiting clients.
    Starting Price: $50 per month
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    TaxAct

    TaxAct

    TaxAct

    You know your business. TaxAct knows taxes. Easy, fast, affordable. Try online for free, pay when you’re ready to file. Accuracy guaranteed.Start now to find out why TaxAct is the best deal in tax. Answer simple, plain-English questions and TaxAct automatically calculates and enters your data into the appropriate tax forms. TaxAct walks you through a broad range of business expenses to help you accurately report and maximize your deductions. E-file for free and get notification via email and/or text as soon as your return has been processed by the IRS. Save time and minimize data entry errors by importing key data from last year's TaxAct return. Plus, enter data directly into forms or use quick entry methods for M-3, 4562, K-1, and Schedule L information. Never get stumped by a tax question. Search for the fastest answers in the Answer Center, or contact us for free account & technical support when you need it.
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    TaxbasePro

    TaxbasePro

    Sinewave

    Sinewave Computer Services Pvt. Ltd. is an income tax and HR software development company situated in Pune, Maharashtra, India. We are catering to more than 20,000 customers across India. Taxbasepro is the ultimate income tax software. Sinewave is the pioneer in Indian taxation software development. We have seen changes in the income tax law since 1986. Taxbasepro is a mini ERP solution assisting tax professional to manage their office affairs including computation of taxable income and tax through well crafted interfaces and easy to understand screens covering all processes and phases of income and deductions. Taxbasepro computes tax on taxable income and facilitates online payment of taxes. Taxbasepro facilitates automatic login to department websites along with submission of return. Preparation and e-filing of various audit reports like 3CA/3CD, 3CB/3CD and 3CEB.