TaxDome Alternatives

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

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.

AccountsIQ cloud accounting software simplifies the capture, process and reporting of financial data across multiple locations. Put simply we transform finance functions by enabling CFOs, Finance Directors and Financial Controllers to: - Get a holistic view of their organisation and subsidiaries - Access real-time, powerful reports and KPIs - Get superb analytics through our multi-level coding capability - Automate consolidation - Work more effectively and flexibly with our collaboration tools and apps - Gain efficiencies through integration of key business systems. Our financial management software was awarded Mid-Market and Enterprise Accounting Software of the Year 2019 and 2018 and we were a finalist in 2020.

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.

Our cloud-based AP software automates invoice processing and enhances your existing accounts payable financial software to create a seamless platform that allows your accounts payable department personnel to work from anywhere, remotely or in the office, without purchasing expensive accounting software. QBILLY provides a secure, simple, and cloud-based AP add-on solution for receiving, tracking, routing, approving, archiving, and paying vendor invoices while integrating with most accounting software systems. Our software provides you with wizards to easily configure the system to work the way you want it to work. Also, our software allows you to connect your financial stakeholders to AP information with a cost effective and flexible solution that is accessible from anywhere and from any device. This software will eliminate manual processes to reduce the number of accounting errors and allowing you to become more productive, reduce costs, and go paperless.

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.

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!

Taxaroo is the ultimate cloud-based practice management software designed specifically for tax businesses and CPA firms. Our platform revolutionizes the way you manage your practice by offering a suite of advanced features including "Roo, The AI Tax Advisor," which automates client interactions, and a secure client portal for seamless document exchange. With workflow automation, you can streamline your processes, from client onboarding to tax filing. Taxaroo is incredibly user-friendly, requiring no upfront investment in high-priced consultants or long onboarding processes. It's also the most affordable solution in the market, making it ideal for small to medium-sized practices. Our software is continuously updated to meet industry standards and client needs. With Taxaroo, you get an all-in-one solution that elevates your tax practice to new heights of efficiency and client satisfaction.

Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.

Taxware Systems offers a full line of tax software designed for tax preparers by tax preparers. Throughout the entire electronic filing process, you get real-time status of your returns. A variety of intuitive filters make searching for the information you need, quick and efficient. Our program is able to compare your current year clients with your prior year clients to build a database of the tax payers you haven’t yet worked with in the current year. With this database you can send form 4868 extensions for all of these clients at once! Save time and eliminate the need to scan signature documents! Compatible with e-signature solutions available from third-party providers as well as complete integration with the Topaz Signature pads, you are ready to digitally sign PDFs. Taxware provides integration with EPS, Refund Advantage and TPG-Tax Products Group to give our clients a variety of options in both product and services to grow their business. Taxware does not charge any hidden fees.

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.

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.

Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.

Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.

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.

Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources.

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.

Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.

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.

Tired of spending countless hours manually tracking your sales and expenses, or setting up a spreadsheet correctly to electronically monitor your finances? Then you need bookkeeping software that’s fast, functional and efficient - which makes Avanquest’s MySoftware Bookkeeper the perfect solution! It provides you with the accounting functionality you need to easily manage your business finances at an affordable price. From check writing, payroll and credit card processing, to billing, invoicing, tax preparation, reporting and more, this bookkeeping software eliminates day to day accounting/bookkeeping hassles and frees up valuable time so that you can focus on growing your business.

All of your bookkeeping, online. Decimal is the online bookkeeping service designed for small business owners. Bookkeeping is the least enjoyable part of running your business. Let's take it off your hands. Three minutes, and you'll never need to deal with bookkeeping again. Simply pick the plan that works best for you. We'll team you up with our in-house bookkeepers and get to work. Securely connect your bank accounts, credit cards, and apps like Paypal, Square, and others to send data to your bookkeeping team automatically. Moving forward, your accounting team will ensure your financials are up to date, payroll is delivered, and taxes are filed. Allowing you to do more of what you love. We made sure to combine the best parts of technology and human touch to create an online bookkeeping experience unlike any other. With the Decimal app, you’ll have a real accountant you can call, email, or message — anytime, and from anywhere.

What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.

Communicate with clients, catch coding errors, track KPIs, and manage your work. Give your clients one place to answer uncategorized transactions, send bank statements, and access their financials. Set up automated emails so you never need to send another reminder. Catch misclassified transactions and correct them directly from Keeper. Track KPIs and build customized financial packages for your clients. Keeper provides a Client List that is typically the first page you will see when you log into Keeper. This list shows you all of your clients and your progress on each of their closes. You can also see high-level stats on your open Client Questions, and whether any of them have been answered. You can add Client Properties to your Client List to give you more information about your clients. For example, you can have a checkbox property for VIP so you can filter to show only your VIP clients.

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.

TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs.

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.

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.

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.

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.

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.

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.

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.

Replace 8+ different software with powerful workflow management, client tracking, and automation tools. Atlas automatically updates your calendar events and generates workflow tasks from incoming client requests. Atlas Chat executes task creation and event scheduling requests while enabling instant client access. Ask Atlas anything. Organize all client data with profiles, which display recent interactions, stored documents and notes, and Atlas insights. Atlas drafts replies for all incoming emails, composes emails upon request and updates your workspace from email content. Explore productivity data and time allocations with detailed insights. Analyze your most valuable clients, hardest working employees, and personal productivity.

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.

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.

Veryfi is software that takes the work, error and frustration out of construction bookkeeping while enabling real-time field intelligence. Starting with automation of time & materials to digitize and end 90% of the time wasted doing it by hand and chasing records. Traditionally, bookkeeping is a monthly ritual. At Veryfi we have seen exceptional businesses reach financial prosperity when they steer in real-time, not at the end of the month. Hence, Veryfi as a mobile-first bookkeeper built for teams. This makes it easy, fast and reliable for teams to get information from the field (physical world) and into a system of record (digital world) with minimal user intervention. Veryfi is building the next generation of construction bookkeeping automation software with pure tech, and without the restrictions of legacy technology or methods.

Experience increased efficiency, reduced stress, and effortless resolution of uncategorized transactions and coding errors with Booke's AI-powered automation. Effortlessly find and fix errors in your bookkeeping with our advanced error detection technology. Streamline your collaboration with clients and get faster responses with our user-friendly portal. Spend less time on manual transactions. Booke becomes more accurate and reliable the more you use it. Keep your clients happy and your business running smoothly with our efficient communication tools.

The next evolution of online software for accountants, offering unprecedented flexibility and client service. Thomson Reuters Onvio is the next step in the evolution of online software for accountants. By bringing key aspects of your daily workflow into one online platform, Onvio empowers your team to work together with the speed and flexibility you need to keep pace in a fast-changing profession. With UltraTax CS integration you get a robust set of tools to guide your clients. Plus, it's accessible from any device, so your staff and clients can interact where, when, and how they choose. And perhaps most important, Onvio offers enterprise-level security that makes you the first, best line of defense for your clients. Online software for accountants that includes document management, time and billing, online client collaboration, and project management.

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.

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

Professional tax software built by and for tax preparers. Prepare 1040 federal, state, and local tax returns. Less than 60 second in-season wait time. No additional fees. Get your clients their refund faster and get paid sooner. We partner with the most banks in the industry to make it easy to sign up in seconds. Our reliable software, talented support team, and integrated bank products are just some of the reasons our customers keep coming back year after year. Access TaxSlayer Pro Web on any device with an internet connection so you can prepare returns from wherever your business takes you. TaxSlayer Pro Classic includes everything you need to prepare, file, and transmit your clients' tax returns. Our mobile app allows you to receive tax information from your clients wherever you are. Eliminate the need for them to wait in line at your office. Save time and retain more clients with TaxesToGo®.

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.

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.

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.

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.

TPS Cloud Axis was designed with small to mid-sized accounting firms in mind. With TPS Cloud Axis, you can manage and optimize your practice from home, the office, or anywhere. *Easily track your time and generate customizable invoice. *Keep your tasks from slipping through the crack with our easy-to-use Office and employees calendar workflow calendar *Track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. *Clients Portal * E-signature & Payments

All-In-One Practice Management Software built by Accountants for Accountants. Mango Practice Management client-friendly suite of software tools makes it easy to run your firm large or small. Whether you bill for time or by project, it's critical to track all time spent working for your clients. Generate invoices quickly and send effortlessly, getting paid faster. Manage all your due dates with streamlined workflows and task management. With out of the box accounting specific templates, you will hit the ground running. The next generation of secure file sharing and eSignature has arrived. Share and request signatures right from your email inbox, eliminating clunky portals. Mango Practice Management was built by accountants to crack the code on how to efficiently run a modern accounting firm. Mango answers who are your most profitable clients, products, and associates. It provides all the information you need to make the right decisions at your fingertips.

A single accounting management system for document management, workflows, and client experiences. The most interconnected accounting practice management platform for tax, audit, advisory, management consulting and compliance. Avii includes an integrated suite of applications to enhance your firm’s automation and improve your clients’ experience. Regardless of your size, processes and goals, you can select the entire suite or only the solutions you need today. Provides secure document exchange within your team. Extends collaboration and document and task management to your clients. Customizes the information flow to people and teams. Surfaces key information that helps you drive your firm’s success. Avii Intelligence that powers the entire platform, bringing your entire experience into one place. Use Avii to improve the way you leverage technology to gain better results with your clients.

Follow along and see how AirFP assists with creating a healthy or maintaining an existing tax practice. Discover how to take your tax prep business to new heights! Offer bank product settlement options today. We include unlimited free e-file with every professional tax software license, saving you hundreds! To set up an e-services account, to submit ERO file applications, we train you on how to run as efficiently a tax office as possible allowing you to focus on making money. Air Financial Partners (AirFP) will not only provide you with the service & support needed to retain customers. Our innovative team of tax pros will support your growth well into the future. Our turn-key tax business marketing program is proven to help attract new tax prep clients year after year that will help spread news of your great services. With both desktop and online solutions available for multi-site tax preparation businesses, AirPTS 1040 Professional Tax Software works with your organizational model.

Finmatics supports companies and tax offices in experiencing the future of accounting today. Our digital assistants combine smart software that learns with extensive know-how that grows with you. Our software offers comprehensive functions for future-proof and efficient accounting. Digital automation of the receipt of documents, document capture, pre-accounting, document sorting and transparent and multi-level document release workflows via mobile app relieve you of the bookkeeping process. The modular structure of Finmatics and open interfaces allow maximum flexibility and perfect interaction with your ERP or accounting software. Our solutions can be tailored precisely to your individual situation. With flexible systems and highly customizable features, Finmatics digital assistants can bring huge improvements.