Audience
Accountants that need a tax return tracking solution
About 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.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
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Pricing
Starting Price:
$20 per user per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
TaxFlow
United States
www.taxflowsolutions.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
TaxFlow Frequently Asked Questions
TaxFlow Product Features
Accounting Practice Management
Approval Workflow
Client Management
Due Date Tracking
For CPA Firms
Project Management
Billing & Invoicing
Client Portal
Document Management
Staff Management
Time Tracking
Business Management
Project Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Tax Practice Management
Client Management
Due Date Tracking
Workflow Management
Approval Process Control
Billing & Invoicing
Client Portal
Document Management
Scenario Planning
Tax Filing
Tax Forms
