Verito Integrations

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year.

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.

Sage Accounting is a cloud-based accounting solution designed to simplify financial management for small businesses, with AI-powered features that automate key tasks like invoicing, VAT returns, and receipt capture. It offers Making Tax Digital (MTD) compatibility and is recognized by HMRC, ensuring seamless tax submissions. Sage Copilot, the built-in AI assistant, helps users stay organized by automating reminders, generating professional communications, and providing real-time financial insights. The platform supports bank connections, cash flow control, detailed reporting, and optional payroll management. Available in three plans—Start, Standard, and Plus—Sage Accounting caters to different business needs, from sole traders to companies managing inventory and multiple currencies. Users benefit from a free 3-month trial, no long-term contracts, and award-winning support that helps maximize productivity.

Prepare returns quickly and confidently with the software known for its ease of use and error-spotting diagnostics. See why no other professional tax software has been #1 for as long as ProSeries, and why over 60,000 pros like you choose it year after year. Get more time back on every return with timesavers built into your workflow. Simply describe what you're looking for to quickly find the right forms or data entry fields. Save 23 minutes per return with the ability to quickly spot any fields that need data, and then send an email request to the client with a click. Rest assured that your returns are done right with comprehensive diagnostics that instantly pinpoint errors and show you exactly where to go to fix them with a click. Customize a solution that’s the right fit for your practice and pay for only what you need. Choose packaged bundles for significant savings on every individual return.

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.

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.

Your clients shouldn't need a phone call to work with you, and switching platforms shouldn't gamble your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it sits everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration, with TaxDome AI handling the tedious work. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.

Add automation to your practice, align your team, and keep clients happy with OfficeTools CPA practice management software. Visit our resource hub and learn how leading firms are expanding service lines and improving client experience. Our accounting practice management software lets you track time and billing, invoicing, contacts and client information, projects, and documents in one place while integrating with other key business tools. Put an end to double, triple, or quadruple data-entry from tax programs, accounting software, calendars, and emails. With a single place to understand the Who, What, Where, When, and Why, you will gain a clear, end-to-end view of your firm so you can prioritize accordingly. Help your clients succeed today while planning for tomorrow with an accounting and tax practice management software designed to equip your team to deliver exceptional results.

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.

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.

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.