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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

QVIKPREP's Data Prep Runner (DPR) revolutionizes the process of preparing data and enhances data management efficiency. By streamlining data processing, businesses can refine their operations, effortlessly compare datasets, and improve data profiling. This tool helps save valuable time when preparing data for tasks such as operational reporting, data analysis, and transferring data across various systems. Additionally, it minimizes risks associated with data integration project timelines, allowing teams to identify potential issues early through effective data profiling. Automation of data processing further boosts productivity for operations teams, while the easy management of data prep enables the creation of a resilient data pipeline. DPR employs historical data checks to enhance accuracy, ensuring that transactions are efficiently directed into systems and that data is leveraged for automated testing. By guaranteeing timely delivery of data integration projects, it allows organizations to identify and resolve data issues proactively, rather than during testing phases. The tool also facilitates data validation through established rules and enables the correction of data within the pipeline. With its color-coded reports, DPR simplifies the process of comparing data from different sources, making it a vital asset for any organization. Ultimately, leveraging DPR not only enhances operational efficiency but also fosters a culture of data-driven decision-making.

Description

Companies that fail to fully embrace a cohesive digital tax workflow solution may end up squandering valuable time and disappointing their clients. An uncoordinated approach, where some processes are automated while others rely on traditional paper methods, leads to inefficiencies. When each segment of the tax preparation process operates in isolation, technology can become a hindrance rather than an asset. Utilizing automated tax preparation workflow software streamlines processes from start to finish, allowing staff to save time and ensuring that clients, who are often pressed for time, remain satisfied. The entire process, from collecting client source documents to conducting reviews and obtaining approvals, is expedited, including the crucial final stage of payment collection. In the realm of digital tax preparation, client information is imported digitally, reviews are conducted on-screen, and returns are electronically signed and filed, enhancing overall efficiency. By removing monotonous data entry and other outdated manual tasks, tax workflow automation empowers firms to increase their output while utilizing fewer resources. Consequently, adopting such technology can significantly enhance a firm's productivity and client satisfaction levels.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Candis No 
Haystack Yes 
Oneview Healthcare No 

Integrations

Candis Yes 
Haystack No 
Oneview Healthcare Yes 

Pricing Details

$50 per user per year
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Qvikly

Founded

2013

Country

United States

Website

qvikprep.com

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

United States

Website

www.wolterskluwer.com/en/solutions/tax-accounting-us/digital-tax-workflow

Product Features

Data Management

Customer Data No 
Data Analysis Yes 
Data Capture No 
Data Integration Yes 
Data Migration Yes 
Data Quality Control No 
Data Security No 
Information Governance No 
Master Data Management No 
Match & Merge Yes 

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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