Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
More than 4,000 Swiss tax advisors and trustees, ranging from solo practitioners to major firms in the "Big 4," depend on Dr. Tax Professional, which boasts over 12,000 active professional users. With an impressive estimate of more than one million tax returns handled annually, Dr. Tax has established itself as the benchmark for taxation in Switzerland, a fact we take great pride in. This software is designed to meet the rigorous standards of tax professionals, addressing only a few unmet needs, which we are actively working to fulfill. The Dr. Tax Professional software allows for the precise, efficient, and competent creation and management of tax returns. Its robust tax solution includes an extensive collection of forms catering to all 26 cantons. Moreover, the intuitive and user-friendly interface ensures that users can immediately utilize Dr. Tax productively. Additionally, vital supplementary evaluations enhance the advisory process, making it an indispensable tool for tax professionals in Switzerland. As we continue to innovate, we aim to further enhance our offerings and meet the evolving needs of our users.
Description
Get your practice organized and collaborate effectively using all the essential tools needed for growth. Keep track of conversations, emails, notes, and interactions with clients and colleagues in one place. Everything related to your clients can be accessed conveniently on a single screen. Craft compelling proposals for both clients and prospects with ease. Streamline engagement letters to ensure complete clarity in your communications. Your team will enhance productivity with a workflow that is intuitively designed and straightforward. Prevent any client tasks from falling through the cracks with our innovative agenda dashboard, which keeps every team member updated on their daily responsibilities. Our solution offers a comprehensive approach to tax return delivery, going beyond just form 8879. Provide clients with clear instructions for every form they need to complete, including payment vouchers and estimated payment vouchers. Secure signatures digitally on 8879 and any other customized documents with ease. This solution accommodates both US and Non-US based firms, ensuring versatility. Additionally, it features KBA for IRS compliance, and you can upload almost any document to gather signatures effectively. This comprehensive system not only boosts efficiency but also enhances client satisfaction, making it an invaluable asset for your practice.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
No
Google Drive
No
Microsoft Exchange
No
Microsoft Outlook
No
iCloud
No
Integrations
Gmail
Yes
Google Drive
Yes
Microsoft Exchange
Yes
Microsoft Outlook
Yes
iCloud
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$45 per month
Free Trial
No
Free Version
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Ringler Informatik
Country
Switzerland
Website
www.ringler.ch
Vendor Details
Company Name
Pascal Workflow
Country
United States
Website
www.pascalworkflow.com
Product Features
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
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
For CPA Firms
Yes
Project Management
Yes
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes