Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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Description

Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.

Description

Sigma 1040-TW stands out as the most adaptable service package offered by Sigma Tax Pro. This comprehensive package equips you with all the essential tools to thrive in your tax preparation business during the current tax season. Available in both desktop and web-based formats, the desktop version is necessary for filing business returns like Forms 1120 or 1065. Clients of Sigma enjoy the benefit of having a dedicated account manager who provides support throughout the tax season, ensuring a smooth tax preparation experience. Additionally, Sigma features a wide array of banking products designed to enhance the customer experience, allowing clients to receive their refunds more quickly and conveniently through options such as direct deposit, in-office check printing, and prepaid VISA or MasterCard alternatives. The Sigma 1040-TW service package also encompasses a premium software solution, offering various formats such as ProFiling, Executive, Power, Executive Accounting, and Power Accounting, enabling clients to select the one that best aligns with their specific requirements. With such extensive customization and support, Sigma 1040-TW truly caters to the diverse needs of tax professionals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cloud 9 Hosting Yes 
Cloudwalks Yes 
Doc.It by IRIS Yes 
Rightworks Yes 
Sagenext Yes 
SmartVault Yes 
Soraban Yes 
StanfordTax Yes 
TaxDome Yes 
Truss Yes 
UltimateTax Yes 
Verito Yes 

Integrations

Cloud 9 Hosting No 
Cloudwalks No 
Doc.It by IRIS No 
Rightworks No 
Sagenext No 
SmartVault No 
Soraban No 
StanfordTax No 
TaxDome No 
Truss No 
UltimateTax No 
Verito No 

Pricing Details

$330.00
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Drake Software

Founded

1977

Country

United States

Website

www.drakesoftware.com

Vendor Details

Company Name

Sigma Tax Pro

Founded

2012

Country

United States

Website

sigmataxpro.com/services/sigma-1040-tw

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning Yes 

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 Yes 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management No 

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 

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