Average Ratings 2 Ratings
Average Ratings 0 Ratings
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
Taxware Systems delivers a comprehensive suite of tax software crafted by tax professionals specifically for tax preparers. You can monitor the status of your returns in real-time throughout the electronic filing procedure. The software features a range of user-friendly filters that facilitate quick and efficient access to the information you need. Additionally, it allows you to compare your current clients with those from the previous year, helping you create a database of taxpayers you haven't engaged with in the present year. This enables you to send form 4868 extensions en masse to all these clients! You can save valuable time and avoid the hassle of scanning signature documents, as our solution is compatible with various e-signature services from third-party providers and seamlessly integrates with Topaz Signature pads for easy digital signing of PDFs. Taxware also partners with EPS, Refund Advantage, and TPG-Tax Products Group, offering clients diverse options for products and services to expand their business. Moreover, Taxware prides itself on transparency, ensuring there are no hidden fees involved. This commitment to clarity reinforces our dedication to customer satisfaction and trust.
API Access
Has API
No
API Access
Has API
No
Integrations
Cloud 9 Hosting
Yes
Cloudwalks
Yes
Doc.It by IRIS
Yes
Rightworks
Yes
Sagenext
Yes
SmartVault
Yes
Soraban
Yes
StanfordTax
Yes
TaxDome
Yes
Textellent
No
Integrations
Cloud 9 Hosting
No
Cloudwalks
No
Doc.It by IRIS
No
Rightworks
No
Sagenext
No
SmartVault
No
Soraban
No
StanfordTax
No
TaxDome
No
Textellent
Yes
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
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
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
Taxware Systems
Founded
1979
Country
United States
Website
www.taxwaresystems.com
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
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Payroll
401(k) Tracking
No
Attendance Management
No
Benefits Management
No
Check Printing
No
Compensation Management
No
Deductions Management
No
Direct Deposit
No
Multi-Country
No
Multi-State
No
Reporting/Analytics
No
Self Service Portal
No
Tax Compliance
No
Vacation / Leave Tracking
No
W-2 and 1099 Preparation
No
Wage Garnishment
No
Sales Tax
Address Validation
No
Audit Trail
No
Consumer Use Tax
No
Exemption Management
No
Tax Calculator
No
Tax Filing
No
Taxability Verification
No
Transaction Tracking
No
Value Added Tax (VAT)
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