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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

This software serves as a basic case management and intake solution designed for efficient handling of client and matter information, allowing for quick access and retrieval of data. It includes features like intake label printing, report generation, and a variety of forms and labels, ensuring comprehensive document management. The bar code functionality enhances file tracking, making it easier to locate and organize documents. Additionally, it offers 12 pre-installed FLIP Memos, such as Documents Enclosed and Transmittal Memorandum, along with the capability to create CUSTOM MEMOS for frequent use. FLIP efficiently prepares these memos for distribution to clients and opposing counsel, facilitating mailing in window envelopes. Memos can be printed on standard paper or specifically designed FLIP Memo forms. To assist with organization, the software also includes large file labels meant to identify expandable pockets and wallets, which can be easily affixed to the side of these storage solutions. Users can print labels seamlessly through an envelope feeder, ensuring that each file is clearly identified with pertinent data sourced from the client, matter, or opposition database, along with a corresponding bar code for easy scanning and retrieval. This comprehensive system streamlines case management, making it an invaluable tool for legal professionals.

Description

Discover the top small business software designed for the seamless printing and submission of W-2 and 1099 forms. Each comprehensive kit comes equipped with software, paper forms, envelopes, and five complimentary e-filings. The user-friendly software replicates the official IRS forms directly on your screen, simplifying the process. ComplyRight also offers a complete range of tax reporting forms to meet various needs. For businesses that make payments beyond wages, such as miscellaneous income to non-employees, the 1099-NEC forms are essential. These forms are printed using heat-resistant ink, compatible with most inkjet and laser printers. Additionally, a helpful tip sheet outlines minimum requirements, potential penalties, common mistakes, and best practices for filing. This solution provides everything necessary to manage reports for miscellaneous payments made to independent contractors, consultants, attorneys, vendors, healthcare professionals, trainers, guest speakers, or freelancers efficiently. With this software, small businesses can navigate tax filings with confidence and ease.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$99.95 one-time payment
Free Trial No 
Free Version No 

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 No 
Linux No 
Chromebook No 

Deployment

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

BlumbergExcelsior

Website

www.blumberg.com

Vendor Details

Company Name

ComplyRight

Founded

1987

Country

United States

Website

www.complyright.com/solutions/diy-tax-filing

Product Features

Legal Case Management

Billing Management No 
Calendar Management Yes 
Case Notes Yes 
Client Management Yes 
Communication Tracking No 
Conflict Management Yes 
Corporations No 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management No 
Expense Tracking No 
Government No 
Law Firms No 
Records Management Yes 
Task Management No 
Time Tracking No 
Trust Accounting No 

Product Features

Corporate Tax

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

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