Average Ratings 52 Ratings
Average Ratings 0 Ratings
Description
Filejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.
Description
We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$150 per entity / year
Free Trial
No
Free Version
No
Pricing Details
$20 per user per month
Free Trial
Yes
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
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
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Filejet
Founded
2018
Country
United States
Website
filejet.com
Vendor Details
Company Name
TaxFlow
Country
United States
Website
www.taxflowsolutions.com
Product Features
Business Filing
Annual Reports
Yes
Business Licenses
Yes
Copyright
Yes
Corporate Dissolution
Yes
Corporation (C Corp)
Yes
Doing Business As (DBA)
Yes
Limited liability company (LLC)
Yes
Nonprofit
Yes
Operating Agreements
Yes
Patents
Yes
Registered Agent Services
Yes
S Corp
Yes
Sole Proprietorship
Yes
Trademark Registration
Yes
Business Management
Billing & Invoicing
Yes
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
Yes
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Data Governance
Access Control
No
Data Discovery
No
Data Mapping
No
Data Profiling
No
Deletion Management
No
Email Management
No
Policy Management
No
Process Management
No
Roles Management
No
Storage Management
No
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Entity Management
Access Control
Yes
Compliance Management
Yes
Contract Management
Yes
Corporate Structure Management
Yes
Document Assembly
Yes
Due Date Tracking
Yes
Electronic Filing
Yes
Electronic Signature
Yes
Multi-Jurisdictional
Yes
Ownership Tracking
Yes
Records Tracking
Yes
Registered Agent Services Integration
Yes
Subsidiary Governance
Yes
Task Management
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration
Yes
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
No
Product Features
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
No
Client Management
Yes
Client Portal
No
Document Management
No
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
No
Time Tracking
No
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
No
Document Management
No
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes
