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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

STEPS is a versatile management information system crafted to oversee, monitor, and report on a wide range of governance-related items within a single cohesive solution. It encompasses everything from members, assets, and personnel to contracts, deliveries, vehicles, management processes, appointments, documents, risks, incidents, suppliers, and support inquiries, covering nearly every conceivable aspect. This system can be tailored to meet the distinct needs of each organization, ensuring that it evolves alongside their growth. New features can be integrated without the need to redevelop existing core modules, allowing for a streamlined expansion. The various modules and functionalities are interconnected, all linked to a centralized database, eliminating the necessity for costly custom integrations. Each component is designed to fit together seamlessly, facilitating a quick implementation process and user-friendly experience. Users are guided through tasks with a structured, step-by-step method, which not only promotes productivity but also reduces the reliance on extensive support. Furthermore, the intuitive design ensures that even those with minimal technical skills can navigate the system effectively.

Description

TaxElm offers an all-encompassing tax strategy platform tailored for business owners seeking to minimize their tax liabilities. Unlike traditional tax prep tools, TaxElm doesn’t just help you plan—it helps you implement. Each tax strategy is supported by detailed step-by-step instructions, including checklists, templates, timelines, and third-party support, ensuring the plan is carried out effectively. The platform also tracks progress, ensures compliance, and updates strategies annually to keep your tax strategy up to date. By taking you from strategy to savings, TaxElm ensures that the plan is not just a concept but is fully executed, resulting in tangible tax savings.

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

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$249/month
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Qualitone Software Solutions

Country

South Africa

Website

www.stepsdatabase.com

Vendor Details

Company Name

TaxElm

Founded

2023

Country

United States

Website

www.TaxElm.com

Product Features

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 No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management No 

Product Features

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 

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