Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
TaxProof serves as an online tax accounting platform designed for individuals and businesses dealing with tax and accounting matters. This innovative solution simplifies the tax accounting processes for organizations of all sizes, from small enterprises to large corporations. By automating tedious tasks such as collecting data and creating footnotes, it allows users to dedicate more time to valuable Tax Data Analysis activities. The intuitive interface is streamlined to display only the essential information, reducing distractions and enhancing focus on tax reporting duties. Additionally, it includes versatile assistance and audit trail features that track your actions and help refine your approach. In contrast, managing tax reports in Excel can be cumbersome, as intricate spreadsheets consume time and can often lead to confusion. Overall, TaxProof provides a more efficient and user-friendly alternative for tax accounting needs.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$20 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
€350 per entity per year
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
TaxFlow
Country
United States
Website
www.taxflowsolutions.com
Vendor Details
Company Name
TaxModel
Country
Netherlands
Website
tax-model.com/solutions/taxproof/
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
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