Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We will walk you through the entire process step-by-step and assure that our calculations will be completely accurate. Each year, our service assists more individuals with their tax filings than all other online tax preparation platforms combined.
Our commitment to ensuring you receive every dollar you are entitled to is unwavering, and we stand by that promise.
No matter how straightforward or complicated your tax circumstances may be, we will identify every deduction and credit available to you, ensuring you maximize your refund.
To streamline your filing experience, simply upload last year’s tax return to automatically fill in your information, helping you avoid mistakes and move forward efficiently.
You can easily upload, import, or photograph your W-2 or 1099-NEC, and we will ensure that your information is accurately placed.
With CompleteCheck™, we meticulously review your return to provide you with the assurance that it is entirely accurate.
You will not incur any charges for TurboTax until you are ready to submit your return and are completely satisfied with our service.
Additionally, you will have access to tax professionals who can assist you in completing your taxes without errors and provide a final review of your return for peace of mind. This way, you can navigate through tax season with confidence and ease.
Description
Companies that fail to fully embrace a cohesive digital tax workflow solution may end up squandering valuable time and disappointing their clients. An uncoordinated approach, where some processes are automated while others rely on traditional paper methods, leads to inefficiencies. When each segment of the tax preparation process operates in isolation, technology can become a hindrance rather than an asset. Utilizing automated tax preparation workflow software streamlines processes from start to finish, allowing staff to save time and ensuring that clients, who are often pressed for time, remain satisfied. The entire process, from collecting client source documents to conducting reviews and obtaining approvals, is expedited, including the crucial final stage of payment collection. In the realm of digital tax preparation, client information is imported digitally, reviews are conducted on-screen, and returns are electronically signed and filed, enhancing overall efficiency. By removing monotonous data entry and other outdated manual tasks, tax workflow automation empowers firms to increase their output while utilizing fewer resources. Consequently, adopting such technology can significantly enhance a firm's productivity and client satisfaction levels.
API Access
Has API
API Access
Has API
Integrations
Candis
Era
Oneview Healthcare
QuickBooks Online
Summ
Taiki
TurboTax Business
Integrations
Candis
Era
Oneview Healthcare
QuickBooks Online
Summ
Taiki
TurboTax Business
Pricing Details
$69
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
turbotax.intuit.com
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
United States
Website
www.wolterskluwer.com/en/solutions/tax-accounting-us/digital-tax-workflow
Product Features
Product Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management