Alternatives to CPA Pilot

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.

Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.

Black Ore's Tax Autopilot stands out as the pioneering AI-driven tax preparation solution tailored for CPAs. By automating the 1040 tax preparation process, it allows accounting firms to concentrate on expansion. This technology alleviates the burden on employees, minimizing hours and stress through effective automation. With AI support, tax preparation becomes faster and more precise, enabling firms to cater to a larger client base while freeing up time for advisory services and marketing efforts. Black Ore's Tax Autopilot redefines tax compliance, transforming it into a strategic avenue for growth that enhances profitability for CPAs. It features autonomous data classification, organization, and binder creation, ensuring a streamlined workflow. The platform integrates seamlessly with leading tax software, adhering to stringent enterprise-level security standards and certifications. Accounting firms of various sizes can overcome capacity limitations by utilizing Black Ore's Tax Autopilot. By adopting this enterprise-ready solution, firms can boost their profit margins significantly. Additionally, it enhances productivity and shortens the review times for managers, allowing for more efficient operations. Companies can harness this scalable technology to meet the needs of rapidly growing clients, ensuring they stay ahead in a competitive market.

Juno is an AI-driven tax automation platform created to relieve accountants from the burden of late nights, endless paperwork, and disorganized client data. It offers three powerful modules—Preparer, Reviewer, and Advisor—that automate critical processes like entering source documents, checking for mismatches, and recommending tax strategies. By reducing manual work, Juno empowers accountants to provide faster, more personalized advisory services while maintaining accuracy and compliance. Firms using Juno report saving hours per day, cutting return preparation time in half, and boosting productivity without sacrificing quality. Its intuitive dashboard and advanced error-checking capabilities simplify the most time-consuming aspects of tax season. Unlike generic automation tools, Juno was built by a CPA who experienced the same struggles and wanted to create a real solution for his peers. The platform has quickly gained recognition among accounting firms of all sizes, from solo practitioners to large offices. Client testimonials reveal how Juno helps transform burnout into efficiency and confidence.

SignalsHQ is an innovative platform that leverages artificial intelligence to automate tax processes for small and mid-sized tax firms across the United States, enhancing tax research, document management, and compliance operations. By providing quick access to reliable, legally sound tax information, our solution minimizes the need for manual work and reduces the likelihood of mistakes. It also streamlines the extraction of data, the creation of working papers, and the drafting of documents, all while maintaining top-tier security standards. With SignalsHQ, firms are empowered to transition from traditional filing activities to more strategic advisory roles, enabling them to operate with greater confidence and improved efficiency. This shift not only enhances productivity but also allows firms to better serve their clients in an ever-evolving tax landscape.

Experience the precision and efficiency of your AI-driven tax assistant, which is not only time-saving but also committed to maximizing your deductions. Tax season has never been simpler; whether you are an individual taxpayer, a business owner, or a tax professional, our AI chatbot caters to all needs. Embrace the freedom from traditional constraints and enjoy limitless support for your tax-related inquiries, ensuring accuracy and hassle-free filing. Elevate your tax firm's productivity and earnings tenfold with the TaxGPT AI copilot, equipped with advanced tools for research, memo writing, and client management. Say goodbye to the anxiety that comes with paperwork, as TaxGPT streamlines your tax filing process from beginning to end, delivering exceptional efficiency and accuracy. With personalized responses to your tax questions available around the clock, you can file your taxes for just $50, all while benefiting from a maximum refund and an accuracy guarantee. There are no hidden fees or surprise charges here; you simply enter your tax question into the chat interface. Feel free to inquire about deductions, income, investments, filing status, or any tax-related subject, and let us help you achieve peace of mind during tax season. The future of tax filing is at your fingertips.

Holistiplan harnesses cutting-edge OCR technology to swiftly analyze tax returns and produce a tailored, white-labeled tax report filled with pertinent insights in mere seconds. In just a moment, advisors can deliver a professional, easy-to-read document featuring their firm’s logo prominently displayed at the top and a customized disclaimer at the bottom. This report can conveniently be saved as a PDF for emailing or printing, making it perfect for in-person discussions with clients. This efficient process serves as a seamless and impactful touchpoint, setting firms apart from the competition. Additionally, the same OCR technology populates a scenario analysis interface, enabling advisors to quickly pinpoint significant income thresholds for tax planning strategies such as ROTH conversions, tax-efficient withdrawals, and charitable contributions. By integrating effective tax planning tools, Holistiplan empowers every advisor to provide valuable insights to their clients, ensuring that tax strategies are accessible to all. Ultimately, this innovative approach transforms the client-advisor relationship, fostering greater engagement and understanding.

With professional tax software that you can access from your web browser, you can tap into the strength of Intuit. Discover why Intuit ProConnect Tax has been voted the best cloud-based professional tax software. Get the best productivity tools and powerful diagnostics that have been developed over the past 40 years, and then move them to the cloud for maximum convenience. Software that integrates with your existing process, connects to QuickBooks and supports your practice as it grows. You can rest assured that your data is safe and sound, protected by Intuit's security team, advanced security tools, monitoring, and other security features. Access over 5,700 forms for 1040 and 1041, 1065, 1065, 1065, 1065, 1120S 1120S, 709 and 990 tax returns. With more than 20,000 automated calculations, you can handle the most complicated tax situations. With more than 21,000 diagnostics and suggestions, you can prevent e-file rejections or missed deductions.

The CCH® ProSystem fx® suite provides a comprehensive array of integrated tools for tax, accounting, audit, and workflow management, all within a single award-winning platform. By utilizing these cohesive tax and accounting solutions, firms can significantly boost their productivity and profitability. Developed by experts in tax and accounting research, CCH® ProSystem fx® is the preferred choice of many of the leading accounting firms and businesses in the country. This all-in-one solution not only enhances accuracy and efficiency but also strengthens client relationships, leading to new revenue opportunities. CCH® ProSystem fx® Tax is capable of managing various federal and state returns, features extensive electronic filing options, and automates the generation of computations and reports. Additionally, the suite improves operational workflow through integrated services such as document management, firm management, knowledge sharing, and client collaboration. It empowers mid to large-sized firms to streamline their processes and workflows, thereby increasing overall efficiency and effectiveness. Ultimately, the CCH® ProSystem fx® suite positions firms to adapt to the evolving landscape of tax and accounting while maximizing their potential for growth.

TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.

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.

You feel trapped because you are overworked and undervalued. Clients need a trusted financial partner. TaxPlanIQ is here to simplify your life and show the immense value you can offer. Jackie Meyer, our founder, overcame the many challenges that frustrate most firm owners. The result? The result? A thriving business that earned hard-earned money for her clients. These business-building best-practices are now used to coach thousands of accountants, transforming their businesses in the process. Together, we'll walk you through your first tax plan so that you and your clients can see the return on investment. This platform is designed to increase your value and give your business control. Every accountant firm owner should have the tools to make their work easier and show clients their true value.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

For independent contractors, entrepreneurs, and business proprietors, CPAs can manage your tax filings from beginning to end at a fraction of the cost—five times cheaper. With the help of A.I., every potential tax deduction is identified seamlessly. By simply linking your expense accounts, FlyFin takes care of 95% of the workload for you. FlyFin is a consumer-focused startup dedicated to simplifying the financial management of American individuals. The A.I. is available to address your tax-related inquiries, while our team of tax professionals possesses extensive knowledge of both U.S. and international tax laws, guaranteeing precise tax preparation and review. A personal CPA will meticulously evaluate each deduction and recommend strategies to maximize your tax savings. You can uncover all eligible tax deductions in a matter of minutes, and have the option to accept or decline them, or consult with a CPA for further clarification. Additionally, a quarterly tax estimator will be provided based on your deductions and income. An experienced CPA will oversee the entire process and ensure your taxes are filed correctly. You also have the opportunity to ask unlimited questions to a CPA whenever needed, while automatically monitoring your financial situation. If desired, you can export your tax summary in Excel format for IRS form 1040 submission. This comprehensive service not only simplifies tax filing but also empowers you to take control of your financial health.

Streamline your business or professional tax preparation effortlessly with the robust, time-efficient features offered by Thomson Reuters UltraTax CS professional tax software. This comprehensive solution provides a wide array of federal, state, and local tax programs, encompassing 1040 individual, 1120 corporate, 1065 partnership, 1041 for estates and trusts, as well as multi-state returns. UltraTax CS integrates flawlessly with other Thomson Reuters products, such as CS Professional Suite and Onvio cloud software, ensuring that you never miss billable hours due to manual processes. Fulfill all your tax workflow requirements with a tailored, all-in-one solution designed around cloud technology, enhanced data sharing capabilities, and a paperless approach. You can simultaneously view inputs, forms, prior year data, diagnostics, and more across as many as four different monitors. Additionally, you can kick off each tax season with a checklist that automatically retrieves your client's data from the previous year's return, making the transition smoother. The system even allows for automatic linking of returns through Tax ID numbers, enhancing efficiency and accuracy in your tax preparation process.

Address even your most intricate tax returns with utmost assurance and effectiveness. Cater to a diverse array of clients by managing multistate filings, K-1 forms, consolidated corporations, and additional complexities seamlessly. The software supports essential forms such as 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Enhance both accuracy and productivity through automated functions for calculations related to depreciation, amortization, and debt forgiveness, among others. Access pertinent guidance whenever necessary with a simple click, ensuring your workflow remains uninterrupted. Accelerate data entry processes with straightforward access to all forms and an intuitive worksheet-based layout. Effortlessly monitor any outstanding client information and submit requests online with a single click, allowing you to save an average of 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns into individual filings or across business returns, resulting in an average time savings of 29 minutes. Rely on sophisticated diagnostics that automatically identify errors or oversights, providing additional reassurance in your work. This comprehensive approach not only streamlines the tax preparation process but also enhances your overall client service experience.

StanfordTax leverages artificial intelligence to enhance and simplify the collection and organization of tax information for accounting firms. It seamlessly integrates with leading tax software solutions, such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, allowing for the rapid importation of prior-year data for thousands of clients. The platform then crafts tailored questionnaires for each client, incorporating prior year figures, document checklists, and only posing pertinent questions while bypassing those that are not relevant. After clients provide their information and necessary documents, StanfordTax generates a comprehensive PDF workpaper, where documents are systematically categorized, bookmarked, and ordered, while client responses are meticulously structured. It accommodates over 30 different document types, including W-2 forms, various 1099s, and 1098s, ensuring a wide range of tax documentation is supported. Furthermore, to ensure data security, we implement the Advanced Encryption Standard (AES 256) for encrypting data at rest, alongside 256-bit SSL encryption for the protection of data during transmission, thereby maintaining the integrity and confidentiality of client information. With these advanced features, StanfordTax not only optimizes the workflow for accounting professionals but also enhances the overall client experience.

Reconcile aids you in identifying every tax deduction and credit for which you may be eligible. It is crafted to assist you in making informed tax choices. Whether you are an individual taxpayer or a business proprietor, we will uncover every tax strategy tailored to your needs. Significant life changes can lead to unexpected tax liabilities, and we are here to help you proactively plan for these situations. You will gain access to all federal credits and deductions, simulate various tax scenarios, enhance your decision-making process, and receive quick answers to your tax inquiries. By linking all your accounts, you can achieve a comprehensive overview, receive helpful nudges and reminders to maximize your savings, and invite family members and financial advisors to collaborate. Our mission is to empower everyone to manage their taxes with intelligence and ease, and we are constantly refining our insights engine to deliver optimal recommendations. We strive to create user-friendly and reliable experiences for both our partners and their customers. Additionally, maintaining data security and privacy remains our top priority in every product decision we make, ensuring that your information is always protected. Our commitment to improvement and user experience is what drives us forward.

Income tax refers to a yearly tax imposed on the earnings of individuals within a specified financial year, and it is administered by the Central Government. This type of tax is classified as a direct tax, meaning it is levied directly on the individual's income, in contrast to GST (Goods and Services Tax), which is applied to consumers but collected from service providers or suppliers. You can relax while we take care of your tax return filing, allowing our experienced tax professionals to help you maximize your time and minimize your tax liabilities. We thoroughly examine all your investments and expenses to identify potential tax savings. Our dedicated team of skilled Chartered Accountants provides comprehensive support throughout the entire process. Additionally, our intuitive and user-friendly AI-based tax planning application makes managing your taxes easier than ever. If you've received a Tax Notice, we are here to help you prepare and submit your response to the Income Tax Department efficiently.

K1x stands out as the premier platform for distributing data related to alternative investments. This innovative fintech firm offers a patented, AI-enhanced SaaS solution that efficiently digitizes and disseminates IRS Schedules K-1, K-3, and 990, effectively linking investors, advisors, tax software, portals, accounting firms, and taxing authorities at both federal and state levels. By simplifying intricate processes, speeding up filings, cutting costs, and enhancing control, transparency, and accessibility, K1x has revolutionized the way alternative investment data is handled. Over 8,000 organizations rely on K1x, including 44 of the 100 largest institutional investors in the United States, 15 of the top 25 accounting firms, 11 of the top 100 private foundations, 36 of the top 100 university endowments, and 8 of the top 40 health systems. Furthermore, K1x is the sole patented platform that utilizes AI to enhance the distribution of alternative investment data for both investors and advisors, making it an invaluable resource. The platform is meticulously designed to serve the needs of tax directors, CPAs, investors, and CFOs, ensuring they have the tools necessary to navigate the complexities of investment data.

CFS TaxTools ™ stands out as the leading software in the tax industry, widely embraced by professionals for its efficiency. The program allows worksheets to be printed with both the client's name and your firm's branding, ensuring a polished presentation. These worksheets can be attached to tax returns or provided to clients alongside generated invoices, streamlining the entire process. It features an extensive collection of tax forms, including numerous ones not typically available in standard tax preparation software, such as SS-4, Power of Attorney, and Offer in Compromise. Client details can be directly mapped onto the necessary forms, and multiple versions of each form can be stored for individual clients. The printed forms mirror their on-screen appearance precisely, and most can be conveniently sent as PDF files via email. Additionally, the software includes useful financial calculators like the Mutual Fund Average Cost Basis tool and various modules for loans and investments. Flowcharts within the program guide users through a series of questions to determine essential factors such as filing status and inherited IRA options, as well as eligibility for the "Kiddie Tax." Furthermore, the software allows for updates directly from the internet whenever there are changes to forms or tax laws, ensuring users always have the most current information, along with features for data backup and restoration for added security. This comprehensive suite of tools makes CFS TaxTools ™ an invaluable resource for tax professionals seeking to enhance their services.

Truss serves as an automated platform designed specifically for tax professionals, streamlining the workflow associated with tax documentation. Its features encompass the entire document lifecycle by enabling secure requests, organization, annotation, delivery, and storage of client files efficiently. The platform employs AI-driven, client-tailored checklists based on tax preparation software to ensure that clients only receive requests relevant to their needs; it automatically sorts and intelligently renames files uploaded by clients, converts various image formats into tax-preparation-friendly PDFs, and supports e-signatures for convenience. Additionally, it sends automatic reminders to clients and allows for hassle-free uploads without requiring account creation. Truss seamlessly integrates with popular tax preparation tools such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to enhance usability. With a strong emphasis on security, Truss maintains SOC 2 certification and incorporates AES-256 and Bcrypt encryption, adheres to OWASP-style standards, and guarantees that client data is never utilized to train any large-scale models. This commitment to security and efficiency makes Truss an invaluable asset for tax professionals seeking to optimize their operations.

Tax laws evolve swiftly, making it challenging for clients to keep up with their obligations. It is essential to create effective strategies that position them favorably for the upcoming tax seasons. Thomson Reuters Planner CS tax planning software is updated throughout the year to incorporate new regulatory changes, enabling you to deliver comprehensive insights to your clients with ease. You can conduct analyses that evaluate various scenarios, such as joint versus married filing separately, and present your findings in polished, user-friendly formats. Discover how Planner CS equips you with robust tools that not only save time but also guarantee precision, allowing you to deliver a professional tax analysis that guides your clients in making informed tax planning decisions. Additionally, you can formulate tactics to minimize your clients' tax liabilities, monitor carry-forward items for subsequent years, and compute necessary payments, among other functionalities. With its intuitive navigation and efficient templates, you can swiftly tackle intricate tax planning challenges your clients may face. Ultimately, this software empowers you to enhance your service offerings, reinforcing your role as a vital resource in their financial journey.

Effectively forecast anticipated tax payments, capital gains, and taxation for both residents and nonresidents. Throughout the year, prepare for tax consequences stemming from events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you can have confidence in our integration of the most recent tax laws. With precision and efficiency, we provide clients with a comprehensive view of their tax scenarios, including detailed analyses and side-by-side comparisons. Develop precise, professional, and impactful strategies that aid clients in minimizing their tax burdens while making informed choices. Seamlessly model and address intricate tax situations with ease. Leverage Bloomberg Tax & Accounting's esteemed expertise, along with current calculations, thorough analytics, and projections, to determine the most advantageous strategies for your clients' tax, investment, and retirement planning needs. This empowers clients to navigate their financial future with clarity and assurance.

Tax planning has long been a daunting task for small business owners due to intricate IRS regulations, challenging forecasting models, and a lack of accessible professional guidance. However, Tax Planner Pro revolutionizes this process with its user-friendly interface, straightforward instructional materials, and dedicated experts ready to assist you in every aspect of tax strategy and savings. By linking your financial data to Tax Planner Pro, our innovative tax strategy engine, IVAN, will assess your current financial situation and create a tailored tax plan specifically for your business. We promise to help you minimize your tax liability to just one dollar, guaranteed—whether that requires five strategies or thirty, we are committed to achieving your goal. Additionally, Tax Planner Pro ensures that your information is always current with automatic weekly updates synced to QuickBooks Online and Xero, making it a hassle-free experience. The setup process is quick and only takes a few minutes, allowing you to focus more on your business while we handle the complexities of tax planning. With Tax Planner Pro, small business owners can finally approach tax season with confidence and clarity.

Quickly and confidently prepare tax returns using software renowned for its user-friendly interface and advanced error-detection features. Discover why ProSeries has maintained its status as the top professional tax software for an extended period, with over 60,000 professionals consistently opting for it each year. Enjoy increased efficiency on every return thanks to built-in timesaving tools that enhance your workflow. By simply articulating your needs, you can swiftly locate the necessary forms or data entry sections. Save an impressive 23 minutes on each return by easily identifying fields that require data input, and promptly send email requests to clients with just a click. Have peace of mind that your returns are accurate, as the extensive diagnostic tools immediately highlight errors and guide you to the necessary corrections. Tailor a solution that aligns perfectly with your practice's needs and pay solely for the features you require. Additionally, consider our packaged bundles for substantial savings on each return you process. Take advantage of this opportunity to streamline your tax preparation process and improve your overall productivity.

Our complimentary AI 1031 specialist has been developed using over 8,000 U.S. tax documents and is equipped to address any inquiries concerning 1031 exchanges. Gain insights into the capital gains you may defer and the financial parameters of your exchange. Share your exchange details with us, and we will promptly connect you with the appropriate 1031 expert who can cater to your requirements. Real estate investors have the opportunity to utilize a 1031 exchange as a means to circumvent capital gains taxes when selling a property. In the context of a 1031 exchange, the specifics of the transaction determine the portion of capital gains that can be deferred or will be taxable. To ascertain how much of your capital gains can be deferred in a real estate exchange, provide us with the particulars of the properties you are selling and acquiring. We offer thoroughly researched answers to your most intricate tax-related inquiries, making it the most effective method for managing a 1031 exchange. With our service, you can navigate the complexities of tax deferral with confidence and clarity.

Boast stands out as the sole solution for R&D tax credits, integrating both technical and tax expertise with advanced AI to streamline the claims process and enhance returns. Our platform allows for effortless identification and claiming of innovation capital, backed by a secure, AI-driven system and dedicated R&D tax professionals. We cover everything from project identification and strategic planning to comprehensive evidence gathering, ensuring no opportunity is overlooked. This comprehensive approach has led thousands of forward-thinking companies to rely on Boast annually, allowing them to secure larger claims with minimal hassle and greater assurance. Remarkably, over 98% of claims submitted through Boast are processed without the need for an audit. In instances where our clients are contacted by the CRA or IRS, we successfully recover as much as 95% of the anticipated claims. We handle every aspect of the audit process on your behalf, alleviating any burden on you or your team. Boast's AI technology is constantly on the lookout for qualifying R&D activities and investments throughout your development cycle, while our proactive technical team ensures that we capture every potential R&D tax credit opportunity, maximizing your benefit even further. This combination of technology and human expertise solidifies Boast's position as a leader in the R&D tax credit space.

Kintsugi, an AI-powered tool for sales tax automation, helps companies streamline their sales tax processes. Its cloud-based platform automates all aspects of the sales tax lifecycle, including calculations, tracking nexus, reporting, filing and remittance. The platform offers real-time alerts for nexus tracking and automatic state registration. This gives businesses valuable insight into their nexus locations. Kintsugi automates the filing process and ensures accurate and timely tax filing. This saves businesses valuable time, reduces errors, and penalties. The tool offers transparent pricing and is competitive based on the analysis of SaaS company data. There are additional charges per state, per month. Kintsugi integrates seamlessly with ecommerce platforms, invoicing tools and billing systems. It also offers a user friendly API.

With the advent of AI technology, tax preparation has reached unprecedented levels of simplicity; AiTax leverages advanced algorithms to manage your taxes while utilizing the same strategic planning insights typically offered by tax attorneys. This innovative approach ensures that you minimize your tax liabilities within legal boundaries. By removing the potential for human mistakes and oversight, AI enhances accuracy and efficiency in the tax filing process. Additionally, the fee structure promises satisfaction, offering a no-cost filing option if desired results are not achieved. This means you can confidently navigate the complexities of tax season with the assurance that your financial interests are being prioritized.

Pillar2 stands out as a cutting-edge SaaS platform designed to mitigate risks, streamline operations, and enhance global compliance and reporting for Pillar Two by reinforcing tax control frameworks and optimizing end-to-end processes. This solution accommodates all essential OECD model calculations alongside local legislative mandates, automates the generation of XML-based GIR and forthcoming QDMTT returns, and guarantees precise calculations of any due top-up taxes, providing comprehensive audit trails that log every modification, user interaction, and timestamp. Users can easily import data through Excel or API from both central systems and local operations, which minimizes errors and conserves valuable time; additionally, an extensive dashboard integrated with GenAI insights tracks tax positions, upcoming deadlines, and identifies anomalies. The platform also implements role-based access control to maintain least-privilege permissions while ensuring secure data storage either in the UK or the EEA, which facilitates effective collaboration between internal teams and external consultants. Continuous enhancements are supported through automated offsets and allocations, alongside options for manual adjustments and structured review workflows, ensuring the system evolves to meet changing needs. This comprehensive approach ultimately fosters a more efficient and reliable compliance environment for users.

Commenda is a cutting-edge global business console driven by AI that consolidates various processes like entity formation, incorporation, tax compliance, and financial reporting into a single, user-friendly platform. It streamlines the entire lifecycle of international expansion, handling everything from establishing subsidiaries and creating transfer pricing agreements to submitting VAT, GST, sales tax, and corporate tax returns, all while providing real-time dashboards for ongoing compliance checks, automated notifications for approaching deadlines, and centralized document management. Additionally, the platform incorporates built-in workflows that enforce governance measures such as duty segregation and risk assessments, alongside API integrations with top ERP and accounting software to ensure seamless data flow, maintain audit trails, and facilitate budget-to-actual variance analysis. Users benefit from the ability to produce standardized filings, custom reports, and cross-border financial statements without the need for manual spreadsheets, and they can access an on-demand network of local experts for assistance. This comprehensive approach not only enhances operational efficiency but also strengthens the overall compliance framework for businesses operating in multiple jurisdictions.

Sphere is a technology-driven platform designed to streamline global indirect tax compliance across various jurisdictions. It manages the entire process, including tracking when new tax registrations are necessary, assisting in the registration process through official government portals, and utilizing its AI-enhanced tax engine to accurately calculate and collect the appropriate taxes. Additionally, it ensures timely filing and remittance to the relevant tax authorities. Sphere easily integrates with your existing billing systems and payroll providers, simplifying both setup and ongoing maintenance, thus allowing businesses to expand internationally without the burden of creating their own tax infrastructure. With extensive jurisdictional coverage, it utilizes tax authority connections and specialized knowledge to maintain accuracy and compliance across different product categories and legal areas. This service is particularly beneficial for finance teams in rapidly growing companies, enabling them to manage tax compliance efficiently on “autopilot” while still maintaining expert oversight and control over the process. Furthermore, Sphere's innovative approach helps companies stay agile and responsive in an ever-changing tax landscape.

Lazo is a comprehensive platform tailored to assist startups in managing critical phases such as incorporation, tax submissions, and fundraising using AI-driven accounting agents. These intelligent agents take care of vital tasks like bookkeeping, offering financial insights, and ensuring compliance, thereby allowing entrepreneurs to concentrate on scaling their businesses. In addition to these features, Lazo offers resources for the development and management of essential documents, such as materials for investor relations and secure data storage solutions. By simplifying financial and legal processes, Lazo empowers founders to maintain seamless business operations without becoming overwhelmed by administrative burdens, ultimately fostering a more efficient startup environment. Moreover, this innovative platform not only enhances productivity but also contributes to informed decision-making for entrepreneurs navigating the complexities of their ventures.

Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.

The OIC Tax Planner is an interactive desktop application that can be directly downloaded and installed on your computer, ensuring that your client information remains secure and localized. This comprehensive software package includes all necessary tax representation forms along with the latest IRS Offer in Compromise regulations. It serves as a valuable tool for managing various IRS collection matters, such as Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Designed for tax professionals with a moderate grasp of tax representation complexities, the OIC Tax Planner has successfully assisted numerous clients in obtaining approvals from the IRS for OICs, installment agreements, and uncollectable statuses. Additionally, the software features automatic updates for forms and data tables in response to IRS revisions, ensuring that users always have the most current information. It also includes automatic calculations and computation wizards based on IRS Financial standards to streamline the process. With its user-friendly interface, the OIC Tax Planner empowers tax professionals to navigate the challenging landscape of tax resolution with confidence.

Enhance your operational efficiencies by automatically computing, monitoring, and evaluating federal and corporate income tax characteristics over several years, such as net operating losses, carryforwards, and carrybacks. Develop optimal multistate tax strategies with cutting-edge state tax analysis software that seamlessly consolidates and distributes tax information, streamlining processes related to provision, compliance, planning, and audits. This approach not only saves time but also minimizes errors, ensuring a more effective tax management system.

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.

Fed up with spending endless hours trying to navigate your taxes? Let us save you that precious time. Our innovative tax assistance platform, known as TaxGPT, combines state-of-the-art artificial intelligence with the expertise of seasoned tax professionals to provide quick and precise responses to any tax inquiries through our chatbot. With our user-friendly chatbot or convenient call-in service, you can access the support you need in mere minutes. Plus, our sophisticated AI ensures that the information you receive is as accurate and reliable as possible. Our rapid tax assistance service is further supported by a dedicated team of tax specialists who meticulously verify all responses for accuracy and thoroughness. We are so assured of the excellence of our service that we proudly offer a 100% satisfaction guarantee with no strings attached. Additionally, we believe this commitment reflects our dedication to providing you with peace of mind during tax season.

The innovative technology patented by Blue Dot offers a comprehensive 360° overview of all transactions initiated by employees, which guarantees tax compliance and minimizes tax risks associated with consumer-style expenditures throughout the organization. By utilizing advanced AI capabilities such as deep learning and natural language processing, along with integrating external and historical data, it crafts a complete narrative for each employee-led transaction. This system draws on multiple data sources and specialized knowledge, all powered by a sophisticated AI engine. It accurately identifies and assesses any eligible VAT expenditures in accordance with the tax laws of specific nations, judicial rulings, company tax guidelines, and particular business needs. Additionally, it identifies and evaluates consumer-style spending that falls under TEB regulations, which requires wage tax payments either from the enterprise or the individual and subsequently affects the wage tax documentation. Furthermore, it scrutinizes, verifies, and computes consumer-style expenditures that must adhere to CIT regulations, ensuring thorough oversight and compliance. Ultimately, this technology not only enhances financial accuracy but also streamlines tax-related processes across the board.

TAXX SAVAGE offers an affordable start-up investment with a user-friendly software platform hosted in the cloud, complemented by a comprehensive suite of training videos that simplify the tax preparation process. Don't underestimate the power of our competitively priced software; it comes packed with all the essential features you need! Additionally, there’s no revenue sharing involved, and you won’t need an EFIN to access our software. Our dedicated team is here to motivate and support you as you work towards achieving the financial independence you desire. We equip you with the necessary tools to launch and expand your tax business, including guidance on effective marketing strategies. You will have access to everything required to operate and grow your business, akin to major franchises. Even if you opt out of our optional marketing package, our video training program includes valuable insights into marketing essentials, ensuring you’re well-prepared for success. With our resources at your fingertips, you’ll be well on your way to building a thriving tax preparation business.

Taxd is your personal digital accountant, making tax filing easy, efficient, and affordable. Whether you're self-employed, a landlord, or a company director, Taxd helps you navigate the complexities of tax filing with a user-friendly interface that simplifies the process. For just £99, you can submit your full tax return, with access to expert support, free amendments, and the opportunity to discover potential savings through tax credits and reliefs. Taxd is trusted by thousands of customers in the UK and is recognized by HMRC for ensuring tax compliance and maximum efficiency.

Sonny9 is an innovative AI-driven front office solution tailored for professional services firms, aimed at optimizing the management of client onboarding, document collection, and communications. This platform automates the collection of client data, ensures thorough document validation, and engages in real-time follow-up inquiries, thereby facilitating prompt information delivery from clients. With seamless integration into major tools like QuickBooks, Sage, and Google Drive, Sonny9 allows firms to eliminate tedious tasks, enhance data management, and concentrate on more impactful projects. Furthermore, it empowers firms to efficiently handle client interactions by automating monthly data intake and providing immediate responses to any questions regarding documents. In addition to these features, the platform conducts initial analyses, creates reports, and updates the firm's central records, ultimately increasing team efficiency and conserving valuable time. By streamlining the document processing speed and enhancing communication channels, Sonny9 effectively alleviates client anxiety while boosting overall workforce productivity, making it an essential tool for modern firms. This powerful solution not only saves time but also fosters a more organized workflow, resulting in a better service experience for clients.

Kingdom Trust stands out as a prominent independent custodian that offers innovative custody and escrow services tailored for both individual and institutional investors. Its clientele comprises Self-Directed IRA and Solo 401(k) participants, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and various investment platforms, whether domestic or international. The company's institutional pooled investment vehicle (PIV) custody service presents a bespoke solution catered to private equity, private debt, digital assets, venture capital, and fund of funds. Additionally, Kingdom Trust specializes in custodial services for qualified taxable accounts and separately-managed accounts (SMAs), as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, thereby assisting clients in fulfilling SEC regulatory obligations. Through this comprehensive custody framework, the firm also opens the door to investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By offering these diverse investment opportunities, Kingdom Trust enriches its clients' portfolios while ensuring compliance with industry standards.