Alternatives to TaxSys

Ai - an Agent-less "Ai" (Artificial Intelligence) Digital Consumer or Debtor Engagement bot for credit, billing, collections & revenue cycle management. This "Digital & Voice First Ai” servicing technology can answer common questions and accept payments. It also negotiates accounts with a frictionless positive user experience.

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.

Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. All your transactions in one place No more going back and forth between different accounts and wallets. Easily sync your data to Koinly and get a complete picture of all your trading activity. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports. Koinly is packed with tools to help you find problems with your transactions. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free and generate tax documents.

The Ledgible Platform is a cryptocurrency tax & accounting solution designed specifically with professionals in mind. We make crypto, Ledgible. Financial institutions, corporations, and accounting firms use the Ledgible platform globally for crypto tax, crypto accounting, and crypto audit for billions of dollars of crypto assets. For clients seeking traditional financial verification, reporting, and assurance, Ledgible provides the tools they need to confidently embrace cryptocurrency in their work. Ledgible offers three products - Ledgible Crypto Tax Pro, Ledgible Accounting, and Ledgible Crypto Consumer Tax. Our crypto tax product suite was designed from the ground up as a professional-grade solution for tax and accounting professionals. As such, we're the only solution partnered and integrated with all professional tax software solutions. Our institutional accounting arm also develops custom solutions for institutions seeking to integrate cryptocurrency into their systems.

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.

Lockstep, an award-winning platform that connects finance teams around the world, is helping them to work more effectively together. Lockstep was founded in 2019 to eliminate cash traps and leaks caused by manual synchronization between B2B trading partners' books. Lockstep, based in Seattle, provides a connected accounting cloud that enables businesses to establish trusting, compliant accounting relationships. Lockstep is a trusted accounting cloud that enables high-performance businesses large and small to manage their collections.

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

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.

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.

Enhance your case-building strategies and secure a competitive advantage by achieving over 90% accuracy in outcome predictions. Swiftly pinpoint analogous decisions based on relevant factors and their results, instead of relying solely on keywords. With assurance, forecast outcomes and recognize authoritative figures while understanding the influence of critical factors on your stance. Identify potential threats to your position by analyzing factors and decisions that might pose risks. Effortlessly create and adjust intricate tax entity diagrams, streamlining your workflow. Within minutes, develop a polished research summary tailored for clients. Articulate compelling arguments grounded in a multitude of pertinent decisions, and explore similar rulings by focusing on relevant factors and results. Empower junior team members to uncover essential elements in judicial outcomes, enabling them to contribute meaningfully. Utilize insights from previous cases to guide clients toward the most advantageous actions. Evaluate the precision of your assessments and compute associated risks, ensuring a robust defense of your position with the backing of an impartial third-party report. Additionally, broaden your understanding of the legal landscape by continuously updating your knowledge of emerging trends and shifts in case law.

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.

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.

MyTAXPrepOffice streamlines your tax season experience with its efficient workflows designed to save time. The client information sheet seamlessly integrates with both federal and state returns for a smooth processing experience. You can either work through the forms line by line or select specific forms for quick electronic filing. Our dedicated customer support team is readily available through online chat, email, or phone to assist you with any issues. Additionally, we offer live webinars, integrated training videos, and remote access to ensure assistance is easily obtainable. With 24/7 live chat during the peak tax season and minimal hold times, our support is unparalleled in the industry. You have the flexibility to work from anywhere, at any time, on various devices like PCs, Macs, tablets, and smartphones. This means you can efficiently handle client inquiries whether you're at the office, traveling, or working from home. Furthermore, our offline mode ensures that you can keep making progress even when your internet connection is interrupted. MyTAXPrepOffice is equipped with a variety of productivity tools designed to make tax preparation both quick and precise. We pride ourselves on offering exceptional customer support alongside a user-friendly, professional product that remains competitively priced, ensuring that you receive the best value for your investment. Additionally, our commitment to continuous improvement means that we are always seeking feedback to enhance your experience further.

Our software encompasses Tax, Accounts Production, and Practice Management, along with a variety of additional functionalities. It seamlessly integrates with the tools you rely on most, providing accountancy practice software designed to enhance the efficiency and profitability of your operations by streamlining client work. With an emphasis on simplicity and affordability, our solution enables businesses to manage tax and accounts production effortlessly. The user-friendly interface allows both accountancy and legal firms to serve their clients with greater efficiency and profitability, delivering exceptional value for investment. Additionally, accounting and finance professionals in various industries utilize our software to ensure smooth tax compliance and accounts management. Our comprehensive suite includes Practice Management, Accounts Production, Self-Assessment, and Corporation Tax modules, specifically tailored for accounting experts in both practice and corporate environments. Thanks to powerful integrations, our customers experience enhanced convenience, while features such as automatic iXBRL tagging and direct submission to HMRC simplify the entire process. Ultimately, our software not only streamlines workflows but also empowers professionals to focus on what truly matters—their clients.

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.

Revolutionary tax and accounting software that has received accolades for its effectiveness. It offers straightforward, practical, and groundbreaking solutions tailored for both practices and individuals alike. Now you can seamlessly oversee clients, tasks, workflows, time tracking, and compliance services throughout your practice, all within the comprehensive TaxCalc ecosystem. Are you seeking complete transparency in all ongoing work within your firm? Do you require immediate access to detailed client information? Looking to streamline administrative tasks, enhance billable hours, and ensure more precise invoicing? In essence, do you aspire to be more organized and effective in your daily operations? Our robust project management toolkit is designed to be scalable and cost-effective, empowering you to take charge and allowing you to dedicate more time to expanding your business. Whether you’re an ambitious startup or a larger organization aiming for improved efficiency and productivity, TaxCalc is the only name you can rely on to help you accomplish more for less. Transform your approach to practice management—opt for TaxCalc and redefine success. Discover the difference today.

Capium is the pioneer in connected cloud accounting software for small and medium-sized accountants. Our vision was to eliminate the tedious work of running an accounting practice and transform the role of accountants from a number cruncher into one that provides strategic financial advice to clients. We created a software suite that combines automated accounts production with powerful practice management tools, allowing accountants to run a more profitable practice.

Thomson Reuters GoSystem Tax RS stands out as the leading choice for corporate tax departments, utilized by the top 100 CPA firms in the industry. Its scalable nature allows it to adapt to the workflow requirements of firms of any size. This versatile software accommodates clients filing various types of returns, such as multitiered consolidated corporate returns, life insurance returns that include mixed group filings, and tax equalization returns. Operating entirely online reduces maintenance costs, minimizes storage challenges, and ensures peace of mind with reliable business continuity. It is equipped to manage intricate tax return processes, particularly those involving multitiered consolidated returns for both corporations and partnerships. Teams can work simultaneously on a single return, enabling each specialist to address their specific responsibilities concurrently. Furthermore, it safeguards your sensitive data through multiple security layers, which encompass network security, virus protection, and advanced encryption methods, among others. This comprehensive approach not only enhances efficiency but also fosters collaboration within tax departments.

ATX stands out as the most user-friendly and comprehensive professional tax software tailored for CPAs and small firms. Its intuitive forms-based interface, bolstered by an extensive library of over 6,000 tax compliance forms, makes it an excellent choice for individual preparers and small businesses. Designed to facilitate a swift onboarding process for you and your support team, it incorporates user-friendly features that enable you to efficiently process and e-file returns while minimizing the possibility of errors. With additional tools for seamless importing of tax information and easy file sharing with clients, users can enhance their workflow significantly. The Check Return feature helps identify e-filing mistakes, omissions, and overridden entries, while the Refund Meter allows you to monitor the refund status or balance due for each entry. Navigating through forms is a breeze with the convenient Page, Worksheet, and Form tabs, ensuring a smooth user experience. Furthermore, ATX supports a full range of federal, state, and local returns, including key forms such as 1040, 1120, 1120S, 1065, and 1041, along with their respective schedules, making it an indispensable tool for tax professionals.

CCH Axcess Tax is a cutting-edge, cloud-based solution designed for tax preparation, compliance, and workflow management. Central to an efficient digital tax experience, this award-winning platform enhances the accuracy of tax workflows, significantly boosting productivity and profitability. By utilizing CCH Axcess Tax, your team will find that they can allocate less time to organizing and retrieving documents, which allows for increased focus on billable work and fosters a better work-life balance. The platform simplifies the tax preparation and compliance processes with its extensive library of automatically calculating forms and schedules that cater to federal, state, county, and city requirements, along with powerful diagnostics and a sophisticated electronic filing system. To fully leverage the capabilities of CCH Axcess Tax, it is crucial to ensure that your entire team is adequately trained, optimizing the tool's benefits and enhancing your overall return on investment. This comprehensive approach not only streamlines tax-related tasks but also positions your firm for sustained success in a competitive landscape.

Discover the premier provider of tax preparation services worldwide. You can access a wealth of information regarding the company's background, career options, franchise details, and leadership team right here. Use your tax refund to kickstart your savings ambitions or set aside funds for unexpected expenses. Enjoy cashback at numerous retailers when you shop, dine, or book accommodations. So, what exactly is H&R Block? We are dedicated to acting in the best interest of our clients, employees, and the communities we serve. Your journey to a career with H&R Block begins now; explore job listings, benefits, company culture, and more. Learn about various roles at H&R Block, including corporate positions and those available at tax offices. Benefit from professional tax preparation services, whether virtually or face-to-face, while simply collecting your documents for our tax experts to handle the rest. You have the flexibility to file your taxes independently at your convenience, using any device. Should you have any inquiries, our on-demand tax specialists are always available to provide assistance and guidance.

Neo.Tax has automated preparing the R&D Tax Credit for startups and accountants. We have simplified the complex process of applying for Federal and State R&D Tax Credits. Startups can get up to $250k back in under an hour. Our flexible app allows you to prepare your R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts so you can file your credit with complete confidence. The R&D Tax Credit is best for startups and small businesses investing in R&D who made less than $5M to no revenue, have been profitable less than 5 years, and had R&D work done by US based employees or contractors. This is the first step towards turning taxes into a modern advantage for accountants and businesses. Neo.Tax is building the easiest and most accurate tax and accounting automation software.

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.

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.

Taxfiler is an acclaimed cloud-based software tailored for accountants, specializing in accountancy and tax management. This versatile platform facilitates the preparation and filing of accounts, tax returns, and MTD VAT submissions seamlessly. With a single monthly subscription, accountants gain the ability to handle statutory accounts and tax returns for various entities, including companies, partnerships, individuals, and trusts. Thousands of accountancy firms harness the power of Taxfiler’s cloud suite, which is designed to provide essential compliance features at a competitive price point. No matter which pricing tier you select, all necessary functionalities are included, making it a compelling choice for practices looking to modernize their operations. This trend highlights why an increasing number of firms are transitioning to Taxfiler and embracing the advantages of cloud technology. Users can efficiently prepare final accounts starting from the trial balance stage, utilizing either straightforward manual entries or by importing data from their bookkeeping tools. Additionally, the software allows for the direct transfer of both the profit and loss account and balance sheet from the accounts preparation module, streamlining the entire process.

The industry's best tax and accounting software allows you to streamline your accounting, tax filing, and reporting processes. This will help you reduce the risk of penalties and audits. Thomson Reuters ONESOURCE tax software allows you to keep up-to-date with corporate tax and trade compliance in the face of constantly changing state, federal, and international tax laws. Facilitate collaboration with departments and partners to ensure seamless corporate tax compliance and trade compliance, regardless of where your company is located. ONESOURCE is a global leader in tax compliance and accounting decision making. Our solutions include: * Accessible from multiple locations so your team can collaborate on and share information Quickly move between locations * Scalable to grow with your company, giving you a solution that will be there for you long-term * Based on reliable research and global coverage

DebtCol is an advanced software solution designed to serve both boutique agencies and large enterprise organizations, providing scalability that adapts as your business expands. With its intelligent predictive logic, you can effectively oversee the collection of debts on behalf of your clients. Additionally, it facilitates the management of purchased debt by employing automated compliance tools that are both smart and efficient. To safeguard your information, DebtCol implements data encryption both at rest and in transit, ensuring maximum security. The system also offers Multi-Factor Authentication (MFA) for both client and agent portals, adding an extra layer of protection. The secure datacentre is equipped with state-of-the-art security measures, including biometrics, CCTV monitoring, and on-site security personnel. Experience the benefits of our system firsthand by reaching out to us with your information, and our sales representative will gladly organize a complimentary demonstration. Streamline your debt collection efforts, whether you're managing a few assignments or handling large enterprise volumes, with ease and efficiency. Take the first step towards improving your collection strategies today.

With global customers serving multiple industries, including software, finance, media, transportation, and communications, BillingPlatform is the only revenue lifecycle management platform on the market that enables enterprises to effectively monetize any type of product offering, from simple subscriptions to sophisticated usage-based pricing models and everything in between. BillingPlatform provides full process support of the revenue lifecycle – from product setup, quoting, billing and invoicing, revenue recognition, through payment and collections – all on a secure, next-generation cloud platform. The unparalleled flexibility of the platform puts enterprises in control of how they differentiate in the market, maximize profitability, reduce operational costs and improve the customer experience.

Experience a comprehensive platform designed to address all your back office requirements. Zoho Finance Plus encompasses a wide range of tools, from invoicing and order management to accounting, enabling you to enhance the efficiency of your back office tasks. You can generate professional invoices, automatically send payment reminders, and process online payments effortlessly with Zoho Invoice. Each application within the Zoho Finance ecosystem is meticulously crafted to work in tandem, ensuring that any information inputted in one app is instantly updated across all others, keeping your data consistently accurate. When sales representatives create quotes and orders in one module, these details are immediately accessible to other teams, facilitating prompt order fulfillment, customer invoicing, and payment collection. As businesses increasingly adopt subscription models, the Zoho Finance Suite provides a robust recurring billing solution, effectively merging it with conventional accounting practices. Additionally, Zoho Expense streamlines your reimbursement approval process, making it easier for teams to manage expenses efficiently. Overall, Zoho Finance Plus offers an integrated approach to managing your financial operations seamlessly.

PracticePro 365 stands out as an exceptional software solution, meticulously crafted to elevate your business to its highest potential. This robust platform is committed to enhancing operational efficiency across enterprises, offering a comprehensive suite of integrated features that equip your team with vital resources necessary for thriving in a competitive landscape. With the advantage of cloud scalability, PracticePro 365 is designed to support your business now and anticipate its needs in the future. As the evolution of work shifts away from conventional office environments, PracticePro 365 empowers users to stay informed about ongoing projects, human resources, customer interactions, and overall company operations. Regardless of your location or mode of travel, you can effortlessly keep a finger on the pulse of your business, accessing crucial information when it matters most, ensuring that you are always in control and prepared for what lies ahead.

We collaborate with companies globally to alleviate the burden of managing overdue accounts, thereby enhancing their cash flow and elevating customer service standards. Business owners often struggle with limited time, finances, and resources, which distracts them from their core passion—the very reason they launched their enterprises. The constant demands of handling debtors, invoices, and banking can overwhelm them, leading to significant financial and emotional strain. By employing an innovative blend of advanced technology and personalized service, CreditorWatch Collect (previously known as Debtor Daddy) enables businesses to ensure timely invoice payments, allowing them to focus on their true passions. Our commitment to our clients and our team is central to our mission, which is why we proudly feature a skilled team of professionals from various backgrounds who dedicate themselves to understanding and assisting our clients and their unique business needs. This approach not only fosters strong relationships but also contributes to the overall success and well-being of the businesses we serve.

IRS Solutions is a Tax Resolution Software with IRS Transcript Monitoring and Analysis that helps tax pros save time while dealing with the IRS. Become more efficient in your operations with an automated software solution to manage IRS collection cases, OICs, and responding to notices. IRS Solutions makes running and growing your tax resolution business easier than ever. Up-to-date on the latest forms and notices the IRS uses for collections and audits, soyou can be confident in front of your clients when facing the IRS. Why IRS Solutions? - Get alerts 3-6 months in advance of a client being audited. - Pull multiple years and clients in a matter of seconds. Request Bulk Transcripts, CAF checks, Audit Alerts and IRS Action notifications using IRS Solution’s API. - Find all the necessary IRS forms that you would need to start and complete your clients' resolution cases. - Automated Solution Recommendations will let you know what you can and can't do as well as what offer would most likely be accepted by the IRS. - Penalty Abatement opportunities notifications to alert you when a client likely qualifies for a first-time abatement. - Automatically combines the transcripts and your clients’ financial information and creates a beautifully laid out report.

My DSO Manager is a credit management and cash collection software that is affordable for all businesses. It includes strong features like interactive e-mails, automatic reminders, scoring, reports, etc. Modern and intuitive functions allow you to increase cash flow and profitability in your business. Smart upload module makes it easy to implement. It can be used manually or automatically. My DSO Manager has been used by thousands of companies in over 80 countries. My DSO Manager is dedicated for businesses who work with businesses. It can be used by SMEs as well as international companies. It can easily handle multi-entities, multicurrencies, and 9 languages

Our web-based Tax Series Software Suite is a powerful, user-friendly tool that addresses corporate tax requirements year-round, supporting processes from start to finish. Featuring a clean and intuitive interface, it aims for seamless collaboration and real-time tracking throughout each phase, ensuring that tax management and personnel receive the utmost support. Its intuitive navigation promotes a high degree of efficiency in preparing tax returns, allowing users to navigate the system with ease. Furthermore, the integration of data collection and provision functionalities within Tax Series enhances client productivity, enabling them to achieve maximum results with minimal effort. This robust solution is specifically crafted to efficiently and transparently manage global provision calculations, effectively accommodating the tight deadlines faced by corporations dealing with SEC regulations. By simplifying complex tasks, this suite empowers businesses to focus on strategic decisions rather than getting bogged down in compliance details.

Enhance your cash flow by implementing faster collections and improved forecasting within a single, user-friendly platform. Access your ERP, accounting, and banking information through an intuitive dashboard that provides real-time insights for prompt decision-making. By automating repetitive data gathering tasks, you can save valuable time and enable your finance team to concentrate on more strategic initiatives. Payference IQ Technology™ is designed to enhance your working capital, allowing you to uncover hidden cash and manage your Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) effectively. Rely on a straightforward solution equipped with all the necessary tools and support for seamless cash management. Streamline your cash collection processes to boost efficiency and accelerate cash inflow. Additionally, pinpoint high-risk accounts to mitigate their effects on your finances. Utilize machine learning capabilities to forecast payment behaviors accurately while integrating your ERP/accounting systems, banking institutions, and payment methods. Automatically match payments with bank transactions for hassle-free reconciliation, and monitor your entire cash position in real-time from one centralized source. Moreover, you have the flexibility to adjust and modify elements within your cash forecasts as needed, ensuring that you always stay ahead of your financial requirements.

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.

ezyCollect is a cloud-based, secure solution that manages accounts receivables. ezyCollect is trusted by over 1,000 companies around the world. It automates the tedious tasks associated with accounts receivables, so that organizations can focus on their core business. It includes a variety of features that will help businesses get paid faster and more efficiently, such as pre-reminders, overdue reminders and online payment processing. The platform integrates with top accounting software such as Xero or myob.

Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.

Quadient AR by YayPay integrates with your existing ERP, CRM, accounting and billing systems, organizing and presenting all your real-time data on cloud-based dashboards. Automated capabilities improve team efficiency by 3X and put your collections on autopilot, helping you get paid 34% faster. Predictive analytics power 94% accuracy on when customers will pay, helping you visualize cash flow and plan intelligently for the future. Quadient AR by YayPay's online payment portal enables customers to access accounts and pay at any time, from anywhere.

Qount is a platform that leverages artificial intelligence to streamline the essential functions of tax, accounting, bookkeeping, and audit firms into a cohesive system. By integrating various components such as time and billing, customer relationship management, document management, client communications, workflow management, tax services, invoicing, payment processing, and secure client portals, it eliminates the need for disparate spreadsheets and numerous third-party applications. The platform incorporates QAI, an AI feature that supports three main areas of intelligence: Operational Intelligence, which optimizes work prioritization, assignment, and scheduling based on deadlines, staff workload, data availability, and client feedback; Client Intelligence, which evaluates the nuances of client interactions to identify potential risks or opportunities, create detailed meeting summaries, and formulate accurately defined proposals; and Performance Intelligence, which monitors key performance indicators related to profitability, utilization, realization, and employee productivity. Overall, Qount aims to enhance the efficiency and effectiveness of firm operations, providing a comprehensive solution for modern accounting practices.

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.

Effortlessly gather and distribute client documents and data while enhancing your workflow efficiency. Establish your virtual office front with a user-friendly and elegantly designed client portal that provides clients with round-the-clock access to their files. This portal is conveniently reachable from any device, anytime, anywhere. Enhance your brand's visibility by incorporating your logo and a personalized subdomain, which will appear on your login screen, within the portal, and in all email communications. Unlike other client portals that confine you to their restrictive file systems, ClientTable stands out as the sole portal offering seamless integration with your personal cloud storage. Documents within the portal can be accessed via your storage's web interface, desktop application, and mobile app. Additionally, files saved from your desktop can be instantly shared with clients through the portal, allowing you to share any folder or file, including sub-folders and individual items. With ClientTable, managing your client interactions becomes more efficient and user-friendly.

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

Satago is forward-thinking software for cash management that can be used by businesses and their accountants. Flexible finance allows you to access cash when you need it. Credit control and risk insights make getting paid on time simple. Satago integrates with over 300 accounting software packages, as well as all major email providers. This allows you to have an all-in-one cash management system that complements and enhances the accounts package.

Get your practice organized and collaborate effectively using all the essential tools needed for growth. Keep track of conversations, emails, notes, and interactions with clients and colleagues in one place. Everything related to your clients can be accessed conveniently on a single screen. Craft compelling proposals for both clients and prospects with ease. Streamline engagement letters to ensure complete clarity in your communications. Your team will enhance productivity with a workflow that is intuitively designed and straightforward. Prevent any client tasks from falling through the cracks with our innovative agenda dashboard, which keeps every team member updated on their daily responsibilities. Our solution offers a comprehensive approach to tax return delivery, going beyond just form 8879. Provide clients with clear instructions for every form they need to complete, including payment vouchers and estimated payment vouchers. Secure signatures digitally on 8879 and any other customized documents with ease. This solution accommodates both US and Non-US based firms, ensuring versatility. Additionally, it features KBA for IRS compliance, and you can upload almost any document to gather signatures effectively. This comprehensive system not only boosts efficiency but also enhances client satisfaction, making it an invaluable asset for your practice.