Alternatives to Taxumo

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.

TaxTron is a Canadian-owned and operated tax preparation software company committed to providing the best tax software in Canada. We offer versions tailored for professionals, individuals, and corporations, along with a friendly support team ready to assist with any inquiries about our tax preparation software. We understand that the quality of software is directly linked to its creators. Our goal at TaxTron is to assist as many Canadians as possible with their income tax returns. That's why we're excited to offer our cloud-based web software in addition to our desktop versions. Our tax preparation program is available in both English and French, and compatible with Windows, Macintosh, and web-based platforms. Join us in simplifying your tax preparation process with TaxTron, where excellence meets convenience.

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.

EY TaxChat™ offers a convenient connection to an EY Tax expert who will handle the preparation and filing of your tax return according to your timeline, thereby removing the stress associated with appointments, paperwork, and complex software. Leverage our extensive expertise to your advantage. While being self-employed is a significant milestone, it also brings a set of unique obligations. Whether you're a business owner, a partner, a contractor, or engaged in gig work, you may be liable for self-employment tax. We can assist in preparing and submitting all necessary returns, including federal Schedules C, E, and SE to accurately report your business income and expenses, ultimately determining your self-employment tax obligations. Our team ensures they remain up-to-date with the latest tax regulations to help you maximize applicable deductions and credits for your situation. Trust us to simplify the tax process while you focus on growing your 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.

Sprintax is a comprehensive tax software solution designed specifically for nonresidents in the United States, providing an array of services that include tax determination, withholding, filing, and reclaiming dividend withholding tax. The platform's Sprintax Returns feature is instrumental for individuals, assisting them in completing nonresident tax returns such as Forms 1040-NR, 1040X, and 8843, in addition to helping them reclaim FICA tax refunds. It also supports the preparation of essential pre-employment tax forms, including W-4, 8233, W-8BEN, W-7, W-9, and SS-5, ensuring users are well-prepared for their tax obligations. Moreover, Sprintax Dividends allows users to recover excess DWT paid on foreign investments, maximizing their financial returns. For businesses, Sprintax Calculus provides a reliable tax compliance and withholding solution tailored for payroll departments that manage international staff, ensuring accurate tax calculations and adherence to regulations. Additionally, Sprintax Returns Partners assists U.S. organizations in the preparation of nonresident tax returns, while Dividends Partners focuses on reclaiming cross-border DWT for both employees and investors, thus streamlining tax processes for all parties involved. This comprehensive approach makes Sprintax an invaluable resource for nonresidents navigating the complexities of U.S. tax regulations.

KEEYNS is an innovative tax collaboration platform designed to transform the operations of your in-house tax and finance teams. Our unique platform is here to enhance, simplify, and automate your tax preparation tasks, encompassing everything from specific tax returns to audits, projects, and governance matters. By using KEEYNS, you can work efficiently and enjoy peace of mind. The centralized tax data warehouse we provide fosters seamless collaboration among your internal personnel, external advisors, and crucial stakeholders, including financial institutions and tax authorities. With well-defined roles and permissions, you can significantly reduce the time your internal team spends on tasks, as well as cut costs related to external consultancy fees and penalties. By partnering with both internal and external stakeholders across various jurisdictions, we tackle the complexities of establishing clear, locally compliant filing processes, ultimately improving operational efficiency. Our validated workflows are designed to optimize all aspects of tax preparation, and additionally, you have the option to develop custom workflows tailored to your specific needs, ensuring that your tax processes are as effective as possible. Embrace this modern solution to elevate your tax management strategy and achieve greater compliance effortlessly.

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.

Gen Income Tax Filing is a best-in-class compliance software that calculates income tax and other taxes, including self assessment and advance tax, as well as interest under sections 234B and 234A. It is a simple-to-use program that allows you to prepare your online ITR and e-file it with accuracy and convenience. The software is equipped with all the features you need to prepare and e-file your online ITR. It includes an automatic selection of return form, generation of XML/JSON, import/export of master data, calculation for arrears relief, E-payment, etc.

TaxTank is an all-encompassing software solution tailored for the Australian market, designed to assist individuals, investors, and sole traders in effectively managing their financial activities while optimizing their tax submissions. With features like live bank feeds, users can conveniently monitor their income, expenses, investments, properties, and budgets from a single, unified platform. It also provides tools for overseeing property portfolios, trading in cryptocurrency and shares, and tracking work-related expenses, ensuring that all eligible deductions are automatically calculated. Additionally, TaxTank offers secure document storage, allows sole traders to keep track of their business activities, and generates real-time tax reports for better financial insight. Collaboration is made easy as users can invite their accountants, financial advisors, and property groups to join them in making informed decisions. Specifically designed to adhere to Australian tax regulations, TaxTank not only simplifies the tax preparation process but also enhances transparency throughout financial portfolios, ultimately alleviating the pressures tied to personal finance management and tax compliance. This comprehensive approach empowers users to take greater control of their financial future by providing them with the necessary tools and resources.

Navigating the intricacies of military life when it comes to taxes is made easier with MilTax, which offers free tax software and personalized assistance from military tax specialists. Created specifically for the military community and endorsed by the Defense Department, MilTax provides tailored software that simplifies the tax filing process for service members and their families. Users can connect with knowledgeable tax professionals to file their federal return and up to three state returns without any cost. This service is available to active duty personnel, qualified family members, survivors, and veterans within a year of their separation or retirement. To find out if you qualify for MilTax services, you can explore the eligibility criteria. If you have any inquiries, you can receive complimentary one-on-one assistance from MilTax experts who possess specialized training in military tax matters. Support is available around the clock, allowing you to either call or chat to arrange a consultation, or you can visit a local installation-based volunteer income tax assistance office for in-person help. Additionally, ensuring you have the right resources can make a significant difference in your tax filing experience.

Discover effective methods to evaluate your tax situation this season and in the future. Find out the potential refund you could receive from the IRS by following a few straightforward steps. Assess how much needs to be withheld from your paycheck to adequately address your tax obligations. If you prefer not to handle your taxes in person, there are convenient options to file online or via our app. Enjoy the ease of obtaining your maximum tax refund without leaving your home. Utilize our app to file your taxes, manage your records, scan necessary documents, locate Liberty Tax offices nearby, reach out to professionals 24/7, and access your Liberty Tax wallet at any time. Whether you have a scheduled appointment or simply walk in, filing taxes in person at any Liberty Tax location is hassle-free. Each Liberty Tax office offers genuine assistance from knowledgeable professionals, ensuring you receive valuable tax benefits. Remember, you typically won't face jail time for paying taxes to the IRS; in most situations, individuals owe taxes primarily due to financial constraints, which is not a criminal issue. Understanding your rights and options can help alleviate the stress associated with tax season. Take control of your tax situation today and make informed decisions for your financial future.

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.

Partnerships, S Corporations, C Corporations, multi-member Limited Liability Companies (LLCs), and trusts and estates are all crucial elements of your business structure. Streamline your tax preparation by importing last year's data directly into your TurboTax return, saving you valuable time. With our service, we will seamlessly integrate your QuickBooks Desktop income and expense accounts and categorize them for you. You can expect comprehensive assistance for accurately entering your business expenses, regardless of your tracking method. We will guide you step by step through all eligible deductible business expenses, covering everything from vehicles and supplies to advertising and travel costs. Additionally, you will receive tailored support and expert advice on tax forms related to S Corporations, partnerships, C Corporations, multi-member LLCs, and trusts. Discover the startup tax deductions available for new businesses, ensuring that you maximize your potential tax savings. This way, you can focus on growing your business while we take care of the tax details.

Tax software designed specifically for tax professionals, enabling the preparation of 1040 federal, state, and local tax returns with ease. Experience in-season wait times of under 60 seconds and enjoy the benefit of no hidden fees. This efficient system allows you to expedite your clients' refunds and receive your payments more quickly. We collaborate with leading banks in the industry, simplifying the signup process to just seconds. Our dependable software, skilled support staff, and integrated banking options are just a few reasons why our clients remain loyal year after year. With TaxSlayer Pro Web, you can access your work on any device with internet capability, allowing you to prepare returns from any location your business takes you. TaxSlayer Pro Classic encompasses all the necessary tools to prepare, file, and transmit tax returns for your clients efficiently. Additionally, our mobile application facilitates the collection of tax information from clients no matter where you are, eliminating the need for in-office waits. Save valuable time and enhance client retention with TaxesToGo®, ensuring a smoother experience for both you and your clients. Furthermore, our commitment to innovation means that we continually update our features to better serve your needs.

990.tax is an official IRS e-file provider designed to simplify the tax filing process for nonprofit organizations. We created this service with the needs of small nonprofits in mind, drawing on our personal experiences and industry best practices. While serving as volunteers on a school PTA board, we encountered a frustrating and complex tax filing process for our nonprofit. The Form 990, even in its EZ version, felt overwhelming, and the available tools for filing both federal and state forms were lacking in functionality and user-friendliness. With our backgrounds as engineers experienced in creating high-quality products, we recognized the opportunity to improve this situation. We assembled a dedicated team to develop a user-friendly tax filing service aimed at nonprofits, ensuring it would save valuable time for volunteers and reduce expenses for these organizations. By utilizing 990.tax, users can effortlessly file their nonprofit's tax returns online, including various forms such as IRS Form 990-N, IRS Form 990-EZ, IRS Form 8868, as well as state-specific forms like CA FTB Form 199, CA DOJ Forms RRF-1, and CT-TR-1. With our platform, we strive to make tax filing a seamless experience for nonprofit organizations everywhere.

FreeTaxUSA is a tax preparation service accessible online, operated by TaxHawk, Inc. Established by a certified public accountant along with a skilled team of software professionals, FreeTaxUSA has rapidly become one of the leading tax preparation platforms available. As a founding member of the IRS Free File Alliance, it is also recognized as an authorized e-file provider for the IRS. Having securely submitted millions of federal tax returns, FreeTaxUSA proudly emphasizes that its operations are entirely based in America. Every member of the team, including customer service agents, resides and works within the United States, which means that utilizing FreeTaxUSA contributes to supporting American families and fostering job growth domestically. The platform prioritizes security, ensuring that all user information is encrypted and securely transmitted via SSL encryption. Once submitted, data is stored in fortified data centers and is sent directly to the IRS for e-filing. To maintain the confidentiality and security of customer information, FreeTaxUSA partners with Truste, DigiCert, and Security Metrics, underscoring its commitment to safeguarding user data. By choosing FreeTaxUSA, users can be confident in their tax filing experience while promoting local employment and economic stability.

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.

Sigma 1040-TW stands out as the most adaptable service package offered by Sigma Tax Pro. This comprehensive package equips you with all the essential tools to thrive in your tax preparation business during the current tax season. Available in both desktop and web-based formats, the desktop version is necessary for filing business returns like Forms 1120 or 1065. Clients of Sigma enjoy the benefit of having a dedicated account manager who provides support throughout the tax season, ensuring a smooth tax preparation experience. Additionally, Sigma features a wide array of banking products designed to enhance the customer experience, allowing clients to receive their refunds more quickly and conveniently through options such as direct deposit, in-office check printing, and prepaid VISA or MasterCard alternatives. The Sigma 1040-TW service package also encompasses a premium software solution, offering various formats such as ProFiling, Executive, Power, Executive Accounting, and Power Accounting, enabling clients to select the one that best aligns with their specific requirements. With such extensive customization and support, Sigma 1040-TW truly caters to the diverse needs of tax professionals.

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.

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.

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.

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.

Experience how AirFP can enhance the creation and sustainability of a thriving tax practice while elevating your tax preparation business to unprecedented levels! Start offering bank product settlement options today, and enjoy the benefit of unlimited free e-filing included with every professional tax software license, potentially saving you hundreds of dollars. We provide comprehensive training on establishing an e-services account and submitting ERO file applications, ensuring that your tax office operates with maximum efficiency so you can concentrate on revenue generation. With Air Financial Partners (AirFP), you not only gain essential service and support to retain your clientele, but our innovative team of tax professionals is dedicated to fostering your growth far into the future. Our effective turn-key tax business marketing program consistently attracts new tax prep clients annually, helping to spread the word about your exceptional services. Additionally, AirPTS 1040 Professional Tax Software is compatible with both desktop and online solutions, making it ideal for multi-site tax preparation businesses that align with your operational structure. Elevate your business with the tools and support that can transform your practice into a leader in the industry!

ioogo takes out the stress and complication of financial tasks. ioogo allows you to spend more time on the important aspects of your life and your business. All of our solutions can be used together to provide seamless tax filing and accounting for individuals and small businesses. We make it easy to file taxes by providing simple and affordable solutions for all taxpayers. We make sure your return is filed securely and accurately, no matter if you do it yourself or hire one of our tax experts. ioogo runs thousands upon thousands of calculations to maximize your refund. Find the best split for donations, medical expenses, retirement income, and many other factors. We simplify tax and accounting by providing simple and affordable solutions for entrepreneurs and small-businesses. Our proprietary technology allows you to go from books to tax, including tax planning, budgeting and audits, R&D tax credit and more.

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.

H&R Block's user-friendly tax software allows you to manage your taxes at your convenience. Whether your tax situation is straightforward or involves business complexities, it offers five federal e-files and guidance tailored to help you maximize your refund. Experience the flexibility of initiating your tax process whenever it suits you best, without the need for a disc drive. To begin, share some details about your tax circumstances and upload your previous year’s return for reference. After completing your tax return, simply submit it and look forward to receiving the maximum refund possible — we guarantee it! In the realm of tax preparation, you typically handle one federal return, but with our software, you will receive five federal e-files to use as needed! Should you require audit assistance, rest assured that we will stand by you throughout the entire process. Get started by downloading your software, and if necessary, you can reinstall it easily. If you prefer a physical copy, a CD is available for just $9.99. We understand that you entrust us with some of your most sensitive information and documents, and we are committed to safeguarding that trust with the utmost seriousness. With our comprehensive tools and support, tackling your taxes has never been more convenient or secure.

GenTDS is desktop software that simplifies TDS filing for tax professionals and businesses who are having difficulty with the tax filing process. This software allows users to manage their TDS compliance more accurately and efficiently without putting in too much effort. The application generates TDS certificates and TDS returns in a timely manner, without any hassle. The software is easy to use and has multiple reporting features. It can be easily integrated with different accounting systems. GenTDS allows you to automate your TDS workflows, and certify compliance with tax laws without worrying about complicated technical details.

We will walk you through the entire process step-by-step and assure that our calculations will be completely accurate. Each year, our service assists more individuals with their tax filings than all other online tax preparation platforms combined. Our commitment to ensuring you receive every dollar you are entitled to is unwavering, and we stand by that promise. No matter how straightforward or complicated your tax circumstances may be, we will identify every deduction and credit available to you, ensuring you maximize your refund. To streamline your filing experience, simply upload last year’s tax return to automatically fill in your information, helping you avoid mistakes and move forward efficiently. You can easily upload, import, or photograph your W-2 or 1099-NEC, and we will ensure that your information is accurately placed. With CompleteCheck™, we meticulously review your return to provide you with the assurance that it is entirely accurate. You will not incur any charges for TurboTax until you are ready to submit your return and are completely satisfied with our service. Additionally, you will have access to tax professionals who can assist you in completing your taxes without errors and provide a final review of your return for peace of mind. This way, you can navigate through tax season with confidence and ease.

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.

Dedicated to providing you with optimal tools at competitive prices, we ensure you receive your refund as quickly as possible by utilizing e-file, which stands for electronic filing, paired with direct deposit. You can easily mark taxes off your list anytime and from anywhere, allowing you to file your return effortlessly using your smartphone, tablet, laptop, or desktop. With our deduction and credit finder, you'll be guided through all the tax breaks you're eligible for, ensuring you maximize your refund. It's your money – make sure you get back every cent you deserve. We prioritize your security, safeguarding your tax information both during the filing process and after completion. Enjoy unlimited phone and email support whenever you require assistance. If you need additional resources, we offer services like Ask a TaxPro and Audit Defense to meet your needs. Let us handle the calculations while we continually update our software with any changes in tax laws, guaranteeing the accuracy of your return for the year you’re submitting. We assure you that you will receive the largest refund possible, or we will reimburse you for the relevant TaxSlayer purchase price you paid, ensuring your peace of mind throughout the process. With our commitment to excellence, filing your taxes has never been easier or more secure.

Effortless, step-by-step assistance. If you were well-versed in taxes, there would be no need for a tax software program; hence, we strive to make the tax filing process straightforward and stress-free. Our service includes clear and concise instructions throughout the entire process and alerts you if any information is overlooked. File a straightforward federal return at no cost. Tax filing doesn't have to be expensive; hardworking individuals with uncomplicated tax situations can submit their federal returns for FREE, while others can access our services for a single, affordable fee. Maximize your potential refund, guaranteed. We simplify the process of utilizing the latest credits and deductions, ensuring you receive the largest possible refund, backed by our guarantee. Complimentary customer support. When you have questions, we're here to help. Just click on the "Support" button to either submit your inquiry via our secure portal or request a callback from a U.S.-based Customer Service Representative, ensuring you receive prompt, professional, and empathetic assistance whenever you need it. Our commitment to customer satisfaction means you never have to navigate tax season alone.

You understand your business, and TaxAct is here to simplify your tax filing experience. Fast, straightforward, and budget-friendly, you can start using it online at no cost and only pay when you're ready to submit your return, with a promise of accuracy. Discover why TaxAct offers the most value in tax preparation by beginning today. By responding to simple, clear questions, TaxAct efficiently calculates and populates the necessary tax forms for you. The platform guides you through a wide array of business expenses, ensuring you report accurately and optimize your deductions. You can file electronically at no charge and receive instant notifications via email or text as soon as the IRS has processed your return. Save time and reduce the risk of errors by importing essential data from your previous year's TaxAct return. Additionally, you have the option to enter information directly into forms or utilize quick entry methods for M-3, 4562, K-1, and Schedule L details. Whenever tax-related questions arise, you can swiftly find answers in the Answer Center or reach out for complimentary account and technical support whenever needed. TaxAct is committed to making your tax experience as seamless as possible, ensuring you have the assistance you require every step of the way.

Effortlessly create, categorize, analyze, compute, and file CT600s through a single, user-friendly platform. Featuring the most up-to-date taxonomies and revised CT600 forms, our software enables you to prepare and submit an unlimited number of tax returns directly to HMRC online with ease. You can swiftly fill in your capital allowances additions worksheet by importing data directly from your Excel fixed asset spreadsheet. Additionally, utilize our specialized group relief and loss allocation worksheets to claim or surrender losses from the current year or those carried forward. Whether you're seeking R&D tax relief under the SME scheme with its enhanced deductions or through the large company RDEC, our tool accommodates both options. Furthermore, you can segment your profit and loss account into distinct trade and investment activities, allowing for detailed adjustments, allowances, and claims to be recorded separately in your computations. This comprehensive approach streamlines the entire tax return process while ensuring accuracy and compliance.

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.

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.

BOI Agent stands out as the leading software for filing BOIR CTAs in the industry. This innovative platform empowers CPAs, law firms, and anyone overseeing LLCs to effortlessly handle, submit, and modify their BOIR filings in accordance with the Corporate Transparency Act. With its state-of-the-art software, users are greeted with a sleek and ultra-responsive dashboard that simplifies the management of all filings. Additionally, it offers tailored options for both firms and individual users, enhancing the overall experience.

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.

Glacier Tax Prep is an online software solution tailored for nonresident aliens in the United States, including international students, researchers, and scholars. This platform aids users in assessing their tax residency status, understanding their eligibility for tax treaty benefits, and pinpointing relevant deductions and credits. GTP offers step-by-step guidance for preparing critical federal tax forms such as 1040-NR, 8843, and W-7 for ITIN applications. With a straightforward interface, users can typically finalize their federal tax returns in about 20 minutes. The service also features interactive support options, including live Q&A with tax experts, helpful tutorial videos, and a comprehensive FAQ section. Additionally, GTP is available online around the clock, making it easy for users to fulfill their tax requirements from any location in the world. Once users complete the necessary steps, they must print, sign, and send their tax documents directly to the IRS, ensuring compliance with federal regulations. This convenient process streamlines tax preparation for nonresident aliens, allowing them to focus on their academic or research pursuits without added stress.

TaxCycle offers a comprehensive suite of professional tax software tailored for accountants and bookkeepers in Canada, simplifying the tax compliance process. This innovative software has expanded to include various modules that cater to firms of any size, ensuring that all tax compliance needs are met efficiently. With features that encompass forms, calculations, and essential tools, users can prepare tax returns for various entities, including personal, corporate, trust, and partnership returns, as well as information slips. It is designed to assist professional preparers in every jurisdiction across Canada, including the province of Québec. Users receive immediate notifications about potential issues, and Quick Fix solutions allow for instant resolution with a single click. Additionally, you can opt to disable unnecessary review messages, facilitating a more streamlined workflow. The software also supports multiple reviewers by providing review marks and memos for easy management. Its search functionality is designed to mimic popular search engines, enabling users to find information by keyword, line number, amount, account number, name, business, and more. Furthermore, within any form, users can search the text on the page to quickly access the specific field they need, thereby enhancing overall efficiency and effectiveness in tax preparation. With TaxCycle, accountants can navigate the complexities of tax compliance with greater ease and confidence.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Taxware Systems delivers a comprehensive suite of tax software crafted by tax professionals specifically for tax preparers. You can monitor the status of your returns in real-time throughout the electronic filing procedure. The software features a range of user-friendly filters that facilitate quick and efficient access to the information you need. Additionally, it allows you to compare your current clients with those from the previous year, helping you create a database of taxpayers you haven't engaged with in the present year. This enables you to send form 4868 extensions en masse to all these clients! You can save valuable time and avoid the hassle of scanning signature documents, as our solution is compatible with various e-signature services from third-party providers and seamlessly integrates with Topaz Signature pads for easy digital signing of PDFs. Taxware also partners with EPS, Refund Advantage, and TPG-Tax Products Group, offering clients diverse options for products and services to expand their business. Moreover, Taxware prides itself on transparency, ensuring there are no hidden fees involved. This commitment to clarity reinforces our dedication to customer satisfaction and trust.

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.

Ledgre, a software designed specifically for rental properties is simple enough for non accountants to use but robust enough to handle the complexity of financial reporting. Ledgre is a great option for landlords and rental property investors who want to manage their books without paying expensive bookkeeper fees. Ledgre provides a powerful set of tools and features including: Import Transactions - Property - Income and Expense tracking - Financial Reporting Tax Preparation

Experience the convenience of cloud-based bookkeeping tailored for small business owners with Decimal. We recognize that bookkeeping can be the least appealing aspect of managing your business, so let us handle it for you. In just three minutes, you can free yourself from the burden of bookkeeping forever by selecting the plan that suits you best. Our dedicated in-house bookkeepers will collaborate with you, ensuring a seamless transition. By securely linking your bank accounts, credit cards, and platforms like PayPal and Square, your data will be automatically sent to our bookkeeping team. From that point on, your accounting team will keep your financial records current, manage payroll, and handle tax submissions, allowing you to focus on your passions. We have expertly integrated cutting-edge technology with personalized service to provide an unparalleled online bookkeeping experience. Additionally, with the Decimal app, you have access to a real accountant who is ready to assist you via call, email, or message whenever and wherever you need support, ensuring that help is always at your fingertips.