2014 Review of Thomson Reuters - Agile Tax

Agile Tax is in its sophomore year as a tax solution.  The program was built as an Internet solution, and tax practitioners can process an unlimited number of returns for a fixed monthly cost.  The system is designed for high volume tax processing and intended as a standalone product.  New for the current release are improvements to the electronic filing functionality and the addition of year-over-year comparative reports.

BEST FIRM FIT

Sole practitioners and small firms with a focus on high volume tax production.

STRENGTHS

  • Simple interface and pricing structure
  • Online document storage included
  • Easy scalability for seasonal workers

POTENTIAL WEAKNESSES

  • Only integration point is Excel
  • Mobile options are limited due to use of Silverlight


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