888-420-1040
www.taxslayerpro.com
2011 Overall Rating 4
Best Firm Fit:
Tax offices primarily focused on retail 1040 processing and bank products, with some need for simple business entity returns
Strengths:
– Support for all entities at federal & state level
– Integrated bank products
– Unlimited e-filing
– Online return backup functions as limited portal
– Smartphone & remote access to firm reporting
– Built-in invoicing system
Potential Limitations:
– Lacks document automation/scan & populate tools and no integration with financial institutions
– No form-based input (although a static form view is offered)
– Limited tools for in-firm collaboration and review of complex returns
Executive Summary & Pricing:
TaxSlayer Pro is a very easy-to-use system with little or no training necessary for even users with little tax experience. The Premium version of the system, with its client self-service feature, automated text messaging, remote reporting access and light client portal website provide good basics for small 1040/RAL-focused tax firms and seasonal practices looking for an inexpensive all-in-one system. The Classic version of the program costs $995, and the Premium is priced at $1,295, both allowing any number of users within the same networked office and using a single EFIN. Renewal rates are $825 and $995, respectively.
Product Delivery Methods:
__x__ On-Premises
_____ SaaS
_____ Hosted by Vendor
4.25 – Core Product Functions/Features
product depth/multi-state
navigation/ease-of-use
support for special situations
electronic filing
3.5 – Paperless Workflow
paperless creation
paperless open items
access control for limiting access into returns
digital document storage/mgmt.
data import/export
3.5 – Integration
w/in Publisher’s own suite
w/tax research tools & guidance
w/other or external programs
w/external services
4.5 – Help/Support
online resource center
tech assistance availability
Downloadable program updates
Preferred SaaS route
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