800-230-2322
www.taxworks.com
2011 Overall Rating 4.25
Product Delivery Methods:
__x__ On-Premises
_____ SaaS
_____ Hosted by Vendor
Best Firm Fit:
Small 1040-focused tax offices with limited to moderate need for additional entities.
Strengths:
– All federal and state entities
– Integrated bank products
– Good client communication templates & e-mail integration
– Data import from multiple accounting systems
– Built-in invoicing
– Available tax planner & document management system
Potential Weaknesses:
– No client portals
– Lacks document automation tools (scan & populate)
– Limited tools for multi-preparer collaboration on complex returns
Executive Summary & Pricing
TaxWorks is a great package for small firms with high-volume 1040s and an occasional need for business entities. The package includes good data import from outside accounting packages, provides a good collection of firm tools for document management, asset management and planning. The vendor also offers good support. All versions of the program can be networked and used by any number of preparers in the same office at no additional cost. Pricing is competitive, with the system starting at $1,595 for a 1040-only system with one state, unlimited e-filing included. A system combining all states, the primary entities (1040, 1041, 1065, 1120, 1120S), the tax planner and unlimited e-filing is $2,595. A per-return model is also available.
4.5 – Core Product Functions/Features
product depth/multi-state
navigation/ease-of-use
support for special situations
electronic filing
3.75 – Paperless Workflow
paperless creation
paperless open items
access control for limiting access into returns
digital document storage/mgmt.
data import/export
4.25 – 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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