Whether your firm is in the market for a document management system or a document storage system depends on a number of things, including workflow levels, current tax software utilized, and even future needs. Cost may play a role as well, although ...
The bundle expands the widely popular ATX Total Tax Office software solution to include extensive compliance research and learning, practice management and more at a highly competitive price.
TaxWise, a tax solution provided by CCH Small Firms Services, aims to expedite tax preparation with quick data entry. TaxWise also includes a multitude of services to assist tax professionals efficiently serve clients and grow their business.
ATX is a solution designed to simplify the tax filing process. Geared towards sole-practitioners and seasonal tax preparers, ATX is simple to navigate and includes multiple integration points for maximum efficiency. New this year is the introduction of iF
For this year’s tax software reviews, we looked at eleven tax software solutions. As in prior years, we separated the reviews into two broad categories – Advanced Workflow and Traditional Workflow.
The nature of a CRM system is to provide a central location to keep track of all communications activity with a customer, client or prospect, or anyone you do business with.
888-455-0183; www.atxinc.com 888-455-0182; www.taxwise.com 2011 Overall Rating 4.75 Best Firm Fit: If you are using either the ATX or TaxWise tax and/or accounting software applications, then the Document Manager is a natural choice simply because of the direct integration with those applications. Strengths: Integrated suite of small firm tax & accounting applications Integrated […]
800-755-9473 www.taxwise.com 2011 Overall Rating 4.5 Best Firm Fit: High-volume, time-sensitive focused practices employing non-professional data-entry staff. Also a fit for those looking to grow their business through office expansion and additional customer offerings such as full-year accounting services like write-up and payroll. Strengths – Support for all entities at federal & state level […]