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botkeeper vs. Wolters Kluwer ATX

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    botkeeper

    Score9.6 out of 10
    Small Businesses (1-50 employees)
    Boston based Botkeeper is the world's first and original robotic bookkeeper. The Botkeeper solution uses a combination of skilled accountants, machine learning, and AI to provide the best bookkeeping at the lowest possible cost. Instead of replacing your existing accounting software, we'll hook right up to it! Botkeeper can easily and quickly integrate with Quickbooks Online or Xero. Getting up and running is simple- 1. Data is extracted from both financial and non-financial sources.…N/A

    Wolters Kluwer ATX

    Score10 out of 10
    N/AWolters Kluwer offers the ATX Tax Preparation Software, presented as the easiest to use, most complete professional tax software for CPAs and Small Firms.N/A
    Pricing
    botkeeperWolters Kluwer ATX
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    botkeeperWolters Kluwer ATX
    Free Trial
    YesNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsOur goal is to offer bookkeeping solutions that are not only best in class, but available to all companies at all stages of growth. We have our Free Package, all the way up through Custom Packages, and everything in between!—
    More Pricing Information
    User Ratings
    botkeeperWolters Kluwer ATX
    Likelihood to Recommend
    8.2
    (3 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    botkeeperWolters Kluwer ATX
    Likelihood to Recommend
    Botkeeper
    Well, Suited Scenarios are: Automating the data entry, analysis, bookkeeping, managing finances fairly on this basis, and pulling out burndown charts, reports, and other analytical chapters. hence it helps in understanding the business, cash flows, or issues related to that which surely end up with the ideas of revenue growth directly and indirectly as well. And the most important thing in all this is done by AI-powered tools so management of resources overhead is no more. Scenarios where it is less appropriate: When it comes to a strong comprehensive accounting then the bookkeeper fails there and we need to integrate with third-party service providers to achieve the goal. So this is the worst scenario. And for detailed resources, one needs a vast knowledge base, and that's not the case with the Botkeeper as its knowledge base appears to be limited to basic.
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    Wolters Kluwer
    I have been using ATX for at least 15 years. It is competitively priced for a part-time tax preparation firm like mine versus some of its competitors. The software is straightforward to use with very little training needed, and it includes the "paint by numbers" i.e. "interview" tax prep approach if desired (I virtually never use that as not needed, but it is a nice alternative for the more inexperienced preparer perhaps). I have found it to be pretty intuitive to use, and the file capability is very straightforward. I will continue to use it going forward, as while there are a couple of competitors that are slightly cheaper, certainly not enough difference to warrant changing software and again I'm overall pleased with the product despite the couple of areas that I commented are a bit clunky. Not a big deal. Overall good product.
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    Pros
    Botkeeper
    • They have a clean and easy portal that I can log into and link all accounts so they have access to what they need
    • They are so good at what they do that I only need to respond to 1 or 2 emails a month for uncategorized transactions or clarifications
    • They process all of our AR, AP, year end reports, sales tax, and bookkeeping. And it's all very accurate and on time.
    Incentivized
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    Wolters Kluwer
    • Calculation/preparation of personal tax return for individuals.
    • Calculation/preparation of small business tax returns, i.e., Schedule C for individual bus owners.
    • Electronic transmission of completed tax return to IRS and applicable states.
    • Preparation of summary letter and billing to tax clientele.
    • Modeling of pro forma tax results for succeeding years and prep of estimated tax payments needed.
    Incentivized
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    Cons
    Botkeeper
    • their current interface
    • the scoping tool (makes sense once you're using botkeeper)
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    Wolters Kluwer
    • The preparation of the summary letter of the tax return module is a bit clunky but usable.
    • The preparation of the next year's quarterly estimates module, while automatic, is a bit clunky to override with more specific info versus what is automatically populated from the current year's return.
    • The print feature can be a little cumbersome getting to work on a local printer, resulting in some printing issues.
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    Implementation Rating
    Botkeeper
    No answers on this topic
    Wolters Kluwer
    Just let it do the standard install. No issues whatsoever.
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    Alternatives Considered
    Botkeeper
    Botkeeper is quite new to accounting solutions. The tech base is quite new and cutting edge. Service support is quite fast and good. Integration support is open to another third party to enhance in all possible ways. Eliminates overhead of hiring permanent resident accountants. Great user experience and well-optimized tools.
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    Wolters Kluwer
    Turbotax is the most popular but not applicable if you are a tax preparer as it won't let you sign a tax preparer. Their tax prep version, Pro Series, is a bit more expensive, and I have found it not significantly different enough nor provide any applicable benefit to me changing. I also evaluated Drake tax prep software, but again, while it has some nice features, it could not justify the change effort compared to any incremental features I might use. ATX continues to offer the right product features for what I need at one of the cheapest costs.
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    ScreenShots

    botkeeper Screenshots

    Screenshot of Full mobile access!Product screenshot