Tipalti vs. Wolters Kluwer ATX

I would tell them that it manually syncs to ERPS. Additionally I would include the fact that you can pay multiple entities in one pay run allowing to be very efficient. I would also include that they can add rules to bill approvals or set up auto payments for certain vendors. Lastly, there are many reports you can run providing you will very informational data in seconds.

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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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• Tipalti has a very user friendly interface, clearly laid out and easy to navigate
• The audit trail feature is hugely helpful to track an invoice's progress through the system
• Being able to schedule invoices to be paid exactly on their due date ensures we pay on time but not earlier than necessary
• We were able to put in strong controls around changes to vendor data

• 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.

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• The report that provides the "Not payable" vendors does not work well for us, particularly because the sync to our ERP goes both ways, which means all of the employees also sync over to Tipalti and remain as Not Payable. So the list is very long, and I don't find a good use for it.

• 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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Solid system performance. Suits our needs and solution provider very inclined to accept feedback and involve users in developing the solution to serve both the provider and the ultimate user. Tipalti has streamlined our process that was previously very manual and prone to error. Now there is transparency of information and role.

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Two-time Tipalti selector, implementor, and user. The payment features in the app saves many steps in the payment process. No longer do you have to set-up or upload payment information to your bank and then go back to your accounting system and mark items as paid. Tipalti does all of this with a click of a mouse. The payment feature is the stand out feature. Many vendors can process your invoices. Look at how at the payment process of others.....you will see.

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Tipalti has always been responsive to our questions and concerns.

No issues here. Generally has been pretty fast.

Since I also work in customer support, I often have to contact Tipalti's team with questions from our users. Tipalti's support team has always been exceptionally helpful and it was a pleasure to communicate with them. I have always received prompt responses to any inquiries and they are excellent at solving our customers' issues within a short time

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Tipalti provides great How to online guide

The salesperson involved was involved in implementation which I found very helpful.

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Just let it do the standard install. No issues whatsoever.

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From initial implementation through to user experience, Tipalti has been able to exceed our expectations in terms of its functionality and useability. We have found with other systems implemented in the past they did not match our expectations which resulted in us terminating these services.

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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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I did not make the decision to purchase this product.

We were given the option of only one integration.

• Vendor onboarding has taken the responsibility from one person to the Vendor directly. This provides the vendor with the ability to enter their own banking information for payments and upload their Federal W9 form.
• Vendors can upload their own invoices to the system, taking the possibility that our AP team did not receive an emailed or mailed invoice to upload. This also increases payment efficiency as the vendor's invoice is processed in a more timely manner.
• AP can review invoices for accuracy and concentrate on how to code an invoice, rather than be a paper pusher or a data entry clerk. AP doesn't spend time searching for invoices that might be a duplicate, the system will communicate this on the software review process and if AP has uploaded by email the same invoice multiple times, an email will be sent to AP to indicate that the invoice was not uploaded due to duplication.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info