Tax Practice Management Software
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TaxDome is a tax practice management suite, featuring a range of features, including an internal communication platform, a secure portal to share client documents as well as a CRM and project management feature to help users and their teams to hit deadlines.
Taxaroo is a cloud-based tax practice management tool designed to enable tax professionals to spend more time providing value-add guidance to their clients, and less time collecting information, doing follow ups, and managing endless bits of workflow. It also aims to provide clients…
Karbon is presented as a collaborative practice management solution for accounting firms. It includes communication and workflow tools to streamline practice operations, with task automation for common processes, and scheduling data collection. Its features encompass:
- Client Management - tracking the relationship with all the firm's customer…
OfficeTools Cloud is cloud-based accounting practice management software designed to enable firms to track client work and collaborate with their team anytime, anywhere, from any browser. OfficeTools is an CARET brand.
ATOM Software was designed to assist offices to operate more efficiently in a paperless cloud-base structure. Daily office functions such as communicating with clients or employees, tracking productivity, running reports, and scheduling can be completed remotely. Office functions…
IRIS Elements Tax and Accounts (replacing the former Taxfiler, acquired by IRIS), is a scalable accounting software in the cloud – including Personal, Partnership, Trust and Corporation Tax as well as Accounts Production. Taxfiler by IRIS has been incorporated into IRIS Elements…
Drake Tax is a tax practice management software solution with features that help users prepare and process customers’ returns. Its scheduler enables users to manage schedules and appointments, and a front office mode is available for staff who manage appointments but don’t need access…
Learn More About Tax Practice Management Software
What is Tax Practice Management Software?
Tax Practice Management Software streamlines the operations of firms that provide tax services. It automates business administration and manages client relationships, communications, and billing. It facilitates IRS interactions, optimizes tax preparation, and includes tax resolution features. Its metrics help analyze business performance.
Portals are provided for customers to schedule appointments, send, and receive tax documents, check tax return status, make payments, and encourage online and social media reviews of the business. Some vendors offer mobile apps to support tax professionals and their clients.
The software is used by tax professionals, CPAs, and bookkeepers. Its features overlap with accounting practice management software, and it is often bundled with tax preparation software.
Tax Practice Management Software Features
Tax Practice Management Software provides many of these features.
- Tax preparation
- Import and export tools
- Secure document management
- IRS compliant e-Signatures
- Client management
- Client communications, text, chat, video, and letter templates
- Calendar and appointment scheduling
- IRS management
- Tax resolution
- Workflows and checklists for tax preparation, IRS resolution, and bookkeeping
- Team communications
- Alerts and push notifications
- Time tracking
- Invoicing and payments
- Tax return tracking
- Dashboards for tax return status
- Branded customer portal
- Multiple location support
- Mobile apps for tax professionals and customers
- Security, role-based access, multi-factor authentication
- Prospect management and referral tracking
- Performance metrics, analytics, and reporting
- Customer satisfaction tools
- Cloud-based and on-premises options
Tax Practice Management Software Comparison
Vendors take different approaches to the features they offer, and their installation options impact how their software can be used. Consider the following when purchasing tax management software.
Scope: Some vendor products, such as Drake Tax, Taxaroo, and Atom Tax, are dedicated to tax practice management. Others, such as TaxDome and Canopy, have a broader scope that will also support general accounting practice management.
Use Case: If your business has multiple locations consider a product like Atom Tax, with cloud-based features that are scalable and centralize practice management.
Integrations: If you do not require tax preparation software, determine that your selection will readily integrate with your current tax preparation software. If you want tax preparation software included in your tax practice management software bundle, consider a vendor like Drake Tax.
Mobile Apps: If your organization would benefit by providing mobile apps for its tax professionals or customers, options like TaxDome offer those features.
Platforms: Some products, like Drake Tax, are only supported on specific platforms, like Windows.
Pricing Information
Tax Practice Management Software pricing is based on the features provided and the number of sites or users supported. Introductory pricing ranges from $25 to $99 a month going up to $250 a month. One-time licensing is available for some products, usually costing between $1500 to $3000. Free trials are available.
More Resources
These articles offer more information that might help you in your search for tax practice management software: