Taxes

Intuit — Intuit Tax Onlineproadvisor.intuit.com/product/intuit-tax-online866-676-9674 Strengths Web-based, anytime access No IT management or updating required Pay-Per-Return pricing, no startup costs Instant ramp-up/down with any number of users PC and Mac friendly Mobile app for checking status, client information, securely emailing returns From the makers of Lacerte and ProSeries Potential Limitations Lacks integration with accounting programs […]

Intuit — ProSerieswww.proseries.com800-934-1040 From the May 2012 review of professional tax compliance systems (traditional workflow). Best Fit: Small to mid-sized firms focused on large 1040 client bases, but also with the need for varied business compliance. Firms who require workflow solutions and integration with QuickBooks. Strengths Optional scan and organize system, plus direct download of […]

CCH Small Firm Services – ATXwww.atxinc.comPhone: 866-345-4172 Strengths: Compliance for all entities including federal and state plus local forms W-2/1099 and wage reporting options Form and interview-style input Available bundles for Workflow, Research and Accounting functions Integrated AR management and credit card acceptance Potential Limitations: Does not offer client portals or online tax organizers Limited […]

CCH Small Firm Services — TaxWisewww.taxwise.com866-345-4171 Strengths Compliance for all entities at federal and all states Form-based interface, friendly navigation Scan and populate feature for W-2s, 1099s and K-1s Integrated suite of products including fixed asset management, client write-up (AP and AR) and document storage Multiple client refund options, such as debit card and refund […]

RedGear Technologies — TaxWorks www.taxworks.com 800-230-2322 Best Fit: 1040-focused tax offices with occasional need for additional entities, particularly those wishing to offer integrated bank products, with bilingual options and remote data entry capabilities. Strengths Integrated support for bank products Client communication templates and e-mail integration Digital client tax organizers Data import from multiple accounting systems […]

TaxSlayer Pro — TaxSlayer Pro Premium www.taxslayerpro.com 888-420-1040   Strengths All entities at federal and state level, with unlimited e-filing Built-in support for bank products, with text-messaging to clients Online return backup can act as limited portal Smart phone and remote access to firm reporting Supports the W-2 barcode scanning to automatically populate inside a […]

Intuit—Lacerte Tax lacerte.intuit.com 800-765-7777     BEST FIT Small and medium size firms with a focus on medium complexity work and organizations reliant on other Intuit products, such as QuickBooks   STRENGTHS Easy, intuitive interface Licensing structure includes electronic organizers, trial balance modules and state electronic filing Strong integration with Intuit product offerings   POTENTIAL […]

Thomson Reuters — GoSystem Tax RS CS.ThomsonReuters.com 800-968-8900 BEST FIT Firms requiring calculation power for complex business entity structures and support for entities processing multiple K-1s   STRENGTHS Ability to handle the most complex tax return structures Wholly web-based solution that is accessible from nearly anywhere Nice features to aid new users in learning proper […]