November 2018

Wolters Kluwer® has been around for generations. The company, located in Kennesaw, GA, operates on an international scale, supporting professionals in various industries: legal, business, tax, accounting, finance, and several others. For professional tax preparers, the company furnishes TaxWise tax software. Although TaxWise delivers on being easy-to-use, it does seem to lack in innovation and keeping up with technological advancements. In our review of this software, tax professionals may find that TaxWise trails other tax software in terms of time-saving integrations and intelligent, client-friendly technology.

The notable features of TaxWise tax software include the diagnostics tool which allows the preparer to find and correct any E-filing errors, the “What if?” mode that tests a variety of tax scenarios and 60+ bilingual forms for Spanish-speaking clients. Although these internal tools are convenient, the overall features are basic in comparison to the more robust features and support provided by other top-ranked software.

TaxWise tax software misses on the opportunity to provide more advanced hardware and application integrations for the benefit of both tax preparer and client. Examples of such features include the signature pad found in both Drake tax software and CrossLink, as well as the handheld scanner found exclusively in CrossLink. Time-saving hardware like these can really make a difference in how quickly tax preparers communicate and gather information from their clients. In addition, the software lacks in providing features that simplify communication between preparer and client, such as the taxpayer mobile app. This client-engaging tool is a valuable feature that should be provided by any serious professional tax software provider.

All in all, TaxWise delivers on simplicity, but not on providing the advanced time-saving and convenient technology that professionals should expect in this day in age. It is therefore in our opinion that TaxWise software surely has lots of room for improvement in the tax seasons to come.

Please note that our TaxWise tax software reviews and reviews of any other professional tax software on our website are strictly the opinion of the editor based on hands-on experience.

ProfessionalTaxSoftwareReviews.com aims for tax professionals to have access to the most current and reliable professional tax software reviews. Our website provides complete feature-ranked ratings of the best professional tax software on the market. With full reviews on each software, you can be confident in your choice of tax software for the coming season. Our website also rates the best bank products for tax professionals as well.

ProfessionalTaxSoftwareReviews.com aims to provide tax professionals with a thorough Drake Tax Software review.  For a comparison of Drake software reviews against other software, or to download a Drake Tax Software demo, visit ProfessionalTaxSoftwareReviews.com.

Drake Professional Tax Software

has maintained a reputable position in the professional tax preparation industry for several years. The company was established in 1977, with its headquarters in Franklin, North Carolina. In our Drake tax software review, we found that Drake has proven to consistently provide the functional tools needed for tax professionals to successfully run their tax businesses with minor areas for potential improvement. We highlighted some of Drake’s popular features below.  Before making any commitment we highly recommend you download a Drake demo to experience the interface first-hand.

Drake tax software meets the needs of professional tax preparers in furnishing advanced & useful tools such as the Drake Accounting application.  Drake Accounting is an Accounting/Payroll application that Drake tax software has optimized to be its latest and most advanced in computer technology. This relatively new application assists tax professionals in the management of basic client financial records via double-entry accounting. There is a range of useful modules to this application that Drake claims to be aimed at accuracy, simplicity, and speed.

Download a Drake demo

GruntWorx is another time-saving feature that is integrated with Drake tax software. GruntWorx can handle most of a tax office’s document organization and data entry, freeing tax professionals from time wasted on a clearly tedious task. In terms of time saved and simplicity, GruntWorx is a valuable feature that tax professionals may find worthwhile.

SecureFile Pro is a file-sharing web portal aimed at simplifying the file exchanging between client and preparer. Although it is not a smartphone or tablet app, the feature is useful and functional. By simply uploading PDFs through the portal to be accessed at the convenience of their clients, tax professionals can conveniently spend much less time managing paperwork and more time building their business.

Drake E-Pay allows tax professionals to collect payment for their services via client credit/debit cards.  With this integration, tax preparers need only to click the e-Pay icon located conveniently in the Drake Professional Tax Software toolbar to process any payments.  No credit card reader is required, although some tax offices may choose to use one.

To conclude our Drake tax software review, we find that they should consider adding more useful features such as smartphone/tablet apps as an upgrade to the currently outdated web portal.  Although they do a good job at keeping the functionality of these features simple, a bit more current and user-friendly technology goes a long way for tax professionals and their clients alike.  Despite these slight areas of potential improvement, Drake tax software has surely earned the right to be positioned in on our 2018 list of the best professional tax software.

Please note that our Drake software reviews and reviews of any other professional tax software on our website are strictly the opinion of the editor based on hands-on experience.

ProfessionalTaxSoftwareReviews.com aims for tax professionals to have access to the most current and reliable professional tax software reviews.  Our website provides complete feature-ranked ratings of the best professional tax software on the market. With full reviews on each software, you can be confident in your choice of tax software for the coming season. Our website also rates the best bank products for tax professionals as well.

For CrossLink Professional Tax Software reviews and reliable feature-ranked ratings of other software and bank products visit us at ProfessionalTaxSoftwareReviews.com.

CrossLink Professional Tax Software has been used by tax preparers since 1989.

 Headquartered in Tracy, CA, CrossLink has proven its dedication in enabling professional tax preparers’ success year after year.  CrossLink’s ongoing commitment to delivering innovative and practical solutions is what keeps it in first place on our list.

CrossLink Professional Tax Software has become a leader in equipping tax pros with original features such as the ERO Mobile App & Tax Payer Mobile App.  The apps have a very familiar feel to them in addition to being convenient and simple to use. These user-friendly applications certainly simplify client-to-preparer communications while speeding up information/document collection as well. 

Further delivering on logistics speed and simplicity, CrossLink Professional Tax Software comes with Signature Pad and Handheld Scanner integrations.  Both the Signature Pad and Handheld Scanner integration remove the hassle of copying, printing, and maintaining physical files, forms, or other documents that do not require prints.  Both of these features save tax preparers time during the client interview process while also speeding up the processing of tax returns. With digital signature capability and speedier information retrieval, CrossLink has delivered faster and much more convenient paperless solutions.  

Another great feature CrossLink provides is its Multi Office Management platform.  With multi-tier licenses, known as feeders, growing offices can more easily expand their business to other locations.  By branching out from the main software license, all the multi-tier licenses at other locations feedback to the main license.  This infrastructure allows for simplifying the management of multiple locations. This multi-office capability also comes with customizable authority features for preparing and submitting as well.

All in all, CrossLink Professional Tax Software leads the industry in terms of progressive, time-saving features. Its ability to provide above par solutions year in and year out has granted them first place on our list of the best professional tax software.

CrossLink Tax Software Demo Download

For more on CrossLink Professional Tax Software reviews and more valuable information please visit us:  ProfessionalTaxSoftwareReviews.com.

ProfessionalTaxSoftwareReviews.com aims for tax professionals to have access to the most current and reliable professional tax software reviews.  Our website provides complete feature-ranked ratings of the best professional tax software on the market. With full reviews on each software, you can be confident in your choice of tax software for the coming season. Our website also rates the best bank products for tax professionals as well.  Learn more about bank products and see how your clients and tax office can benefit.