January 2020

Tax season has arrived! Professional tax preparation software reviews should be a critical focus for all tax offices.  Tax Pros should stay ahead of any news about professional tax software, especially with the new technologies now being offered. Although many tax offices would like to stick with the income tax software of which they are most accustomed, they could be missing out on more up-to-date benefits.  

Tax offices can learn how to offer clients a better experience by thoroughly researching professional tax software reviews. Depending on each software, services could include better client-tax pro communications, convenient mobile applications, bank product integrations, refund disbursement options, taxpayer cash advances, and more.  Tax offices stand to benefit by identifying their client needs and tying them to income tax software reviews to select the best software for their needs. By reading up on quality tax software reviews, tax offices can avoid mismanaging their valuable time by selecting the software that best meets their needs. 

In addition to meeting client needs through software research and reviews, time management is a crucial factor in any tax offices’ success. Professional income tax software reviews should be every tax professional’s priority to make sure their software is not wasting any of their valuable time. For tax offices, sources of time being wasted come in many forms, including but not limited to: employee pace, paperwork processing, client response times, and software quality. If professional income tax software is unnecessarily complicated or simply does not have time-saving/modern features, the tax office’s overall time management will surely be taking a hit.    

Pro tax software reviews are meant to be a resource for tax professionals, providing them with information as to how the right software can ultimately add more to their revenue at the end of the season. Keeping in mind that every tax offices needs are different, Professional Tax Software Reviews has done the work so that tax professionals can more easily identify what software is the best match for their office.  

Our website, https://professionaltaxsoftwarereviews.com/, covers professional tax preparation software reviews in detail. All of the income tax software for professionals on our website are industry leaders. Each software has been selected based on its overall popularity, features, and integrations. Our website illustrates tax software for tax professionals, reviews them individually, and rates them to help tax offices in their decision for professional tax software.

Wolters Kluwer® provides software and services to professionals in several different industries, including but not limited to: taxes, accounting, finance, and legal. For tax professionals, the company provides TaxWise professional tax software. Over the past 2 years, in our TaxWise tax software reviews, we find that TaxWise, although a user-friendly software, may not be the most suitable software for most tax offices. Let’s see why that is, while also keeping in mind that you can download a TaxWise tax software demo to test it out yourself.

Although TaxWise does deliver on providing an easy-to-use platform, it falls behind in other key areas; mainly in its innovation and keeping pace with technological advancements and modern demands. Our TaxWise software reviews this past couple of years identify where the software lags in comparison to the more advanced features found in other professional tax software.

Advanced hardware and time-saving application integrations are noticeably missing from TaxWise. Features that benefit both professional tax preparers and their clients, such as signature pads and document scanners have yet to be integrated and furnished by the software. The reason these features are so important is because of the time they save in the tax preparation process. Luckily, TaxWise has recently introduced a mobile app that taxpayers can use to send and sign their documents. However, we still believe that it’s important for serious software companies to include more advanced hardware integrations if their aim is for longevity. The tax preparation industry is constantly changing and software companies need to evolve to keep up with the competition.

In terms of simplicity, TaxWise professional tax software includes easy-to-use tools that have been tried and trusted for several years. Although basic in comparison to other top-ranked software, an example would be the TaxWise diagnostics tool. This tool simply allows tax preparers to find and correct any E-filing errors. Another tool worth mentioning is the “What if?” mode, capable of testing a variety of tax scenarios, useful to tax pros and their clients alike.

All in all, TaxWise is an easy to use software but lacks technological advancements that should be demanded by any tax office looking to grow. Time-management and client satisfaction are key to any office’s success, and the right tools can help. With that said, TaxWise definitely has a few areas that need tweaking in order to deliver a software that can compete this coming tax season.

Drake income tax software provides the functional tools needed for a tax office to run a successful season. Although there are areas for improvement, tax professionals have shown loyalty to Drake as they have become quite familiar with its features and tools. Let’s take a look at some of the features Drake provides in our Drake tax software review.

With the creation of Drake Accounting software, tax professionals can more accurately and quickly access and manage client financial records. In our Drake Accounting reviews, we’ve noticed that there are several different modules used through this application. Drake has optimized this part of the entire application to be its most advanced integration yet. Additionally, another useful feature that helps save tax professionals time on tedious tasks is Drake’s GruntWorx. This integration allows for the handling of documents and data entry in an organized and timely fashion that many professional tax preparers may find quite useful and easy to use.

In terms of file sharing and transferring documents between tax pros and their clients, Drake tax software has furnished SecureFile Pro. This is an online portal that allows for the quick and convenient access of documents, forms, and other pertinent taxpayer information. If you’ve ever used a cloud-type service/online storage, this is pretty much the same idea and quite simple to use. In terms of its benefits, the platform has a user-friendly interface that allows tax preparers to spend much less time collecting files and handling paperwork.

The last feature worth mentioning is Drake E-Pay. This payment module allows tax pros to collect fees from their clients with a simple click of a button located on the software’s toolbar to process any payment. There is no requirement to have a credit card reader, which can save tax offices some money, however, offices may choose to integrate one. Although Drake tax software provides functional software and integrations, it may seem a bit out-dated in comparison to other professional tax software. Drake could gain more customer loyalty by integrating a user-friendly mobile application for both tax pros and taxpayers, as this seems to be the going trend in the professional tax software market. The convenience of newer technology goes a long way with the more modern tax offices.

CrossLink tax software has been providing professional solutions to tax preparers since the late 1980s.  Consistently evolving with taxpayer and tax preparer needs in mind, CrossLink has gained a strong foothold in the industry by providing original innovations that are both useful and easy-to-use.

The company’s taxpayer mobile application and ERO mobile application are both great examples of their dedication to equipping tax offices with the best the industry has to offer.  In our CrossLink tax software review, it is without a doubt that these applications greatly facilitate communications between tax offices and their clients.  More specifically, these apps have proven to save valuable time in the collection of tax forms and any pertinent information in the tax preparation process.

It is apparent that CrossLink tax software aims at simplifying the tax preparation process as much as possible.  In addition to furnishing user-friendly applications, our CrossLink tax software reviews have shown that the company offers more integrations that help cut downtime spent per client-interaction even further. The handheld scanner and signature pad offered by CrossLink are a must-have for high volume offices. Used together, these paperless solutions save offices time, money, and space. With these integrations, printing, copying, and maintaining physical files/forms are a thing of the past.

Another valuable feature appreciated in our CrossLink tax software reviews is the multi-office management platform.  For both mobile and growing offices, CrossLink professional tax solutions offers multi-tier licenses (feeders).  This multi-tier structure makes the management of multiple offices or multiple preparers simple and stress-free.  With all information collected by feeder licenses routed back to the main license, client information and form management is simpler than ever.  Also, tax office owners can rest assured knowing that authority guidelines for preparing and submitting are customizable by the main office.

Lastly, a great idea for any tax office thinking of switching to CrossLink is to test it out first via a CrossLink tax software download of a demo on our website.

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.