August 2020

Choosing the right professional tax software for your tax office is not as simple as it may seem. With all the professional income tax software companies offering different services, options and integrations, the task of finding the best software can be a bit overwhelming. However, with some guidance and help from our professional tax preparation software reviews we can simplify the process for you so that you can more confidently choose your income tax software for the upcoming season.

First off, you should start by listing all your main business needs and deal-breakers. For example, if you have multiple offices working under you, any income tax software for professionals that doesn’t support multi-office management is automatically out of the way. After ruling out a few options, you can start to get deeper into the filtration process by comparing software products. The main comparison points could be: pricing, user-friendly interfaces, e-filing limits, bank product support, as well as pro tax software reviews posted by actual users who tried the software. Tax software reviews are a vital tool in your search as other users share their experiences as well as likes and/or dislikes about the software.

Another point to consider is whether you’re going to buy the software directly from its main provider or from a re-seller, also known as a service bureau. In our professional tax preparation software reviews, we find that while the software is the same, more or less, the package that includes the software you’re purchasing might differ from one provider to another. For example, this could be a filing limit that you cannot exceed, extra charges for certain types of returns, different bank product fees and benefits, and even customer support. This is why it’s important to read the income tax software reviews of providers as well, and see what their existing and former clients have to say about them.

After reading as many professional income tax software reviews as you can, the only thing left for you is to reach out to the company. At this point you can even see if any discounts are available before you make your purchase.

If you don’t have the time to sift through professional tax software reviews posted on different websites; we’ve got you covered! Our website gathers the top tax software for tax professionals, reviews them all in one place, and allows you to compare software products easily for your convenience and peace of mind. Our aim is to help you find the best software so you can have a successful tax season and ultimately grow your tax business to new heights. Good luck!

Wolters Kluwer has been an established name in several different industries since the 1980s. The company delivers industry-leading software and services to professionals in several industries, including: tax, accounting, finance, legal and more. In our TaxWise tax software reviews, we find that TaxWise, although a capable, user-friendly software, has a few areas of improvement and some catching up to do to compete head-to-head with tax software giants. In this article, we will discuss its advantages, areas of improvement and whether or not it would be a good choice for your tax business.

Although TaxWise professional tax software comes with a user-friendly interface, it was primarily made for tax offices with complex tax preparation needs. In terms of its ease of use, TaxWise will not only guide you through preparing a return but will also point out what is wrong or missing after having completed the process, using it’s handy ‘Diagnostics’ tool. It also comes with several other useful tools that can help you better understand how tax preparation works, such as the ‘What If’ mode, which emulates different tax scenarios. With exception to these useful features, TaxWise professional tax software falls behind in a few areas that some offices simply cannot go without.

These days, most high-volume tax offices rely on time-saving hardware integrations such as signature pads and hand-held scanners, moving towards more paperless solutions. These integrations are supported by software providers that aim to stay ahead of the competition — and this is where TaxWise falls behind. These hardware integrations are not yet supported by the software; but on a positive note, some offices prefer to work with their clients remotely rather than physically, and fortunately for those, TaxWise has recently introduced a new mobile application which can be used by taxpayers to receive copies of their returns, send information, and sign their bank documents from the comfort of their homes. While the mobile app is useful to many businesses, it does not make up for the integrations that TaxWise does not support and are must-haves for high-volume offices.

TaxWise Mobile App was designed to streamline tax preparation. It gives tax preparers the opportunity to communicate with their clients remotely and gives taxpayers the option to upload their forms, receive return copies, sign required documents, and check the status of their files on a secure platform that does not compromise their privacy. The application is fully integrated with TaxWise software, and can be used on a smart-phone, tablet, and even for those who are not fond of working with small devices; it can be accessed through a computer internet browser. For both taxpayers and preparers, the software can be easily customized and accessed. The data-entry part does not require much— if any knowledge of technology, since it is an interview-mode-like experience that populates forms based on provided answers.

TaxWise supports bank products, which can be useful for you as an ERO, and your clients, since it comes with many benefits such as cash advances, start-up loans, debit cards, and more. It works with many different tax banks, depending on where you are getting the software from. There are two ways to get TaxWise: you can get it from Wolters Kluwer (main provider) or from a service bureau, also known as a reseller. Both have their pros and cons, depending on your specific needs. This is why it’s important to compare price offers, services, and check if the provider supports bank product integration with the tax bank you use.

Lastly, before making your choice, try to list your must-haves and the things you can compromise. For example, if you run a high-volume business and you cannot go without signature pads and scanners, TaxWise will not be an ideal choice for your tax office. On the other hand, if you are looking for a software that can handle all your tax preparation demands, no matter how complex, you may want to consider TaxWise. Also, read as many TaxWise tax software reviews as possible. This will help you find out what previous and current users have to say about the software, simplifying your decision on whether or not TaxWise is right for your business. Lastly, you can download a TaxWise demo to try the software yourself.

Don’t know how to get a TaxWise tax software demo? We’ve got you covered! Our website ProfessionalTaxSoftwareReviews.com aims to help tax-preparers find the perfect software for their tax businesses by providing detailed reviews, software comparisons, and demos. Click the ‘Download A Demo!’ button on the top right side of the website and choose the software that you’d like to try. Good luck!

Drake Tax Software has been providing professional tax services and solutions since the late 1970s. In this article, we will cover what makes it a great software for tax pros, areas for improvement, and how you can use Drake income tax software’s integrations to maximize your potential and boost your tax business.

Income Tax Software:
Drake income tax software features an easy-to-use system that is capable of meeting complex tax preparation demands. The software has garnered a loyal client-base due to its simplicity, real-time process tracking, scheduling tools, and a list of useful integrations. Although there’s room for improvement in a few areas, such as a mobile application to facilitate communication between tax preparers and taxpayers, it is still the choice of thousands of tax offices nationwide.

Drake Accounting Software:
Drake Accounting is designed to help tax preparers access and manage their clients’ financial records more accurately and easily using double-entry accounting. It can be used to enter invoices, print vendor checks, and enter vendor invoice information for accounting purposes. In our Drake Accounting reviews, we found out that there are several different modules used through this application of which Drake has optimized to be its most advanced integration yet.

GruntWorx:
Another great tool by Drake Tax Software is GruntWorx. This integration saves time and money by eliminating and automating tedious tasks, such as data-entry and manual document organization by using the latest Optical Character Recognition data extraction technologies. Accuracy is not compromised since the service is also supported by human review to make sure everything is the way it should be. With such a tool, all you have to do is upload documents and let the integration do the work for you.

SecureFile Pro:
SecureFile Pro is a web-based platform that was designed to allow tax preparers and taxpayers to exchange confidential documents easily and securely. Since it is web-based, it does not require special system requirements. It can run on any device that has an internet browser. With this tool, your office can go paperless, and save time on several tasks such as printing returns or emailing return copies to taxpayers.

Drake Documents:
Drake Documents is an electronic filing tool for storing documents efficiently and securely. It integrates perfectly with SecureFile Pro and Drake Income Tax software. With Drake Documents, taxpayer confidentiality secured; it protects files with passwords and allows admins to track files’ activity. And on a green note, the integration allows for less paper usage and handling.

Drake E-Pay:
E-Pay is a module that was developed by Drake and EPS Financial to allow tax preparers to collect service fees via taxpayers’ debit and credit cards.. It is located on the software’s toolbar, and can be used with a click of a button. It is important to note that this module can be used regardless of which bank product is integrated with the software. Although a card-reader is not required, you do have the option to integrate one if you prefer.

Bank Products:
Drake Software supports Bank Product integration. It can be used with not only EPS Financial, but a wide variety of other Bank Products. When you decide whether to purchase the software from the main provider or a reseller, you should consider asking them what bank options they provide, and then compare service prices before you decide which one to use.

Lastly, the best thing to do before making a final choice on your software is to get a Drake software download of a demo to decide whether or not it meets your demands. If you still cannot decide and want to know more about competitor software products, we can help.

Our website ProfessionalTaxSoftwareReviews.com aims to help tax-preparers find the perfect software for their tax businesses by providing software demos, comparisons, and detailed reviews of software products and bank products.

CrossLink tax software has been the trusted choice of thousands of tax offices nationwide since the 1980s. Thanks to its constant development, customer support, and vast variety of options, CrossLink has successfully secured a loyal and growing client-base. In this article, we will cover some of the aspects that make such a great software, such as its user-interface, gadget support, multi-location possibilities, and bank product integration. We’ll also discuss how to maximize your potential with all the features it has to offer.

The first and probably most appealing find in our CrossLink tax software reviews is its user-friendly interface. It features three modes (form-based mode, interview mode, and estimator mode) that help you add forms, remove forms, and navigate through your entries seamlessly. Unlike other software products on the market, you won’t have to figure out what you did wrong on your own. The software comes with a point-and-shoot error solving tool that points out what’s wrong or missing on a tax return and guides you through the process of fixing it. It’s also important to note that some software May sacrifice other areas when providing useful tools, however in our CrossLink tax software reviews, we did not find that these simple features compromised any other area.
One of the most sought after features in any software product is third-party gadget support, which CrossLink Professional Tax Solutions furnishes flawlessly. It supports signature pads and hand-held scanners, which are a must-have if you run a high-volume tax office or you happen to deal with everything physically rather than remotely. These paperless options help you save time, money, and effort. However, if you prefer dealing with your clients remotely, CrossLink tax software still has you covered.
With the remote features it provides, you can have your clients sign their bank documents and tax returns from anywhere, regardless of how tech-savvy or novice they are. You can send the final tax return with a click of a button and they can view it and sign it by just clicking the link they received. If your clients have basic knowledge of how to use a smart-phone, CrossLink has a mobile application called TaxPass, which your clients can use to send you their W-2s, enter their data manually and send you other forms straight to your software, where you can instantly open their file and work on it. With such a feature, copying PDFs sent via email manually is a thing of the past. ERO-Go is another application that comes with CrossLink, which allows you to manage your business from anywhere, communicate with taxpayers, as well as run reports of different criteria, all on your mobile device.
If you decide to expand your business at any point and start more offices working under you, CrossLink offers you the perfect set-up. With its multi-tier structure support, it offers feeder licenses, which you can purchase to run a number of offices, customize their accessibility, and have everything sent to the main office for review. Or you can run each office on its own, without directing its work to the main office. The good thing about multi-location support is its customization level, which helps you run your business based on your own preferences with no restrictions whatsoever.
CrossLink supports bank product integration, where you can have your clients pay your preparation fees from their refunds instead of paying upfront, as well as several other benefits both you and them can enjoy, such as: cash advances, start-up loans, debit cards, and more.
Now that you know what you would be getting with this software after reading our CrossLink tax software review, there is not much more to go through. You can try the software yourself before you make a choice by requesting a CrossLink tax software download of a demo. If you do not know where to get one, our website can help.
Finally, you need to decide whether to buy the software from the main provider or a service bureau. Pricing from each can be different when it comes to software price, bank product rates, and more.
Our website ProfessionalTaxSoftwareReviews.com aims to help tax-preparers find the perfect software for their tax businesses by providing software demos, comparisons, and detailed reviews of software products and bank products.