November 2021

TaxWise professional tax software has been one of the tax software products for decades. In this article, you’ll learn more about TaxWise noteworthy features and its pros and cons. At the end of the article, you’ll learn how to get a free download to try it yourself.

Pros:

Bilingual Forms:
TaxWise comes with over 60 bilingual forms. This feature is most useful for tax preparers that don’t feel comfortable with English.

Diagnostics Tool:
TaxWise tax software features a self-explanatory user-interface. It comes with a point-and-shoot error solving mechanism, also known as the Diagnostics Tool. This tool will leave you no guesswork to go through. It’ll point out the wrong and/or missing information on tax returns and guide you through the process of fixing the errors. This tool saves time and makes it easier for tax professionals to prepare more returns and worry less about what could go wrong.

‘What If’ Mode
With the ‘What If’ Mode, you can emulate actual tax preparation scenarios to get a better understanding of how the software works and calculates in different scenarios. While TaxWise software reviews mention this as a ‘demo return’ tool, it could make your actual tax preparation process faster.

Mobile App
TaxWise professional tax software recently rolled out a mobile app for both taxpayers and tax preparers to communicate through. This app can be customized with your own logo and information and can be used by taxpayers to send documents and track return progress. It can be accessed, not only via smartphones, but any device with a supported web browser. This makes it easier for people that aren’t tech-savvy to access the app and use it.

Third Party Gadgets Lack of Support
Third party gadgets such as signature pads and handheld scanners are a must-have; especially for high-volume tax offices and paperless businesses. These gadgets help save time and money. In our TaxWise tax software reviews, we found that TaxWise would be much better if it supported these gadgets. We believe TaxWise will eventually support them, however, they are moving at a slower pace when compared to competitors.

Before you decide whether or not TaxWise would fit your needs, we suggest you download a demo of the software from our website for free. Get to see the software and how it works before you make your choice. Good luck!

TaxWise professional tax software has been one of the most trusted products in the tax industry. The software features a robust system that makes tax preparation a great experience. In this article, you’ll learn more about TaxWise noteworthy features, as well as its downsides.

Bilingual Forms:
Unlike most software products these days, which come in English only, TaxWise professional tax software comes with over 60 bilingual forms. This feature is a huge plus for tax professionals that don’t feel most comfortable with English.

Diagnostics Tool:
Tax preparation can be a complex process sometimes, especially if you have to manually go through all the forms you used to make sure nothing is wrong or missing. TaxWise features a point-and-shoot error solving mechanism, known as the Diagnostics Tool. This tool points out all the wrong and/or missing information on tax returns and guides you through the process of fixing the errors with a few clicks. In our TaxWise tax software reviews, we found that this feature saves a lot of time and makes tax pros feel less worried about errors.

‘What If’ Mode
The ‘What If’ Mode is a tool that emulates real-life tax scenarios. While this tool might be overlooked by many, it is important, since it gives EROs a better understanding of how the software calculates different returns in different scenarios. Using this tool every once in a while could make your actual tax preparation process much faster when you work on real returns.

Mobile App
TaxWise professional tax software recently introduced a mobile app for taxpayers and tax professionals to communicate through. This app can be customized to tax pros’ liking, and can be used on any device that has a supported web browser; not only smart phones. Taxpayers can use this app to send documents and track the progress of their returns.

Third Party Gadgets
While TaxWise has many benefits, it does fall behind in a few aspects. In our TaxWise software reviews, we found that it currently doesn’t support third party gadgets such as signature pads and handheld scanners. These gadgets are a must-have nowadays, especially if you’re running a high-volume office, or if you’re leaning towards paperless technologies to save time and money.

All in all, TaxWise is a great software that constantly develops; however, at a slower pace compared to competitors. Before you decide whether or not it would be a good fit your business, we suggest you get a TaxWise software free download of a demo, which you can get for free from our website.

Drake Professional Tax Software has been one of the industry-leading software products since the 1970s. Headquartered in Franklin, NC, Drake is trusted by thousands of tax businesses nationwide thanks to its simple, intuitive interface that can handle the most complex of returns, as well as the various integrations that you can use to offer more services, make more money and grow your business. In this article, we’ll go through all the integrations of Drake to help you decide whether or not Drake would be a good fit for your tax business.

All-in-One
Drake comes with an easy-to-use interface that you can rely on, no matter what your tax preparation needs are. Whether your main focus is individual returns or business returns, Drake will deliver. It also comes with several other integrations that you can use to grow your business.

Drake Accounting
Drake Accounting is an integration you can use to manage payroll and financial records. It uses a double-entry accounting mechanism, which guarantees accuracy. In our Drake professional tax software reviews, we found that it’s rather easy-to-use, unlike other complicated accounting tools and integrations offered by other software providers.

GruntWorx: Time is Money
Who would want to waste their precious time doing data entry and organizing documents when you could be making more money preparing tax returns? With GruntWorx, you can choose your preferred service, upload your documents, and let it handle the time-consuming work for you while you put your time to better use.

Sharing Documents with SecureFile Pro
Most software products these days have a mobile app for taxpayers and tax professionals to communicate through. Drake’s SecureFile Pro is a web-based portal that can be accessed via any device with a supported web browser. Tax professionals can send, receive, and store documents securely with this integration. In our Drake software review, we found that it would’ve been better if it were a mobile app, however, it still works perfectly the way it currently is.

Getting Paid with Drake E-Pay
You can get paid however you like with Drake’s payment collecting integration; Drake E-Pay. It allows tax professionals to collect payments via debit and credit cards, either virtually or physically.

Different Version
Drake comes in two versions; the desktop version, which works on Windows computers, and the Drake online tax software, also known as the web-based or cloud-based version. Both versions support most tax forms, however, Drake’s desktop version was designed to handle more complex returns.

Drake Professional Tax Software has been one of the most trusted software products since the 1970s. Headquartered in Franklin, North Carolina, Drake gained a loyal client base thanks to its capable interface, as well as the handful of integrations that can help you offer more services and grow. In this article, you’ll learn more about Drake tax software and its integrations.

Everything You Need
Drake comes with an intuitive, easy-to-use interface that delivers no matter what your needs are. Whether you’d like to focus on individual returns or business returns, it’ll have you covered. It also comes with a bunch of integrations that you can use to grow your business and offer more services; even after tax season.
Manage Payroll with Drake Accounting
Drake Accounting is an integration you can use to manage financial records and payroll via double-entry accounting. In our Drake professional tax software reviews, we found that unlike other accounting tools and software products, Drake Accounting is rather simple, yet doesn’t cut down on accuracy. You can use this tool to expand your business and offer more services, during and after the tax season.

Save Time with GruntWorx
With GruntWorx, you can save your time on tedious tasks such as organizing documents and data-entry. This use of this integration is as simple as logging in, choosing your service, and letting it do the work for you.
SecureFile Pro: Share Documents Securely and Privately
Serious tax software providers that aim for longevity usually have a communication medium for taxpayers and tax professionals. This is usually in the format of a mobile app, which can be used for exchanging documents, tracking return progress, and more. Drake’s communication medium is called SecureFile Pro. It’s a web-based portal that can be used for sharing documents securely and privately. In our Drake professional tax software reviews, we found that while it functions perfectly as a web portal, though it could’ve been more modern if it were a mobile app.

Get Paid How You Like
Drake E-Pay is the company’s integration for collecting payments. You can use this tool to collect payments via debit and credit card. It works virtually, and you can also keep a physical card reader sitting at your desk if you prefer.

Different Version
Drake comes in two versions; the desktop version, which runs on Windows OS devices, and the Drake online tax preparation version, also known as web-based. Both versions support most tax forms, however, the Drake desktop version was designed to handle more complex returns. In our Drake software review we found that users that don’t require business return support and want to work from anywhere usually pick the web-based, while businesses that work from offices and need business return support pick the desktop version. It all depends on what you’re looking for.

Comparing the best professional tax preparation software products is important before every tax season. Even if you currently use a tax software that you’re happy with. Comparing software products could point out what your software misses and what it excels at. In this article, we’ll go through how to make a best rated professional tax software comparison based on main tax businesses’ needs.

1. Start by Listing Your Needs
Start by writing down everything you’re looking for in a tax software. For example, if one of your main focus points is to prepare business returns, any software that doesn’t support these returns should not make it to your list. Most tax businesses usually look for a software that combines these features; unlimited e-filing, bank product integration, third party gadget support, and mobile apps.

2. Read User Reviews
Reading the best tax software for professionals reviews can help you identify issues that wouldn’t normally appear when testing a demo for a few hours. We suggest you read as many reviews as possible and talk to people that tried the software you’re considering. This will save you the hassle of having to change your software mid-season if you find out it has a deal-breaker or something that doesn’t support your business needs.

3. Decide How You’d Like to Get Paid
Some offices prefer to get their preparation fees from clients’ refunds, while some other businesses still like to keep it old school and charge for their services upfront. For those that prefer collecting from their clients refund, finding the best professional tax preparer software with bank products is a must. With several benefits such as cash advances, start-up loans, as well as several disbursement methods, take your time in deciding which bank product compliments your software the best.

Software Providers
It’s our duty to provide you with the best professional tax software reviews, but finding the right software provider is something you need to decide. The software product you’re considering is more or less the same, whether get it from a certified re-seller, also known as a service bureau, or the main provider. The main difference you’ll find is the pricing. Most service bureaus charge more fees for bank products (charged to clients) and less fees upfront for their software. Main providers tend to do the opposite and charge more upfront with less bank product fees charged to clients. It is important to note that there isn’t a standard and you should always compare the offers you found and received from software companies individually and see what billing scheme fits your tax business.

Whether you’re new to the tax industry or you’ve been preparing tax returns for a few years now, comparing tax software products based on recent industry standards is a must-do. While you might have your mind made about what software you’d like to use; comparing the best professional tax preparation software products could draw your attention to what your software is missing, or to a software product that has new features you’re missing out on. In this article, we’ll help you make a best rated professional tax software comparison based on a few criteria, so you can make a more informed choice.

List Your Needs
First, we suggest you start your list of tax software products by writing down your main needs. In order to avoid naming every tax software product in the industry, we suggest you keep the software products that lack one or many of your main needs out of your list. For example, if you’re planning to grow your business and expand to more than your current location in the future, any software that doesn’t support multiple locations should not make it to your list in the first place. Most tax businesses look at a few criteria when choosing their software such as e-filing limit, bank product integration, third-party gadget support, as well as multiple locations setup. You can start with these comparison criteria for now and get your list shorter as you go.

Read User Reviews
When you download a demo of the tax software you’re considering, you get to see how the interface functions. However, not all issues -or benefits- appear when you try the software for a few hours. Reading best tax software for professionals reviews helps you identify long-term issues based on what current and previous users of the software you’re considering had faced. This could save you a lot of time, since it’d be a time-consuming, pricey process to change from one software to another during the tax season.

Getting Paid
The next criteria you should consider is collecting payments. Some tax offices still prefer to keep it old school and charge their fees upfront. However, tax season isn’t the best time for everyone to pay a few hundred dollars before receiving their refund. This is why best professional tax preparer software with bank products is becoming more of a popular choice thanks to the benefits it offers. With bank products, you can get paid when your clients’ returns get funded and offer your clients a wide variety of benefits such as cash advances and several disbursement methods to choose from. Bank products also offer businesses benefits such as start-up loans to keep tax business cash-positive during the tax season.

Software Providers
In our best professional tax software review, we found that some people prefer to deal with service bureau, and others prefer main providers. While the software remains the same no matter where you get it from; the package it’s part of differs from one provider to another. The main difference is how fees are set up. Most service bureaus charge less for the software up front, with more bank product fees charged to taxpayers, while main providers charge more upfront, with less bank products fees charged to clients. There isn’t a standard, which is why you should compare each and every single offer you received or found individually and decide what’d work for your needs.

CrossLink tax preparation software has been a trusted tax software provider since the 1980s. Headquartered in Tracy, CA; CrossLink has a large client base thanks to its user-friendly interface which offers both simplicity and efficiency. In this article, you’ll learn more about CrossLink, as well as its key features.

Compactability
CrossLink features a robust, user-friendly interface that has everything you’d look for in a tax software. Whether your main focus is individual returns or business returns; CrossLink will have you covered. The good thing about CrossLink is that it doesn’t have separate tools for different tax preparation needs. It has everything packed in one easy-to-use tool.

Easy to Use
CrossLink’s most preferred feature is its user-interface simplicity. Unlike other software products, you won’t have to guess anything on tax returns. It comes with a point-and-shoot error-solving mechanism that points out what’s wrong or missing on a tax return and guides you through the process of fixing it. The software will also give you instructions, even with the simplest of tasks.

Signature Pads and Handheld Scanners
In our CrossLink Tax Software reviews, we found that the software supports these gadgets impressively. If you’re running a high-volume office or you’re just trying to adopt paperless technologies to enhance the flow of your business; these gadgets are a must-have.

Mobile Apps
CrossLink has two apps: TaxPass, which can be used by taxpayers to send documents straight to tax professionals’ CrossLink tax software and check returns’ progress and ERO-Go is the other app, made for tax professionals. Both applications are customizable, fully integrated with the software, and easy to use.

Expand Without Fears
Some software products aren’t growth-friendly due to their multiple-tool setup, which makes it hard for EROs to grow their business or even change to a system that allows expansion. CrossLink offers Multi-location Support, also known as Feeder License. This type of license allows you to:
– Choose preparers’ privileges and access levels. – Decide everything they can and cannot do through their accounts.
– Choose which offices can print checks and which offices can’t
– Everything transmitted through a feeder license goes directly to your main office’s software for a final review before transmitting to the IRS.
Before you decide whether or not CrossLink is a good fit for your business, we suggest you get a CrossLink Tax Software free download of a demo. This can help you determine whether or not it meets your needs and if its interface is what you’d like to rely on during the tax season.

CrossLink Professional Tax Software has been a trusted name in the tax industry since the 1980s. Headquartered in Tracy, CA; CrossLink has a wide client base thanks to its efficient and user-friendly interface, which delivers in every aspect without cutting down on important factors such as accuracy. In this article, we’ll explain everything you’d need to know about CrossLink and its features. You’ll be able to decide whether or not its features meet your tax preparation demands and whether or not it’d be a good fit for your business.

Compact: All in One
CrossLink features a solid, easy-to-use interface that provides efficiency and simplicity at once, without one aspect cutting down on the other. Whether you’d like to work on individual returns or business returns; CrossLink will deliver. Unlike other software products, you wouldn’t need to use different tools for different tax preparation needs. It has everything packed in one software.

Ease of Usage
CrossLink’s simplicity lies in the fact that you have guiding instructions for every entry you make. Whether you’re entering something as simple as a taxpayer’s first name or going through complex depreciation; the software will tell you exactly what you need to enter and where to enter it. It will also point out all the errors and missing information and guide you through the process of fixing the errors once you’re done.

Third Party Gadget Support
In our CrossLink Tax Software reviews, we found that most businesses prefer CrossLink due to its excellent support of signature pads and handheld scanners. These gadgets are used by businesses that want to save time and money.

Mobile Apps
CrossLink has, not only one, but two apps: TaxPass, for taxpayers to send documents through and check the progress of their tax returns, and ERO-Go, which tax professionals can use to track received documents on the go. In our CrossLink tax software reviews, we found that CrossLink apps can be customized and are quite easy to use.

Expansion-friendly
If you’re willing to grow your business to more than one location in the future; CrossLink will not hinder your growth. With its Multi-location setup, also known as Feeder License, you’ll be able to:
– Choose preparers’ privileges and access levels. – Decide everything they can and cannot do through their accounts.
– Choose which offices can print checks and which offices can’t
– Everything transmitted through a feeder license goes directly to your main office’s software for a final review before transmitting to the IRS.

Before you decide whether or not CrossLink would be right for you, we suggest you get a CrossLink Tax Software free download of a demo to see how it works.

TaxWise professional tax software has been one of the tax industry’s leading software products. The software successfully gained a loyal client-base thanks to its solid interface that offers efficiency and simplicity hand-in-hand. In this article, you’ll learn more about TaxWise, its pros and cons, and whether or not it’d be a good fit for your tax business. We’ll also help you download a demo and try the software before you make your choice.

Bilingual Forms:
The software comes with 60+ bilingual forms. Such a feature would be overlooked by most tax professionals; however, it’d be a good addition for tax preparers that don’t feel comfortable with the English language.

Diagnostics Tool:
Some tax software products aren’t built in a way that saves time. With TaxWise, you won’t have to waste your time trying to figure out what’s wrong or missing on a tax return. The Diagnostic Tool will point out errors and missing information on tax returns and guide you through the process of fixing all the errors with a few clicks. This way you won’t have to do any guess work, which will save your time and make tax preparation a better experience all-around. In our TaxWise tax software reviews, we found that this is one of the users’ favorite aspects.

The ‘What If’ Mode
The ‘What If’ Mode is a software mode that emulates real tax preparation scenarios. This mode allows tax preparers to get a better understanding of how the software works and calculates under different scenarios.

Mobile App
TaxWise recently introduced a mobile app, which tax pros and taxpayers can use to communicate, exchange files, and track return progress. This mobile app can be customized to your liking, and taxpayers can access it, not only via mobile devices, but any device that has a supported web browser. The mobile app is easy to use and its user interface is intuitive

Third Party Gadgets Lack of Support
Third party gadgets such as signature pads and handheld scanners are supported by most tax software providers these days. Most tax businesses use these tools to save money on paper and make tax preparation easier. Unfortunately, in our TaxWise reviews, we found that such gadgets aren’t yet supported by TaxWise. However, they might be in the near future.

We suggest you read as many reviews as possible before you decide to commit to a software product. You can also get a TaxWise software free download of a demo to see how the software operates, and decide whether or not it’d meet your demands. Good luck!

TaxWise has been one of the tax industry’s most trusted software products. The software features a robust, simple, and intuitive user-interface. However, it does fall behind in a few aspects. In this article, we’ll help you identify the pros and cons of TaxWise, and decide whether or not it’d be a good fit for your tax business.

Bilingual Forms:
TaxWise professional tax software features over 60 bilingual forms. While this may not be a big deal to most tax professionals, it’d definitely mean a lot to tax pros that do not feel most comfortable with English.

Diagnostics Tool:
With TaxWise’s Diagnostics Tools, you won’t have to do any guess work on your tax returns. The Diagnostics Tool will point out what’s wrong or missing on tax returns and guide you through the process of fixing the errors with a click of a button.

‘What If’ Mode
The ‘What If’ Mode is a software mode that emulates real tax preparation scenarios. This mode allows tax preparers to get a better understanding of how the software works and calculates under different scenarios.

Mobile App
Most software companies these days have a communication medium for taxpayers and tax pros to communicate through. TaxWise professional tax software recently introduced a mobile app that can be fully customized to your liking. It can be used by taxpayers to send their documents and check returns’ status and can be accessed, not only on smartphones, but on any device that has a supported web browser.

Third Party Gadgets – Not Supported Yet
In our TaxWise tax software reviews, we found that third party gadgets such as handheld scanners and signature pads are a must-have, especially if you’re running a high-volume office or if you’re trying to adopt paperless technologies. Unfortunately, such gadgets aren’t yet supported by TaxWise. However, based on TaxWise’s approaches in the past few years, we expect they’ll start supporting these gadgets soon.

Before you decide whether or not TaxWise is a good fit for your business, we suggest you get a TaxWise software free download of a demo, which you can get for free from our website. You can also read reviews, compare bank products and compare TaxWise with other industry-leading software products. We suggest you do everything we mentioned before you make your choice.