December 2021

TaxWise tax software has been one of the most reliable tax software products for decades. In this article, we’ll go through everything you need to know about TaxWise noteworthy features and its advantages and disadvantages. We’ll also help you download a free demo.

Advantages:

Bilingual Forms:
TaxWise comes with over 60 bilingual forms for EROs whose first language isn’t English. While this may not seem like a big deal to most tax professionals, it’s definitely a huge plus for those who don’t feel most comfortable with English.

Diagnostics Tool:
TaxWise tax software has a robust, yet simple and self-explanatory user-interface. It comes with a point-and-shoot error solving mechanism, also known as the Diagnostics Tool. This tool points out wrong and/or missing information on tax returns and guides you through the process of fixing errors. This tool saves time and makes it easier for tax professionals to prepare more returns.

‘What If’ Mode
The ‘What If’ mode is a mode that emulates actual tax preparation scenarios to help you 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 smoother and faster.

Mobile App
TaxWise professional tax software recently introduced a mobile app for both taxpayers and tax preparers to communicate. This app can be customized and used by taxpayers to send documents and track return progress. It can be accessed, not only via smartphones, but by any device with a supported web browser.
Disadvantages:

No Signature Pads or Handheld Scanners
Third party gadgets such as handheld scanners and signature pads are a must-have; especially for high-volume tax offices and paperless tax offices. These gadgets help save time and money. In our TaxWise tax software reviews, we found that TaxWise would attract more customers if it supported these gadgets. We believe TaxWise will soon support these gadgets in an upcoming update.

Before you decide whether or not TaxWise would be right for you, 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 comes with a robust, easy-to-use system that facilitates tax preparation. In this article, you’ll learn more about TaxWise noteworthy features, as well as its disadvantages.

Bilingual Forms:
Unlike most software products nowadays, TaxWise professional tax software comes with over 60 bilingual forms. This feature may not seem like a remarkable feature for most users, but it would be important for tax professionals whose first language isn’t English.

Diagnostics Tool:
Tax preparation can be time-consuming and complicated, especially if you have to manually review several forms to make sure nothing is wrong or missing. TaxWise comes with a point-and-shoot error solving mechanism, known as the ‘Diagnostics Tool’. This tool points out  the wrong and/or missing information on tax returns and guides you through the process of fixing the errors. In our TaxWise tax software reviews, we found that this feature saves time and makes tax preparation a better experience.

‘What If’ Mode
The ‘What If’ Mode emulates real-life tax scenarios and 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 smoother.

Mobile App
TaxWise lacked a mobile app, until it introduced one lately, which can be accessed via any device with a web browser. It can be fully customized and can be used to send documents and check the progress of tax returns.

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

All in all, TaxWise is a great software that continues developing; however, at a slower pace compared to competitors. Before you decide whether or not it would be 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.

Drake online tax software has been an industry-leading software product since the 1970s. Headquartered in Franklin, NC, Drake is trusted by thousands of tax businesses thanks to its intuitive, easy-to-use interface that can handle all sorts of returns. Drake comes with numerous integrations which you can use to offer more services during the off-season time, further growing your business.  In this article, we’ll go through what you need to know about Drake and its integrations.

Smooth Interface
Drake comes with a simple interface that you can depend on. Whether you’d like to work on individual returns or business returns, Drake will deliver.

Drake Accounting
Drake Accounting is a financial records/managing payroll integration that uses a double-entry accounting mechanism, which guarantees accuracy. In our Drake professional tax software reviews, we found that it’s quite intuitive and simple. Even with this simplicity, it is still as capable and accurate as any other payroll software on the market.

GruntWorx
Time is money. With GruntWorx, you can save time by automating tedious tasks such as data entry and organizing documents. It’s simple; you choose the service, upload the documents, and let GruntWorx do the rest. 

SecureFile Pro
Most serious software companies these days have a mobile application for taxpayers and tax professionals for communicating. Drake’s SecureFile Pro is a web portal, which means, unlike a mobile app, it can be accessed via any device with a web browser. Tax pros can send, receive, and store documents securely with this integration. In our Drake software review, we found that while users prefer a mobile app instead, it still functions perfectly the way it is.

Drake E-Pay
With Drake E-Pay, you can collect payments via debit and credit cards. Some EROs prefer to charge their clients’ cards virtually, and some offices prefer to keep it old school and use a physical card reader. Drake E-Pay supports both.    

Versions of Drake
Drake comes in two versions; the desktop version, which works on Windows OS computers, and the Drake online tax software, also known as the 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 popular, trusted names in the tax industry since 1970s. Headquartered in Franklin, NC, Drake gained a wide client base thanks to the numerous features its interface offers. It comes with a handful of integrations that make tax preparation a much smoother experience and helps businesses expand, even during the off-season time. In this article, you’ll learn more about Drake, its integration, and how they can help you become more productive. 

Drake Tax Software Has Everything You Need
Drake features an intuitive, user-friendly interface that delivers no matter what your business needs are. Whether you’d like to focus on preparing individual returns or business returns, Drake will deliver. It also comes with a bunch of integrations that you can use to grow your business by offering more services. 

Drake Accounting
Drake Accounting is Drake’s module for payroll. You can use Drake Accounting to manage financial records via double-entry accounting. In our Drake professional tax software reviews, we found that it is easy to use and isn’t any less accurate compared to other products. You can use this integration to offer more services besides tax preparation to grow your business.

GruntWorx
With GruntWorx, you can automate tedious tasks such as data entry and organizing documents. GruntWorx is a web portal that allows you to upload your documents, choose services, and let all the work happen in the background while you focus on being more productive. 

SecureFile Pro
Most tax software providers these days provide a communication medium for taxpayers and tax preparers. Drake online tax software’s communication channel is SecureFile Pro; a web-based portal that can be used to send documents privately and securely. In our Drake reviews, we found that this could’ve been much better if it were a mobile app, however it still functions perfectly as a web-based portal.

Collecting Payment
Drake E-Pay is Drake’s module for collecting payments. It allows you to collect payments via debit and credit cards. It’s up to you to decide whether you’d like to charge cards virtually or have a physical card reader sitting at your desk, whichever is more convenient to your business operations. 

Versions
Drake comes in two versions; the desktop version, which works on Windows computers, and the Drake online tax preparation version, also known as the web version. 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 who don’t require business return support and want to work from anywhere choose the web-based version, while businesses that work from offices and need business return support pick the desktop version. It is important to get a demo of each version before you make a decision. You can get a demo of each from our website for free!

CrossLink Professional Tax Software is one of the most popular tax software products in the tax industry. Headquartered in Tracy, CA; CrossLink has a wide client base thanks to its smooth, solid interface, which offers efficiency and simplicity in one product. In this article, we’ll go through CrossLink’s main features, what makes it a reliable software, as well as how to get a demo before you make a choice.

Compact
Crosslink Tax Preparation Software has everything packed in one product. While this may not seem like a big plus for most users, it definitely is a great feature, especially for those who use tax software products that have separate tools for certain features. With CrossLink, no matter how simple or complicated the task; you won’t have to go outside CrossLink’s frame.

Simple
CrossLink Professional Tax Software comes with a user-friendly interface. Packed with a point-and-shoot error solving mechanism, you won’t have to do any guess work. CrossLink’s verification tool will check every return upon completion, point out errors, and guide you through the process of fixing them with a few clicks. 

Third-party Gadgets.
In our CrossLink Tax Software reviews, we found that tax offices nowadays rely on gadgets such as signature pads and handheld scanners. These gadgets are expected to replace paper in the near future. CrossLink supports these gadgets flawlessly. So, whether you run a high-volume office or you’re just trying to adopt paperless technologies, CrossLink will deliver.

Mobile Apps
CrossLink comes with two mobile applications:
TaxPass is a mobile app designed for taxpayers to send documents through and check the progress of their returns.
ERO-Go is CrossLink’s app for tax professionals. This app is used to keep track of received documents and return statuses on the go.

Expand As You Go
If you’re willing to expand your business in the future, CrossLink won’t hinder your growth and you won’t have to migrate to a new system. CrossLink comes with a multi-office setup, also known as ‘Feeder Licenses’, which allows you to:
– Choose preparers’ privileges and access levels. – – 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.

If you’re considering CrossLink, we strongly suggest you get a CrossLink download of a demo so you can see how the software operates before you make a choice. You can download software demos from our website for free.

CrossLink Professional Tax Software has been one of the top-rated software products in the tax industry. Headquartered in Tracy, California; CrossLink has gained a loyal client base thanks to its robust interface, which delivers efficiency and accuracy at once. In this article, you’ll learn more about CrossLink and its key features. We’ll also help you download a demo to try the software before you decide whether or not to purchase it.

One Product
Crosslink Tax Preparation Software offers efficiency and simplicity at the same time. One of the most appealing features of CrossLink is how it has all the features, no matter how simple or complicated, packed in one software product. Some software providers prefer to have separate tools/integrations for certain functions; but this is not the case with CrossLink. 

Simplicity 
CrossLink Professional Tax Software features a simple, easy-to-use interface that comes with a point-and-shoot error solving mechanism. With such a feature, you don’t have to do any guess work as it points out missing and/or wrong information and guides you through the process of fixing the errors. 

Third Party Gadgets
In our CrossLink Tax Software reviews, we found that third party gadgets such as signature pads and handheld scanners are a must-have, especially for high-volume tax offices and tax businesses that lean towards paperless technologies. Fortunately, CrossLink supports these gadgets flawlessly.

Mobile Applications
CrossLink comes with not just one mobile app, but two. TaxPass is  for taxpayers to send their documents and check the progress of their returns through, and ERO-Go is a mobile app designed for tax professionals to keep track of their received documents and return progress on the go. Both apps can be customized and are compatible with iOS and Android phones.

Feeder Licenses
If expanding your business to more than one location is one of your future plans, CrossLink will not stop or hinder your business’ growth. It comes with a multi-location setup, also known as ‘Feeder Licenses’. This type of setup allows you to:
– Choose preparers’ privileges and access levels. –
– 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 it’s right for your tax business, we suggest you get a CrossLink download of a demo so you can see how the software works and decide whether or not it suits your needs. You can get a demo from our website for free!

TaxWise professional tax software has been one of the most popular software products in the tax industry, introduced by Wolters Kluwer; a company that supports professionals and offers solutions in several fields. Here is some brief information on the advantages and disadvantages of TaxWise.

Advantages:
In our TaxWise tax software reviews, we found that the software comes with a handful of attractive features; it comes with 60 bilingual forms, for EROs whose first language isn’t English, a ‘What If’ Mode, which emulates tax scenarios for tax pros to get an understanding of how the software works, as well as a Diagnostics Tool, which leaves no guess work for you to do. It points out what’s wrong and/or missing on a tax return and guides you through the process of fixing the errors. The company recently introduced a mobile app, which can be accessed via any device with a supported web browser.

Disadvantages:
TaxWise professional tax software falls behind in one important area; supporting signature pads and handheld scanners. In our TaxWise reviews, we found that the software develops at a rather slow pace compared to competitors.

TaxWise professional tax software has been a popular name in the tax industry thanks to the various solutions offered by Wolters Kluwer. In this article, we’ll help you identify its pros and cons to help you decide whether or not it’d suit your business. 

Pros:
In our TaxWise tax software reviews, we found that the software comes with several appealing features such as the Diagnostics Tool, which points out what’s wrong or missing on tax returns, the ‘What If’ Mode, which emulates real tax scenarios, as well as 60 bilingual forms for tax pros that don’t feel most comfortable with English. TaxWise recently introduced a mobile app, which can be fully customized. The app can be used to send and receive documents as well as track return progress.

Cons:
Although the software continues to develop, it still falls behind in a few areas. In our TaxWise reviews, we found that it doesn’t support third party gadgets such as signature pads and handheld scanners. Such gadgets are a must-have, especially for high-volume offices. Because of the demand for such technology, perhaps TaxWise might start to support them soon.

Before you decide whether or not it’d suit your business, we suggest you get a TaxWise software free download of a demo to try the software and see how it works.

Drake Online Tax Preparation software is one of the tax industry’s best-rated software products. It’s been offering innovative solutions in several fields of business since the 1970s. In this article, we’ll help you identify Drake’s key features and what makes it a good option to consider.

One Software, Endless Features

In our Drake Tax Software reviews, we found that Drake has features that provide tax offices with the tools they need. The software supports individual and business returns and comes with several integrations that support your business’ growth.

Integrations
Drake comes with a wide variety of integrations designed to save time and help tax businesses grow: Drake Accounting for managing payroll and financial records, SecureFile Pro for exchanging documents securely and privately, Drake E-Pay for collecting payments, as well as GruntWorx, which automizes tedious tasks such as data entry. In our Drake professional tax software reviews, we found that these integrations make tax preparation an easier experience, allowing tax businesses to offer more services, even during the off-season.

Drake Online Tax Software has been one of the tax industry’s most trusted software products since the 1970s. It features a robust interface that comes with several integrations which can help your tax business grow and help save you time and money. This short article will provide you with brief yet important information about Drake and its integrations. 

It Delivers, No Matter What…

In our Drake Tax Software reviews, we found that the software delivers on all tax professionals’ needs. Whether you’d like to focus on individual returns or work with businesses; Drake delivers. It also comes with several smart integrations that can be used to push your business forward.

Numerous Integrations
The software features several integrations for several purposes; Drake Accounting for managing payroll, GruntWorx for time-consuming tasks, SecureFile Pro for document organization, and Drake E-Pay for collecting payments 

Two Versions
Drake comes in two versions; the desktop version, which was designed to handle complex tax returns, and Drake Online Tax Preparation version, which is just as capable and runs on any device with a supported web browser.