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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.

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.

Simplicity, time, and money are 3 of the most important factors in running a successful tax office. By streamlining complex tasks and saving time wherever possible, tax offices only stand to benefit. With all of the technology available at our fingertips these days, we can more capably run our tax offices to be stronger and more efficient than ever before.

Several software companies out there offer great solutions to run a speedier and less costly tax preparation business. One company that stands out in terms of high-tech, comprehensive tax office solutions is CrossLink Tax Software.

Although it may sound surprising, outside of rent and employee compensation one of the major expenses for tax offices is printer ink and paper. With all the hard copy documents to store, photocopies, tax forms, and more, these expenses can really add up. CrossLink took advantage of this widespread inefficiency and turned it into an opportunity to really shine.

For tax offices willing to make the switch to a higher-tech software, below is a list of the most valued time & money-saving integrations offered by CrossLink.

1. ERO Mobile App & Tax Payer Mobile App – Simplifies client-preparer communications, and speeds up information & document collection.
2. Handheld Scanner – Speedier information retrieval to software storage that saves preparer time during client interview process.
3. Signature Pad – Save money on copying, printing, and maintaining physical files/forms and other documents.
4. Multi-Office Management Platform – With multi-tier licenses (feeders) tax professionals can more easily expand their business to other locations without the hassle of setting up new software, simplifying the management of multiple locations/tax preparers.

Every tax season, more tax professionals are beginning to use Bank Products.  The use of Bank Products can be rewarding for tax offices and their clients alike.   Mid to high volume offices should definitely consider the use of Bank Products due to the variety of benefits they provide.

One of the most popular benefits of Bank Products is their ability to provide cash-access to tax offices via non-interest bearing cash advances.  Advances to tax offices can be given pre-season and in-season to assist with all kinds of expenses. Pre-season advances are especially valuable in helping tax offices fund marketing costs that help attract new clients and retain current ones. In-season advances can also be leveraged to help with operating costs such as salaries; this helps tax offices stay cash positive until returns begin funding. Depending on funding volume, Bank Products can also offer attractive incentives that help boost tax office revenue.

Bank Products not only help keep tax offices cash positive but also help keep taxpayers cash positive as well. Taxpayers are not required to pay any upfront fees with the utilization of Bank Products. Any fees owed to the tax office can be deducted from the client’s return when funded.  Additionally, Taxpayers benefit from the convenient disbursement options associated with Bank Products. Clients can choose from Debit Cards, Checks, Direct Deposits, and some Bank Products even offer Money Cards.

In summary, Bank Products are a valuable option that most tax professionals should leverage. The most important take-away here is this:  Tax offices that offer their clients more options are more likely to retain those clients and attract new ones.