Audience
Accountants that need a tax return tracking solution
About TaxFlow
As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.
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Pricing
Starting Price:
$20 per user per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
TaxFlow
United States
www.taxflowsolutions.com
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Custom VMs From 1 to 96 vCPUs With 99.95% Uptime
Live migration and automatic failover keep workloads online through maintenance. One free e2-micro VM every month.
Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
TaxFlow Frequently Asked Questions
Q: What kinds of users and organization types does TaxFlow work with?
TaxFlow works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does TaxFlow support in their product?
TaxFlow supports these languages: English.
Q: What kind of support options does TaxFlow offer?
TaxFlow offers support via phone support and online.
Q: What type of training does TaxFlow provide?
TaxFlow provides training in the form of live online.
Q: Does TaxFlow offer a free trial?
Yes, TaxFlow offers a free trial.
Q: How much does TaxFlow cost?
Pricing for TaxFlow starts at $20 per user per month.
TaxFlow Product Features
Accounting Practice Management
Approval Workflow
Supported
Client Management
Supported
Due Date Tracking
Supported
For CPA Firms
Supported
Project Management
Supported
Billing & Invoicing
Not Supported
Client Portal
Not Supported
Document Management
Not Supported
Staff Management
Not Supported
Time Tracking
Not Supported
Business Management
Project Management
Supported
Billing & Invoicing
Not Supported
CRM
Not Supported
Employee Management
Not Supported
Financial Management
Not Supported
Inventory Management
Not Supported
Marketing Management
Not Supported
Order Management
Not Supported
Point of Sale (POS)
Not Supported
Purchasing
Not Supported
Scheduling
Not Supported
Time & Expense Tracking
Not Supported
Training Management
Not Supported
Vendor Management
Not Supported
Tax Practice Management
Client Management
Supported
Due Date Tracking
Supported
Workflow Management
Supported
Approval Process Control
Not Supported
Billing & Invoicing
Not Supported
Client Portal
Not Supported
Document Management
Not Supported
Scenario Planning
Not Supported
Tax Filing
Not Supported
Tax Forms
Not Supported
