If your tax office has more staff, then the UltimateTax Desktop is more suited for you. Equipped with unlimited user access , your tax office can work on numerous clients without any software access issues. With UltimateTax Desktop you can e-File as many returns as you want. All States included with Free State forms unlimited e-filing. Reduce operating costs for your business. Free Demo Desktop Features. Be prepared for the tax season! No need to pay additional fees for e-filing of retuns and corporate returns.
Enjoy unlimited e-filing for and corporate tax returns. State forms are included. Also, filing of state returns is free. Hire as many tax professionals as you need to accommodate as many customers as you can. Reduce operating costs and re-invest your savings back into your business.
Learn more. All UltimateTax Products are equipped with tools to make tax preparation as convenient and easy as possible for tax professionals. In turn, you can provide the best quality of service you can to your clients.
Ensure accuracy in all your work. UltimateTax has Smart Diagnostics that detect missed or incorrectly inputted fields. Line-by-line assistance in the returns fields is available. New and seasoned tax preparers are well-guided during tax preparation.
Customize your Launch Pad for a better user interface experience. Save frequently-used buttons to your dashboard for faster work processes. Get access to premium year-round customer service. All support staff are trained professionals that can help you with your queries related to the software and tax. Reach out to UltimateTax via email, phone, or chat to get the information you need. Aside from that, UltimateTax has a decade worth of data built into an online Knowledge Base that preparers can access.
Using different tax software? UltimateTax Support Staff is ready to help you convert your previous client data. The customer support is amazing. I would recommend this software company to a beginner and to a novice. The company is very efficient in keeping you updated when changes happen and fast at getting the updates to the software out.
The customer support is excellent and it's been a great option for my small practice. I have been using Ultimate Tax for five years and it just great.
They answer all your question. Its a great software. Easy to use and customer service is great! Highly recommended". UltimateTax cares for each tax professional; cultivating good working relationships with each of our clients. Need information on being a tax preparer or starting your tax business? Get the data below. Well, this guide is where you can start.
It details what information you need to know and do from the start until the end. Find out what you need to set up your first office, what documents you need to prepare, and what outsourced services you need to get.
Before you can prepare taxes, you need to register with the IRS. The registration process is easy. All tax preparation businesses are required to register with the IRS. Without an EFIN, you cannot purchase the core tool of your business: the tax preparation software.
Getting an EFIN takes some time so make sure you process this registration first. Used by over 50, preparers every year. Compare Products Are you a high-volume preparer or multi-location tax office? Learn About Becoming a Service Bureau. Learn more Buy Online Try for Free! Learn more Buy Desktop Try for Free! UltimateTax Professional Tax Software. Compare Ultimate Tax Products View all available package options in an easy to read side-by-side format.
Conversions From Other Tax Programs. By typing in your tax payer's TIN, last years tax data is automatically converted for you to start your new return. Tax preparers can direct clients to check out the website to get a quick estimate of their federal refund.
The feature description on the Wolters Kluwer site is somewhat vague, but promises that tax returns of the current year and two prior years can be restored from backup via Return Retrieval. If having this safeguard matters to you, be sure to have a chat with your Wolters Kluwer sales agent to learn more about how it works.
It's a little funny that a tax software product so simple and straightforward should offer all these complicated pricing, packaging and add-on options. TaxWise feels like it is stretching itself a bit far to accommodate many types of tax preparation businesses. Now, there are four. Then again, software companies need to react to changes in technology, consumer preferences, and market realities.
With having been a pivotal year in many respects, Wolter Kluwers must certainly be banking on this new approach to prove a strategically sound response. Getting back to the tax software itself, TaxWise indeed has a simple and straightforward look and feel. Main functions are navigated via the dashboard, from which you can get to the tax returns, the e-filing area, text and email messaging, and the digital reports. TaxWise offers both standard tax form entry and interview mode.
The interview mode provides guide questions for a new user or new tax preparer working to complete a tax form. It assists one in filling out the tax information correctly without skipping anything of importance. The diagnostics tool adds an extra layer of accuracy checking to prevent errors that may result in rejected e-filings. A number of help and support options are packaged into your TaxWise subscription.
It lets users access the U. Master Tax Guide and primary sources. All kinds of tutorial and training videos can be explored to expand users' understanding of the software and the tax preparation process. Customer support is available via a Solution Center on the Wolters Kluwer web site. You can also chat with a virtual representative or call the customer support desk.
As for Spanish language support: TaxWise provides over 60 forms and schedules in Spanish. Bilingual customer support is available. Summary: CrossLink software is pitched at high-volume retail tax preparation businesses. Its flagship product is CrossLink Desktop. An online software version is available, but its web documentation is limited—you will need to try the demo to learn its features.
CrossLink markets itself as a professional software solution for high-volume tax return preparation. It is available on desktop and online platforms. The flagship desktop version, CrossLink , is designed for processing individual income tax returns.
If you want to prepare business returns, you have several options. You can try contacting CrossLink directly to see if there has been any update. The chart includes price adjustments made to reflect the true costs of each package. The prices shown on the CrossLink web site will differ because the various costs are listed separately. So the price on the chart above reflects the price of the desktop software in addition to the business tax software. CrossLink features an attractive interface that should appeal to the tech inclined.
The desktop program needs to be installed on a computer with a Windows 8 or Windows 10 operating system. It provides the usual set of digital tools for tax preparation.
The software aims to increase the efficiency of tax return processing while maintaining a high degree of accuracy. It conveniently leads you straight to data entry errors to ensure you won't end up with an unacceptable return. If you have an EFIN, you can use the program for e-filing. You will be able to view IRS acknowledgements and rejections soon after they take place. CrossLink supports automatic tax calculators that can handle all states, all city tax returns and home-based business filing for Schedules A, C, E, F, and K-1, plus Forms and CrossLink Business is available in a joint package with the desktop software.
This professional tax solution works to streamline the process of calculating tax forms for your corporate clients. It is meant to be used by tax offices that handle high volumes of returns.
One nifty feature is the project management dashboard for accessing multi-office tax preparation tasks. You can set up sub-sites that can all be supervised from a single location. You can view all returns processed to help your tax preparation business maintain quality assurance. The software supports data entry via electronic signature pads and handheld scanners.
You can scan tax documents and associate them with a specific client's tax return. This can make it easier for you to run a paper-light or paperless office. CrossLink emphasizes the scalability of its online software. It promises to support a tax business as it grows from a single office to a multi-office company.
CrossLink Online can be used on various devices that have broadband Internet access. You can use the software on desktop computers, laptops, tablets and mobile devices.
The CrossLink web site does not provide too many details about the online software's features. You should check out the CrossLink Online demo to learn more about what the product can do. The demo is available on the product page on the vendor's site. If you subscribe to a CrossLink package, you get free access to a couple of mobile apps for iPhones or Android phones. One is a Taxpayer mobile app that is meant to be used by your clients.
One is an ERO app that you can use for tax office management. The company provides technical support through phone, fax and email. The official website provides various product and training videos these are hosted on YouTube. Summary: ProSeries Basic is restricted to s only, which feels too limiting given the product's price point. ProSeries Professional supports individual and business returns.
Cloud hosting is available as an add-on to ProSeries Professional for an additional fee. Intuit is a well-known company in the accounting world. It is best known for its QuickBooks software, a widely-used application among accounting offices. Intuit ProSeries includes a data transfer feature for QuickBooks offices. The question remains: does this feature set ProSeries apart from other professional tax software options? Simply put, a tax pro will be able to transfer data directly from the QuickBooks desktop program to the ProSeries desktop version.
In both cases, a data verification process remains necessary—and that verification process can take a fair amount of time. By itself, the data transfer feature is not enough to place ProSeries ahead of other tax software options. A cloud hosting service is available to ProSeries Professional subscribers for an additional fee. The service is not offered to ProSeries Basic users.
ProSeries Basic is quite limited as detailed below. Tax preparers will get more out of ProSeries Professional, which offers QuickBooks data transfers, support for multi-user access and a Schedule K-1 import feature. ProSeries Basic only provides Form filing. Most tax preparers will find this inadequate for servicing the needs of a diverse clientele. As many as survey respondents said that they switched from ProSeries to a different taxes software for professional purposes—with the majority going to UltraTax or Drake.
One key deciding factor for any purchaser is value for price. ProSeries Basic 20 lets you file up to 20 returns only. Basic 50 lets you file up to ProConnect Tax Online is a cloud-based tax preparation platform.
Users pay per e-filed return, with the price varying depending on the volume of returns. If you plan to e-file over forms in a single tax year, you may be eligible for special pricing—call Intuit customer service to discuss it. ProSeries Professional is a tax preparation solution that includes support for 3, tax forms and schedules.
You have to call an number and speak with a sales representative about the pricing of these options. For your information, ProSeries Choice is offered only to new customers.
Getting it will update your ProSeries subscription to the network version. This will enable file sharing and synchronization for all users of your ProSeries subscription. Essentially, the Network Sharing feature enables multi-user access to your ProSeries application.
As previously noted, a cloud hosting service can be added to your ProSeries Professional account. If you get this add-on, you will have to pay a monthly subscription to use it.
Once you purchase it, you will automatically be charged the subscription fee every month unless you call customer service to cancel it. The actual subscription price of the cloud service is not stated on the Intuit website. You need to call Intuit customer service or request an online consultation to initiate a discussion on the subscription pricing. Intuit provides a cloud-based professional tax preparer software option. ProConnect Tax Online is accessible via any standard web browser.
According to customer reviews on TrustRadius, ProConnect demonstrates accuracy and ease of use, but the software has a clunky interface and it is not a good fit for processing a high volume of returns.
ProConnect lets you use the software and pay per return e-filed. You have a choice of several pay-per-return packages, which charge variably depending on volume of returns. ProConnect offers packages for individual returns and for business returns. ProSeries subscribers enjoy access to Intuit's reliable help and support resources. The official Intuit website hosts a Customer Help Center. You can check it out to find useful information about ProSeries.
You can also request help from a live community of ProSeries users. Telephone, email and chat support options are also available, with customer support costs bundled into the ProSeries software pricing. For a more comprehensive corporate tax solution, you want to get TaxSlayer Pro Premium for desktop or the Corporate add-on for Web. The packages and prices are still the same. The professional tax software is available in three versions: Classic, Premium and Web.
All three versions include free unlimited e-filing for tax preparers with an EFIN. TaxSlayer Pro Web alone works better for individual tax return filing. Getting the Corporate add-on will provide you with corporate tax return preparation software. Pricing is not stated. TaxSlayer Pro Classic is software for the tax preparer who files a lot of individual tax forms. It includes support for unlimited Form processing and free unlimited e-filing.
All State returns are included. Classic also supports the following forms: , , , , , , S, Other features of TaxSlayer Pro Classic include online bank integration, cloud-based reporting, multiple user access, a client retention database and an IRS refund estimation tool.
TaxSlayer Pro Premium offers the same features as Classic, and also includes corporate tax software. Basically, this package is for the tax preparer who needs more advanced software tools that can help you deal with the special needs of corporate tax returns. Premium adds paperless office solutions.
You can scan and save documents as digital files. You can export and save tax returns in the PDF file format. Clients can use the mobile app or the client portal to securely send electronic documents to your tax practice.
Premium also provides an adpack with printable media you can brand with your company name—promotional handouts, direct mail templates and promotional e-mail templates. TaxSlayer Pro Web is a cloud-based application that has the same features as Premium, except it does not include corporate tax software. This version is ideal for tax pros who work remotely, or who require more mobility. TaxSlayer Pro Web works in your browser. You can access it anywhere as long as you have a broadband internet connection.
The TaxSlayer Pro website hosts a searchable information base with solutions to problems related to their desktop and cloud-based software. Customers can also check out instructional videos and help articles, or access complimentary email and live phone support.
Summary: TaxAct Professional Edition provides desktop solutions that include a Bundle for filing individual federal returns. To file business returns, you can purchase the Complete Bundle. It does not offer an online software version.
TaxAct used to emphasize its scalable pricing coupled with its low-cost Pay-Per-Return version of its Professional Edition.
It appears to highlight its TaxAct Professional bundles. It looks like TaxAct is adjusting its product offerings, or at least making changes to its marketing strategy. If you want to go with the PPR version, you will have to call a TaxAct sales agent to find out what they can offer. You can also purchase Professional Federal Editions. This will add support for an unlimited number of Federal tax forms.
Available forms include , , , , S and State returns are not included with the Professional Federal Editions and must be purchased separately. Available State Editions include , , , and S. If you have used TaxAct Professional Edition before, the current iteration will be very familiar. It offers the usual e-filing, tax planning tools, professional report tools and a client manager.
Software Assistants make it easy to figure out what to do. The Assistants guide the user through the tax return data entry process. You can get help from a topics assistant and a stock assistant. An import wizard provides a tool to quickly transfer data from a different software application.
The TaxAct Bundle gives you unlimited Federal return e-filing. The bundle also includes all State s. If you do not have the latest version of the software with the IRS changes it is impossible to file returns for your clients.
What does that mean? This: Your hands are tied. You have to pay for expensive upgrades forever…. And you are held hostage by being forced to pay for updates year after year, every year, forever…and there's nothing you could do about it…. Hi, my name is Josue Duverna, and I have been a fellow tax preparer for more than a decade. I've built a great tax preparation business for myself and my family, but I almost didn't make it at all…let me share my story with you and see if it sounds familiar….
I wasn't satisfied: I was overcharged AND they riddled my taxes with mistakes. So I went to my local post office and read Publication 17 from cover to cover, filed my taxes and feel in love with the business since then. I changed my major to business administration, and I became my own boss to provide for my family and also for my own freedom. But that dream crashed down when I was faced with the reality of starting a Tax prep business:.
I told myself I would only feel this pain only once, but that wasn't the case…. Instead of waking up everyday feeling empowered, giving joy to my clients for maximizing their returns, I always felt a dark cloud looming above my head.
I've been doing this for years now, and the suffocating stress of coming up with a large sum up front NEVER leaves you, it is always there, whatever you do, especially after summer. You know as well as I do, the sticker shock hits hard for preparers like you and me after summer, right? Not only are you stressed about next season while being in the middle of the current one, you also bite your nails because of a nagging question…. What if I can't come up with the money? God forbid it's a slow season, or something happens after the season ends and you need the cash…you are essentially out of business if you cannot afford the software up front.
I'm sad to say a few friends of mine had to close shop and go find a regular job to pay the bills. This is not what you signed up for right? You signed up to be your own boss, to take charge of your life, so how come you have to pay someone else before you, year after year, every year, forever?
Well, the good news is: The days of such oppression for tax preparers are over. Because 2 years ago, tired of paying the tax software companies exhorbitant prices, I invested in my making my own software, Taxsoft that I am offering you for free. You are free to run your business with more options and money in the bank. But before getting into the nitty gritty I am sure you are wondering….
I know what you are thinking. You've probably heard it said that if something is too good to be true, it probably is, right? The answer is, the software is FREE.. We take a tiny portion from the fees that your customers pays. You heard that right…your customers pay for you to run your business. How much better is that than you paying thousands of dollars every year, forever to a corporation that doesn't give two cents about you?
Your clients need their taxes done…THEY pay for it! You clients will not object because our fee is rolled into the bank fee, so it is invisible to them. The easy requirement is 50 bank product funded last year. Because I'll refund you that amount once you hit 50 for the current season. Another way to see it: after 50, it's free. Now let's get into…. Junk your old tax software, say goodbye to the shackles of expensive software and sign up for Taxsoft However, it cannot prepare Form returns.
The price is very reasonable, especially if you specialize in individual returns and purchase the Complete package. Also, ProSeries Professional cannot handle more complex returns, such as consolidated returns and oil and gas returns. For firms with more complex returns, Lacerte would be a better choice, as it can prepare even the most complicated tax returns.
ProConnect Tax Online is designed specifically to serve the tax preparation function for firms centered on QuickBooks Online Accountant. The programs integrate very tightly and can be managed from a single dashboard inside QuickBooks Online Accountant. ProConnect Tax is priced on a pay-per-return basis with no annual fee.
Any firm that specializes in QuickBooks Online should give serious consideration to ProConnect Tax, as it provides powerful features such as missing data review and document management. ProConnect Tax also has a K-1 package and a tax planner with the ability to project multiple case scenarios:. ProConnect Tax is a great companion program for firms specializing in providing client services with QuickBooks Online.
The biggest drawback to ProConnect is the lack of a plan for unlimited returns. For high-volume preparers, TaxAct Professional might be a better choice. TaxAct Professional is one of the best professional tax software options for small accounting firms. There are several add-ons that allow you to customize the software based on your needs, including payment acceptance and practice management features.
You can also access digital marketing capabilities and facilitate client returns. TaxAct Professional is a great option for accounting firms on a budget, with an inexpensive price for unlimited returns. TaxAct Professional also backs its work with a money-back guarantee and access to dedicated technical support:.
Yet, Drake provides very capable tax software and has been in business since All state programs are included, and you can prepare multiple state returns for a single business with no additional charge. Its hardware add-ons and paperless options also streamline the process:. Drake Tax offers great value to firms that want the ability to prepare any type of income tax return. It offers most of the same features as more expensive software, including client organizers, a tax planner, MFJ to MFS comparison, and multistate returns.
Unlike some popular professional software, you cannot purchase Drake Tax bundled with a tax research service.
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