Filed Reviews & Product Details

Comprehensive software for tax and accounting professionals with advanced preparation capabilities to maximize efficiency and boost firm profitability.

Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients.

IRS Solutions is a web-based software to assist the tax professional in dealing with the IRS tax resolutions.

Tax Stack AI is an AI-powered SaaS solution designed for small-sized accounting firms. It helps streamline tax research, client management, and document analysis, providing a centralized platform for reviewing financial data, tracking client activity, and generating actionable insights. Built specifically for smaller firms and solo practitioners, Tax Stack AI integrates accounting-specific AI tools without the complexity or high cost of enterprise software. Tax Research: Tax Stack AI’s tax research functionality is trained on authoritative sources, providing accurate answers to complex tax questions and scenarios. Users can quickly analyze tax regulations, explore client-specific situations, and generate actionable recommendations. The AI is designed to reduce time spent on manual research while improving accuracy and reliability, answers questions using trusted, up-to-date sources, supports complex tax planning scenarios, and reduces hours spent on manual research. Client Insights and Management: The platform provides AI-powered client insights and management tools that track financial activity, identify patterns, and highlight opportunities for advisory services. A client-specific chatbot learns from uploaded documents and client inputs to provide context-aware guidance and interactive support, offering personalized client analysis and insights, tailored recommendations for tax planning and advisory, and interactive support for individual clients. Document Analysis: Tax Stack AI includes automated document analysis for tax returns, financial statements, and other accounting documents. The system checks for errors, inconsistencies, and potential risks, helping users maintain accuracy and compliance through automatic review of client financial documents, highlighting inconsistencies or potential errors, and supporting audit preparation and compliance checks. Security and Workflow Integration: Data security is maintained with industry-standard protections, and the platform consolidates multiple accounting workflows into one interface, simplifying operations and reducing software complexity. Tax Stack AI allows firms to modernize their workflows while maintaining control over sensitive client data, providing a centralized interface for tax research, document analysis, and client management, secure handling of sensitive financial and client information, and is designed for small firms and solo practitioners. Tax Stack AI combines tax research, document review, and client management in one platform, providing small and mid-sized accounting firms with practical AI-driven tools to increase efficiency, improve accuracy, and support more informed advisory decisions.

CCH Company Secretarial is a comprehensive cloud solution for managing all company secretarial requirements.