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What is PartUs?

Numerous legal practices find themselves navigating a disorganized array of spreadsheets and supporting materials that are often dispersed across emails, printed documents, and shared drives. PartUs addresses this challenge by bringing all this information together into a cohesive and easily shareable format. It facilitates the swift generation of standard family law worksheets, such as those used for property division, which significantly cuts down the time required for these chores. Users have the flexibility to invite accountants or other professionals to contribute to drafting or reviewing these worksheets, all from a centralized platform. Furthermore, PartUs allows the electronic linking of documents directly to specific entries within a worksheet, thereby streamlining the overall process. To promote collaboration, clients can be invited to upload their documents, enhancing efficiency even further. With just one click, you can disseminate any critical information, ensuring that opposing counsel receives access to the worksheet along with a well-organized collection of supporting documents for easy download. This integrated suite of features not only simplifies the workflow but also improves communication among all parties involved, ultimately leading to more effective case management. By utilizing PartUs, legal professionals can focus more on their core tasks rather than getting bogged down by administrative burdens.

What is CFS TaxTools?

CFS TaxTools â„¢ is recognized as the premier software solution in the tax sector, gaining popularity among professionals for its remarkable efficiency. This innovative program enables the printing of customized worksheets featuring both the client's name and the firm's branding, which enhances the overall presentation quality. These worksheets can be seamlessly attached to tax returns or shared with clients alongside generated invoices, effectively streamlining the entire procedure. It boasts a vast library of tax forms, including several that are not commonly found in standard tax preparation software, such as SS-4, Power of Attorney, and Offer in Compromise. The software allows client information to be directly integrated into the required forms, and it supports the storage of multiple versions of each form tailored to individual clients. The printed documents reflect their on-screen format exactly, and the majority can be easily sent as PDF files through email. On top of that, the program includes practical financial calculators like the Mutual Fund Average Cost Basis tool and various modules related to loans and investments. Flowcharts embedded in the software lead users through a set of questions to identify critical elements such as filing status, options for inherited IRAs, and eligibility criteria for the "Kiddie Tax." Moreover, the software ensures that users receive updates directly from the internet whenever there are changes to forms or tax regulations, keeping them informed with the most accurate information, and it also features data backup and restoration options for enhanced security. This extensive array of tools positions CFS TaxTools â„¢ as an essential asset for tax professionals aiming to elevate the quality of their services and meet the evolving needs of their clients.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$79 per case
Free Trial Offered?
Free Version

Pricing Information

$84.50 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PartUs

Date Founded

2017

Company Location

United States

Company Website

www.partus.com

Company Facts

Organization Name

CFS Tax Software

Company Location

United States

Company Website

www.taxtools.com/products.aspx

Categories and Features

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Categories and Features

Sales Tax

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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