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What is Tax Series Software?

Our online Tax Series Software Suite is an innovative and easy-to-use solution that meets corporate tax obligations throughout the entire year, facilitating processes from beginning to end. With a sleek and user-friendly design, it promotes effortless collaboration and real-time monitoring at every stage, ensuring that tax management teams receive comprehensive assistance. The software's straightforward navigation enhances efficiency in tax return preparation, allowing users to maneuver through the system effortlessly. Additionally, the built-in data collection and provision features within the Tax Series significantly boost client productivity, helping them achieve optimal outcomes with reduced effort. This comprehensive tool is designed to manage global provision calculations effectively and transparently, addressing the pressing deadlines that corporations encounter under SEC regulations. By streamlining intricate tasks, this software enables businesses to concentrate on strategic initiatives rather than becoming overwhelmed by compliance obligations. Ultimately, the Tax Series Software Suite stands as a vital resource for organizations aiming to optimize their tax management processes and enhance overall operational effectiveness.

What is ATOM?

The era of lost client files is behind us, freeing you from the frustration of sifting through chaotic folders for hours on end. Now, client information is neatly arranged in a centralized system, which boosts your team's productivity and positively impacts your company's bottom line. You have the ability to customize workflows to suit your diverse business requirements, whether for tax preparation, bookkeeping, IRS resolution, or financial planning. By choosing electronic storage solutions, you will greatly reduce your reliance on paper and toner, while simultaneously ensuring that both your staff and clients can access files with ease at the click of a button. This is not just any typical Client Portal; ATOM elevates the concept of document sharing to a whole new level. Clients have the ability to send messages, book appointments, process payments, track the progress of their tax returns, and much more, all from the convenience of their mobile devices. ATOM facilitates the secure storage of documents and digital notes online, providing instant access from any location at any time. This forward-thinking method not only optimizes your operations but also builds stronger relationships with clients by offering them exceptional accessibility and service, ultimately fostering loyalty and trust. Your business can thrive in this seamless digital environment, paving the way for future growth and success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$149 per month
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

Tax Technologies

Date Founded

2000

Company Location

United States

Company Website

www.taxtechnologies.com/Pages/TaxSeries/Software.aspx

Company Facts

Organization Name

Automated Tax Office Manager

Company Location

United States

Company Website

www.atomanager.com

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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