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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 Lacerte?

Tackle even the most complex tax returns with confidence and efficiency. Serve a wide variety of clients by handling multistate filings, K-1 forms, consolidated corporations, and other intricate details with ease. The software enables the completion of crucial forms, including 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Boost both precision and productivity through automated features that assist with calculations for depreciation, amortization, and debt forgiveness, among others. You can quickly access relevant guidance with just a click, ensuring that your workflow is consistently smooth. Speed up data entry processes with easy access to all forms, complemented by an intuitive worksheet-based design. Effortlessly track any pending client information and submit requests online with a single click, which can save you an estimated 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns directly into individual filings or across business returns, leading to an impressive average time savings of 29 minutes. Depend on advanced diagnostics that automatically detect errors or omissions, providing an extra layer of confidence in your work. By taking this thorough approach, not only is the tax preparation process simplified, but it also significantly improves your overall service delivery to clients, resulting in higher satisfaction rates. This efficiency allows you to focus more on building relationships and less on administrative tasks.

Media

Media

Integrations Supported

BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Docusign
EasyACCT
Intuit Practice Management
LukkaTax
Right Networks
SafeSend
Sagenext
SmartVault
TaxDome
Verito Technologies
Workpapers CS

Integrations Supported

BigTime
Cloud 9 Hosting
Cloudnine Realtime
Cloudwalks
Docusign
EasyACCT
Intuit Practice Management
LukkaTax
Right Networks
SafeSend
Sagenext
SmartVault
TaxDome
Verito Technologies
Workpapers CS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$400 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

Tax Technologies

Date Founded

2000

Company Location

United States

Company Website

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

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/lacerte/

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

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

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

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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