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What is TaxFlow?
As tax accountants, we have faced challenges due to the insufficient software tools available that would enable us to perform our tasks effectively. It often felt like we had to select between an elaborate CRM system that covers every element of our tax practice or a simple spreadsheet, with the former being overly complex and the latter lacking in functionality. Each client can have several entities, each of which may need multiple returns, making it crucial to keep all client data consolidated year after year. This centralized approach allows for easy access to the status of all client returns in one convenient location. You can seamlessly import your client's information from any software that exports to a .csv file and subsequently link the relevant entities. Moreover, custom checklist templates can be developed to streamline the organization of the diverse types of returns your firm plans to file. By implementing this system, you can begin efficiently tracking and managing tax returns for both clients and their respective entities, enhancing the overall workflow of your practice. Ultimately, this tailored solution not only saves time but also improves client satisfaction by ensuring that all their tax needs are met promptly and accurately.
What is AnyDB?
Are the tools you use streamlining your tasks or making them more complex?
An efficient system should lighten your load instead of adding to it. If you find yourself juggling spreadsheets and chasing updates across different platforms, it may be the right moment to explore AnyDB.
AnyDB acts as a comprehensive hub for your business functions, allowing teams to methodically manage their data, foster collaboration, and oversee operations all within a single interface, free from the complications of complex configurations or steep learning curves.
Whether you are managing clients, contracts, inventory, projects, or approval processes, AnyDB equips you with the vital elements to create customized systems that align with your team's specific workflow.
It operates like a spreadsheet but functions as a robust internal solution, engineered for scalability, built for clarity, and aimed at removing the chaos of disparate systems, ultimately revolutionizing how your team interacts with information. Additionally, by bringing everything together, AnyDB empowers teams to concentrate more on their primary responsibilities, leading to a significant boost in overall efficiency and effectiveness. This means your team can spend less time navigating systems and more time driving results.
Media
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Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$20 per user per month
Free Trial Offered?
Free Version
Pricing Information
$1.66 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
TaxFlow
Company Location
United States
Company Website
www.taxflowsolutions.com
Company Facts
Organization Name
Humanly Inc.
Date Founded
2024
Company Location
United States
Company Website
anydb.com
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management