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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 Apache OFBiz?

Apache OFBiz represents a robust suite of business applications that can easily serve multiple industries due to its versatility. The platform's cohesive architecture allows developers to seamlessly modify or extend its capabilities to incorporate custom features. Built on Java, this web framework includes an entity engine, a service engine, and a user interface driven by widgets, which supports swift development and prototyping of web applications. With its status as an Apache top-level project for over ten years, OFBiz has proven to be a reliable and effective ERP solution that can adapt to the changing needs of businesses. Its highly flexible structure empowers developers to implement quick and simple enhancements, enabling the creation of bespoke features that meet specific business requirements. Moreover, Apache OFBiz comes equipped with a diverse array of core modules right out of the box, featuring functionalities such as Accounting (covering GL, AR, AP, and FA), CRM, Order Management and E-Commerce, inventory and warehouse management, as well as manufacturing and MRP capabilities. This comprehensive suite of features positions OFBiz as a compelling choice for organizations aiming for a customizable and scalable ERP solution. Furthermore, the continuous updates and community support ensure that OFBiz remains aligned with the latest technological advancements and business practices.

Media

Media

Integrations Supported

Oxxus

Integrations Supported

Oxxus

API Availability

Has API

API Availability

Has API

Pricing Information

$20 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Apache Software Foundation

Date Founded

1999

Company Location

United States

Company Website

ofbiz.apache.org

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

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