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Ratings and Reviews 0 Ratings
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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 FileInTime?
File In Time is a user-friendly software solution designed to streamline the management of task assignments and deadlines related to filing, guaranteeing that no critical dates are missed and boosting operational efficiency. This tool enables you to easily monitor your workload, regardless of how many returns you process or clients you handle. It also facilitates the smooth transfer of finished tasks into a due date list for future periods or years, helping you maintain organization. You can track the progress of each task using as many as 40 different monitoring fields, simplifying the management of ongoing projects. Moreover, the platform provides pre-set due dates for almost 200 federal and state income tax returns, while also offering the option to create customized services that cater to your specific requirements. Each task generated for your office responsibilities is distinctly labeled with client details, key dates, and the type of service being provided, whether it’s related to tax filing or a client meeting. This comprehensive system not only promotes efficient and effective operations within your firm but also enhances time management and boosts client satisfaction, ultimately leading to a more productive work environment. As a result, you can focus more on delivering quality service while the software takes care of the logistical details.
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
$199 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
TimeValue Software
Date Founded
1984
Company Location
United States
Company Website
www.timevalue.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
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