Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • ConnectWise RMM Reviews & Ratings
    70 Ratings
    Company Website
  • ConnectWise SIEM Reviews & Ratings
    183 Ratings
    Company Website
  • Sauce Labs Reviews & Ratings
    181 Ratings
    Company Website
  • MuukTest Reviews & Ratings
    29 Ratings
    Company Website
  • WiseStamp Reviews & Ratings
    590 Ratings
    Company Website
  • WorkBright Reviews & Ratings
    398 Ratings
    Company Website
  • Thinfinity Workspace Reviews & Ratings
    14 Ratings
    Company Website
  • Canditech Reviews & Ratings
    104 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • KrakenD Reviews & Ratings
    66 Ratings
    Company Website

What is TaxWise?

TaxWise streamlines the complete E-filing and fee collection workflow, making it easy to manage client documents digitally while offering a variety of cost-effective banking options. The platform allows for quick and seamless processing of tax returns, catering to both beginners and experienced tax professionals alike. With integrated error diagnostic tools, TaxWise helps users save precious time by identifying potential mistakes before submission. Moreover, it provides support for correcting e-filing errors through direct links to the necessary forms, ensuring a smoother experience. Users can take advantage of the "What if?" feature to analyze various tax scenarios for their clients, along with the ability to save these hypothetical situations for future reference. The inclusion of planning and advisory tools empowers tax advisors to guide clients on possible deductions or capital expenses effectively. Additionally, TaxWise fosters inclusivity by offering a robust selection of Spanish-language features, including access to over 60 forms and schedules in Spanish, both digitally and in print. The program also ensures that bilingual product support is readily available, providing your team with the essential help they need at any time. This combination of extensive features and support makes TaxWise an essential tool for tax professionals aiming to improve their services and better serve a diverse clientele. Furthermore, the platform's user-friendly interface enhances efficiency, making it easier for professionals to focus on delivering quality service to their clients.

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

Sagenext
SmartVault
TaxDome
Textellent
Verito Technologies

Integrations Supported

Sagenext
SmartVault
TaxDome
Textellent
Verito Technologies

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

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

taxna.wolterskluwer.com/professional-tax-software/taxwise

Company Facts

Organization Name

Automated Tax Office Manager

Company Location

United States

Company Website

www.atomanager.com

Categories and Features

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

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

Popular Alternatives

Popular Alternatives

CrossLink Reviews & Ratings

CrossLink

CrossLink Professional Tax Solutions
Lacerte Reviews & Ratings

Lacerte

Intuit
Taxware Reviews & Ratings

Taxware

Taxware Systems