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What is Taxcalibur?

Taxcalibur is a Windows desktop application tailored specifically for small tax practices, designed to enhance both tax preparation and management of the practice. It adeptly organizes a range of client-related information, such as records, returns, documents, checklists, reminders, contact notes, invoices, and receipts, while ensuring that all client data is securely encrypted and stored on the user's device. In the tax return preparation process, the application emphasizes privacy by eliminating personal details before using AI for document analysis, and it accurately computes federal Form 1040 and Colorado DR 0104 returns, completing necessary forms and providing preparers with comprehensive calculations for their assessment. Users can import various document types, including PDFs, Word files, and images from their mobile devices, track the status of returns, identify missing documentation, send follow-up emails, and generate forms along with client summaries for their records. After the preparation is completed, the final packages are transferred to Drake Tax for submission, as Taxcalibur does not facilitate the actual filing of returns. The application utilizes the preparer’s own Claude account or a connected assistant to enable AI reading, ensuring its AI capabilities are separate from those of Drake Tax. Moreover, Taxcalibur supports 14 different interface languages to accommodate a diverse user base, although all official IRS forms are provided solely in English, which maintains both accessibility and compliance. This comprehensive array of functionalities positions Taxcalibur as an invaluable resource for tax professionals seeking to optimize their workflows and enhance their service delivery. In doing so, it not only simplifies various tasks but also helps tax preparers maintain a high level of organization and efficiency.

What is Drake Illusion?

For many years, we have been a prominent innovator and producer in our industry, occasionally encountering criticism from those who seek to reach our level. A powerful message I encountered long ago continues to inspire me each time I reflect on it. At Drake Illusion, we understand your desire to achieve greatness in your own domain, regardless of what that may be, and we wish you the very best on your journey. We genuinely hope that this poem resonates with you as deeply as it has with us, serving as a reminder of the vital role that perseverance plays in success. Throughout the years, Drake Illusion has consistently established benchmarks for professional quality across diverse sectors, including custom software development and retail. Our meticulously curated selection of rigorously tested software and products is tailored to accommodate your specific needs, illustrating our dedication to improving your experience at every turn. As we move forward together, let us continue to elevate the standards of excellence in our respective industries, fostering an environment where innovation thrives. Your journey is just as important to us as our own, and we look forward to witnessing your growth and achievements.

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Media

Integrations Supported

Drake Tax

Integrations Supported

API Availability

API Availability

Pricing Information

$99.99 one-time
Taxcalibur is a $99.99 one-time purchase; a free trial is available. AI-provider account or usage costs and Drake Tax are separate.
Free Trial Offered?

Pricing Information

$1,000 per month

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

ASL LLC

Date Founded

2017

Company Location

United States

Company Website

autosecurelogin.com/products/taxcalibur.html

Company Facts

Organization Name

Drake Illusion

Company Location

United States

Company Website

www.drakeillusion.com

Categories and Features

Tax Preparation

Not specified

Categories and Features

ERP

CRM
Distribution Management
Inventory Management
Order Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management

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