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What is Wolters Kluwer Digital Tax Workflow?

Businesses that do not adopt a comprehensive digital tax workflow solution risk wasting precious time and may fail to meet their clients' expectations. A disjointed methodology, where some functions are automated while others depend on traditional, paper-based processes, creates significant inefficiencies. When different aspects of tax preparation operate independently, technology may hinder operations rather than facilitate them. Implementing automated tax workflow software optimizes the entire procedure from beginning to end, enabling team members to save valuable time and ensuring that clients, who often have tight schedules, remain pleased with the service. This accelerated process includes everything from gathering client source documents to performing reviews and securing necessary approvals, culminating in the essential final step of collecting payments. In the world of digital tax preparation, client data is imported electronically, assessments are carried out on-screen, and returns are signed and submitted digitally, which enhances the overall workflow. By eliminating tedious data entry and other antiquated manual tasks, tax workflow automation allows firms to boost their productivity while using fewer resources. As a result, embracing such technologies can lead to a remarkable improvement in both a firm's efficiency and its clients' satisfaction levels, ultimately contributing to long-term success. With the right tools in place, firms can not only keep pace with industry demands but also exceed client expectations.

What is Dr. Tax?

Over 4,000 tax advisors and trustees across Switzerland, from independent practitioners to prominent firms within the "Big 4," rely on Dr. Tax Professional, which serves more than 12,000 active users in the profession. Handling an impressive volume of over one million tax returns every year, Dr. Tax has become the standard for taxation practices in Switzerland, and we take immense pride in this achievement. Tailored to meet the rigorous demands of tax professionals, our software addresses several unmet needs that we are committed to resolving. Designed for precision and efficiency, Dr. Tax Professional facilitates the seamless creation and management of tax returns. Its comprehensive tax solution encompasses a wide array of forms that cater to all 26 cantons. The software's intuitive interface allows users to become productive right away. Additionally, crucial supplementary evaluations further enhance the advisory process, establishing it as an essential resource for tax professionals in Switzerland. As we strive to innovate continuously, we are dedicated to enhancing our offerings to adapt to the changing needs of our clientele, ensuring that they have the best tools at their disposal. Furthermore, we recognize that the landscape of taxation is constantly evolving, which motivates us to stay ahead of trends and incorporate feedback from our users.

Media

Media

Integrations Supported

Candis
Oneview Healthcare

Integrations Supported

Candis
Oneview Healthcare

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Wolters Kluwer

Date Founded

1987

Company Location

United States

Company Website

www.wolterskluwer.com/en/solutions/tax-accounting-us/digital-tax-workflow

Company Facts

Organization Name

Ringler Informatik

Company Location

Switzerland

Company Website

www.ringler.ch

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

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