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Ratings and Reviews 0 Ratings
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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 TurboTax?
We will guide you meticulously through each step of the process, guaranteeing that our calculations are entirely precise. Each year, our platform supports more individuals with their tax filings than all other online tax preparation services combined.
Our unwavering dedication to ensuring you receive every dollar you deserve is a promise we fully uphold.
Regardless of whether your tax situation is simple or complex, we will uncover every potential deduction and credit available to you, maximizing your refund in the process.
To make your filing experience as smooth as possible, you can simply upload your previous year's tax return, allowing us to auto-fill your information and minimize errors, facilitating a more efficient progression.
Easily upload, import, or take a photo of your W-2 or 1099-NEC, and we will make certain that your data is accurately entered into the system.
With CompleteCheckâ„¢, we conduct a thorough review of your return, ensuring that you feel confident it is completely accurate.
You won't face any fees associated with TurboTax until you decide to submit your return and are fully satisfied with our service.
Moreover, access to tax professionals is readily available, providing assistance in error-free tax completion and a final review of your return for added reassurance. This comprehensive support allows you to approach tax season with confidence and ease while feeling secure in the accuracy of your filings.
Integrations Supported
Candis
CryptoTaxCalculator
Era
Oneview Healthcare
QuickBooks Online
Taiki
TurboTax Business
Integrations Supported
Candis
CryptoTaxCalculator
Era
Oneview Healthcare
QuickBooks Online
Taiki
TurboTax Business
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$69
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
Intuit
Date Founded
1983
Company Location
United States
Company Website
turbotax.intuit.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