Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Multiview ERP Reviews & Ratings
    318 Ratings
    Company Website
  • OmegaCube ERP Reviews & Ratings
    12 Ratings
    Company Website
  • Fixed Asset Pro Reviews & Ratings
    135 Ratings
    Company Website
  • Martus Reviews & Ratings
    120 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,554 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • SuiteMaster Reviews & Ratings
    1 Rating
    Company Website
  • Xero Reviews & Ratings
    4,660 Ratings
    Company Website
  • QuickBooks Payroll Reviews & Ratings
    916 Ratings
    Company Website
  • DocuPhase Reviews & Ratings
    180 Ratings
    Company Website

What is Neo.Tax?

Neo.Tax has revolutionized the way startups and accountants approach the R&D Tax Credit by automating its preparation. We have streamlined the intricate process of applying for both Federal and State R&D Tax Credits, enabling startups to potentially receive up to $250,000 in refunds in less than an hour. Our versatile application empowers users to either handle their R&D tax credit preparation independently, receive guidance from our knowledgeable team, or find a balance between the two options. Regardless of the method chosen, every claim is meticulously reviewed by our tax specialists, ensuring that you can submit your credit with complete assurance. This tax incentive is particularly advantageous for startups and small businesses engaged in research and development, specifically those with revenue below $5 million, profitability of fewer than five years, and R&D efforts conducted by U.S.-based employees or contractors. By leveraging Neo.Tax's innovative platform, businesses can transform their tax obligations into a strategic advantage, marking the beginning of a new era in tax and accounting automation software that prioritizes ease of use and precision. As we continue to develop our offerings, we remain committed to helping clients navigate the complexities of tax credits with confidence and efficiency.

What is Intuit Practice Management?

Manage CPAs effectively by clearly identifying tasks, their corresponding clients, and deadlines. With an intuitive drag-and-drop interface, you can effortlessly adjust priorities and assign responsibilities. Employ filters based on due dates, task progress, or team members to keep all tax preparers informed and ensure workflows operate without hitches. Furthermore, integrate your email inbox seamlessly for quick actions that require just a few clicks. You have the ability to leave comments for colleagues, tag members for necessary follow-ups, archive communications in a digital client folder, add tasks to your to-do list, or respond in the usual manner. Customize existing templates or create your own to optimize standard processes for your team. Upon completion of a task, the next one is automatically allocated to the designated tax preparer, who will find it added to their task list. Every client email, document, task, and more is organized and easily accessible. You will also benefit from a detailed audit history, allowing you to effectively monitor all activities, while important items can be pinned for instant access. This all-encompassing system not only enhances efficiency but also fosters collaboration and productivity within your team, making it a valuable tool for streamlining operations.

Media

Media

Integrations Supported

QuickBooks Online
ADP Workforce Now
Amego
Brex
Flexspring
GitHub
Gmail
Jira
LINK To Any
Lacerte
LinkedIn
Microsoft 365
ProConnect Tax
QuickBooks Payroll
Quickwork
Text Control
Xero
Zapier
Zenefits

Integrations Supported

QuickBooks Online
ADP Workforce Now
Amego
Brex
Flexspring
GitHub
Gmail
Jira
LINK To Any
Lacerte
LinkedIn
Microsoft 365
ProConnect Tax
QuickBooks Payroll
Quickwork
Text Control
Xero
Zapier
Zenefits

API Availability

Has API

API Availability

Has API

Pricing Information

2% ttl qualifying R&D expenses
Free Trial Offered?
Free Version

Pricing Information

$60 per user 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

Neo.Tax

Date Founded

2019

Company Location

United States

Company Website

neo.tax

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/practice-management/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

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

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

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

CCH Axcess Tax Reviews & Ratings

CCH Axcess Tax

Wolters Kluwer

Popular Alternatives

Drake Tax Reviews & Ratings

Drake Tax

Drake Software