List of TaxWise Integrations

This is a list of platforms and tools that integrate with TaxWise. This list is updated as of April 2025.

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    Leader badge
    Textellent Reviews & Ratings

    Textellent

    Textellent

    Streamline customer engagement with powerful, user-friendly texting solutions.
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    Textellent provides comprehensive business texting solutions that encompass SMS, MMS, and customer support features. Their platform streamlines the creation, administration, and analysis of SMS and MMS marketing campaigns, making it user-friendly for businesses. By enabling local business phone lines for texting, Textellent empowers you to engage with customers through a familiar number for various purposes, including marketing, customer service, and sales initiatives. Additionally, the service facilitates appointment scheduling and management, offering features like booking, confirmations, reminders, and follow-ups. It also includes options for keywords and shortcodes to create easy opt-in programs that adhere to TCPA regulations, all enhanced by artificial intelligence. Furthermore, Textellent Messenger is a complimentary extension for Google Chrome that allows users to conduct Business Texting directly from any webpage or web application, thus enhancing usability and accessibility for businesses looking to connect with their customers more effectively.
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    SmartVault Reviews & Ratings

    SmartVault

    SmartVault

    Transform clutter into clarity with seamless digital document management.
    SmartVault simplifies the process of converting your physical documents into a fully digital workflow, allowing you to scan files directly into designated folders to minimize paper clutter. With SmartVault, you gain a centralized cloud storage platform for both internal and client-related documents, ensuring that you can effortlessly locate the files you require at any moment and share them securely with the appropriate individuals. This transition not only enhances organization but also boosts productivity by streamlining access to critical information.
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    TaxDome Reviews & Ratings

    TaxDome

    TaxDome

    Streamline your accounting practice with automated, user-friendly solutions.
    TaxDome is a robust and user-friendly workspace designed to help you effectively oversee your clients, projects, documents, teams, and overall practice. This software specializes in workflow automation tailored for the tax and accounting sector, enabling you to streamline tasks while maintaining a clear overview of your operations. You have the option to utilize existing templates for various functions like bookkeeping, tax returns, payroll, and problem resolution, or you can design your own repeatable and adaptable processes that elevate your business. Clients will appreciate the branded portal, which is accessible and user-friendly for individuals of all ages and technical abilities. The platform prioritizes security and convenience, being available on both mobile and desktop devices. Moreover, TaxDome accommodates eleven different languages, making it possible for you to serve clients who speak languages other than English. By consolidating both internal management functions—such as workflow, CRM, and reporting—with client-oriented services like document signing, invoicing, and messaging into one cohesive platform, you can enhance the organization and efficiency of your practice. This comprehensive approach not only simplifies operations but also fosters stronger relationships with clients through seamless communication and support.
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    Verito Technologies Reviews & Ratings

    Verito Technologies

    Verito Technologies

    Secure hosting solutions for accounting, anytime, anywhere.
    Verito Technologies provides hosting solutions for accounting software tailored for small enterprises, certified public accountants, and accounting firms. With accounting software hosting, users can access their tools remotely, utilizing any device regardless of their location. Reach out to us for top-tier security features and an impressive uptime guarantee of 99.995%. Our services are designed to enhance productivity and ensure your financial data is always secure and accessible.
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    Sagenext Reviews & Ratings

    Sagenext

    Sagenext Infotech

    Access QuickBooks anywhere, anytime with secure cloud hosting!
    QuickBooks hosting provides users with the ability to access their desktop QuickBooks application from any location and at any time, enhancing collaboration among team members and streamlining the accounting process. This setup allows multiple users to simultaneously work within a single database, eliminating the necessity for costly hardware, software resources, and the burdensome tasks of data backup and management. By hosting the desktop version of QuickBooks in the cloud, small business owners can implement enterprise-level security measures that would otherwise be out of reach, especially in an era where ransomware and other cyber threats pose significant risks to data protection. Good backup practices included in this service ensure that the integrity of vital business information is upheld without incurring additional costs. Currently, over 5,000 users in the United States utilize QuickBooks Hosting, and prospective users have the opportunity to explore its features through a complimentary 7-day trial, which does not require a credit card. This trial option encourages new users to experience the benefits of cloud hosting firsthand before making a commitment.
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