An additional fee will apply if doing a network install between January 1st and April 18th. Interactive Dashboard. Easy to see icons allow simple and efficient navigation and workflow. Auto Backup of Returns. All client data is automatically backed up for you every hour. No need to worry about managing data backup any longer.
Content-Sensitive Help. Get immediate help inside the return with this line by line assistance. This helpful tool will help guide you when any questions come up. Comprehensive Diagnostics. Have your return go through extensive e-filing diagnostics that will help prevent costly errors on your returns that are submitted. Allow clients to sign documents with an electronic signature on your returns. No more in office signings required. They can be signed anywhere.
Client Notes. Keep track of important information regarding your client's returns with your own notes section directly inside the return. Client Diary. An example would be if they owe prep fees from a previous season. Password Protected Login. Feel confident knowing your client information is protected with a password you assign to a specific user within your software.
A calculator is conveniently built inside the return to easily assist you as you file. EIN Database. Automatically store all Employer Identification Numbers in an existing database. This makes entering an existing EIN easy as it will pre-populate based on entering in the first few numbers. Link Depreciation Worksheet. Easily link the depreciation worksheet straight to the return. This allows for easy access to all of your assets and the depreciation that follows them each year.
Keyboard Shortcuts. Save time by using your keyboard for some important time-saving functions within the software. Visual Forms Tree. Seeing a list of forms throughout the return makes it easy to navigate from form to form with a simple click. User Guide Available. An easily searchable PDF guide. Use the guide to help navigate through the software or help with setup. Tax Form Defaults. Easily set up your preparer, ERO, pricing and all other information prior to the start of each season.
Auto-Complete With History Lists. Complete entries with help with a history list. Allow certain fields auto filled from previous year customer data within the return. Real-Time Refund Monitor. Make any change to any return and instantly see how it affects the refund in either adding or subtracting money from your refund. Return Query. Get instant access to where each return is at in the acceptance process. Know if the return is accepted and see the rejection reason.
Free Unlimited E-Filing. Have access to free unlimited e-filing. No limits on how many returns you want to E-File throughout the entire season. State Compliant Bank Product Module.
Allow you to enroll with one of our partnered banks to be able to withhold your customer's fees from their return. Easily add your state to your federal bank product for a small fee. Modernized Filing. Unlimited Extension Filing. Whether it's a or a corporate extension, prepare as many as you would like, free of charge with this option.
Return Printing. Automatically Print Acknowledgements. Once you receive an acknowledgment, easily print out a report showing the tax payer information. Customizable Print Packets. Customize and choose which forms you want to print with your return packages. Print packets are designed for the tax payer, file copy, Federal copy and much more.
PDF Printing. Truly go paperless by printing your returns in a PDF format for easy storage. Print Returns In All Caps. Use this feature to print the return information in all capital letters for easy viewing and printing for your customers.
Auto Number Invoices. Automate your finances with your business by letting the system automatically auto number your invoices.
Online Check Printing. Get access a little sooner. Print your customer's checks online at any time from within your office. Desktop Check Printing. When funds are available, cashier's checks can be printed easily and fast with a simple setup process.
Package Features. All States Included. All software packages contain every state to prepare state returns. Have access to all forms that are needed for all states. Free State efile. Bank Product Rebates. Smart Auto-fill my return AFR data download.
Scan and import. Carry back to prior years. Refresh carryforwards. Corporate linking. SlipSync from slips to T1 returns. Customizable workflow. Review messages with quick fix solutions. Family Transmit of all returns in a file at once. Keyboard shortcuts and forms you've seen before. Forms-based screens for data entry.
F4 Fast Find for natural-language search. Get the full list of keyboard shortcuts. TaxCycle fits your office, whether large or small. Share only the options you want. Hide review messages you don't need.
Configure status items, workflow tools and custom reports. TaxCycle far exceeds the software I used. I like the interface, the client management features and the ability to create and customize templates. The software is flexible and we can adapt it to our needs!
Lacerte Tax only provides pricing information through a sales representative. The company offers three plans:. Lacerte Tax is a powerful tax solution that offers a variety of tools to help streamline your practice.
These tools include an expansive form library, a paperless option for organizing and collecting tax information, and a variety of tax analysis and planning tools. Lacerte is expensive, but with complicated returns, you should be able to recoup the cost through client fees. With Lacerte, you can prepare all individual and business returns, including forms , , S, , , and It can also prepare gift and estate tax returns, forms and as well as Form benefit plan returns.
It also lets you choose to enter data through forms or quick-entry sheets and offers an integrated billing clock. You must speak with a sales representative for pricing information. No pricing or information regarding available packages is available on their website.
CCH Axcess Tax is a well-rounded, cloud-based software program for tax professionals. It integrates with other CCH Axcess modules to provide more features to help you run your practice. Its user interface is easy to navigate, and it allows you to create a tax organizer for your clients. Another outstanding feature is the ability to link to CCH IntelliConnect without leaving the tax preparation program. When evaluating the best tax software for tax preparers, we considered the needs of tax professionals who prepare individual and business tax returns.
The price of the software is a primary concern as are features, such as importing data, integrating with client portals, and sending out returns and invoices for e-signature and e-payment.
Based on the needs of bookkeepers, accountants, and tax professionals, the criteria we used to evaluate the best tax software for professionals include:. You should choose software that provides a pricing option that fits the number and types of tax returns you prepare.
However, you must also consider your need to prepare complex returns and the time you could save with bookkeeping software and practice management integrations. Find Timothy On LinkedIn. Tim Yoder is a subject matter expert at Fit Small Business focusing on small business bookkeeping, accounting, and tax content.
He received his Ph. He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. She has owned a bookkeeping and payroll service that specializes in small business for over twenty years.
She also regularly writes about travel, food, and books for various lifestyle publications. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you.
Fit Small Business content and reviews are editorially independent. We may make money when you click on links to our partners. Learn More. Published December 2, Intuit - ProSeries.
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