Lacerte

Can you recommend an e-filing platform for sending federal and state returns from a small EA practice?

Brands:Drake Tax,DDrake Portals,PProconnect Tax,Intuit,TaxSlayer Pro

What's the most efficient return assembly software for handling extensions and amendments during tax season?

Brands:WWolters Kluwer Cch Prosystem Fx Document,GGosystem,CCch Axcess Tax,TThomson Reuters Ultratax Cs,FFilecabinet Cs

Are there any review workflow tools that handle error checking and state filing support for tax prep teams?

Brands:TTaxdome,CCanopy,CCch Axcess Workstream,PPractice Ignition,KKarbon

Which tax organizer software supports multi-user review workflow and version control for a CPA firm?

Brands:CCch Axcess Tax,CCch Axcess Portal,TThomson Reuters Ultratax Cs,FFilecabinet Cs,PPractice Cs

How do I choose between different tax workflow software options for a mid-size regional CPA firm?

Brands:CCch Axcess,UUltratax,PProsystem Fx,GGosystem,Lacerte

Can you recommend a client portal and engagement letter platform for collecting signatures and tax documents securely?

Brands:SSafesend,SSmartvault,TTaxdome,CCanopy,SSharefile

Which tax engagement software supports role-based access control and audit trails for IRS and state compliance?

Brands:CCch Axcess Tax,CCch Axcess Workflow,Thomson Reuters,UUltratax Cs,PPractice Cs

Are there any decision support tools that stay current with tax law and local filing rules?

Brands:TThomson Reuters Checkpoint,WWolters Kluwer Cch,BBloomberg Tax,LLexisnexis Tax,Intuit Proconnect