Integrated Solutions
You need programs that can be tailored to your practice. We offer a range of integrated solutions that bring you total office efficiency.

 

Integrated Solutions for achieving start-to-finish accounting processes. From document collection, document management, electronic filing, payroll compliance reporting, bank settlement solutions to professional client delivery.

Collaboration Tools

The Central Office Manager (COM) program is a web-based multi-office management tool that simplifies multiple-office setup and allows you to manage, monitor and support all your TaxWise offices from one website. Even with widely dispersed locations, you’ll always be in control.

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With Central Office Manager, you can:

  • Quickly set up multiple offices to transmit returns to CCH Small Firm Services' Electronic Filing Center (EFC) and to offer bank products.
  • Control each offices' pricing and tax program settings by sending default templates.
  • Lock prices so there’s no opportunity for an office to change them.
  • Support your offices by sending e-mails, resetting passwords, managing software updates and generating new product installation codes, all from the COM portal.

Central Office Manager was chosen best new tax prep product of 2010 by Accounting Today magazine.

For more information, contact a TaxWise software consultant at 866-345-4171.

Settlement Solutions

Taking advantage of these bank product options will not only benefit you through substantial fee-based revenues, but they will benefit your clients as well. Bank products enable you to get your clients their money quickly and securely. And bank products limit your clients’ up front expenses by having their tax preparation fees automatically deducted from the refund. All the forms you need, whether you specialize in 1040s or prepare all types of returns.

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Benefits of banking products:

  • Fast data entry and instant flow between forms
  • Built-in checks that prevent errors and omissions as you enter data
  • Easy electronic filing
  • Unlimited users in the same office and no network fee (fees may apply)

These partnerships bring you the best collection of financial services to meet your clients’ needs.

ATX Settlement Solutions:

  • ATX FeeCollect™ lets you deduct your tax preparation fees directly from your clients’ refunds.
  • Santa Barbara Tax Products Group® offers quality financial products to the e-file industry that satisfy consumers' needs, are priced fairly and provide true value.
  • 3Fund™ is a preparer payment solution that combines three low cost refund options under one brand. With 3Fund, you can easily deduct your preparation fees directly from your client’s refund and then give them a choice on how they want to receive their remaining funds; on a prepaid card, printed check or via direct deposit.

TaxWise Settlement Solutions:

  • TaxWise FeeCollect™ lets you deduct your tax preparation fees directly from your clients’ refunds.
  • Santa Barbara Tax Products Group® offers quality financial products to the e-file industry that satisfy consumers’ needs, are priced fairly and provide true value.
  • Refund Advantage® is a leader in the tax refund products industry using state of the art technology, with a management team with over 21 years of experience with tax refund products.
  • Republic Bank & Trust Company® offers a quick and convenient way for receiving refunds and paying tax preparation and other fees with their refund.
  • River City® has a long standing reputation in the tax refund settlement industry spans over two decades with a focus on commitment to excellence and customer service. The dependability of this organization has been a standard for thousands of preparers across the nation.
  • 3Fund™ is a preparer payment solution that combines three low cost refund options under one brand. With 3Fund, you can easily deduct your preparation fees directly from your client’s refund and then give them a choice on how they want to receive their remaining funds; on a prepaid card, printed check or via direct deposit.
  • The Money ClipSM Visa® Prepaid Card is a simple option to choose within the TaxWise® program and provides a seamless way for your clients to receive their tax refund.

Interactive Forms

IntelliForms™ is a desktop application that puts thousands of interactive forms at your fingertips. You can count on it to provide the forms you need, when and where you need them. If you are looking to increase productivity to the next level, IntelliForms offers real-time updates, draft forms, client-based organization and an easy-to-use interface.

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Features and Benefits:

  • Intuitive and easy to use — it’s easy to learn and use with its simple interface. IntelliForms always opens to the Blank Forms manager where you may open a blank form, add a new form for a client, print a blank form, or open the instructions to a form. You can save forms with client data for your records.
  • Easy form searching — use either Filters, Find or both to locate the form you need in the Blank Forms manager. The search begins to work as soon as you start typing.
  • Tabs for easy organization of forms — access several different tabs to organize your forms. The Blank Forms manager lists all the forms available in your subscription. The Client Forms manager lists all your saved forms--organized by client. The Profiles manager stores your client profiles.
  • Client organized — organize your data by client, the same way you approach your workflow. All client forms for a single year are stored together and can be accessed easily from the Client Forms tab.
  • Real time updates — check for the newest version of a form each time you open a form. You never have to worry that you are working with an out-of-date form.
  • Links to Tax Prep Partner (purchased separately): IntelliForms includes links directly from certain commonly used Federal forms to explanatory, compliance-focused research content related to the active field.

Order Today

$1,049

To ensure compatibility of your products, please select your current software brand.

ATX

TaxWise

I am a new customer.

$1,049

To ensure compatibility of your products, please select your current software brand.

ATX

TaxWise

I am a new customer.

E-Filing

Our Tax Preparation Software offers Electronic Filing for federal and state electronic tax returns. Filings are completely integrated with the tax preparation process so there is no extra data conversion that has to be done along the way and the workflow complies with the stringent IRS electronic filing guidelines.

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With Electronic Filing, you get:

  • Guided process — Simply complete the flow of creating an error-free e-file return by checking for errors and inconsistencies keystroke-by-keystroke as you input data.
  • Maintain Knowledge — use the online database to keep track of your electronically filed returns.
  • Most current information — the database is updated every time you communicate with our Electronic Filing Center, so you have the latest information on your returns at your fingertips.
  • Practice electronic filing in a real-time environment — the Training Electronic Filing Center gives you the ability to send practice returns and then receive acknowledgements or rejections just as if you were sending to the IRS.

Digital Document Management

We offer reliable Digital Document Management solutions so that you can save time, streamline digital file sharing and save confidential client files.

PaperlessPLUS™

Save time and money when using PaperlessPLUS to electronically store all of your firm’s documents.

Features & Benefits

  • Rapidly store tax returns from ATX or TaxWise along with emails, letters, reports, PDFs, images, photos, and any scanned documents.
  • Instantly send clients any stored documents by uploading securely with PortalSafe™ a powerful cloud-based file sharing solution (additional fees apply) or by sending password - protected attachments through email.
  • Electronically sign any stored PDF with an approved signature pad. Click here for purchase details.
  • Remain organized throughout the year by managing clients with a customizable folder structure. Take organization a step further by creating custom labels to classify clients by type or stage.
  • Safeguard client data with an encrypted file system. Provide additional security by locking sensitive files and folders, scheduling automated backups, assigning user rights and privileges, or reviewing the audit trail.

Order Today

$575

To ensure compatibility of your products, please select your current software brand.

ATX

TaxWise

I am a new customer.

$575

To ensure compatibility of your products, please select your current software brand.

ATX

TaxWise

I am a new customer.

Learn how much paper printing costs your office utilizes with our online Paperless Calculator!

PortalSafe™

PortalSafe is a fast and reliable online file sharing service. It enables business professionals and their clients to safely share confidential information.

Powerful Cloud-Based File Sharing

  • Save Time — Share files online in minutes, 24/7
  • Save Money — No printing, sopying, or shipping
  • Streamline Service — Clients will love the convenience

End result — a stronger, more profitable business.

Click here to learn how to integrate PortalSafe into your business today.


Let us help you find the right solution for your business!
Call
800-375-9542 today.