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TaxFlow Pricing, Features, Reviews and Alternatives

TaxFlow product overview

Price starts from

240

/user

Per year

What is TaxFlow?

Is it time to improve the way you track your tax return list? If you're ready to upgrade from spreadsheets or find software that was built with the tax prep process in mind, then TaxFlow is for you. At TaxFlow we understand that those extra clicks add up during tax season so we built software with your fast-paced needs in mind. Try TaxFlow today to see how you can simply and effectively organize your tax return list.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
FAQs/Forum
Knowledge Base

Training options

Live Online
Videos

TaxFlow pricing information

Value for money

4.9

/5

7

Starting from

240

/user

Per year

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

TaxFlow features

Functionality

4.6

/5

7

Total features

18

3 categories

Most valued features by users

Reporting & Statistics
Reporting/Analytics
Data Import/Export
Workflow Management
Accounting
Approval Workflow
Client Management
Configurable Workflow

Functionality contenders

TaxFlow users reviews

Overall Rating

5.0

/5

7

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.57/10
Rating distribution

5

4

3

2

1

7

0

0

0

0

Overall rating contenders

BR
AvatarImg

Boleyn R.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Positive, User-friendly use to TaxFlow for Deadline Management

Reviewed 2 months ago

TaxFlow worked with us to find solutions and helped implement information needed. The customization process was efficient. Amazing staff to work with. A pleasure to work with TaxFlow.

Pros

Product easy to use. Very clear interface. I-cloud based which makes it perfect for us in multiple offices and multiple time zones.

Cons

When we were deciding which system to purchase, we initially thought TaxFlow may not have all the functionalities that we were looking for. However, they worked with us to find solutions and helped implement information needed. The customization process was efficient. Amazing staff to work with.

ER
AvatarImg

Elizabeth R.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Perfect!

Reviewed 7 months ago

TaxFlow has made it much easier for anyone in the office to see exactly where a return is and what, if anything, we are waiting on.

Pros

I love that this is just a step above a normal spreadsheet and easier to collaborate on. I did not need one hundred features, I needed to track our workflow. I needed to see who had open returns and where we were in the process. Extra features are nice but I already have a CRM and a portal so I did not need to combine all those things. Tax Flow fills that need perfectly!

Cons

I look forward to reporting features coming.

LV
AvatarImg

Lee V.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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TaxFlow is Easy to set up & Use

Reviewed 6 months ago

Very good communication & support when I started out.

Pros

So much simpler than other task management software. I find others are just too convoluted and really overkill.

Cons

Sending a reminder to me or when i login would be super helpful

KG
AvatarImg

Kathy G.

Accounting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great Simple Project Tracker

Reviewed 7 months ago
Pros

I have been looking for something like this for years! I love how simple this software is in tracking projects as they come into the office and through the different stages. No bells or whistles, only pay for exactly what we need.

Cons

It would be great if projects would be able to roll over for the following year into a project that is not received yet, or something like that status.

BD
AvatarImg

Beth D.

Financial Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

TaxFlow

Reviewed 7 months ago
Pros

Easy way to view where we were in the process on completing the return and if anything was outstanding.

Cons

Would like a default sorting view and better way to manage tags.

Vendor response

Beth, Thank you for the review and feedback! We added default sorting and improved tag management. Please let us know if we can help with anything else!

TaxFlow FAQs and common questions

Q. What type of pricing plans does TaxFlow offer?

TaxFlow has the following pricing plans:
Starting from: $240.00/year
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)


Q. Who are the typical users of TaxFlow?

TaxFlow has the following typical customers:
Freelancers, Small Business


Q. What languages does TaxFlow support?

TaxFlow supports the following languages:
English


Q. Does TaxFlow offer an API?

No, TaxFlow does not have an API available.


Q. What level of support does TaxFlow offer?

TaxFlow offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum, Knowledge Base

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