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Tax Workflow Software
TaxFlow Pricing, Features, Reviews and Alternatives
TaxFlow product overview
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
Platforms supported
Support options
Training options
TaxFlow pricing information
TaxFlow features
Functionality
4.6
/5
7
Total features
18
3 categories
Most valued features by users
Functionality contenders
TaxFlow users reviews
Overall Rating
5.0
/5
7
Positive reviews
100
%
Boleyn R.
Accounting, 1-10 employees
Used daily for less than 6 months
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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.
Product easy to use. Very clear interface. I-cloud based which makes it perfect for us in multiple offices and multiple time zones.
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.
Elizabeth R.
Accounting, 1-10 employees
Used daily for less than 6 months
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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.
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!
I look forward to reporting features coming.
Lee V.
Accounting, 1-10 employees
Used daily for less than 6 months
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Very good communication & support when I started out.
So much simpler than other task management software. I find others are just too convoluted and really overkill.
Sending a reminder to me or when i login would be super helpful
Kathy G.
Accounting, 1-10 employees
Used daily for less than 6 months
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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.
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.
Beth D.
Financial Services, 1-10 employees
Used daily for 6-12 months
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Easy way to view where we were in the process on completing the return and if anything was outstanding.
Would like a default sorting view and better way to manage tags.
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
Common TaxFlow comparisons
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