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TaxFlow Features
Features Summary
Functionality
4.5
/5
8
Total features
18
3 categories
TaxFlow features
Common features of Accounting Practice Management software
Contenders comparison
Common TaxFlow comparisons
Reviewers who mentioned features said:
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.
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.
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
Ryan M.
Financial Services, 1-10 employees
Used daily for less than 6 months
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The product is very easy to use and simplifies tracking our progress through tax season. The benefits of the product far outweigh the cost. Tax Flow has helped our team work more efficiently and spend more time on other aspects of tax season.
The only improvement we hope for in the future is integrations and workflows. Besides that this software delivers exactly what Tax Flow describes.
Ryan, thanks so much for the review! We're so happy TaxFlow is helping your firm!
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