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TaxFlow
Tax Workflow Software
TaxFlow Reviews
8 reviews
Recommended
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
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.
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.
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!
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!
Jennifer H.
Accounting, 1-10 employees
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I've been able to customize what I want to see and notably increase my efficiency.
TaxFlow makes it easy for me to keep track of the progress of each client file.
It doesn't integrate with Thomson Reuters software.
Jennifer, thank you so much for the great review!
Verified reviewer
Construction, 10,001+ employees
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Puede que el coste inicial pueda parecer elevado, pero a la larga compensa.
Lo que más destacaría es la simplificación de datos, que con otros programas hacen bastante complicada la gestión de tareas. Además, hemos visto que a la larga la productividad del equipo de trabajo era más eficiente.
Facilidad de uso.Interfaz sencilla e intuitiva.Información en la nube.
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