TaxCalc

Tax practice management tool for accountants & tax advisors

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TaxCalc Overview

What is TaxCalc?

TaxCalc is a tax practice management solution designed to help accountants, tax advisors, and finance professionals manage clients, calculate tax returns, prepare financial statements, and more. Finance teams can utilize tax return production solution to file clients’ tax returns, validate entries, monitor due dates, and compare previous year's tax data with the current year's returns.

Using TaxCalc’s document manager, employees can create or modify client documents, distribute them in bulk using mail merge functionality, and automatically route files to the corresponding client folder. The application enables managers to track chargeable or non-chargeable business activities and monitor employees’ performance on a centralized platform. It also offers an accounts production system, which enables accountants to conduct audit trails, create a chart of accounts, add transactions or disclosure notes, and generate income and expenditure reports.

TaxCalc comes with an API, which lets businesses integrate the system with several third-party platforms such as Xero, QuickBooks Online, Signable, FreeAgent, SmartVault, and more. Administrators can use an integrated GDPR center to create checklists for GDPR-compliant policies and procedures, record data breaches, and track data subject access requests.

TaxCalc Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription

TaxCalc offers a 14-day free trial for new users. Pricing is available for each product on a stand-alone basis.


TaxCalc Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

TaxCalc confirmation statement
TaxCalc total tax
TaxCalc financial statements
TaxCalc video TaxCalc screenshot: TaxCalc confirmation statement TaxCalc screenshot: TaxCalc total tax TaxCalc screenshot: TaxCalc financial statements
User recommendation
0/10
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TaxCalc Pricing

TaxCalc Pricing

Starting from
N/A
Free Trial
Subscription

TaxCalc offers a 14-day free trial for new users. Pricing is available for each product on a stand-alone basis.

TaxCalc offers a 14-day free trial for new users. Pricing is available for each product on a stand-alone basis.

Value for Money
0/5
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TaxCalc Features

TaxCalc Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
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Categories

Additional information for TaxCalc

Additional information for TaxCalc

Key features of TaxCalc

  • Access Control
  • Approval Process Control
  • Audit Trail
  • Authentication
  • Case Management
  • Client Management
  • Client Portal
  • Compliance Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Verification
  • Document Management
  • Document Storage
  • Incident Management
  • Investigation Management
  • Policy Management
  • Project Management
  • Risk Assessment
  • Scenario Planning
  • Status Tracking
  • Workflow Management

TaxCalc FAQs

TaxCalc FAQs

Below are some frequently asked questions for TaxCalc.

Q. What type of pricing plans does TaxCalc offer?

TaxCalc offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

TaxCalc offers a 14-day free trial for new users. Pricing is available for each product on a stand-alone basis.

Q. What are the main features of TaxCalc?

TaxCalc offers the following features:

  • Access Control
  • Approval Process Control
  • Audit Trail
  • Authentication
  • Case Management
  • Client Management
  • Client Portal
  • Compliance Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Verification
  • Document Management
  • Document Storage
  • Incident Management
  • Investigation Management
  • Policy Management
  • Project Management
  • Risk Assessment
  • Scenario Planning
  • Status Tracking
  • Workflow Management

Q. Who are the typical users of TaxCalc?

TaxCalc has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does TaxCalc support?

TaxCalc supports the following languages:

English

Q. What type of pricing plans does TaxCalc offer?

TaxCalc has the following pricing plans:

Subscription

Q. Does TaxCalc support mobile devices?

We do not have any information about what devices TaxCalc supports

Q. What other apps does TaxCalc integrate with?

TaxCalc integrates with the following applications:

ACCOUNTS, FreeAgent, QuickBooks Online, QuickBooks Online Advanced, Signable, SmartVault, Xero

Q. What level of support does TaxCalc offer?

TaxCalc offers the following support options:

Phone Support, Knowledge Base, Online Support, FAQs, Forum, Video Tutorials