TaxFlow
About TaxFlow
TaxFlow Pricing
$20/Month Annual License $25/Month Monthly License
Starting price:
$240.00 per year
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for TaxFlow
1 - 8 of 8 Reviews
Elizabeth
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2022
Perfect!
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.
PROSI 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!
CONSI look forward to reporting features coming.
Reasons for switching to TaxFlow
Google sheets was not enough. The fact that a return in tax flow just shows as complete and drops off the list once we complete all the tasks is wonderful and makes it an easier "living" document.
Boleyn
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
Positive, User-friendly use to TaxFlow for Deadline Management
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.
PROSProduct easy to use. Very clear interface. I-cloud based which makes it perfect for us in multiple offices and multiple time zones.
CONSWhen 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.
Reason for choosing TaxFlow
Easy interface. Gives us what we need now. We only have positive hopes that TaxFlow will grow and integrate more options to make it better in the future. For now, we are very happy with it.
Reasons for switching to TaxFlow
Imaginetime will no longer be available. It is being retired.
Lee
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2022
TaxFlow is Easy to set up & Use
Very good communication & support when I started out.
PROSSo much simpler than other task management software. I find others are just too convoluted and really overkill.
CONSSending a reminder to me or when i login would be super helpful
Reason for choosing TaxFlow
For its simplicity!
Kathy
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2022
Great Simple Project Tracker
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.
CONSIt 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.
Reason for choosing TaxFlow
Simplicity, exactly what I needed, nothing less, nothing more.
Reasons for switching to TaxFlow
Did not need everything I was paying for through OfficeTools. Also their program downloaded every client to my cell phone and did not have an option not to have those. Made my contacts way too many in my phone!
Beth
Financial Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
TaxFlow
Easy way to view where we were in the process on completing the return and if anything was outstanding.
CONSWould 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!
Replied July 2022
Ryan
Financial Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Great Software to Track Tax Season
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.
CONSThe only improvement we hope for in the future is integrations and workflows. Besides that this software delivers exactly what Tax Flow describes.
Vendor Response
Ryan, thanks so much for the review! We're so happy TaxFlow is helping your firm!
Replied July 2022
Jennifer
Accounting, 2-10 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
I wish TaxFlow was around when I started
I've been able to customize what I want to see and notably increase my efficiency.
PROSTaxFlow makes it easy for me to keep track of the progress of each client file.
CONSIt doesn't integrate with Thomson Reuters software.
Vendor Response
Jennifer, thank you so much for the great review!
Replied July 2022
Anonymous
10,000+ employees
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2023
Óptimo para la gestión de proyectos
Puede que el coste inicial pueda parecer elevado, pero a la larga compensa.
PROSLo 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.
CONSFacilidad de uso.Interfaz sencilla e intuitiva.Información en la nube.