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If you prepare complex individual and business returns for a diverse client base and depend on sophisticated, integrated and easy-to-understand tax research, then Total Tax Office™ is for you.
Total Tax Office™ offers powerful tax preparation software with all the forms you'll ever need, combined with our most complete tax research library. Total Tax Office™ allows you to effortlessly manage your heavy workflow and keep up with your research needs: You’ll never need to search endlessly for a form or leave your chair to find answers to your tax questions! Everything is at your fingertips, in one easy-to-use package and at one can't-be-beat price.
Delivery Formats: CD, ONLINE and PRINT.
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- Built in Quick Write-Up for after-the-fact data entry on client write-ups
- Payroll Interface offers a full 50 state and local payroll tax table library
- BusinessSmarts™ analytical tools give you immediate access to firm performance knowledge and accelerates your client service revenues
- Systems Manager ensures the security of critical data
- General Ledger is intuitively written
- Accounts Payable maintains accurate vendor details, including transactions and automatic payment due reminders
- Accounts Receivable enables you to analyze receivables and collections
- Cash Management gives you the power to record and track movement of cash throughout your firm's or clients' businesses
- Time and Billing and Practice Management provides powerful utilization and realization tools to help you run your office efficiently
- Online Banking speeds up your information management with a complete audit trail to track activity
- CRM Contact Center integrates with Outlook® and Microsoft® Office and enables you to manage your relationships with clients, prospects and vendors
- Import your clients' bookkeeping information and produce timely and accurate financial statements with e-Bridge
- Fast and easy conversions
- Your clients can use Cash Command™ to input their day-to-day spending and billing
- Stay organized: Keep integrated daily timesheets, track revenue and costs per client, keep a history of client service requests, maintain supplier quote and cost history and access business knowledge showing the relationship between costs, billings per client and revenue forecasts
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- Quick Write-Up
- Payroll Interface (after-the-fact, live-processing or import)
- BusinessSmarts™
- Systems Manager
- General Ledger
- Accounts Payable
- Accounts Receivable
- Cash Management
- Time and Billing Practice Management (Timesheets, Billing, and Document Management)
- Online Banking
- Group Consolidations
- Customer Relationship Management (CRM)
- e-Bridge G/L imports
- Cash Command™ synchronization
- Simple conversion from other accounting programs
- Tax links to MAX®
- Customizable financial statements
- Bank reconciliations
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