Best Tech Stack for Tax Accounting

Holistiplan

Top Choice

Holistiplan is a tax planning software designed to help financial advisors automate the process of reviewing and analyzing tax returns.

InvestorCOM

InvestorCOM provides compliance technology solutions for wealth and asset managers to meet regulatory requirements.

Advyzon

Advyzon is a comprehensive, cloud-based platform designed for financial advisors to manage their practice, offering tools for portfolio management, client relationship management, and reporting.

Business Importer for Quickbooks

A tool designed to import, export, and delete transactions and lists from Excel to QuickBooks Desktop.

TaxAct

TaxAct is a comprehensive tax preparation software designed to assist individuals, small businesses, and tax professionals in filing their federal and state tax returns efficiently and accurately. The primary purpose of TaxAct is to simplify the tax filing process by providing users with a user-friendly interface and step-by-step guidance through the complexities of tax laws and regulations. It caters to a wide range of users, from individuals with simple tax situations to those with more complex financial scenarios, including self-employed individuals and small business owners. TaxAct offers various editions tailored to different needs, ensuring that users can find the right solution for their specific tax filing requirements. What sets TaxAct apart from its competitors is its affordability and comprehensive feature set. TaxAct provides a robust set of tools and resources, including a deduction maximizer, import capabilities for previous tax returns, and a variety of calculators to help users optimize their tax outcomes. One of its unique selling points is the Price Lock Guarantee, which ensures that users pay the price they see when they start their return, regardless of when they file. Additionally, TaxAct offers a maximum refund guarantee, promising users the largest possible refund or the lowest tax liability. These features, combined with its competitive pricing and ease of use, make TaxAct a valuable option for those seeking a reliable and cost-effective tax preparation solution.

TurboTax

TurboTax is a leading tax preparation software developed by Intuit, designed to help individuals and small businesses file their taxes accurately and efficiently. The primary purpose of TurboTax is to simplify the often complex process of tax filing by providing a user-friendly interface that guides users through their tax returns step-by-step. It caters to a wide range of users, from those with simple tax situations to those with more complex financial scenarios, such as self-employed individuals and small business owners. TurboTax offers various versions tailored to different needs, including a free edition for simple tax returns and more advanced versions for those requiring additional support and features. TurboTax's key differentiators include its robust set of features, such as the ability to import W-2s and 1099s, a comprehensive deduction finder, and a maximum refund guarantee. One of its unique selling points is the "TurboTax Live" feature, which provides access to real tax experts for advice and review, ensuring users can file with confidence. The software also offers a seamless mobile experience, allowing users to file taxes from their smartphones or tablets. Overall, TurboTax's value proposition lies in its ability to make tax filing accessible and stress-free, backed by Intuit's reputation for reliability and customer support.

CS Planner

A comprehensive tax planning software designed to help professionals manage and optimize tax strategies.

Myvest

Myvest is a comprehensive wealth management platform designed to streamline and enhance the investment management process for financial institutions and advisors. Its primary purpose is to provide a unified solution that integrates portfolio management, trading, and client engagement tools, enabling wealth managers to deliver personalized investment strategies at scale. The platform is particularly targeted at large financial institutions, including banks, broker-dealers, and registered investment advisors (RIAs), who require robust and scalable solutions to manage complex investment portfolios and deliver superior client experiences.