Was ist TaxFlow?
Ist es an der Zeit, von Tabellenkalkulationen aufzurüsten, aber die Optionen auf dem Markt scheinen ein wenig … aufwendig zu sein? TaxFlow ist der Überzeugung, dass die einfachste Lösung in der Regel die beste ist. Nur weil du nicht jeden Aspekt deines Unternehmens ändern möchtest, bedeutet das nicht, dass du von der Verwendung von Software ausgeschlossen werden solltest. TaxFlow wurde entwickelt, um dir zu helfen, deine Steuererklärungs-Kundenliste ohne den ganzen Aufwand eines herkömmlichen CRM zu verwalten.
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Nicht vom Anbieter bereitgestellt
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Bewertungen über TaxFlow
Kommentare: 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.
Positive, User-friendly use to TaxFlow for Deadline Management
Kommentare: 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.
TaxFlow is Easy to set up & Use
Kommentare: 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
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.
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.
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.
Antwort von TaxFlow
vor 2 Jahren
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!