Tax Works
TaxWorks by Laser has been making accounting and tax preparation software for many years. The latest edition of TaxWorks is the result of those many years of experience. It is available in all 50 states. We rate out of 10, with 10 being the highest.Navigation and User friendliness: 9
For those interested in switching from more expensive accounting software TaxWorks offers a "quick transition" team of specialists to help you iron out any problems with learning a new tax software interface. They work with you until you are comfortable. TaxWorks has a reputation for ease of use.
Ease of Setup: 7
The "quick transition" team is standing by if you need help, though you may not need it if you are familiar with many other software packages.
A couple of features are really unique. For tax preparers, there are bank rebate loans available from the TaxWorks website. You can offer your customers a refund in as little as 48 hours. A big feature of TaxWorks is its low licensing renewal fees. Other standard features:
- E-file process fully integrated with tax preparation.
- View Federal, State and Bank e-file status on screen via software or internet.
- Online Database tracks all e-filed returns.
- Numerous sort and print options.
- Print bank RAL/RT/State checks in your office using a laser printer.
- Print bank reports containing bank status, fee information, check requests and anticipated funding dates.
- The "what if" tool which allows you to explore several possibilities for key entries.
Customers rave about TaxWorks support going out of their way to make it easy.
Effectiveness: 9
The company's website allows you to "view sample screens" if you have any reservations about its overall effectiveness.
Summary: 9
General review comments by previous customers really show the value of TaxWorks for both small and medium sized preparers.
