We are looking for a new portal that incorporates e-signature, invoice payment, and also automates the processing of the return electronically.
We use Ultra Tax and File Cabinet currently. We have about 15 users during tax season.
We looked at Safe Send for the delivery of the returns and e-signature. We like how it automates the processing of the tax returns. It separates the payment vouchers, client copy, and also gives the client the option to make a payment online. They can also sign it with an e-signature. However, it doesn't appear to have a client portal or an invoice payment option.
We looked at Tax Dome. It looks like it does a lot, but it doesn't appear to automate the processing of the returns like safe send. We are trying to cut our admin time down.
We also looked at Tax Caddy. However, we don't think we would use the rest of the Sure Prep products so that doesn't seem like the best option. There also isn't a true client portal offered by Sure Prep.
Any other ideas?