It comes loaded with all the needed marketing and sales automation tools that would benefit businesses of all sizes and types. Through lead and opportunity management features, you get a comprehensive view of prospects and customers as well as help you handle lead data, contact details, and potential opportunities.
It enables your sales teams to classify customers so they can deliver personalized email campaigns with targeted content and messages. You can keep track of events and schedules with a shared calendar built into the software. In addition, Act!
You can put on dynamic auto mode sales processes, schedules, alerts, assignments and many other activities. You can also segment and prioritize email contacts as well as track and measure performance with dashboards and reports on lead sources, status, campaigns, etc.
The software offers several features to monitor clients, employees, competitors, and many other capabilities to drive your company forward. No matter where you need your data to be stored, the software offers both on-premise and cloud-based solutions in clean and intuitive layout for easy navigation alongside extensive integrate so you can work with others apps right within the CRM platform.
At any rate, it would be futile to try to stumble on such an app even among recognizable software products. The practicable thing to do is to make a list of the several critical factors that necessitate inspection including essential features, price terms, technical skill ability of the users, organizational size, etc.
Next, you should perform your research exhaustively. Have a look at some of these Act! Such well-rounded research makes sure you avoid ill-fitting applications and select the one which delivers all the tools your business requires. Organizations have diverse wants and requirements and no software platform can be perfect in such a situation. It is pointless to try to find an ideal off-the-shelf software app that fulfills all your business wants. The smart thing to do would be to modify the system for your special needs, staff member skill levels, budget, and other factors.
For these reasons, do not hurry and pay for well-publicized trendy solutions. Though these may be widely used, they may not be the best fit for your unique needs. Do your research, check out each short-listed platform in detail, read a few Act! CRM Software reviews, speak to the vendor for clarifications, and finally select the application that offers what you require.
It also offers a day free trial with no download or credit card information required so you can test out the software and its features. Once the trial is over, you can continue using Act! The data is then presented in an easy to digest form showing how many people had positive and negative experience with Act!. It comes with a perpetual history so long as the contact remains within the database.
I'm also able to set Groups. Not only do I utilize it for both sellers and buyers, but the personal groups made les me create mailing labels and a whole lot more. CONS: Right now, there's nothing to hate with software. I can create my own e-mails and write letters. Then it'll auto-store them. I can key in daily info of a client that can be utilized in court if I want to come up with information regarding the history of the client.
PROS: There have been numerous versions of this software so there are always bugs. The techs range from experienced to very unexperienced. And the techs and the supervisors hide. You wont get an email, phone number or employee id.
Stay away from Phil C. PROS: Customizing it is simple. I can really work with this. It's highly portable. I can use it on any device regarldess if it's a smartphone, tablet, laptop, or desktop PC. CONS: I'm a quirky guy.
I'd receive errors sometimes that would appear it'll hang up. I'm able to have the menu rest so I can only see what I want. Sadly, it'll revert back to its original settings.
PROS: Act! Custom Fields. Data import tool. Additional Cloud Storage per 4Gb. Email marketing. Interactive template editor. Turnkey campaigns. HTML email editor. Drip marketing. Visual workflow designer. Campaign calendar.
Social Sharing. Landing Pages. Marketing Automation to CRM workflow. Response-driven nurture marketing. Advanced lead capture. Event marketing. Our features: Verified social sharing, polling, voting, announc It supports remote work for various teams. This solution comes with Gantt charts, calendars, workload view f Showell is a new way to manage sales content.
It is one tool to manage, present, share, and track your sales content. Demodesk is the sales meeting platform that enables every rep to become a top performer. Through coaching reps live, automating non-selling tasks, and reinforcing best practices, Demodesk helps customer-facing reps close more deal Hostaway is a unique vacation rental software that offers deep channel integrations and support.
Hostaway provides property managers with the flexibility of the most advanced solutions while being easy to use. The dashboard and Lusha is a lead generation platform, which helps sales representatives, recruitment managers and marketers in businesses of all sizes find contact details of prospects to reach out and generate leads. The software allows managers The Rocketreach platform is constantly improving on the frontend and on the backend. RocketReach's team iterates at lightspeed, so anything missing - features or data will be filled fast.
Basically, the package includes a few office management software applications. Drake on the Desktop also provides e-filing functionality. The software supports the following tax forms and schedules: , NR, , , S, H, , , , All standard State returns are included as well. Drake Tax also offers 12 tax forms in the Spanish language. The supported tax forms in Spanish include W-4, W-7, , and Drake Tax is your basic tax preparation software.
It is designed to make the process of completing a return more efficient and streamlined. The software can automatically calculate a return as you fill out the data fields.
You can set up shortcut keys and macros to speed up tax return data entry tasks. One Drake Tax feature, Look Back, lets you view the prior year's tax return data. You can easily compare it with the current year's return. With a keyboard shortcut, you can toggle between Look Back and the current view.
DoubleCheck is the name of Drake Tax's diagnostic tool. It can track any changes that affect verified data entry items. If DoubleCheck detects such changes, it will automatically flag the entry for review. You can further speed up tax preparation using optional hardware add-ons.
These include an e-signature pad and a 2D barcode scanner. The signature pad can simplify electronic tax filing by letting clients digitally sign returns. The barcode scanner enables importing data from W-2s or K-1s with 2D barcodes.
The online software package includes cloud-based hosting on the Right Networks accounting platform. Every user account receives 40 GB of cloud storage. Using Right Networks, Drake in the Cloud can be accessed on any computer with a broadband Internet connection 1. Drake promises Drake in the Cloud supports Microsoft , but you must provide your own Microsoft license. It is used to edit PDF files.
You can also purchase and add applications that are compatible with the Right Networks accounting platform. If a subscriber has issues using the tax preparation software, they can get support via phone or email.
The Drake web site also hosts a knowledge base of troubleshooting information. Drake Tax Software is purchasable through the official Drake Tax site. You can also purchase Drake through UltimateTax for a much lower price. This package supports unlimited e-filing of individual income tax returns.
Summary: TaxWise still provides distinct desktop and software based packages, with the online application specialized in the processing of individual returns. Add-ons like a mobile app are available at an extra cost. TaxWise software provides basic tax preparation tools that can be supplemented by add-on features such as a mobile app and a refund estimator.
Comparing TaxWise with UltimateTax shows that the tax software programs offer similar features: on-premise and online application options, form-entry and interview modes, interface customization, diagnostics, online tax preparation and bank product integration. With the two products sharing many similarities, customers are left to look at how their prices compare. TaxWise has fairly competitive market pricing, but it remains significantly more expensive than its UltimateTax counterpart across several categories of price and package.
You might notice that the prices above are not the same as the prices listed on the Wolters Kluwer site. That's because they have been adjusted to include the processing fees listed in the fine details of the product descriptions.
This gets allocated to paying fees for e-filing individual income tax forms. You can purchase additional State return support. TaxWise Desktop supports the preparation and filing of the following tax forms: , , S, , , , , , TaxWise Online supports filing.
Software users can shell out a little more to activate additional features. As of this review, TaxWise Mobile does not work with the desktop software. You may check with your Wolters Kluwer sales rep to find out if this has changed.
This sets up a customizable website that works like a very basic client portal. Tax preparers can direct clients to check out the website to get a quick estimate of their federal refund. The feature description on the Wolters Kluwer site is somewhat vague, but promises that tax returns of the current year and two prior years can be restored from backup via Return Retrieval.
If having this safeguard matters to you, be sure to have a chat with your Wolters Kluwer sales agent to learn more about how it works. It's a little funny that a tax software product so simple and straightforward should offer all these complicated pricing, packaging and add-on options.
TaxWise feels like it is stretching itself a bit far to accommodate many types of tax preparation businesses. Now, there are four.
Then again, software companies need to react to changes in technology, consumer preferences, and market realities. With having been a pivotal year in many respects, Wolter Kluwers must certainly be banking on this new approach to prove a strategically sound response.
Getting back to the tax software itself, TaxWise indeed has a simple and straightforward look and feel. Main functions are navigated via the dashboard, from which you can get to the tax returns, the e-filing area, text and email messaging, and the digital reports. TaxWise offers both standard tax form entry and interview mode. The interview mode provides guide questions for a new user or new tax preparer working to complete a tax form. It assists one in filling out the tax information correctly without skipping anything of importance.
The diagnostics tool adds an extra layer of accuracy checking to prevent errors that may result in rejected e-filings. A number of help and support options are packaged into your TaxWise subscription. It lets users access the U. Master Tax Guide and primary sources.
All kinds of tutorial and training videos can be explored to expand users' understanding of the software and the tax preparation process. Customer support is available via a Solution Center on the Wolters Kluwer web site. You can also chat with a virtual representative or call the customer support desk.
As for Spanish language support: TaxWise provides over 60 forms and schedules in Spanish. Bilingual customer support is available. Summary: CrossLink software is pitched at high-volume retail tax preparation businesses. Its flagship product is CrossLink Desktop. An online software version is available, but its web documentation is limited—you will need to try the demo to learn its features.
CrossLink markets itself as a professional software solution for high-volume tax return preparation. It is available on desktop and online platforms. The flagship desktop version, CrossLink , is designed for processing individual income tax returns. If you want to prepare business returns, you have several options. You can try contacting CrossLink directly to see if there has been any update.
The chart includes price adjustments made to reflect the true costs of each package. The prices shown on the CrossLink web site will differ because the various costs are listed separately. So the price on the chart above reflects the price of the desktop software in addition to the business tax software. CrossLink features an attractive interface that should appeal to the tech inclined.
The desktop program needs to be installed on a computer with a Windows 8 or Windows 10 operating system. It provides the usual set of digital tools for tax preparation. The software aims to increase the efficiency of tax return processing while maintaining a high degree of accuracy. It conveniently leads you straight to data entry errors to ensure you won't end up with an unacceptable return.
If you have an EFIN, you can use the program for e-filing. You will be able to view IRS acknowledgements and rejections soon after they take place. CrossLink supports automatic tax calculators that can handle all states, all city tax returns and home-based business filing for Schedules A, C, E, F, and K-1, plus Forms and CrossLink Business is available in a joint package with the desktop software.
This professional tax solution works to streamline the process of calculating tax forms for your corporate clients. It is meant to be used by tax offices that handle high volumes of returns.
One nifty feature is the project management dashboard for accessing multi-office tax preparation tasks. You can set up sub-sites that can all be supervised from a single location. You can view all returns processed to help your tax preparation business maintain quality assurance.
The software supports data entry via electronic signature pads and handheld scanners. You can scan tax documents and associate them with a specific client's tax return.
This can make it easier for you to run a paper-light or paperless office. CrossLink emphasizes the scalability of its online software. It promises to support a tax business as it grows from a single office to a multi-office company. CrossLink Online can be used on various devices that have broadband Internet access. You can use the software on desktop computers, laptops, tablets and mobile devices. The CrossLink web site does not provide too many details about the online software's features.
You should check out the CrossLink Online demo to learn more about what the product can do. The demo is available on the product page on the vendor's site. If you subscribe to a CrossLink package, you get free access to a couple of mobile apps for iPhones or Android phones.
One is a Taxpayer mobile app that is meant to be used by your clients. One is an ERO app that you can use for tax office management. The company provides technical support through phone, fax and email. The official website provides various product and training videos these are hosted on YouTube. Summary: ProSeries Basic is restricted to s only, which feels too limiting given the product's price point.
ProSeries Professional supports individual and business returns. Cloud hosting is available as an add-on to ProSeries Professional for an additional fee. Intuit is a well-known company in the accounting world.
It is best known for its QuickBooks software, a widely-used application among accounting offices. Intuit ProSeries includes a data transfer feature for QuickBooks offices.
The question remains: does this feature set ProSeries apart from other professional tax software options? Simply put, a tax pro will be able to transfer data directly from the QuickBooks desktop program to the ProSeries desktop version. In both cases, a data verification process remains necessary—and that verification process can take a fair amount of time. By itself, the data transfer feature is not enough to place ProSeries ahead of other tax software options.
A cloud hosting service is available to ProSeries Professional subscribers for an additional fee. The service is not offered to ProSeries Basic users. ProSeries Basic is quite limited as detailed below. Tax preparers will get more out of ProSeries Professional, which offers QuickBooks data transfers, support for multi-user access and a Schedule K-1 import feature.
ProSeries Basic only provides Form filing. Most tax preparers will find this inadequate for servicing the needs of a diverse clientele. As many as survey respondents said that they switched from ProSeries to a different taxes software for professional purposes—with the majority going to UltraTax or Drake.
One key deciding factor for any purchaser is value for price. ProSeries Basic 20 lets you file up to 20 returns only. Basic 50 lets you file up to ProConnect Tax Online is a cloud-based tax preparation platform. Users pay per e-filed return, with the price varying depending on the volume of returns. If you plan to e-file over forms in a single tax year, you may be eligible for special pricing—call Intuit customer service to discuss it.
ProSeries Professional is a tax preparation solution that includes support for 3, tax forms and schedules. You have to call an number and speak with a sales representative about the pricing of these options. For your information, ProSeries Choice is offered only to new customers. Getting it will update your ProSeries subscription to the network version.
This will enable file sharing and synchronization for all users of your ProSeries subscription. Essentially, the Network Sharing feature enables multi-user access to your ProSeries application.
As previously noted, a cloud hosting service can be added to your ProSeries Professional account. If you get this add-on, you will have to pay a monthly subscription to use it. Once you purchase it, you will automatically be charged the subscription fee every month unless you call customer service to cancel it. The actual subscription price of the cloud service is not stated on the Intuit website. You need to call Intuit customer service or request an online consultation to initiate a discussion on the subscription pricing.
Intuit provides a cloud-based professional tax preparer software option. ProConnect Tax Online is accessible via any standard web browser. According to customer reviews on TrustRadius, ProConnect demonstrates accuracy and ease of use, but the software has a clunky interface and it is not a good fit for processing a high volume of returns.
ProConnect lets you use the software and pay per return e-filed. You have a choice of several pay-per-return packages, which charge variably depending on volume of returns. ProConnect offers packages for individual returns and for business returns. ProSeries subscribers enjoy access to Intuit's reliable help and support resources. The official Intuit website hosts a Customer Help Center.
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