It includes a document storage
and management system that uses
a client/staff portal for secure,
24/7 access to tax returns. The
scheduling system manages staff
assignments and calendars, and
can schedule client appointments
based on historical data such as return complexity and length of past
engagements. Automatic appointment reminders are generated and
sent via e-mail or text message. The
software can track multiple types
of workflow engagements across
multiple offices. And it handles
internal accounting chores that
include staff payroll, time and billing, and automatic generation of
than most of its competitors. It’s
not a perfect solution — the data
entry and import system is not well
defined, and it could use a more ro-
bust collaboration system — but it
is a surprisingly complete package,
worthy of consideration by full-ser-
vice accounting offices.
The CSM enables a tax office to
organize, view and search client
files; follow workflow and manage
productivity with on-screen track-
See WORKFLOW on 31
ATOM is compatible with most
leading tax preparation packages,
including Drake, Crosslinks, ProSeries, Taxwise, ATX and others.
The fees for this Web-based application include all updates, online
hosting and nightly backup, training manuals and videos, and 10
gigabytes of storage.
ATOM is clearly geared to the
tens of thousands of dedicated tax
return preparation offices. But it
should be noted that the system
overall offers more of the elements
of a classic tax workflow solution
We’re there for our clients on all things accounting. When it comes to sales tax automation, the folks at Avalara re there for us.
— James Bourke
Partner at WithumSmith+Brown, PC
Sales tax is hard. That’s where we come in.
There’s no doubt that businesses look to their accountants to guide them through
the ;nancial complexities of business. More and more accountants are looking to
Avalara to guide them – and their clients – through the complexities of sales tax.
Ava Tax by Avalara – an automated and a;ordable solution to the sales tax headache.