call +1 646.461.2197 or email at for a free demo on how to turn chaos into order

See the Power of TaxWorkFlow in Our Comparison Chart

Structural Features TaxWorkFlow ATOM Office Tools
Professional
Automatic Online Backup + + +
QuickBooks integration + + +
Client GUI application + +  
Single account supports multiple
office locations
+    
Unlimited number of users +    
Multiple corporate account/
database support
+    
Unlimited storage space +    
Ability to select where to host data
(inside the office or inside the
cloud)
+    
Skins, window layout
and menu customization
+    
Workflow TaxWorkFlow ATOM Office Tools
Professional
Upcoming deadlines monitoring + + +
Follow-up / Reminders + + +
Import data from other systems + + +
Billing / Invoices +   +
Billable Tasks +   +
Invoice updates throughout
workflow execution
+   +
Exchange calendar integration and
the ability to schedule a meeting
online using tax preparer’s
Exchange Calendar
+   +
Workflow for multiple business
types (Tax, Bookkeeping, Investments, etc.)
+    
Fully customizable workflow rules +    
Prioritize, track and reassign tasks +    
Automatic/Manual Exceptions
Management
+    
Export data to Excel, HTML,
XML or TXT file
+    
Mail Campaigns +    
User-Friendly Invoice Estimator +    
Custom tagging / importance of all
objects (tasks, tickets, clients,
documents, emails etc.)
+    
Staff Management TaxWorkFlow ATOM Office Tools
Professional
Employee Time Tracking + + +
Billing by Work Time + + +
Customizable user access
control parameters
+ +  
Customer Relationship
Management
TaxWorkFlow ATOM Office Tools
Professional
Linking client records + + +
Client Web-Portal + + +
Referral Tracker + +  
Web hosting with advanced client
portal features (scheduling,
workflow for review/acceptance of
documents)
+    
Client associates      
Document Management TaxWorkFlow ATOM Office Tools
Professional
Online Document Storage,
Management, and Delivery
+ + +
Direct scanning/printing + + +
Print documents in PDF format
straight to the database
+    
Open attachments/documents
inside the application (no third-
party installation of viewers
required)
+    
Support for HTML, EML, and RTF
formats for documents, emails, and
input controls
+    
In-place document editing in
document management system
and document versioning
+    
Email System TaxWorkFlow ATOM Office Tools
Professional
Email integration/archiving
(sending/receiving email from
inside the application)
+ + +
Automatic reminders and status
update email notifications
+ + +
Email Systems Integration (with
and/or without email hosting)
+    
Email campaigns +    
Rich text email and document
templates with macros
+    
Prices TaxWorkFlow ATOM Office Tools
Professional
All prices are per annum $1,500
$599 - 1 office
Additional office - $399
$895 - 1 office
Additional office - $395