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Most Frequently Asked Questions
Q: Can I use TaxWorkFlow for other practice management functions besides tax?
Q: What are the unique functions/capabilities of TaxWorkFlow?
Q: Will it integrate with any version of QuickBooks, including QB online?
A: Yes, it can run on any Windows physical or virtual machine.
Q: Are uploaded documents actually embedded in the database, or are they separate from the client database?
A: Uploaded documents are embedded (stored as BLOBs – binary large objects). This feature provides easy integration with other systems, quick search capabilities inside the application as well as links to tasks projects and other features.
Q: Do you have a confidentiality or nondisclosure agreement?
A: We normally do not sign the confidentiality or non disclosure because this is the part of our Terms and Conditions. You can read them during the installation process or you can find them in the installed application at "Help > Terms and conditions".
Q: Are you integrated with ProSeries®?
A: No, at this time TaxWorkFlow is not integrated with ProSeries®.
Q: How many people can use TaxWorkFlow in my firm?
A: You can have unlimited users of TaxWorkFlow in your firm.
Q: Which data is stored locally and which data is stored in the TaxWorkFlow cloud?
A: Only some private user settings are stored locally. Everything else is in the cloud. However, TaxWorkFlow does have an option to install everything locally in your database (MS SQL Server or MySQL Server).
Q: How are client records secured in the cloud?
A: TaxWorkFlow uses SSL protocol for connecting to the cloud. Login and password credentials are encrypted.
Q: How is client data backed up?
Q: Where is the cloud located?
A: The cloud is located in our own cabinet on our own servers in New Jersey in Equinix NY4 datacenter. Only our staff has access to this cabinet. Learn more about this data center at http://www.equinix.com/locations/united-states-colocation/new-york-data-centers.
Q: Do you store any data at datacenters in foreign countries?
A: No. TaxWorkFlow, LLC is based in New York City and all data is stored securely in New York.
Q: Can I move my database from the cloud to in-house servers?
A: Yes, we can help you to do this anytime.
Q: Do I need to store a full EIN/SSN of my clients in the system?
A: No, you can enter just the last four digits of client’s EIN/SSN in the database.
Q: Do you have some price lock terms?
A: Yes, price lock terms are written in the invoice when you buy the service.
Q: Can I pay on any type of payment plan, or is it only upfront?
A: We have annual payments for the year in advance. However we offer you a free period of 2-3 weeks for free set up with our team. This will help you learn if the product works for you.
Q: Client Portal: Is it through you or do we have to maintain a separate portal?
A: The client portal is through us. We can offer email and web site hosting as well (free as part of the service).