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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