Expert Tax Description
Expert Tax was established to streamline the cumbersome and ineffective process of manual tax preparation. The impetus behind this innovation came from CEGsoft’s Founder and CEO, who experienced the challenges of traditional tax filing during the hectic tax season. This inspired him to create a user-friendly and efficient tax preparation software solution. CEGsoft is comprised of a team that is both technologically adept and focused on customer satisfaction, staying abreast of evolving trends to deliver tools that promise a seamless tax season experience. Users can access the service from anywhere in the world using any internet-connected computer. Your data is protected through multiple layers of encryption, and our systems comply with security protocols set by the FTC, IRS, and Puerto Rico’s Department of Treasury. With rapid calculations and enhanced navigation, working from the cloud means you don’t have to worry about downloading updates, making tax season easier than ever. In this way, Expert Tax aims to revolutionize how individuals and businesses approach their tax obligations.
Expert Tax Alternatives
Summ
Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures & 20VC.
With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines.
Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more.
Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets.
With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals.
Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.
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Soraban
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
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KEEYNS
KEEYNS is an innovative tax collaboration platform designed to transform the operations of your in-house tax and finance teams. Our unique platform is here to enhance, simplify, and automate your tax preparation tasks, encompassing everything from specific tax returns to audits, projects, and governance matters. By using KEEYNS, you can work efficiently and enjoy peace of mind. The centralized tax data warehouse we provide fosters seamless collaboration among your internal personnel, external advisors, and crucial stakeholders, including financial institutions and tax authorities. With well-defined roles and permissions, you can significantly reduce the time your internal team spends on tasks, as well as cut costs related to external consultancy fees and penalties. By partnering with both internal and external stakeholders across various jurisdictions, we tackle the complexities of establishing clear, locally compliant filing processes, ultimately improving operational efficiency. Our validated workflows are designed to optimize all aspects of tax preparation, and additionally, you have the option to develop custom workflows tailored to your specific needs, ensuring that your tax processes are as effective as possible. Embrace this modern solution to elevate your tax management strategy and achieve greater compliance effortlessly.
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MyTAXPrepOffice
MyTAXPrepOffice streamlines your tax season experience with its efficient workflows designed to save time. The client information sheet seamlessly integrates with both federal and state returns for a smooth processing experience. You can either work through the forms line by line or select specific forms for quick electronic filing. Our dedicated customer support team is readily available through online chat, email, or phone to assist you with any issues. Additionally, we offer live webinars, integrated training videos, and remote access to ensure assistance is easily obtainable. With 24/7 live chat during the peak tax season and minimal hold times, our support is unparalleled in the industry. You have the flexibility to work from anywhere, at any time, on various devices like PCs, Macs, tablets, and smartphones. This means you can efficiently handle client inquiries whether you're at the office, traveling, or working from home. Furthermore, our offline mode ensures that you can keep making progress even when your internet connection is interrupted. MyTAXPrepOffice is equipped with a variety of productivity tools designed to make tax preparation both quick and precise. We pride ourselves on offering exceptional customer support alongside a user-friendly, professional product that remains competitively priced, ensuring that you receive the best value for your investment. Additionally, our commitment to continuous improvement means that we are always seeking feedback to enhance your experience further.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
CEGsoft
Headquarters:
United States
Website:
experttax.com/home/
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Product Details
Platforms
Web-Based
Windows
Mac
iPad App
Types of Training
Training Docs
In Person
Training Videos
Customer Support
Business Hours
Online Support
Expert Tax Features and Options
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