TaxTools

Over 1,500 tax utilities

TaxTools WorkShop contains over 1,500 tools—worksheets, calculators, forms, and flowcharts—to save your tax practice valuable time.

  • Updated with latest tax law changes.
  • Unlimited clients.
  • 1500+ utilities.
  • Multiple users.

Easily find the tools you need

TaxTools contains the products listed below, sold separately. Click on a product below for details:

9 CFS products rolled into one program

Easily switch between products and years

Less maintenance than similar software

  • Stays current year after year. Only perform one installation on each workstation period, instead of one installation for each product each year.
  • Single unified client list. No need to migrate copies of client lists each year between multiple programs.
  • Automatic activation. Don't worry about keying in annual license codes. The program knows which products are licensed by your firm.
  • Always up-to-date. Not necessary for users to perform update installations to get the latest content--it automatically appears.

Over 1,500 tools

Calculators, worksheets, forms, and flowcharts

Unlimited clients and preparers

  • Saved on your computer or server
  • Automatic and manual backup utilities
  • Restore utility

Get help from real people, real fast

30-day money-back guarantee

Import clients from other software

  • Import from other CFS programs
  • Import from Lacerte
  • Import from Excel and comma-delimited CSV files

Enable optional client password protection

Get help quickly with a built-in Knowledge Base

Group clients with Tags

To get started

  1. Click the Free Download button to the right, then install TaxTools WorkShop.
  2. Launch it. Evaluate its contents in demo mode.
  3. Click Buy next to the toolboxes of your choice, all from within the program.