Cointelli Overview

Cointelli is a cutting-edge tax practice management software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers a comprehensive suite of tools for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with the latest tax regulations. Cointelli’s intuitive interface simplifies complex workflows, allowing users to focus on delivering exceptional client service rather than administrative tasks. Features include automated data entry, secure document storage, and real-time collaboration, enhancing efficiency and accuracy in tax preparation. Additionally, Cointelli provides robust reporting and analytics, enabling firms to optimize their operations, monitor performance, and drive business growth. With seamless integration capabilities and robust security measures, Cointelli ensures that sensitive client data is protected while providing a unified and efficient platform for tax practice management. Streamline your tax practice with Cointelli’s reliable and user-friendly solutions.

Read More

Cointelli Screenshot & Video

Contact Details

  • Vendor Name Cointelli
  • Founded
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Banking, Computer Software, Construction, Financial Services, Hospitality

You May Also Like

Tax1099.com

Tax1099.com

$2.9 Per feautre

Canopy

Canopy

$40 Per user

Drake Tax

Drake Tax

$355 Per one-time

ProConnect Tax

ProConnect Tax

$94.95 Per feautre

Cointelli Features

  • Arrow Icon Client Management
  • Arrow Icon Tax Forms
  • Arrow Icon Document Management
  • Arrow Icon Tax Filing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Status Tracking
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Communication Management
  • Arrow Icon Time Tracking
  • Arrow Icon For Tax Practices

Cointelli Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription

Cointelli FAQs

Cointelli is a cutting-edge tax practice management software designed to streamline and enhance the operations of tax professionals and accounting firms. It offers a comprehensive suite of tools for managing client information, preparing tax returns, tracking deadlines, and ensuring compliance with the latest tax regulations. Cointelli’s intuitive interface simplifies complex workflows, allowing users to focus on delivering exceptional client service rather than administrative tasks. Features include automated data entry, secure document storage, and real-time collaboration, enhancing efficiency and accuracy in tax preparation. Additionally, Cointelli provides robust reporting and analytics, enabling firms to optimize their operations, monitor performance, and drive business growth. With seamless integration capabilities and robust security measures, Cointelli ensures that sensitive client data is protected while providing a unified and efficient platform for tax practice management. Streamline your tax practice with Cointelli’s reliable and user-friendly solutions.

  • Yes, Cointelli offers a free version.

  • Yes, Cointelli offers a free trial.

  • No, Credit Card details are not required for the Cointelli trial.

  • Cointelli supports the following payment frequencies:

    • Annual Subscription

  • No, Cointelli does not offer an API.

  • Cointelli offers support with the following options:
    • 24x7 Support , Email , Chat , Knowledge Base , FAQs/Forum

  • Cointelli offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Cointelli supports the following languages:
    • English

  • Following are the typical users of the Cointelli:
    • Self-Employed , Small-Business , Midsize-Business

  • Cointelli supports the following deployment:
    • Cloud Hosted

  • Cointelli supports the following devices and operating systems:
    • Web-Based