Pacesetter Tax Overview

Pacesetter Tax is a comprehensive tax practice management software designed to help tax professionals streamline their operations and provide better client service. With Pacesetter Tax, firms can manage tax returns, organize client data, and track deadlines all in one centralized platform. The software includes features for document management, scheduling, and billing, enabling tax professionals to stay on top of their workflows and ensure that client needs are met promptly. It offers automated tax calculations, reducing the risk of errors and improving efficiency during tax season. Pacesetter Tax also provides secure client portals for document sharing and communication, enhancing client collaboration and satisfaction. The software integrates seamlessly with popular accounting tools, further improving data accuracy and workflow. With customizable reporting features, Pacesetter Tax also allows firms to track performance, analyze trends, and ensure that business objectives are met year-round.

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Contact Details

  • Vendor Name Pacesetter Tax
  • Founded
  • Location United States

Support

  • Email Email
  • Phone Phone
  • 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

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Pacesetter Tax 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

Pacesetter Tax Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Complete

$99 Per Month

Pacesetter Tax FAQs

Pacesetter Tax is a comprehensive tax practice management software designed to help tax professionals streamline their operations and provide better client service. With Pacesetter Tax, firms can manage tax returns, organize client data, and track deadlines all in one centralized platform. The software includes features for document management, scheduling, and billing, enabling tax professionals to stay on top of their workflows and ensure that client needs are met promptly. It offers automated tax calculations, reducing the risk of errors and improving efficiency during tax season. Pacesetter Tax also provides secure client portals for document sharing and communication, enhancing client collaboration and satisfaction. The software integrates seamlessly with popular accounting tools, further improving data accuracy and workflow. With customizable reporting features, Pacesetter Tax also allows firms to track performance, analyze trends, and ensure that business objectives are met year-round.

  • Yes, Pacesetter Tax offers a free version.

  • Yes, Pacesetter Tax offers a free trial.

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

  • Pacesetter Tax offers the following pricing plans & packages:

    Complete

    $99 Per Month

  • Pacesetter Tax supports the following payment frequencies:

    • Monthly Subscription

  • No, Pacesetter Tax does not offer an API.

  • Pacesetter Tax offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

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

  • Pacesetter Tax supports the following languages:
    • English

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

  • Pacesetter Tax supports the following deployment:
    • Cloud Hosted

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