| Price | Tax tools ranging from $239 |
|---|---|
| Rating | 4.5/5 Based on 1 review on G2. |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks Desktop, TaxTools, Tax Corresponder, and W-4 Calculator. |
| Developer | CFS Tax Software, Inc. |
CFS Tax Software provides a specialized tax utility platform that helps tax professionals and firms manage tax planning, compliance, payroll processing, and financial calculations from one system. It brings together TaxTools, payroll systems, financial calculators, forms libraries, and small business modules in one place. It enables firms to prepare federal and state forms, manage client records, perform calculations, and handle daily tax and accounting tasks efficiently, giving teams a consistent way to manage data and workflows.
CFS Tax Software integrates with QuickBooks Desktop through its Payroll System to import employee details, paychecks, and 1099-MISC data directly. It syncs payroll and tax data across both systems, improves accuracy, and allows teams to work in their preferred platform while staying aligned on the same financial information.
Access a wide range of tax calculators, worksheets, and planning tools to perform accurate computations, evaluate scenarios, and support informed financial decisions across client engagements.
Manage payroll tasks, including W2/1099 preparation, 941/940 forms, check printing, and direct deposits, to ensure accurate filings and compliance with tax regulations.
Store and access federal and state tax forms, client documents, and supporting files in one place so teams can quickly retrieve and work with required information.
Use built-in modules for financial planning, business projections, and tax analysis to support small business clients with structured insights and reporting.
Sync payroll and tax data with QuickBooks Desktop to import after-the-fact paycheck data directly.
Maintain a centralized client database across modules to keep records consistent, reduce duplication, and ensure teams work with up-to-date client information.
Running CFS Tax Software with QuickBooks on Ace Cloud Hosting creates a more connected cloud setup, reduces data silos, and adds benefits such as secure remote access, backup, and reliable uptime.
Multi-level security infrastructure safeguards your CFS Tax Software data with features such as multi-factor authentication, 256-bit data encryption, managed EDR, access controls, patch management, antivirus, and more.
24/7 dedicated support is available via phone, chat, or email. Our expert team ensures swift responses and effective resolutions to prevent downtime and maintain smooth accounting processes.
An SLA-backed guarantee of 99.99% uptime ensures uninterrupted operations for all CFS Tax Software users. Our Business Continuity and Disaster Recovery (BCDR) plan guarantees continuous operations, even in the event of a disaster.
High-Performance Computing (HPC) servers provide a seamless, real-time experience with no lag. Multiple users can work on CFS Tax Software simultaneously from different remote locations without any performance degradation.
All business applications, including CFS Tax Software, have unlimited data storage. A 45-day automated backup solution safeguards against ransomware, phishing, and other advanced threats.
Multiple Tier-4 and Tier-5 data centers securely host your data and applications with redundant infrastructure and fault-tolerant systems. Comprehensive security measures include 24/7 CCTV surveillance and multi-level access restrictions.
CFS Tax Software connects with QuickBooks Desktop to keep key data aligned across both systems. CFS Tax Software and QuickBooks integration on Ace Cloud Hosting help reduce manual work, improve accuracy, and give teams better visibility.
Step 1
Step 1
Update QuickBooks Desktop to the latest version.
Step 2
Step 2
Open Preferences → uncheck “Pressing enter moves between fields” (General) and “Display modify report window” (Reports & Graphs).
Step 3
Step 3
Open the CFS Payroll System and select "Import QuickBooks" from the Utilities menu.
Step 4
Step 4
Follow the wizard → click OK and select Yes to continue.
Step 5
Step 5
Choose data type → client/company, employee, or paychecks.
Step 6
Step 6
Select all necessary data and click Import to bring the QuickBooks data into CFS.
