TaxFlow web-based trial balance software is slow, unreliable, and lacks features that the desktop version has, causing significant delays during tax season.

Workarounds Described

• uses Excel because it was faster and more consistent than TaxFlow
• manually scrolls through side bar to select each account because imports are not in order
• has to individually tag out each account instead of batch tagging
• waits 2 days for customer service to fix import issues
• makes up account numbers when importing trial balances without them

Implied Software Gaps

• Cloud trial balance software that matches desktop performance and reliability
• Trial balance import that preserves account ordering from source system
• Batch tagging and drag-down functionality for efficient workpaper mapping
• Reliable import functionality that doesn't require frequent customer support tickets
• Automatic account number generation or flexible mapping for imported trial balances

TaxFlowFix Pro

A high-performance, cloud-based trial balance software that matches desktop Caseware's speed and features. Offers seamless QBO import, multi-account tagging, consolidation support, and ultra-low latency for tax season crunch.

Existing Solutions Mentioned