Trolley

NOAWARDS
YET
Pricing:
Starting from $300
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Calculation Results
- Calculation Error Messages
- Calculation Notes Messages
- Organized Return Viewing
- Import W-2s and K-1s Using 2D Barcode Scanner
- Schedule D (Form 1040) Import
- K-1 Tax Infomation Export
- 8165 Tax Information Export
- Taxpayer Forms in Spanish
- Multi-State Returns
- Shortcut Keys and Macros
- Automatic Data Flow
- Tax Planner
- Compare Taxes Year to Year
- Return Archiving
- Amortization Schedules
- Quick Estimator
- E-Filing
- PIN and Consent Screens
- Drake E-Sign
- Attach PDFs to Returns
- E-File States with Federal Return or Separately
Pricing Info
Pricing Info
Drake Tax offers two enterprise pricing plans for users to choose from. Here are the details:
Drake Unlimited Version
- $1395
- Unlimited Returns
- All Tax Packages, Federal, and State
- All E-Filing, Federal, and State
Bundled Software
- DrakeCWU
- Drake Documents
- Drake Tax Planner
Additional Features
- Free Online Training
- Free Support
Drake Pay-Per-Return Version
- $300
- 15 Returns
- Additional Returns Are $20 Each
- Can Convert To Unlimited After 85 Retrurns
- All Tax Packages, Federal, and State
- All E-Filing, Federal, and State
Bundled Software
- DrakeCWU (Available For $295)
- Drake Documents
- Drake Tax Planner
Additional Features
- Free Online Training
- Free Support
Integrations
Integrations
Drake Tax Software supports integration with GruntWorx, a web-based tax automation and organization solution.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
No available information.
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A professional tax software for accounting firms and tax practitioners; offering features that allow them to automatically calculate federal and state tax returns.
Company Email
sales@drakesoftware.com
Contact No.
Company's Address
235 East Palmer Street
Franklin, NC 28734
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automated mass payouts
- Real-time payout monitoring
- Foreign exchange tracking
- Instant payouts (Eurozone and UK only)
- Email notifications of payments
- Customized approval workflows
- One-platform reconciliation
- Available in over 200 countries and regions
- Tax form collection
- Tax reporting
- IRS tax compliance
- 256-bit data encryption
- Automated withholding calculations
- Built-in fraud screening
- Risk mitigation
- Bank account validation
- Returned payment handling
- Recipient widget
- White-labeled onboarding portal
- AML watchlist screening
- Bank-level security
- Two-factor authentication
Pricing Info
Trolley is available in three paid pricing plans: Grow, Platform, and Enterprise. Below are more information on how much each plan costs and what they include.
Grow Plan – $49/month
- Unlimited Users
- Unlimited Recipients
- Unlimited Payments
- Phone, Email and Live chat Support
- Recipient Portal & Widget
- CSV file uploads
- Notifications (email, text, Slack)
- Reporting
- Bank Account Validation
- Send PayPal Payouts
- Low FX Rates to 135+ currencies
- White-Label email notifications to recipients
- AML & Compliance watchlist screening
- White-label email requests for missing recipient data
- REST API Access
- Zapier integrations
Platform Plan – $199/month
- All Grow Plan features, plus:
- Multiple currency balances
- W9/W8 Tax Form Collection
- 1099-MISC and 1042-S End of Year Tax Statements & E-FILE generation
Enterprise – custom pricing
- All Grow and Platform Plan features
Trolley also offers per-transaction pricing to businesses that make more than 500 payments or send more than $100,000 in foreign exchange each month.
For bank transfers, Trolley offers the following pricing structure:
- To Europe EUR (local SEPA transfer) – 1.00
- To United Kingdom GBP (local Faster Payments transfer) – 1.00
- To 35+ other major countries (local bank transfer) – 4.00
- All other countries (Swift bank wire) – 10.00
Integrations
Trolley integrates with a wide variety of third-party software for accounting, CRM, productivity, and email and messaging. These apps include:
- Xero
- Quickbooks
- SendGrid
- Twilio
- Shopify
- Asana
- Trello
- Salesforce
- Zendesk
- Todoist
- Google Sheets
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Faber Technologies, Stargazer, UNItiques Inc.
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Designed to automate payouts and payment tracking, improve the collection of recipients’ tax and bank information, and reduce the risk of fraud. The platform also simplifies tax collection for businesses through automated tax report generation and withholding calculations. Aside from a white-label portal, Trolley also comes with a Recipient Widget for collecting recipients’ bank account details.
Company Email
marketing@trolley.com
Contact No.
Company's Address
1100 Atwater Ave,
Suite 4300 Westmount,
Quebec H3Z 2Y4
Canada
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When you test various Tax Software solutions you shouldn’t only analyze their list of features and provided pricing packages. Pay attention to the fact that the product must be meeting your needs and team so the more flexible their offer the better. Learn what systems are supported by Drake Tax Software and Trolley and ensure you will obtain mobile support for whichever devices you work on in your company. You should also find out which languages and geographies are supported, because this might be a critical factor for many companies.
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