Compare CFS TaxTools vs. FreshBooks

Today’s firms want the most effective Tax Software product to continue to be competitive. On this page we help you with choosing the best service, by allowing you to assess FreshBooks and CFS TaxTools down to the very details of their individual functions. You may also check our overall scoring values, which rate the software all round quality and performance. FreshBooks got a 9.8 score, while CFS TaxTools has a score of 6.8. Likewise, it is possible to compare their general user satisfaction rating: 99% (FreshBooks) against N/A% (CFS TaxTools). Remember to choose the solution that best answers your most urgent priorities, not the solution with a lot of features. If you would like to quickly locate the optimal Accounting Software according to our review team we suggest you check out one of these services: Zoho Books, Xero, FreshBooks.
Product

CFS TaxTools

VS

FreshBooks

VS

CFS TaxTools screenshot FreshBooks screenshot
Pricing Details

Total Score

Our Score

6.8 ?

Our Score

9.8 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A% ?

Client Satisfaction

99% ?

Cost

Cost

$199

$15

Price Scheme

Price Scheme

One-time payment | Annual Subscription | Quote-based Monthly payment | Annual Subscription
Complete Review

Complete Review

Overview

Overview

CFS TaxTool is a feature-complete solution that encompasses all essentials for tax calculation and financial planning at a low cost.
FreshBooks is the winner of our 2017 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.
Useful Links
Languages

Languages

USA, UK, Canada, International USA, UK, Canada, International, China, Germany, India, Japan, Spain, France, Russia, Italy, Dutch, Portugal, Polish, Turkish, Swedish
Available Integrations

Available Integrations

No information available.

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature
Contact Address

Contact Address

1445 Los Angeles Ave., Ste. 214
Simi Valley CA 93065
USA
35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada
Contact No.

Contact No.

+1-800-343-1157 +1-866-303-6061
Prominent Clients

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive
Pricing Details

Pricing Details

Learn more about CFS TaxTools pricing Learn more about FreshBooks pricing
Pricing Plans

Pricing Plans

CFS TaxTools is available to first-time users for $199, and renewing the license annually is possible at a discounted price of $179. One CFS TaxTools license is usable by multiple computers in one location under the same company name.

For companies operating in multiple locations, the vendor requires purchasing a program license for each area. Good news is that the company offers a multi-program discount.

Similarly, getting CFS TaxTools alongside a network update, which costs $374, allows users to utilize the software on multiple computers on a single LAN or Wan, and those running it on multiple locations can avail the network licenses at a discounted price. For those who already own the single user version, the TaxTools network upgrade costs $175. Meanwhile, renewing CFS TaxTools and its network upgrade costs $354.

Below are all the enterprise pricing details for CFS TaxTools:

  • TaxTool: $199
  • TaxTools Renewal: $179
  • TaxTools plus Network Upgrade: $374
  • TaxTools Network Upgrade Only: $175
  • TaxTools Renewal plus Network Upgrade: $354

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Available Devices

Available Devices

Windows
Windows
Android
iPhone/iPad
Mac
Web-based
Support Types

Support Types

Phone Live Support
Phone Live Support
Ticket Training
Available Features

Available Features

CFS TaxTools FEATURES

  • Vast catalogue of federal and state tax forms
  • Flowcharts to understand filing status
  • Financial calculators
  • Directly map client information on forms
  • Present tax returns with an invoice
  • Print worksheets with client’s name and user’s firm name
  • Database for clients and preparers
  • Easy data backup on any storage device
  • Email forms in PDF format
  • Import clients in multiple formats
  • Project tax calculations up to five years

FreshBooks FEATURES

Online Invoicing
  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice
Expense Tracking
  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses
Time Tracking
  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices
Projects
  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews
Payments
  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience
Accounting Reports & Taxes
  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns
Business Size

Business Size

Small Business | Medium Business Small Business | Freelancers
Email Address

Email Address

custserv2@taxtools.com info@freshbooks.com
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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No Tax Software will be perfect enough to solve all the requirements of a business. Even though core features of FreshBooks and CFS TaxTools should matter you should also thoroughly analyze the integrations provided by a given product. Very often you will already be making use of some other SaaS software in your company and it’s definitely more beneficial to opt for products that integrate well with one another. If you do that you can guarantee a smooth transfer of data between your teams and software used, which can really reduce time spent on migrating between one product and the other.