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CFS TaxTools
Simi Valley, California, United States
What it is
CFS TaxTools is Windows software for tax planning, retirement and financial utilities, tax forms, and flowcharts. Its Federal/State Tax Planner supports calculations and projections over five years or five scenarios. Financial modules include mutual fund average cost basis, loans, and investments. Client details can be mapped to forms, saved in multiple versions for each client, and emailed as PDFs for most forms. The database supports unlimited clients, employees, and preparers. TaxTools imports client data from Lacerte, TaxWorks, ProSystem fx, CFS programs, and ASCII files, and includes backup and restore with saving to any type of storage device. Listed requirements include Windows 11, 10, 8.1, 7 SP1, and specified Windows Server versions. CFS says DEMO can be entered as the license code during installation to run demo mode. Pricing options include TaxTools Pro at $19.92 a month, billed up front for a typical 12-month subscription, and a single-user annual renewal at $229, paid once. TaxTools WorkShop also offers select tools and technical support at no extra charge.
For and against
For
- Models five years or five scenarios
- Imports from named tax programs and ASCII files
- Supports unlimited clients, employees, and preparers
- Includes data backup and restore
- Demo mode can be enabled during installation
Against
- Listed for Windows only
- Subscription is billed up front for a typical 12-month term
- Single-user annual renewal costs $229, paid once
The verdict
TaxTools combines tax projections with client records, forms, imports, and financial utilities. Its Windows platform and paid purchase options are key considerations.
Who it suits
Tax preparers seeking multi-year or multi-scenario planning, client-form workflows, imports, and backup tools may find TaxTools relevant. It is listed for Windows.
Plans and prices
TaxTools (Pro)
300+ tax utility worksheets, forms & tax planner; 2 free concurrent users
Read 4 Oct 2026 · taxtoolsworkshop.com
TaxTools Renewal
Annual release; single-user version
Read 4 Oct 2026 · taxtools.com
TaxTools TT Network Upgrade Only
For customers who already own TaxTools Single User version
Read 4 Oct 2026 · taxtools.com
TaxTools TT First-Time Purchase
Single-user version
Read 4 Oct 2026 · taxtools.com
TaxTools Renewal plus Network Upgrade
Renewal; network upgrade
Read 4 Oct 2026 · taxtools.com
TaxTools TT plus Network Upgrade
First-time purchase; network upgrade
Read 4 Oct 2026 · taxtools.com
On the record
- Backup
- The software includes data backup and restore and can save client data to any type of storage device.taxtools.com · read 4 Oct 2026
- Calculators
- The product includes financial calculators such as Mutual Fund Average Cost Basis and loan and investment modules.taxtools.com · read 4 Oct 2026
- Client capacity
- The client and preparer database supports an unlimited number of clients, employees, and preparers.taxtools.com · read 4 Oct 2026
- Demo
- CFS says users can enter the license code DEMO during installation to run the software in demo mode.taxtools.com · read 4 Oct 2026
- Desktop platform
- The listed system requirements include Windows 11, 10, 8.1, 7 SP1, and specified Windows Server versions.taxtools.com · read 4 Oct 2026
- Forms
- Client information can be mapped to forms, multiple versions can be saved for a client, and most forms can be emailed as PDFs.taxtools.com · read 4 Oct 2026
- Free tools
- TaxTools WorkShop offers unlimited clients and preparers, optional client password protection, technical support, and unlimited use of select tools at no extra charge.taxtoolsworkshop.com · read 4 Oct 2026
- Import integrations
- TaxTools imports client data from Lacerte, TaxWorks, ProSystem fx, CFS programs, and ASCII files.taxtools.com · read 4 Oct 2026
- Privacy guidance
- CFS warns users not to input private information into its AI Tax Research service.taxtools.com · read 4 Oct 2026
- Purpose
- TaxTools provides tax planning, retirement and financial utilities, tax forms, and flowcharts.taxtools.com · read 4 Oct 2026
- Support
- Technical support is available by phone Monday through Friday, with hours listed as 8:00 AM–4:30 PM and 8:00 AM–5:00 PM in December and January, PDT.taxtools.com · read 4 Oct 2026
- Tax planning
- Its Federal/State Tax Planner supports five-year or five-scenario calculations and projections.taxtools.com · read 4 Oct 2026
