With a new name in place for the company, IntelliTax, formerly known as Orrtax Software Solutions, the company is bolstering its application to make it increasingly intuitive and easy to use as preparers increasingly travel down the path toward a paperless environment. "It is all about increasing productivity and giving them tools to enhance workflow," says Ton Yazici, director of product management.

The company earlier this year changed its name to IntelliTax, and changed the name of its multi-office management software from IntelliManager to IntelliTax Manager.

Under the new name are three product bundles including the Essentials package at $995 for professionals offering primarily federal 1040 and state returns. Essentials incorporates built-in auto updates, a tax estimator and integrated electronic filing and bank products.

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There is also the Expert Package at $1,495 for those handing individual and business returns, adding 1120/1120S, 1065 and 141 returns.

The Enterprise Package, priced at $1,995, is designed for high-volume, multi-office businesses. Along with individual, business and fiduciary returns, Enterprise also features IntelliTax Manager to enable a single office to have control, administration and management of returns prepared at remote offices.

Among the new features for the upcoming tax season is the build out of its client document features such as custom print and documents packets. Unlike some vendors that may offer a rigid print packet, IntelliTax is introducing the flexibility to standardize the document sets and determine what documents and forms to include in the printing process. This will enhance productivity and result in less paper wasted.

The company has also enhanced its reporting and data mining capabilities so EROs can drill down into specific data. This company says it will likely be appealing to larger service bureaus or those that have franchises.

A new dashboard in IntelliTax will summarize preparer operations in a single screen and will enable them to view such details as an e-file or bank product status.

IntelliTax user Jacqueline Morrison, owner and chief executive officer of Arlington, Texas-based JM & Associates, has been using the software since the firm opened its doors in January 2005.

"We like the fact that it is adequately user-friendly without compromising on the speed in return preparation and†security of data," says Morrison, whose firm serves more than 4,000 clients. Among the features she values are the large number of reports, along with technical support and the product's ability to quickly identify processing errors. Morrison would like the ability to select and print multiple returns without having to open each particular file.

Frank Ewing II, EA, president of Grapevine, Texas-based Fast Refunds, has been using the product since 1990 and also appreciates the application's ease of use, critical for teaching new employees.

"Being able to pull data from prior years is a great help in speeding up the time to prepare a return," says Ewing. "On the occasional state returns we have to file, the software works great and automatically pulls the info into the state forms. This helps a lot since we do not prepare a lot of state returns (we are in Texas-no state income tax yet)."

Ewing, whose firm files more than 6,400 electronic returns and 3,000 paper returns, says he would like to see more sorting choices in some of the reports the firm generates and help with the IRS rejects.


Phone: (800) 377-3337


Web site:

Federal 1040 Price (first year): $995 with seasonal discounts available.

Renewal: $995 .

Pay-per-return: Available only for renewing customers..

Online preparation : Limited beta test during tax season.

Multi-state processing: Unlimited.

Support methods: Telephone, email, Online Knowledge Base.

Tax season support hours: 01/05-03/01 5 am-9 pm PT M-F.; 6 a.m.-6 pm, Sat.; 7 am-3 pm Sun.; 03/03-04/14 6 am-6 pm. PT, M-Fi., 7 am-3 pm, Sat.; Closed, Sun.

Document management/storage: N/A.

Internet portals: N/A

Internet capabilities: Searching returns by SSN/EIN, DCN or by name.

Bank products: RAL, PERC, instant loan

Online organizer: Available

New for next year: Custom print and document packages. Increased reporting and data mining capabilities. A dashboard for improved workflow and productivity.

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