TaxFlow

TaxFlow is a financial services firm that provides tax practice management software for tax returns. Put simply, it is about building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. Related areas on their profile: CRM and Online Portals. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

TaxFlow is based in Colorado Springs, Colorado. Their site is taxflowsolutions.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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