Chase Tax Service

Chase Tax Service specializes in providing tax preparation software solutions, audit assistance and bank products to tax professionals. The job it does: building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Alongside the main category they mention Finance and Financial Services. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Chase Tax Service is based in Hewitt, Texas. You can read more at chasetaxservice.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

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