Prepare ERISA Form 5500 filings, immigration forms, and IRS Forms 706 and 709 with focused Windows desktop software built for professional workflows.
✓ Built-in validation
🔒 Local desktop data
Three focused product lines with transparent pricing—no general practice-management subscription required.
Prepare annual plan returns, supporting schedules and EFAST2 filing data in a structured workflow.
Organize client information and reuse it across supported USCIS form-preparation workflows.
Prepare federal estate and gift tax returns in one professional desktop package.
Purpose-built calculations help reduce repetitive work on complex federal forms.
Review required data and common inconsistencies before printing or exporting.
Keep confidential client and plan data on your Windows computer.
Create organized printouts, PDFs and supported electronic-filing data.
| Feature | ERISA Form 5500 | Immigration | Form 706 & 709 Suite |
|---|---|---|---|
| Price | $399 | $149 | $399 |
| Primary Use | Annual employee-benefit plan reporting | USCIS form preparation and client records | Federal estate and gift tax preparation |
| Electronic Filing | EFAST2 data workflow; final availability depends on validation and testing | Print/PDF preparation; no direct e-file claim | Form 706 print/PDF; Form 709 e-file workflow subject to IRS approval and testing |
| Data Storage | Local Windows data | Local Windows data | Local Windows data |
LawFirmSoftware.com focuses on specialized preparation workflows where calculations, validation, repeat data and professional output matter.
Use only the software that matches the work you perform.
Prices are shown clearly before you contact us.
Call (608) 444-6575 or email info@lawfirmsoftware.com.