Assisted Form 5500 filing for firms that do not want to manage the submission step
LawFirmSoftware.com can provide an assisted filing workflow for eligible Form 5500-series filings when service availability is confirmed in advance. This is separate from the $399 desktop software.
Potential workflow
- You prepare or provide the completed filing data and required attachments.
- We review the submission package for technical completeness within the agreed service scope.
- Required filer/signer authorizations are completed.
- The filing is submitted through the supported EFAST2 workflow.
- You receive the available submission acknowledgement/status information.
Availability is confirmed case by case. Filing year, form type, delinquent/amended status, signer credentials and data-transfer requirements can affect whether we can accept an engagement. Contact us before sending confidential information.
Software or assisted filing?
| Need | Desktop Software | Assisted Filing Service |
|---|---|---|
| Prepare returns repeatedly | Best fit | Optional |
| Keep preparation local | Yes | Preparation can remain local |
| Do not want to manage submission | You handle filing workflow | We assist with agreed submission steps |
| Price | $399 current edition | Quote after scope review |