# Best Corporate Tax Software for Medium-Sized Businesses

*By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*


Products classified in the overall Corporate Tax category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Corporate Tax to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Corporate Tax category.

In addition to qualifying for inclusion in the Corporate Tax Software category, to qualify for inclusion in the Medium-Sized Business Corporate Tax Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.





## Top Corporate Tax Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) | 4.3/5.0 (187 reviews) | Complex multi-entity corporate return preparation | "[Lacerte Makes Complex Returns Easy with Powerful Diagnostics](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-11061564)" |
| 2 | [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) | 4.4/5.0 (274 reviews) | QuickBooks-native corporate return preparation and e-filing | "[Efficient Tax Preparation Software with Room for Improvement](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11654017)" |
| 3 | [TurboTax Business](https://www.g2.com/products/turbotax-business/reviews) | 4.4/5.0 (92 reviews) | Self-guided corporate tax filing with deduction discovery | "[Turbo Tax Business review](https://www.g2.com/survey_responses/turbotax-business-review-7836745)" |
| 4 | [Avalara](https://www.g2.com/products/avalara/reviews) | 4.0/5.0 (812 reviews) | Multi-jurisdiction sales tax compliance and filing | "[Streamlined Tax Management, Needs Better Support](https://www.g2.com/survey_responses/avalara-review-1040549)" |
| 5 | [Credit Karma](https://www.g2.com/products/credit-karma-credit-karma/reviews) | 4.3/5.0 (34 reviews) | Free federal tax filing with credit monitoring | "[Effortless and Reliable—A Longtime Favorite](https://www.g2.com/survey_responses/credit-karma-review-11905707)" |
| 6 | [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) | 4.2/5.0 (85 reviews) | Multi-entity tax return preparation with year-over-year carryforward | "[User-Friendly Tax Software with the Right Features for Pros](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12737897)" |
| 7 | [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) | 4.4/5.0 (458 reviews) | Automated indirect tax calculation and compliance | "[Effortless Sales Tax Management with Vertex](https://www.g2.com/survey_responses/vertex-review-12542548)" |
| 8 | [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) | 4.1/5.0 (130 reviews) | Multi-entity corporate tax compliance with CCH integration | "[good choice for firms that offer large range of tax forms](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11694533)" |
| 9 | [tax.com](https://www.g2.com/products/tax-com-tax-com/reviews) | 4.6/5.0 (52 reviews) | Multi-jurisdiction tax compliance and unclaimed property tracking | "[Next-Level Customer Service at tax.com](https://www.g2.com/survey_responses/tax-com-review-13123264)" |
| 10 | [Tax Star](https://www.g2.com/products/tax-star/reviews) | 5.0/5.0 (24 reviews) | UAE corporate tax compliance automation | "[Its user-friendly interface and organized features help save time and ensure accuracy in compliance.](https://www.g2.com/survey_responses/tax-star-review-11492472)" |


## G2 Grid® for Corporate Tax Software
![G2 Grid® for Corporate Tax Software plotting products by satisfaction and market presence](https://www.g2.com/categories/corporate-tax/grids.png?focus%5B%5D=1929&focus%5B%5D=10835&focus%5B%5D=52367&focus%5B%5D=1388821&focus%5B%5D=38338&focus%5B%5D=10894&focus%5B%5D=10895&focus%5B%5D=41720)
Highlighted products: Avalara, Intuit Lacerte Tax, Oracle Tax Reporting Cloud, Tax Star, Vertex, ProSystem fx Suite, CCH ProSystem fx Tax, and Sovos.
Underlying data: [Grid® JSON](https://www.g2.com/categories/corporate-tax/grids.json?focus%5B%5D=avalara&focus%5B%5D=intuit-lacerte-tax&focus%5B%5D=oracle-tax-reporting-cloud&focus%5B%5D=tax-star&focus%5B%5D=vertex-inc-vertex&focus%5B%5D=prosystem-fx-suite&focus%5B%5D=cch-prosystem-fx-tax&focus%5B%5D=sovos&segment=mid-market)


## How Many Corporate Tax Software Products Does G2 Track?
**Total Products under this Category:** 143

### Category Stats (Jul 2026)
- **Average Rating**: 4.4/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Trolley (+2.21%) - Among all products in this category, Trolley recorded the largest rating increase compared to last month
*Last updated: July 17, 2026*


## How Does G2 Rank Corporate Tax Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 3,300+ Authentic Reviews
- 143+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.



---

**Sponsored**

### Avalara

Avalara is the agentic AI platform for global tax and compliance. For more than two decades, Avalara has built one of the most expansive libraries of tax content and integrations in the industry, processing more than 54 billion transactions annually and supporting over 200,000 direct and indirect customers across more than 75 countries. The company's purpose-built AI agents automate end-to-end compliance with greater precision, from tax calculations and return filings to exemption certificate management and beyond. For more information, visit avalara.com.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=93&secure%5Bchosen_at%5D=2026-07-18T21%3A46%3A08Z&secure%5Bdisplayable_resource_id%5D=93&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=93&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1929&secure%5Bresource_id%5D=93&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcorporate-tax%2Fmid-market&secure%5Btoken%5D=e3641d759b1ebae141fa314052348472674f4582dd019f7dbdf70eec5fb2045f&secure%5Burl%5D=https%3A%2F%2Fwww.avalara.com%2Fus%2Fen%2Fget-started.html%3FcampaignID%3D701Uz000013KPZYIA4%26utm_campaign%3DAMER_PROS_Paid-Search_General-Contact_02_2026_G2-Clicks%26marketing_channel%3Dpaid_search%26vendor%3Dgoogle_ads%26paid_unpaid%3Dpaid%26target_audience%3Dprospect%26keyword%3DG2%26adgroup%3DG2%26google_campaign_name%3DG2&secure%5Burl_type%5D=custom_url)

---

## What Are the Top-Rated Corporate Tax Software Products in 2026?
### 1. [Avalara](https://www.g2.com/products/avalara/reviews)
Avalara is the agentic AI platform for global tax and compliance. For more than two decades, Avalara has built one of the most expansive libraries of tax content and integrations in the industry, processing more than 54 billion transactions annually and supporting over 200,000 direct and indirect customers across more than 75 countries. The company's purpose-built AI agents automate end-to-end compliance with greater precision, from tax calculations and return filings to exemption certificate management and beyond. For more information, visit avalara.com.


**Average Rating:** 4.0/5.0
**Total Reviews:** 812
**How Do G2 Users Rate Avalara?**

- **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.7/10)
- **Quality of Support:** 6.8/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.8/10)
- **Ease of Admin:** 7.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Avalara?**

- **Seller:** [Avalara, Inc.](https://www.g2.com/sellers/avalara-inc-d0ab9439-c122-48ad-9ad9-925ab913f545)
- **Company Website:** https://www.avalara.com
- **Year Founded:** 2004
- **HQ Location:** Durham, NC
- **Twitter:** @avalara (24,788 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/22026/ (5,649 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Controller, CFO
- **Top Industries:** Computer Software, Retail
- **Company Size:** 48% Mid-Market, 36% Small-Business


#### What Are Avalara's Pros and Cons?

**Pros:**

- Ease of Use (109 reviews)
- Tax Automation (84 reviews)
- Ease of Filing (50 reviews)
- Customer Support (48 reviews)
- Automation (44 reviews)

**Cons:**

- Poor Customer Support (92 reviews)
- Improvement Needed (66 reviews)
- Poor Support Services (54 reviews)
- Tax Issues (39 reviews)
- Expensive (26 reviews)


### What Do G2 Reviewers Say About Avalara?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** in Avalara, simplifying sales tax filing and transaction tracking effectively.
- Users value Avalara's **tax automation** features, greatly simplifying sales tax management and enhancing customer satisfaction.
- Users praise Avalara for its **ease of filing** , making tax processes effortless with excellent support.
- Users appreciate the **helpful customer support** of Avalara, enhancing their overall experience and ensuring efficiency.
- Users value Avalara's **automation capabilities** , simplifying sales tax processes and minimizing manual intervention significantly.

**Cons:**

- Users report **poor customer support** , with reps often unable to fully understand and resolve issues effectively.
- Users request more **tutorials and proactive communication** for better understanding of Avalara's complex features and updates.
- Users express frustration with Avalara's **poor support services** , reporting unresolved issues and ineffective ticket resolutions.
- Users struggle with **tax issues** due to complex rates and technical problems affecting their overall experience with Avalara.
- Users find Avalara **expensive** with annual price increases, complicating the implementation process and overall value.

#### What Are Recent G2 Reviews of Avalara?

**"[Streamlined Tax Management, Needs Better Support](https://www.g2.com/survey_responses/avalara-review-1040549)"**

**Rating:** 5.0/5.0 stars
*— Paul J.*

[Read full review](https://www.g2.com/survey_responses/avalara-review-1040549)

---

**"[Streamlined Sales Tax Filing with Avalara](https://www.g2.com/survey_responses/avalara-review-9725889)"**

**Rating:** 5.0/5.0 stars
*— Francis O.*

[Read full review](https://www.g2.com/survey_responses/avalara-review-9725889)

---


#### What Are G2 Users Discussing About Avalara?

- [What is Avalara used for?](https://www.g2.com/discussions/what-is-avalara-used-for) - 1 comment
- [Where is avalara based?](https://www.g2.com/discussions/where-is-avalara-based)
- [How much does avalara cost?](https://www.g2.com/discussions/how-much-does-avalara-cost) - 2 comments
- [What is avalara AvaTax?](https://www.g2.com/discussions/what-is-avalara-avatax) - 1 comment
- [What is avalara?](https://www.g2.com/discussions/what-is-avalara) - 1 comment

### 2. [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews)
Lacerte is a desktop or hosted professional tax software for large tax and accounting firms that need powerful tools designed for complex returns and multiple preparers. https://accountants.intuit.com/tax-software/lacerte/


**Average Rating:** 4.3/5.0
**Total Reviews:** 187
**How Do G2 Users Rate Intuit Lacerte Tax?**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.8/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.6/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Intuit Lacerte Tax?**

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** https://www.intuit.com/
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit (80,559 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CPA, Partner
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 90% Small-Business, 7% Mid-Market



#### What Are Recent G2 Reviews of Intuit Lacerte Tax?

**"[Lacerte Makes Complex Returns Easy with Powerful Diagnostics](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-11061564)"**

**Rating:** 5.0/5.0 stars
*— Michael E.*

[Read full review](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-11061564)

---

**"[Very User-Friendly and Easy to Follow](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-12723295)"**

**Rating:** 4.5/5.0 stars
*— SARAH P.*

[Read full review](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-12723295)

---


#### What Are G2 Users Discussing About Intuit Lacerte Tax?

- [Who makes Lacerte?](https://www.g2.com/discussions/who-makes-lacerte)
- [How much does Lacerte tax software cost?](https://www.g2.com/discussions/how-much-does-lacerte-tax-software-cost) - 1 comment
- [How do I use Lacerte tax software?](https://www.g2.com/discussions/how-do-i-use-lacerte-tax-software)
- [What is Lacerte software?](https://www.g2.com/discussions/what-is-lacerte-software)

### 3. [Oracle Tax Reporting Cloud](https://www.g2.com/products/oracle-tax-reporting-cloud/reviews)
Oracle Tax Reporting Cloud is a tax-owned solution that works with your finance systems to help deliver effective, efficient, and transparent corporate tax processes including tax provision and country by country reporting (CbCR).


**Average Rating:** 4.2/5.0
**Total Reviews:** 24
**How Do G2 Users Rate Oracle Tax Reporting Cloud?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.2/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.5/10 (Category avg: 8.8/10)
- **Ease of Admin:** 7.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Oracle Tax Reporting Cloud?**

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle (827,997 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®)
- **Ownership:** NYSE:ORCL

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 40% Mid-Market, 36% Enterprise



#### What Are Recent G2 Reviews of Oracle Tax Reporting Cloud?

**"[Good and some how user Friendly](https://www.g2.com/survey_responses/oracle-tax-reporting-cloud-review-6727514)"**

**Rating:** 4.0/5.0 stars
*— Khassham K.*

[Read full review](https://www.g2.com/survey_responses/oracle-tax-reporting-cloud-review-6727514)

---

**"[Simplified tax returns](https://www.g2.com/survey_responses/oracle-tax-reporting-cloud-review-7162108)"**

**Rating:** 4.5/5.0 stars
*— Emily S.*

[Read full review](https://www.g2.com/survey_responses/oracle-tax-reporting-cloud-review-7162108)

---



### 4. [Tax Star](https://www.g2.com/products/tax-star/reviews)
🧾 𝗧𝗮𝘅 𝗦𝘁𝗮𝗿 𝗵𝗲𝗹𝗽𝘀 𝗨𝗔𝗘 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝗴𝗲𝘁 𝗿𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗲-𝗶𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴 𝗮𝗻𝗱 𝗺𝗮𝗻𝗮𝗴𝗲 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗧𝗮𝘅 𝘄𝗶𝘁𝗵 𝗹𝗲𝘀𝘀 𝗺𝗮𝗻𝘂𝗮𝗹 𝘄𝗼𝗿𝗸. As a 𝗽𝗿𝗲-𝗮𝗽𝗽𝗿𝗼𝘃𝗲𝗱 𝗔𝗦𝗣 for UAE e-invoicing, Tax Star supports invoice data validation, Peppol exchange, and FTA reporting workflows. For Corporate Tax, Tax Star uses AI automation to help finance teams pull accounting data, map tax codes, review figures, make adjustments, and prepare Corporate Tax returns in fewer steps. 🔗 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝘀 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗮𝗽𝗽𝘀 𝘆𝗼𝘂 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝘂𝘀𝗲 Tax Star connects with leading accounting software used by UAE businesses, including: ✅ Xero ✅ QuickBooks ✅ Zoho For e-invoicing, Tax Star helps teams connect invoice data from their ERP or accounting system, validate it, convert it into PINT format, enrich missing fields, and transmit invoices to buyers through the Peppol network. ⚡ 𝗞𝗲𝘆 𝗲-𝗶𝗻𝘃𝗼𝗶𝗰𝗶𝗻𝗴 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝘀: ✅ ERP and accounting integrations ✅ PINT mapping ✅ Invoice staging and enrichment ✅ Built-in error checks based on PINT rules ✅ Multi-organization management ✅ Reporting and analytics dashboards ✅ Batch invoice uploads using structured templates ✅ Peppol exchange and FTA reporting workflow support For 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗧𝗮𝘅, Tax Star uses AI automation to help finance teams pull accounting data, map tax codes, review figures, make adjustments, and prepare Corporate Tax returns in fewer steps. Tax Star is built for UAE businesses, accountants, and finance teams that want cleaner data, clearer tax workflows, and less spreadsheet work across e-invoicing and Corporate Tax.


**Average Rating:** 5.0/5.0
**Total Reviews:** 24
**How Do G2 Users Rate Tax Star?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.7/10 (Category avg: 8.6/10)
- **Ease of Use:** 9.8/10 (Category avg: 8.8/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Tax Star?**

- **Seller:** [Tax Star](https://www.g2.com/sellers/tax-star)
- **Year Founded:** 2023
- **HQ Location:** Dubai, AE
- **LinkedIn® Page:** https://www.linkedin.com/company/tax-star/ (12 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Accountant
- **Top Industries:** Accounting
- **Company Size:** 60% Small-Business, 40% Mid-Market



#### What Are Recent G2 Reviews of Tax Star?

**"[Its user-friendly interface and organized features help save time and ensure accuracy in compliance.](https://www.g2.com/survey_responses/tax-star-review-11492472)"**

**Rating:** 4.5/5.0 stars
*— Bernadette M.*

[Read full review](https://www.g2.com/survey_responses/tax-star-review-11492472)

---

**"[Empowered to Grow and Succeed](https://www.g2.com/survey_responses/tax-star-review-11490067)"**

**Rating:** 5.0/5.0 stars
*— Jonah L.*

[Read full review](https://www.g2.com/survey_responses/tax-star-review-11490067)

---



### 5. [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews)
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.


**Average Rating:** 4.4/5.0
**Total Reviews:** 458
**How Do G2 Users Rate Vertex?**

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.7/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Vertex?**

- **Seller:** [Vertex Inc.](https://www.g2.com/sellers/vertex-inc)
- **Company Website:** https://www.vertexinc.com
- **Year Founded:** 1978
- **HQ Location:** King of Prussia, PA
- **Twitter:** @vertexinc (4,857 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/276981/ (2,507 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Tax Manager
- **Top Industries:** Retail, Manufacturing
- **Company Size:** 56% Enterprise, 24% Mid-Market


#### What Are Vertex's Pros and Cons?

**Pros:**

- Ease of Use (39 reviews)
- Customer Support (29 reviews)
- Tax Automation (24 reviews)
- Helpful (22 reviews)
- Reliability (16 reviews)

**Cons:**

- Improvement Needed (45 reviews)
- Complex Interface (29 reviews)
- Difficulty (22 reviews)
- Poor Customer Support (22 reviews)
- Poor Support Services (20 reviews)


### What Do G2 Reviewers Say About Vertex?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Vertex, highlighting its simple setup and intuitive interface.
- Users praise the **reliable and supportive customer service** of Vertex, enhancing their overall experience with the product.
- Users value the **tax automation** of Vertex for its accuracy and ability to adapt quickly to legislative changes.
- Users value the **customer-friendly access** to accurate tax rates and jurisdictions, enhancing their efficiency in critical situations.
- Users value the **reliability** of Vertex, appreciating its quick adaptability to changing regulations and dependable customer service.

**Cons:**

- Users express frustration with **slow enhancement delivery** and **inaccurate address verification** complicating their experience with Vertex.
- Users find the **interface complex** without proper training, making navigation and tasks more challenging than necessary.
- Users find the **difficulty** level of Vertex high, especially for small companies dealing with complex changes and inaccuracies.
- Users experience **poor customer support** with slow responses and generic answers that do not address specific configurations.
- Users face **poor support services** with Vertex, experiencing slow responses and generic answers to specific issues.

#### What Are Recent G2 Reviews of Vertex?

**"[Effortless Sales Tax Management with Vertex](https://www.g2.com/survey_responses/vertex-review-12542548)"**

**Rating:** 5.0/5.0 stars
*— Larry T.*

[Read full review](https://www.g2.com/survey_responses/vertex-review-12542548)

---

**"[Vertex Review Summary](https://www.g2.com/survey_responses/vertex-review-11872721)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/vertex-review-11872721)

---


#### What Are G2 Users Discussing About Vertex?

- [What is Taxamo by Vertex used for?](https://www.g2.com/discussions/what-is-taxamo-by-vertex-used-for)

### 6. [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews)
ProSystem fx Suite is an integrated tax and accounting solution that allows you to organize and streamline your tax, accounting and workflow.


**Average Rating:** 4.0/5.0
**Total Reviews:** 62
**How Do G2 Users Rate ProSystem fx Suite?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.1/10 (Category avg: 8.6/10)
- **Ease of Use:** 7.6/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind ProSystem fx Suite?**

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters_Kluwer (17,786 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (22,177 employees on LinkedIn®)
- **Ownership:** AMS:WKL

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 59% Mid-Market, 25% Small-Business



#### What Are Recent G2 Reviews of ProSystem fx Suite?

**"[Pro](https://www.g2.com/survey_responses/prosystem-fx-suite-review-1925413)"**

**Rating:** 4.5/5.0 stars
*— Logan G.*

[Read full review](https://www.g2.com/survey_responses/prosystem-fx-suite-review-1925413)

---

**"[Great tool for audit filekeeping!](https://www.g2.com/survey_responses/prosystem-fx-suite-review-4383917)"**

**Rating:** 4.5/5.0 stars
*— Loan N.*

[Read full review](https://www.g2.com/survey_responses/prosystem-fx-suite-review-4383917)

---


#### What Are G2 Users Discussing About ProSystem fx Suite?

- [What is ProSystem fx Suite used for?](https://www.g2.com/discussions/what-is-prosystem-fx-suite-used-for)
- [What is ProSystem FX engagement?](https://www.g2.com/discussions/what-is-prosystem-fx-engagement)
- [How much does ProSystem fx Engagement cost?](https://www.g2.com/discussions/how-much-does-prosystem-fx-engagement-cost)
- [What is ProSystem FX tax?](https://www.g2.com/discussions/what-is-prosystem-fx-tax)
- [What is ProSystem?](https://www.g2.com/discussions/what-is-prosystem)

### 7. [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews)
CCH® ProSystem fx® Tax is a comprehensive tax compliance and productivity software suite designed for tax and accounting professionals. It offers a robust platform that integrates various aspects of tax preparation, ensuring accuracy and efficiency in managing client engagements. Key Features and Functionality: - Comprehensive Tax Compliance: Supports a wide range of tax returns, including individual, corporate, partnership, and non-profit filings, covering federal, state, and local jurisdictions. - Integrated Suite: Part of the ProSystem fx Suite, it seamlessly integrates with modules for tax planning, trial balance, fixed assets, practice management, document management, and more, facilitating a unified workflow. - Advanced Automation: Automates routine tasks such as form population, data entry, and calculations, reducing manual workload and minimizing errors. - Real-Time Collaboration: Enables multiple team members to work on the same return simultaneously, enhancing collaboration and reducing processing time. - Diagnostic Tools: Provides real-time error checking and data validation features to ensure compliance with the latest tax laws and regulations. Primary Value and User Solutions: CCH® ProSystem fx® Tax streamlines the tax preparation process by automating routine tasks and integrating various compliance modules, allowing professionals to handle more clients efficiently. Its comprehensive coverage ensures that firms can manage diverse client needs, from simple individual returns to complex corporate filings. The software's real-time collaboration and diagnostic tools enhance accuracy and compliance, reducing the risk of errors and penalties. By providing a unified platform for tax compliance and practice management, it enables firms to optimize their workflows, improve productivity, and deliver superior client service.


**Average Rating:** 4.1/5.0
**Total Reviews:** 130
**How Do G2 Users Rate CCH ProSystem fx Tax?**

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)
- **Ease of Admin:** 7.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind CCH ProSystem fx Tax?**

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters_Kluwer (17,786 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (22,177 employees on LinkedIn®)
- **Ownership:** AMS:WKL

**Who Uses This Product?**
- **Who Uses This:** Staff Accountant, Tax Manager
- **Top Industries:** Accounting
- **Company Size:** 37% Mid-Market, 32% Small-Business



#### What Are Recent G2 Reviews of CCH ProSystem fx Tax?

**"[good choice for firms that offer large range of tax forms](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11694533)"**

**Rating:** 5.0/5.0 stars
*— Meredith T.*

[Read full review](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11694533)

---

**"[Perfect for accounting and business](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11450160)"**

**Rating:** 5.0/5.0 stars
*— Justine J.*

[Read full review](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11450160)

---


#### What Are G2 Users Discussing About CCH ProSystem fx Tax?

- [What is CCH ProSystem fx Tax used for?](https://www.g2.com/discussions/what-is-cch-prosystem-fx-tax-used-for)
- [How do you dispose of CCH assets?](https://www.g2.com/discussions/how-do-you-dispose-of-cch-assets) - 1 comment
- [How much does CCH ProSystem cost?](https://www.g2.com/discussions/how-much-does-cch-prosystem-cost) - 2 comments
- [What is ProSystem FX tax?](https://www.g2.com/discussions/cch-prosystem-fx-tax-what-is-prosystem-fx-tax)
- [What is CCH ProSystem FX?](https://www.g2.com/discussions/what-is-cch-prosystem-fx)

### 8. [Sovos](https://www.g2.com/products/sovos/reviews)
Sovos is transforming tax compliance from a business requirement to a force for growth. Our flagship product, the Sovos Tax Compliance Cloud platform, enables businesses to identify, determine, and report on every tax obligation across the globe. Sovos processes 16 billion+ transactions per year, helping companies scale their compliance strategy in almost 200 countries. More than 100,000 customers – including half the Fortune 500 – trust Sovos’ tax and regulatory expertise and unparalleled integration with their business applications. For more information about Sovi AI and Sovos solutions, visit sovos.com


**Average Rating:** 4.2/5.0
**Total Reviews:** 91
**How Do G2 Users Rate Sovos?**

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.4/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.8/10)
- **Ease of Admin:** 7.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Sovos?**

- **Seller:** [Sovos](https://www.g2.com/sellers/sovos)
- **Company Website:** https://www.sovos.com
- **Year Founded:** 2015
- **HQ Location:** Wilmington, MA
- **Twitter:** @SovosCompliance (1,360 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9317334/ (1,835 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting, Insurance
- **Company Size:** 43% Mid-Market, 41% Enterprise


#### What Are Sovos's Pros and Cons?

**Pros:**

- Customer Support (4 reviews)
- Helpful (2 reviews)
- Automation (1 reviews)
- Communication (1 reviews)
- Compliance Simplification (1 reviews)

**Cons:**

- Improvement Needed (3 reviews)
- Complex Interface (2 reviews)
- UX Improvement (2 reviews)
- Admin Limitations (1 reviews)
- Complex Customization (1 reviews)


### What Do G2 Reviewers Say About Sovos?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **quick and responsive customer support** of Sovos, enhancing their experience and operational efficiency.
- Users value the **excellent customer service** from Sovos, highlighting their responsiveness and support in resolving issues swiftly.
- Users value the **automation of the 1099 process** , appreciating its comprehensive management from start to finish.
- Users appreciate the **effective communication** from Sovos' customer support, enhancing their overall experience with timely assistance.
- Users value the **compliance simplification** of Sovos, ensuring all tax solutions are streamlined and easily accessible.

**Cons:**

- Users feel that **improvement is needed** for Sovos in terms of user-friendliness and streamlined processes.
- Users find the **complex interface** of Sovos challenging, especially when troubleshooting and making adjustments.
- Users find the **user interface complex** , suggesting a need for greater intuitiveness and user-friendliness in Sovos.
- Users find the **separate login requirement** for the compliance portal inconvenient, preferring a unified access experience.
- Users find the **complex customization** of Sovos overwhelming, as it may lead to mismatched product needs and update issues.

#### What Are Recent G2 Reviews of Sovos?

**"[Reliable Tax Compliance Automation Tool](https://www.g2.com/survey_responses/sovos-review-12995365)"**

**Rating:** 4.5/5.0 stars
*— Luis Josué D.*

[Read full review](https://www.g2.com/survey_responses/sovos-review-12995365)

---

**"[Annual Use Made Easier with Clearer Guidance and a “Complete” Confirmation](https://www.g2.com/survey_responses/sovos-review-12294358)"**

**Rating:** 4.0/5.0 stars
*— Steve M.*

[Read full review](https://www.g2.com/survey_responses/sovos-review-12294358)

---


#### What Are G2 Users Discussing About Sovos?

- [What is Sovos used for?](https://www.g2.com/discussions/what-is-sovos-used-for)
- [How many employees does Sovos have?](https://www.g2.com/discussions/how-many-employees-does-sovos-have)
- [Who owns Sovos compliance?](https://www.g2.com/discussions/who-owns-sovos-compliance)
- [Who is Sovos?](https://www.g2.com/discussions/who-is-sovos)

### 9. [Bloomberg Tax & Accounting Fixed Assets](https://www.g2.com/products/bloomberg-tax-accounting-fixed-assets/reviews)
Bloomberg Tax & Accounting Fixed Assets is the cloud-based software solution that automates and manages your fixed assets life cycle from construction and purchase to retirement. Our depreciation software helps you avoid the main pitfalls of fixed assets management: inefficiency caused by multiple platforms and needlessly complex processes, manual calculation errors, and keeping up with changing regulations. Key benefits of the Fixed Assets software: • Stay accurate and compliant with books and reports automatically updated to include the latest tax laws and built-in depreciation calculations for MACRS, ADS, and more • Reduce IT spend with cloud-based software — multiple-users can access anywhere, anytime • Easily reconcile between periods and books without losing historical data • Automate tracking of error-prone Construction in Progress projects and easily convert expenses to depreciable assets • Avoid manual data entry and shorten financial close times by automatically integrating fixed assets software with your existing ERP system • Get the greatest tax savings out of your fixed assets by modeling different scenarios with up to 99 books


**Average Rating:** 3.8/5.0
**Total Reviews:** 19
**How Do G2 Users Rate Bloomberg Tax & Accounting Fixed Assets?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.0/10 (Category avg: 8.6/10)
- **Ease of Use:** 7.1/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Bloomberg Tax & Accounting Fixed Assets?**

- **Seller:** [Bloomberg Industry Group](https://www.g2.com/sellers/bloomberg-industry-group)
- **Year Founded:** 1929
- **HQ Location:** Arlington, VA
- **Twitter:** @BBGIndustry (19,514 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/40893491/ (1,907 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 53% Mid-Market, 32% Enterprise



#### What Are Recent G2 Reviews of Bloomberg Tax & Accounting Fixed Assets?

**"[BNA Fixed Assets](https://www.g2.com/survey_responses/bloomberg-tax-accounting-fixed-assets-review-595771)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Accounting*

[Read full review](https://www.g2.com/survey_responses/bloomberg-tax-accounting-fixed-assets-review-595771)

---

**"[Excellent Fixed Asset Software](https://www.g2.com/survey_responses/bloomberg-tax-accounting-fixed-assets-review-671893)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Banking*

[Read full review](https://www.g2.com/survey_responses/bloomberg-tax-accounting-fixed-assets-review-671893)

---


#### What Are G2 Users Discussing About Bloomberg Tax & Accounting Fixed Assets?

- [What is Bloomberg Tax & Accounting Fixed Assets used for?](https://www.g2.com/discussions/what-is-bloomberg-tax-accounting-fixed-assets-used-for)


## What Is Corporate Tax Software?

[ Tax Software](https://www.g2.com/categories/tax-software)

## What Software Categories Are Similar to Corporate Tax Software?

- [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)
- [Professional Tax Software](https://www.g2.com/categories/professional-tax)


---

## How Do You Choose the Right Corporate Tax Software?

### What You Should Know About Corporate Tax Software

### What is Corporate Tax Software?

This type of software is specially designed for businesses and is not a good option for individuals. While companies of all sizes and from any industry can use it, corporate tax software is usually more beneficial for businesses that need to comply with complex tax regulations across multiple locations and manage large volumes of transactions that are impacted by these regulations.

Buyers considering this type of software should try to evaluate if it is worth the investment. This can be accomplished by estimating the time it takes employees to manage taxes and the total amount of penalties incurred due to noncompliance. A corporate tax solution will only be effective when the time saved by a business outweighs the investment in this type of software.

Another critical factor to take into account when evaluating corporate tax software is the growth of the company and how it will impact its tax-processing activities. For instance, a company that intends to expand into new markets on other continents will need to make sure that the solution chosen helps the business comply with tax regulations specific to the new locations.

### Why Use Corporate Tax Software?

While companies tend to consider tax management a necessary evil and a burden, many businesses are embracing corporate responsibility principles of transparency and accountability to differentiate themselves from competitors.

**Compliance —** There are many penalties that companies may incur for failure to file or failure to pay corporate taxes. Criminal liability is another consequence of noncompliance and can lead to the seizure of assets and even jail time.

Compliance is also crucial for the reputation of a company. Public companies need to be particularly careful when it comes to tax compliance because they are more likely to be subject to scrutiny by shareholders, customers, and the public. Research shows that “compliance is positively related to being publicly traded and in a highly regulated industry so that characteristics that assure public disclosure of information also tend to encourage better tax compliance."

**Accurate financial information —** Aside from the obligation to comply with financial regulations, having accurate financial information is critical to the profitability of a company. Even small changes in taxes can have a significant impact on the revenue of a company when applied to thousands (or tens of thousands) of transactions.

**Avoid tax processing errors —** Tax processing errors are usually caused by inefficient business processes, outdated technology, and poor data quality. Errors can lead to penalties for noncompliance but can also take a lot of time and effort to fix. According to a Deloitte study, tax departments of companies that have not adopted technology spend up to 75% of their time on tax compliance, while businesses who use software can reduce the time spent on compliance to 20%.

**Add economic value and contribute to society —** It is well known that tax money funds most government investments. Corporate responsibility is also becoming a major priority for many companies, mostly due to the pressure of new generations of customers. By accurately managing and filing taxes, companies contribute to the economy and society and forge relationships with customers and consumers based on trust and transparency.

**Take advantage of tax breaks, credits, and exemptions —** Many companies that could benefit from tax breaks are not aware of the rules and procedures required (or are discouraged by their complexity). Corporate tax software can help with providing information on what options are available for each company depending on its size, industry, or other characteristics that may allow them to qualify for tax breaks.

### What are the Different Kinds of Corporate Tax Software?

Like most financial software, this type of software can be delivered in the cloud or implemented on premises; in addition, vendors offer it as a standalone solution or packaged with other software. Each option has pros an cons that buyers need to take into account. As a rule, standalone cloud solutions are more affordable but not very sophisticated, while software suites are more expensive but offer more robust functionality.

### Who Uses Corporate Tax software?

Accounting professionals who are responsible for tax management use this type of software to determine what taxes need to be processed, how, and when.

Executives, such as CFOs and CEOs, use corporate tax software to monitor activities related to tax management and ensure that the company complies with tax regulations.

Independent accountants use this types of software to help their customers with tax management compliance.

### Corporate Tax Software Features

Corporate tax software comes in different flavors, and vendors tend to offer various tools or versions of the same solution for different needs. The features offered can vary by industry or company size and can be categorized into two main groups: basic and advanced functionality.

All corporate tax solutions should cover the essential features described above to qualify for inclusion in this category.

**Basic features:**

Tax rules and rates management functionality is a must for this type of software. It is also important to adjust rates and update rules based on any changes made by local, state, or national governments.

Workflows and schedules allow companies to plan all activities related to tax filing and payment, thus avoiding penalties for noncompliance. This type of functionality also helps users stay organized and productive.

Tax filing features allow users to submit all information and the documents required by law. It should include checklists for each tax category to ensure that everything is ready before filling.

In addition, corporate tax software includes information on tax breaks, how companies can determine if they qualify, and procedures to apply and track applications.

Reporting and analytics features are critical for this type of software because they allow users to track the efficiency of their activities and the accuracy of the tax information.

Reporting and analytics features are critical for this type of software because they allow users to track the efficiency of their activities and the accuracy of the tax information.

**Advanced features:**

Consolidation of tax information from multiple business entities across various locations is vital for medium to large companies.

Risk assessment and management allows businesses to identify and address potential issues that can lead to noncompliance.

Financial consolidation is used to gather tax information from multiple ERP and accounting systems across various locations.

### Trends Related to Corporate Tax Software

While accounting software or accounting modules of ERP solutions usually offer some features for corporate tax management, medium to large companies will probably need advanced features. The main players in the ERP and accounting software sphere include corporate tax features in their offerings, but they focus mostly on large businesses. As a result, the SMB market was underserved for decades, until the cloud and the consumerization of IT allowed smaller vendors to fill this gap.

Most vendors providing ERP and accounting solutions for SMBs now have partnerships with cloud providers of tax management software. This strategy is more beneficial for vendors and their customers than developing new modules or solutions for tax management.

### Potential Issues with Corporate Tax Software

Integration with accounting is critical but isn’t always easy for several reasons. Many companies still use old accounting software that can seldom integrate with corporate tax software, which is often delivered as a cloud model. In addition, the chart of accounts used by companies does not always include GL accounts for all types of taxes. This makes it difficult for companies to match the fields in their accounting system with those used by corporate tax management solutions.

Limited internationalization is a significant issue for companies that expand into new markets and geographical locations. For instance, a company that does business in the U.S. and Canada but also intends to open offices in Europe will not benefit from a corporate tax management solution that only covers North American tax regulations.

The lack of user expertise can impact the adoption of corporate tax software. Despite significant technological advancements, this type of software does not miraculously solve all corporate tax challenges. Its users still need to have the knowledge and experience to understand how to better implement and use the software.

### Software and Services Related to Corporate Tax Software

Corporate tax software is delivered as a standalone solution or as part of a [corporate performance management](https://www.g2.com/categories/corporate-performance-management-cpm) suite. The latter option is more beneficial for medium to large companies but can be too complicated and cumbersome for SMBs. Smaller businesses are more likely to benefit from standalone corporate tax software, which is typically more affordable and easier to use.

Companies of all sizes often choose to outsource tax management operations to independent accountants or financial consulting firms. Businesses that have the expertise to manage local taxes rely on consultants to ensure compliance when expanding into new geographical locations or when entering new markets.