# Best Corporate Tax Software for Small Business

*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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Corporate Tax category.

In addition to qualifying for inclusion in the Corporate Tax Software category, to qualify for inclusion in the Small Business Corporate Tax Software category, a product must have at least 10 reviews left by a reviewer from a small 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 (51 reviews) | Multi-jurisdiction tax compliance and unclaimed property tracking | "[Easy Project File Organization and Full Folder Downloads](https://www.g2.com/survey_responses/tax-com-review-12607338)" |
| 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=10835&focus%5B%5D=92240&focus%5B%5D=2036&focus%5B%5D=74007&focus%5B%5D=10836&focus%5B%5D=10539&focus%5B%5D=10895&focus%5B%5D=1388821)
Highlighted products: Intuit Lacerte Tax, Intuit ProConnect Tax, TurboTax Business, Credit Karma, Intuit ProSeries Tax, UltraTax CS, CCH ProSystem fx Tax, and Tax Star.
Underlying data: [Grid® JSON](https://www.g2.com/categories/corporate-tax/grids.json?focus%5B%5D=intuit-lacerte-tax&focus%5B%5D=intuit-proconnect-tax&focus%5B%5D=turbotax-business&focus%5B%5D=credit-karma-credit-karma&focus%5B%5D=intuit-proseries-tax&focus%5B%5D=ultratax-cs&focus%5B%5D=cch-prosystem-fx-tax&focus%5B%5D=tax-star&segment=small-business)


## 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**: Commenda (+0.25%) - Among all products in this category, Commenda recorded the largest rating increase compared to last month
*Last updated: July 16, 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.



---

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---

## What Are the Top-Rated Corporate Tax Software Products in 2026?
### 1. [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: 8.5/10)
- **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)

### 2. [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews)
ProConnect Tax brings you a full host of AI-powered features woven together perfectly into one intelligent and simplified workflow. Go seamlessly from books to tax to advisory in just a few clicks. Generate next-level tax strategies automatically from every return. Amplify your expertise with an AI-assisted workflow. Get it done from anyplace with access to everything on the cloud. Here’s to staying more productive in the office, on the road, or really anywhere else you feel like working today.


**Average Rating:** 4.4/5.0
**Total Reviews:** 274
**How Do G2 Users Rate Intuit ProConnect Tax?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.6/10 (Category avg: 8.8/10)
- **Ease of Admin:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind Intuit ProConnect 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:** Owner, Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 99% Small-Business, 5% Mid-Market



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

**"[User-Friendly and Efficient, But Pricey Per Return](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11848239)"**

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

[Read full review](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11848239)

---

**"[Efficient Tax Preparation Software with Room for Improvement](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11654017)"**

**Rating:** 4.0/5.0 stars
*— Oussama N.*

[Read full review](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11654017)

---


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

- [What is Intuit tax Online?](https://www.g2.com/discussions/what-is-intuit-tax-online) - 1 comment
- [Is ProConnect free?](https://www.g2.com/discussions/is-proconnect-free) - 1 comment
- [What tax software works with QuickBooks online?](https://www.g2.com/discussions/what-tax-software-works-with-quickbooks-online) - 1 comment
- [What are the included features within the tax preparation section of ProConnect tax online?](https://www.g2.com/discussions/what-are-the-included-features-within-the-tax-preparation-section-of-proconnect-tax-online)

### 3. [TurboTax Business](https://www.g2.com/products/turbotax-business/reviews)
With TurboTax Business, you don’t need to know a thing about business taxes.


**Average Rating:** 4.4/5.0
**Total Reviews:** 92
**How Do G2 Users Rate TurboTax Business?**

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.1/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.9/10 (Category avg: 8.8/10)
- **Ease of Admin:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind TurboTax Business?**

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **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®)
- **Ownership:** VIE:INTU

**Who Uses This Product?**
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 82% Small-Business, 11% Enterprise



#### What Are Recent G2 Reviews of TurboTax Business?

**"[Great Money Saving Option For a Very Small Business](https://www.g2.com/survey_responses/turbotax-business-review-7610363)"**

**Rating:** 5.0/5.0 stars
*— Joe M.*

[Read full review](https://www.g2.com/survey_responses/turbotax-business-review-7610363)

---

**"[Turbo Tax Business review](https://www.g2.com/survey_responses/turbotax-business-review-7836745)"**

**Rating:** 5.0/5.0 stars
*— Wendy W.*

[Read full review](https://www.g2.com/survey_responses/turbotax-business-review-7836745)

---


#### What Are G2 Users Discussing About TurboTax Business?

- [What advice do you have for others considering TurboTax Business for tax preparation?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-turbotax-business-for-tax-preparation)
- [What is TurboTax Business used for?](https://www.g2.com/discussions/what-is-turbotax-business-used-for)
- [Can you use TurboTax Deluxe for small business?](https://www.g2.com/discussions/can-you-use-turbotax-deluxe-for-small-business)
- [Does TurboTax business include state?](https://www.g2.com/discussions/does-turbotax-business-include-state)
- [What is included in TurboTax Deluxe?](https://www.g2.com/discussions/what-is-included-in-turbotax-deluxe)

### 4. [Credit Karma](https://www.g2.com/products/credit-karma-credit-karma/reviews)
Credit Karma is a comprehensive personal finance platform that empowers individuals to take control of their financial health. Founded in 2007 and now a subsidiary of Intuit, Credit Karma offers free access to credit scores, credit reports, and credit monitoring services. Beyond credit information, the platform provides tools for identity monitoring, cash flow and net worth tracking, and personalized financial recommendations. Users can also explore loan marketplaces, compare auto insurance options, and access tax-filing services powered by TurboTax. With over 120 million members across the United States, United Kingdom, and Canada, Credit Karma aims to simplify financial decision-making and help users achieve their financial goals. Key Features and Functionality: - Free Credit Scores and Reports: Access to credit scores and reports from national credit bureaus, enabling users to monitor their credit health. - Credit Monitoring: Alerts for significant changes in credit reports, helping users detect potential fraud or identity theft. - Identity Monitoring: Tools to monitor personal information and alert users to potential identity theft risks. - Financial Tracking: Cash flow and net worth tracking to provide a comprehensive view of financial health. - Personalized Recommendations: Tailored suggestions for credit cards, loans, and other financial products based on individual credit profiles. - Loan Marketplaces: Platforms to compare and apply for personal loans, auto loans, and mortgages. - Auto Insurance Comparisons: Tools to compare auto insurance rates and find suitable coverage options. - Tax-Filing Services: Free tax filing powered by TurboTax, allowing users to file taxes directly through the Credit Karma app. Primary Value and Solutions: Credit Karma addresses the common challenges individuals face in understanding and managing their financial health. By offering free access to credit information and a suite of financial tools, it demystifies credit scores and reports, enabling users to make informed decisions. The platform's personalized recommendations and marketplaces simplify the process of finding and applying for financial products, saving users time and effort. Additionally, features like identity monitoring and tax-filing services provide comprehensive support, helping users protect their financial information and meet their financial obligations efficiently. Overall, Credit Karma serves as a one-stop resource for individuals seeking to improve their financial well-being.


**Average Rating:** 4.3/5.0
**Total Reviews:** 34
**How Do G2 Users Rate Credit Karma?**

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.3/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Credit Karma?**

- **Seller:** [Credit Karma](https://www.g2.com/sellers/credit-karma)
- **Year Founded:** 2007
- **HQ Location:** San Francisco, CA
- **Twitter:** @creditkarma (44,826 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1057159/ (1,870 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 66% Small-Business, 23% Mid-Market



#### What Are Recent G2 Reviews of Credit Karma?

**"[Easy to Use with Seamless TurboTax Integration](https://www.g2.com/survey_responses/credit-karma-review-12677672)"**

**Rating:** 5.0/5.0 stars
*— Courtney H.*

[Read full review](https://www.g2.com/survey_responses/credit-karma-review-12677672)

---

**"[Effortless and Reliable—A Longtime Favorite](https://www.g2.com/survey_responses/credit-karma-review-11905707)"**

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

[Read full review](https://www.g2.com/survey_responses/credit-karma-review-11905707)

---


#### What Are G2 Users Discussing About Credit Karma?

- [What is Credit Karma Tax used for?](https://www.g2.com/discussions/what-is-credit-karma-tax-used-for)
- [Why does credit karma tax round up?](https://www.g2.com/discussions/why-does-credit-karma-tax-round-up) - 1 comment
- [What states does Credit Karma tax support?](https://www.g2.com/discussions/what-states-does-credit-karma-tax-support)
- [Is Credit Karma safe for doing taxes?](https://www.g2.com/discussions/is-credit-karma-safe-for-doing-taxes)
- [Is Credit Karma tax as good as TurboTax?](https://www.g2.com/discussions/is-credit-karma-tax-as-good-as-turbotax)

### 5. [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews)
Intuit ProSeries Tax is professional tax software built for individual practitioners and small to mid-sized accounting firms who need speed without sacrificing control. Its forms-based interface gives tax professionals a familiar, intuitive way to work — with one-click access to calculation details, 1,000+ built-in diagnostics to catch errors before filing, and tools like Intuit Link, Quick Employer Forms, and Fixed Asset Manager included out of the box. ProSeries helps firms reduce review friction and deliver high-quality work faster — saving an average of 32 minutes per complex return and 16 minutes per simple return. With optional cloud hosting for anywhere access and flexible licensing options that scale with your practice, ProSeries gives you everything your firm needs and nothing it doesn't.


**Average Rating:** 4.2/5.0
**Total Reviews:** 85
**How Do G2 Users Rate Intuit ProSeries Tax?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.2/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.0/10 (Category avg: 8.8/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Intuit ProSeries 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:** Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 85% Small-Business, 9% Enterprise



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

**"[User-Friendly Tax Software with the Right Features for Pros](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12737897)"**

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

[Read full review](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12737897)

---

**"[Intuit ProSeries Keeps Our Tax Prep Accurate and Organized in One Place](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12725918)"**

**Rating:** 4.0/5.0 stars
*— Kate D.*

[Read full review](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12725918)

---


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

- [What is your experience with ProSeries Tax for tax preparation, and how does it compare to other solutions?](https://www.g2.com/discussions/what-is-your-experience-with-proseries-tax-for-tax-preparation-and-how-does-it-compare-to-other-solutions)
- [What software do tax professionals use?](https://www.g2.com/discussions/what-software-do-tax-professionals-use)
- [How much does ProSeries cost?](https://www.g2.com/discussions/how-much-does-proseries-cost)
- [What is the difference between ProSeries basic and professional?](https://www.g2.com/discussions/what-is-the-difference-between-proseries-basic-and-professional)
- [What is ProSeries?](https://www.g2.com/discussions/what-is-proseries)

### 6. [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews)
UltraTax CS is premium tax and compliance software that provides a comprehensive tax preparation process that utilizes advanced technology and an integrated workflow system with tax planning, document management, and client collaboration. UltraTax offers access to a full line of federal, state, and local tax programs, plus multi-state returns. With diagnostics, data sharing, and flexibility to work through multi-monitors, firms can save time and automate workflows each new tax year. UltraTax CS helps to eliminate manual data entry and ensure accuracy as returns are completed. With other built-in timesaving tools including depreciation and asset management, e-file and e-signature capabilities, and paperless processing, UltraTax CS delivers a trusted end-to-end solution to boost efficiency and firm growth.


**Average Rating:** 3.4/5.0
**Total Reviews:** 61
**How Do G2 Users Rate UltraTax CS?**

- **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 6.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 7.6/10 (Category avg: 8.8/10)
- **Ease of Admin:** 6.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind UltraTax CS?**

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters (150,224 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®)
- **Ownership:** NYSE:TRI

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 93% Small-Business, 3% Mid-Market


#### What Are UltraTax CS's Pros and Cons?

**Pros:**

- Customer Support (2 reviews)
- Ease of Use (2 reviews)
- Efficiency (1 reviews)
- Integrations (1 reviews)
- Time-saving (1 reviews)

**Cons:**

- Difficult Learning (1 reviews)
- Expensive (1 reviews)
- Inefficiency (1 reviews)
- Login Issues (1 reviews)
- Software Bugs (1 reviews)


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

**Pros:**

- Users value the **excellent customer support** of UltraTax CS, enhancing their overall experience and satisfaction.
- Users appreciate the **ease of use** of UltraTax CS, finding it intuitive and user-friendly for seamless navigation.
- Users appreciate the **efficiency through integration** of UltraTax CS, significantly reducing data entry time and enhancing workflow.
- Users appreciate the **seamless integrations** of UltraTax CS, significantly reducing data entry time and enhancing workflow.
- Users appreciate the **time-saving integrations** of UltraTax CS, significantly reducing data entry efforts across applications.

**Cons:**

- Users find the **difficult learning curve** of UltraTax CS challenging due to its extensive features and capabilities.
- Users find UltraTax CS to be **pretty expensive** , which can be a barrier for some businesses.
- Users experience **inefficiency** as the navigation to input screens often fails to direct them to the correct data entry point.
- Users often face **login issues** , needing to sign in multiple times, which disrupts their workflow.
- Users often face **software bugs** in UltraTax CS, particularly during critical periods, leading to frustrating experiences.

#### What Are Recent G2 Reviews of UltraTax CS?

**"[Ultra Tax A great tool to help with your tax headaches](https://www.g2.com/survey_responses/ultratax-cs-review-11728356)"**

**Rating:** 4.5/5.0 stars
*— Sandi T.*

[Read full review](https://www.g2.com/survey_responses/ultratax-cs-review-11728356)

---

**"[Streamlining Tax Prep Like a Pro](https://www.g2.com/survey_responses/ultratax-cs-review-11774755)"**

**Rating:** 4.0/5.0 stars
*— Krishna P.*

[Read full review](https://www.g2.com/survey_responses/ultratax-cs-review-11774755)

---


#### What Are G2 Users Discussing About UltraTax CS?

- [What is UltraTax CS used for?](https://www.g2.com/discussions/what-is-ultratax-cs-used-for)
- [Who makes UltraTax?](https://www.g2.com/discussions/who-makes-ultratax)
- [What is CS Professional Suite?](https://www.g2.com/discussions/what-is-cs-professional-suite)
- [How much does UltraTax software cost?](https://www.g2.com/discussions/how-much-does-ultratax-software-cost)
- [What is UltraTax CS?](https://www.g2.com/discussions/what-is-ultratax-cs)

### 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: 8.5/10)
- **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. [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: 8.5/10)
- **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)

---



### 9. [TurboTax Self Employed](https://www.g2.com/products/turbotax-self-employed/reviews)
TurboTax Self-Employed is a comprehensive tax preparation solution tailored specifically for freelancers, independent contractors, and small business owners. This software simplifies the complexities of self-employment taxes by offering intuitive tools and expert guidance, ensuring users accurately report income and maximize deductions. By integrating with QuickBooks Self-Employed, it provides a seamless experience for year-round expense tracking and financial management. Key Features and Functionality: - Industry-Specific Deductions: Automatically identifies and applies deductions relevant to various self-employment categories, helping users maximize legitimate tax savings while maintaining compliance. - Expense Tracking Integration: Includes mobile apps and integrations that enable continuous expense tracking and mileage logging throughout the tax year. Users can photograph receipts, automatically categorize transactions from linked bank accounts, and track business mileage using GPS functionality. - Snap and Autofill for Forms 1099-K and 1099-NEC: Allows users to upload their 1099 forms by simply snapping a photo, with the information automatically populated into the correct tax forms. - Expert Assistance: Provides access to tax experts specializing in self-employment taxes, offering personalized, real-time answers to user questions. Primary Value and User Solutions: TurboTax Self-Employed addresses the unique challenges faced by self-employed individuals by streamlining tax preparation and financial management. It reduces the time and effort required to track expenses, identify deductions, and file accurate tax returns. By offering tools like automatic expense categorization and industry-specific deduction identification, it ensures users maximize their tax savings. The integration with QuickBooks Self-Employed allows for continuous financial tracking, helping users stay organized and avoid surprises during tax season. Overall, TurboTax Self-Employed empowers self-employed individuals to confidently manage their taxes and focus more on growing their businesses.


**Average Rating:** 3.6/5.0
**Total Reviews:** 14
**How Do G2 Users Rate TurboTax Self Employed?**

- **Quality of Support:** 7.5/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)

**Who Is the Company Behind TurboTax Self Employed?**

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **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®)
- **Ownership:** VIE:INTU

**Who Uses This Product?**
- **Company Size:** 93% Small-Business, 7% Mid-Market



#### What Are Recent G2 Reviews of TurboTax Self Employed?

**"[Very Simple to Use and Helpful from the Start](https://www.g2.com/survey_responses/turbotax-self-employed-review-12218124)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Translation and Localization*

[Read full review](https://www.g2.com/survey_responses/turbotax-self-employed-review-12218124)

---

**"[Intuitive, Step-by-Step Tax Filing That Saves time.](https://www.g2.com/survey_responses/turbotax-self-employed-review-12382642)"**

**Rating:** 5.0/5.0 stars
*— Michele M.*

[Read full review](https://www.g2.com/survey_responses/turbotax-self-employed-review-12382642)

---


#### What Are G2 Users Discussing About TurboTax Self Employed?

- [What is TurboTax Self Employed used for?](https://www.g2.com/discussions/what-is-turbotax-self-employed-used-for)

### 10. [Drake Tax](https://www.g2.com/products/drake-tax/reviews)
Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients.


**Average Rating:** 4.6/5.0
**Total Reviews:** 27
**How Do G2 Users Rate Drake Tax?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.7/10 (Category avg: 8.8/10)
- **Ease of Admin:** 8.7/10 (Category avg: 8.7/10)

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

- **Seller:** [Drakesoftware](https://www.g2.com/sellers/drakesoftware)
- **Year Founded:** 1977
- **HQ Location:** Franklin, Western North Carolina
- **Twitter:** @DrakeSoftware (3,050 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/49028/ (589 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 93% Small-Business, 4% Mid-Market


#### What Are Drake Tax's Pros and Cons?

**Pros:**

- Affordable (1 reviews)
- All-in-one Solution (1 reviews)
- Customer Support (1 reviews)
- Functionality (1 reviews)
- Secure Storage (1 reviews)

**Cons:**

- Inefficiency (2 reviews)
- Expensive (1 reviews)


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

**Pros:**

- Users find Drake Tax to be **affordable** , making it a great value for their daily tax preparation needs.
- Users appreciate the **all-in-one solution** of Drake Tax, enabling seamless filing without needing external providers.
- Users commend the **helpful customer support** of Drake Tax, facilitating a smooth transition and addressing technical queries effectively.
- Users appreciate the **robust functionality** of Drake Tax, which enhances daily operations across various operating systems.
- Users value the **secure storage** of Drake Tax, ensuring data safety across multiple operating systems.

**Cons:**

- Users experience **inefficiency** due to frequent updates requiring log outs and issues with data flow between forms.
- Users find the pricing of Drake Tax to be **expensive** , especially compared to other comparable tax solutions.

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

**"[Drake is most easiest software for tax returns](https://www.g2.com/survey_responses/drake-tax-review-11698879)"**

**Rating:** 5.0/5.0 stars
*— Umer S.*

[Read full review](https://www.g2.com/survey_responses/drake-tax-review-11698879)

---

**"[Drake Tax](https://www.g2.com/survey_responses/drake-tax-review-11511850)"**

**Rating:** 5.0/5.0 stars
*— Nikolas C.*

[Read full review](https://www.g2.com/survey_responses/drake-tax-review-11511850)

---


#### What Are G2 Users Discussing About Drake Tax?

- [How do you use Drake in accounting?](https://www.g2.com/discussions/how-do-you-use-drake-in-accounting)
- [What is Drake accounting?](https://www.g2.com/discussions/what-is-drake-accounting) - 1 comment
- [Is Drake software easy to use?](https://www.g2.com/discussions/is-drake-software-easy-to-use) - 1 comment
- [Who uses Drake Software?](https://www.g2.com/discussions/who-uses-drake-software) - 1 comment

### 11. [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: 8.5/10)
- **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 (55 reviews)
- Ease of Filing (50 reviews)
- Helpful (42 reviews)
- Customer Support (39 reviews)

**Cons:**

- Improvement Needed (66 reviews)
- Poor Customer Support (52 reviews)
- Tax Issues (39 reviews)
- Poor Support Services (33 reviews)
- Billing Issues (24 reviews)


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

**Pros:**

- Users find Avalara's service to offer **ease of use** , simplifying sales tax filing and transaction tracking efficiently.
- Users value the **time-saving tax automation** of Avalara, simplifying compliance and providing peace of mind.
- Users value the **ease of filing** with Avalara, appreciating its effortless tax return process and excellent support.
- Users appreciate the **ease of use** of Avalara, especially for managing customer exemption certificates and nexus thresholds.
- Users value the **accessible and supportive customer service** from Avalara, simplifying implementation and ongoing processes effectively.

**Cons:**

- Users feel that Avalara needs **better communication and tutorials** to support new users and enhance their experience.
- Users experience **poor customer support** , often feeling that issues are closed prematurely without adequate resolution or explanation.
- Users struggle with **tax issues** , including challenging rate entries, billing practices, and regular technical problems affecting usability.
- Users report **poor support services** , highlighting slow response times and communication issues during critical implementations.
- Users face numerous **billing issues** with Avalara, including unexpected charges and poor account management communication.

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

**"[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)

---

**"[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)

---


#### 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

### 12. [Trolley](https://www.g2.com/products/trolley-hq/reviews)
Trolley is a global payouts platform that helps businesses onboard, verify, and pay recipients around the world. Designed for marketplaces, creator platforms, fintechs, affiliate networks, music companies, and businesses that pay freelancers, contractors, suppliers, or sellers, it brings recipient management, tax compliance, and payment operations together in a single platform. By replacing manual processes and disconnected systems, organizations can automate the entire payout lifecycle while improving visibility and reducing administrative work. Key capabilities include: - Global payouts to 210+ countries and territories - Recipient onboarding and self-service collection of banking and tax information - Tax form collection and compliance - Identity verification (KYC) and fraud prevention - Payment approvals, reconciliation, and reporting - APIs and integrations for embedding payout workflows into existing systems Finance, operations, compliance, product, and engineering teams use Trolley to manage high-volume domestic and international payouts from one place. Whether paying hundreds or millions of recipients, Trolley helps organizations standardize payout operations, reduce manual effort, maintain compliance, and deliver a best-in-class recipient payment experience.


**Average Rating:** 4.6/5.0
**Total Reviews:** 45
**How Do G2 Users Rate Trolley?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.4/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.2/10 (Category avg: 8.8/10)
- **Ease of Admin:** 9.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Trolley?**

- **Seller:** [Trolley](https://www.g2.com/sellers/trolley-a694e6c6-2402-408c-b7fa-b7f013a058f4)
- **Company Website:** https://trolley.com/
- **Year Founded:** 2015
- **HQ Location:** Toronto, ON
- **Twitter:** @trolley_hq (1,039 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/trolleyhq/ (112 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Information Technology and Services
- **Company Size:** 61% Small-Business, 30% Mid-Market


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

**Pros:**

- Customer Support (3 reviews)
- Ease of Use (2 reviews)
- User Interface (2 reviews)
- Automation (1 reviews)
- Centralization (1 reviews)

**Cons:**

- Poor Customer Support (3 reviews)
- Banking Issues (2 reviews)
- Payment Issues (2 reviews)
- Bank Integration Issues (1 reviews)
- Complicated Reporting (1 reviews)


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

**Pros:**

- Users commend the **responsive customer support** of Trolley, appreciating quick issue resolution and proactive follow-ups.
- Users value the **ease of use** of Trolley, appreciating its straightforward interface and efficient task management.
- Users value the **clean and simple interface** of Trolley, enhancing productivity with straightforward task management.
- Users love the **fully automated process** of Trolley, complemented by a highly responsive support team.
- Users value the **centralization** of payee records in Trolley, enhancing consistency and simplifying global payout management.

**Cons:**

- Users express frustration with the **poor customer support** , particularly regarding audit processes and limited guidance on issues.
- Users face significant **banking issues** including complicated audits, limited reporting, and frustrating payment delays with Trolley.
- Users face **payment issues** with Trolley, including delays and missing payments due to bank errors and confusing validations.
- Users face significant **bank integration issues** with Trolley, leading to delays and errors in payment processing.
- Users find **reporting complicated** due to limited options and insufficient support during the audit process.

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

**"[Reliable platform with strong potential](https://www.g2.com/survey_responses/trolley-review-12035532)"**

**Rating:** 4.0/5.0 stars
*— George P.*

[Read full review](https://www.g2.com/survey_responses/trolley-review-12035532)

---

**"[Efficient Payment Handling but Needs Refined Communication](https://www.g2.com/survey_responses/trolley-review-12080207)"**

**Rating:** 4.0/5.0 stars
*— Phil M.*

[Read full review](https://www.g2.com/survey_responses/trolley-review-12080207)

---



### 13. [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: 8.5/10)
- **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, noting simple setup and intuitive UI for a smooth experience.
- Users appreciate the **excellent customer support** of Vertex, highlighting its dependability and the helpfulness of the success team.
- Users appreciate the **accuracy and versatility of tax automation** in Vertex, easing the tax team's workload effectively.
- Users value the **easy accessibility** of necessary jurisdictions and accurate tax rates when needed most.
- Users value the **reliability** of Vertex, benefiting from its dependable service and quick adaptation to legislative changes.

**Cons:**

- Users experience delays with **enhancement requests** , often finding the process frustrating and convoluted.
- Users find the **complex interface** difficult to navigate without proper training, leading to a less efficient experience.
- Users find Vertex **difficult** to navigate, especially with tax mapping changes and accuracy issues complicating the experience.
- Users report **poor customer support** , experiencing slow response times and generic answers to specific issues.
- Users experience **poor support services** with Vertex, facing slow responses and generic assistance lacking in detail and clarity.

#### 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)

### 14. [TaxJar](https://www.g2.com/products/taxjar/reviews)
TaxJar is reimagining how businesses manage sales tax compliance. Our cloud-based platform automates the entire sales tax life cycle across all of your sales channels — from calculations and nexus tracking to reporting and filing. With innovative technology and award-winning support, we simplify sales tax compliance so you can grow with ease.


**Average Rating:** 4.7/5.0
**Total Reviews:** 246
**How Do G2 Users Rate TaxJar?**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 8.9/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.1/10 (Category avg: 8.8/10)
- **Ease of Admin:** 9.1/10 (Category avg: 8.7/10)

**Who Is the Company Behind TaxJar?**

- **Seller:** [Stripe](https://www.g2.com/sellers/stripe)
- **Company Website:** https://stripe.com
- **Year Founded:** 2010
- **HQ Location:** San Francisco, CA
- **Twitter:** @stripe (285,306 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2135371/ (15,464 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, CEO
- **Top Industries:** Retail, Consumer Goods
- **Company Size:** 88% Small-Business, 10% Mid-Market


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

**Pros:**

- Tax Automation (5 reviews)
- Ease of Filing (4 reviews)
- Time-saving (4 reviews)
- Automation (3 reviews)
- Ease of Use (3 reviews)

**Cons:**

- Tax Issues (3 reviews)
- Complex Customization (1 reviews)
- Improvement Needed (1 reviews)
- Poor Customer Support (1 reviews)


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

**Pros:**

- Users praise **Tax Automation** of TaxJar for saving time and simplifying complex sales tax management across multiple states.
- Users value the **ease of filing** with TaxJar, streamlining compliance and simplifying monthly tax processes seamlessly.
- Users value the **time-saving** features of TaxJar, significantly reducing hours spent on sales tax management each month.
- Users highlight the **automation** of TaxJar, streamlining transactions and report generation for effortless tax filing.
- Users appreciate the **ease of use** of TaxJar, simplifying tax compliance and management as their business grows.

**Cons:**

- Users find it frustrating that **TaxJar has tax issues** requiring manual handling and lacking local jurisdiction support.
- Users find the **complex customization** of TaxJar cumbersome, particularly regarding automation for tax-exempt transactions.
- Users report a lack of **accuracy compared to competitors** and missing exemption certificate management in TaxJar.
- Users are frustrated with the **difficulties in accessing customer support** , relying on slow email responses for assistance.

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

**"[Effortless Tax Automation with Stellar Support](https://www.g2.com/survey_responses/taxjar-review-12635437)"**

**Rating:** 5.0/5.0 stars
*— Katlyn S.*

[Read full review](https://www.g2.com/survey_responses/taxjar-review-12635437)

---

**"[Essential for Validating Sales Tax with SAP](https://www.g2.com/survey_responses/taxjar-review-12787559)"**

**Rating:** 4.0/5.0 stars
*— Diego C.*

[Read full review](https://www.g2.com/survey_responses/taxjar-review-12787559)

---


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

- [How does TaxJar work with Shopify?](https://www.g2.com/discussions/how-does-taxjar-work-with-shopify)

### 15. [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: 8.5/10)
- **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)

### 16. [ClearTax](https://www.g2.com/products/cleartax/reviews)
ClearTax is a automation-driven tax and compliance platform that helps businesses and professionals manage ITR filing, GST returns, e-invoicing, and TDS with speed and accuracy. Powered by AI and secure cloud infrastructure, ClearTax offers fast reconciliation, real-time compliance updates, intuitive dashboards, and seamless integrations—reducing manual effort and helping finance teams stay compliant with evolving regulations. Trusted by thousands of enterprises, ClearTax streamlines financial processes and enables teams to focus on growth.


**Average Rating:** 3.8/5.0
**Total Reviews:** 19
**How Do G2 Users Rate ClearTax?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 7.7/10 (Category avg: 8.8/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind ClearTax?**

- **Seller:** [Clear](https://www.g2.com/sellers/clear-54bbd24c-a297-428e-8485-73fb4b311f11)
- **Year Founded:** 2011
- **HQ Location:** Bangalore, Karnataka
- **Twitter:** @cleartax_in (154 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cleartaxindia/ (1,382 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting, Information Technology and Services
- **Company Size:** 53% Small-Business, 37% Enterprise


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

**Pros:**

- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Time-saving (1 reviews)

**Cons:**

- Expensive (1 reviews)
- Poor Customer Support (1 reviews)


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

**Pros:**

- Users find ClearTax **easy to use** , effortlessly aggregating multiple Form-16s and streamlining tax filing.
- Users appreciate the **efficiency** of ClearTax for hassle-free tax filing with automated calculations and multiple Form-16 uploads.
- Users appreciate the **time-saving features** of ClearTax, streamlining their tax filing process effortlessly.

**Cons:**

- Users feel that ClearTax is **expensive** and not worth the cost due to inadequate service and support.
- Users report **poor customer support** with ClearTax, citing unhelpful assistance and incomplete services from the accounting team.

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

**"[ClearTax Makes Filing Easy with Prompt, Professional Expert Support](https://www.g2.com/survey_responses/cleartax-review-12413985)"**

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

[Read full review](https://www.g2.com/survey_responses/cleartax-review-12413985)

---

**"[Streamlined Tax Filing with Intuitive Guidance](https://www.g2.com/survey_responses/cleartax-review-2744778)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Computer & Network Security*

[Read full review](https://www.g2.com/survey_responses/cleartax-review-2744778)

---


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

- [What is the price of ClearTax software?](https://www.g2.com/discussions/cleartax-what-is-the-price-of-cleartax-software)
- [What is the price of ClearTax software?](https://www.g2.com/discussions/what-is-the-price-of-cleartax-software)
- [Is ClearTax free software?](https://www.g2.com/discussions/is-cleartax-free-software) - 1 comment
- [What is the use of ClearTax?](https://www.g2.com/discussions/what-is-the-use-of-cleartax) - 1 comment
- [What is ClearTax software?](https://www.g2.com/discussions/what-is-cleartax-software)

### 17. [H&R Block](https://www.g2.com/products/h-r-block/reviews)
H&R Block Tax Software is a comprehensive solution designed to simplify the tax preparation process for individuals and small business owners. Offering a range of packages tailored to various tax situations, it provides step-by-step guidance to ensure accurate and efficient filing. With features like AI-powered assistance, multiple federal e-files, and robust audit support, users can confidently manage their taxes from the comfort of their homes. Key Features and Functionality: - AI Tax Assist: Leverages artificial intelligence to offer expert-backed guidance throughout the tax preparation process. - Multiple Federal E-Files: Includes up to five federal e-files, allowing users to file multiple returns without additional costs. - State Tax Preparation: Certain packages include state tax preparation, streamlining the process for users filing both federal and state returns. - Import Capabilities: Easily import previous tax returns from other software, facilitating a seamless transition. - Audit Support: Provides in-person representation in the event of an audit, ensuring users have professional assistance when needed. - Accuracy and Satisfaction Guarantees: Offers guarantees such as maximum refund, 100% satisfaction, and accuracy, reinforcing the software's reliability. Primary Value and User Solutions: H&R Block Tax Software addresses the complexities of tax filing by offering user-friendly tools and expert guidance, making tax preparation accessible to both novices and experienced filers. Its AI-driven assistance and comprehensive support features reduce the likelihood of errors, ensuring users maximize their refunds and comply with tax regulations. The inclusion of multiple federal e-files and state tax preparation options caters to diverse filing needs, while the audit support provides peace of mind. Overall, H&R Block Tax Software empowers users to take control of their tax obligations with confidence and ease.


**Average Rating:** 4.0/5.0
**Total Reviews:** 21
**How Do G2 Users Rate H&R Block?**

- **Has the product been a good partner in doing business?:** 7.1/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.6/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.1/10 (Category avg: 8.8/10)
- **Ease of Admin:** 6.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind H&R Block?**

- **Seller:** [H&R Block](https://www.g2.com/sellers/h-r-block)
- **Year Founded:** 1955
- **HQ Location:** Kansas City, MO
- **Twitter:** @HRBlock (37,024 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3671/ (16,089 employees on LinkedIn®)
- **Ownership:** HRB

**Who Uses This Product?**
- **Company Size:** 76% Small-Business, 19% Enterprise



#### What Are Recent G2 Reviews of H&R Block?

**"[H&R Block Among the Best](https://www.g2.com/survey_responses/h-r-block-review-651485)"**

**Rating:** 4.0/5.0 stars
*— John E.*

[Read full review](https://www.g2.com/survey_responses/h-r-block-review-651485)

---

**"[Easy to Use](https://www.g2.com/survey_responses/h-r-block-review-5251282)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Accounting*

[Read full review](https://www.g2.com/survey_responses/h-r-block-review-5251282)

---


#### What Are G2 Users Discussing About H&R Block?

- [What is H&R Block At Home Premium & Business used for?](https://www.g2.com/discussions/what-is-h-r-block-at-home-premium-business-used-for)

### 18. [Tax1099](https://www.g2.com/products/tax1099/reviews)
Zenwork Tax1099 is an IRS-approved eFile provider for informational returns, making it easy to file 1099s, W-2s, 1040s, and over 40 state and federal forms quickly and accurately. By blending tax knowledge and technology, we offer excellent tools that ensure compliance, accuracy, and speed. Our platform supports eFiling for 1099s, W-2s, 1040s, and more, with secure and accurate filing approved by the IRS. Featuring a streamlined, user-friendly interface, it is simple, fast, and easy to use. With a secure and reliable system, we help ensure compliance with IRS regulations. Backed by over 10 years of experience in tax processing and customer service, and trusted by more than 150,000 satisfied customers, we provide affordable pricing with multiple payment options to suit diverse needs.


**Average Rating:** 4.3/5.0
**Total Reviews:** 14
**How Do G2 Users Rate Tax1099?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Quality of Support:** 7.7/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.0/10 (Category avg: 8.8/10)
- **Ease of Admin:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Tax1099?**

- **Seller:** [Zenwork](https://www.g2.com/sellers/zenwork)
- **Year Founded:** 2011
- **HQ Location:** Roanoke, Texas, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/zenworkinc/ (217 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 67% Small-Business, 7% Enterprise



#### What Are Recent G2 Reviews of Tax1099?

**"[Affordable, Compliant Tax Filing That Works Great Standalone or Integrated](https://www.g2.com/survey_responses/tax1099-review-12799027)"**

**Rating:** 5.0/5.0 stars
*— Teresa F.*

[Read full review](https://www.g2.com/survey_responses/tax1099-review-12799027)

---

**"[Fast, Simple 1099 NEC E-Filing With IRS Verification—No Download Needed](https://www.g2.com/survey_responses/tax1099-review-12266756)"**

**Rating:** 5.0/5.0 stars
*— susan A.*

[Read full review](https://www.g2.com/survey_responses/tax1099-review-12266756)

---


#### What Are G2 Users Discussing About Tax1099?

- [How do I use Tax1099 in QuickBooks?](https://www.g2.com/discussions/how-do-i-use-tax1099-in-quickbooks)
- [How do I use Tax1099?](https://www.g2.com/discussions/how-do-i-use-tax1099)
- [Is Tax1099 secure?](https://www.g2.com/discussions/is-tax1099-secure)
- [What is Tax1099?](https://www.g2.com/discussions/what-is-tax1099)

### 19. [TaxRates.io](https://www.g2.com/products/taxrates-io/reviews)
Taxrates.io delivers US Sales tax, VAT and GST rates directly to you through intelligent automation.


**Average Rating:** 4.8/5.0
**Total Reviews:** 12
**How Do G2 Users Rate TaxRates.io?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10)
- **Quality of Support:** 9.4/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.5/10 (Category avg: 8.8/10)
- **Ease of Admin:** 9.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind TaxRates.io?**

- **Seller:** [TaxRates.io](https://www.g2.com/sellers/taxrates-io)
- **Year Founded:** 2017
- **HQ Location:** Dublin, Dublin 2
- **LinkedIn® Page:** https://www.linkedin.com/company/27024070/

**Who Uses This Product?**
- **Company Size:** 86% Small-Business, 14% Mid-Market



#### What Are Recent G2 Reviews of TaxRates.io?

**"[Easy integration and fair pricing!](https://www.g2.com/survey_responses/taxrates-io-review-4476276)"**

**Rating:** 5.0/5.0 stars
*— Andrej C.*

[Read full review](https://www.g2.com/survey_responses/taxrates-io-review-4476276)

---

**"[FInally, everything in order!](https://www.g2.com/survey_responses/taxrates-io-review-4477916)"**

**Rating:** 4.5/5.0 stars
*— Tomáš C.*

[Read full review](https://www.g2.com/survey_responses/taxrates-io-review-4477916)

---


#### What Are G2 Users Discussing About TaxRates.io?

- [What is TaxRates.io used for?](https://www.g2.com/discussions/what-is-taxrates-io-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.