# Best Corporate Tax Software - Page 5 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Corporate tax software allows businesses to streamline the tax filing process. Accountants within an organization can use these solutions to calculate taxes for company-wide transactions, file returns electronically, and store tax-related forms for both employees and the company itself. Some corporate tax software programs also offer features for determining exemptions, integrating with other accounting software, or syncing with company accounts to automatically import transaction data. Some corporate tax software programs also offer tax planning features for determining exemptions, credits, deductions, estimating how much tax will be owed, and recommending strategies to lower taxes. To qualify for inclusion in the Corporate Tax category, a product must: - Calculate taxes for large-scale financial accounts - Offer capabilities for filing tax reports - Provide latest rules and tax rate information for different federal, state, county, and city entities - Provide custom reporting of current and historical information to support tax reporting and filing ## 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=10835&focus%5B%5D=92240&focus%5B%5D=2036&focus%5B%5D=1929&focus%5B%5D=74007&focus%5B%5D=10836&focus%5B%5D=38338&focus%5B%5D=10895) Highlighted products: Intuit Lacerte Tax, Intuit ProConnect Tax, TurboTax Business, Avalara, Credit Karma, Intuit ProSeries Tax, Vertex, and CCH ProSystem fx Tax. 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=avalara&focus%5B%5D=credit-karma-credit-karma&focus%5B%5D=intuit-proseries-tax&focus%5B%5D=vertex-inc-vertex&focus%5B%5D=cch-prosystem-fx-tax) ## How Many Corporate Tax Software Products Does G2 Track? **Total Products under this Category:** 143 ### Category Stats (Jul 2026) - **Average Rating**: 4.4/5 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 21, 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. ## Which Corporate Tax Software Is Best for Your Use Case? - **Leader:** [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - **Highest Performer:** [Tax Star](https://www.g2.com/products/tax-star/reviews) - **Easiest to Use:** [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) - **Top Trending:** [Tax1099](https://www.g2.com/products/tax1099/reviews) - **Best Free Software:** [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) --- **Sponsored** ### Zamp Zamp is a fully managed sales tax compliance platform designed for modern digital businesses. After regulatory changes pushed enterprise-level complexity onto growing companies, Zamp was built to eliminate the burden entirely. Combining intelligent automation with a dedicated team of tax specialists, Zamp manages calculations, nexus tracking, registrations, filings, and state notices from start to finish. Unlike DIY tax software, Zamp owns both the work and the outcome, providing accuracy, predictable pricing, and ongoing support. The result is simple: businesses remain compliant without building internal tax expertise, allowing finance and operations teams to stay focused on scaling the business instead of managing tax compliance. The landscape of sales tax compliance is intricate and ever-evolving, which can pose significant challenges for businesses of all sizes. Zamp addresses these challenges by automatically monitoring nexus thresholds, tax rates, and reporting requirements across all U.S. states, Canadian provinces, and various international jurisdictions. This ensures that your business remains compliant as it expands, allowing you to focus on growth without the constant worry of changing tax regulations. Zamp caters to a diverse target audience, particularly e-commerce and software businesses that operate across multiple sales channels. One of the key features of Zamp is its dedicated onboarding specialist, who assists in setting up your account and connecting all sales channels accurately from the outset. This personalized approach ensures that every detail is meticulously handled, setting the foundation for smooth operations. The platform offers white-glove service, meaning that Zamp's team takes care of all aspects of sales tax management, including nexus tracking, tax calculations, state registrations, filings, and remittances. This comprehensive service allows businesses to concentrate on their core activities without the distraction of sales tax compliance. Additionally, Zamp provides multi-channel coverage by integrating seamlessly with popular platforms like Shopify, Amazon, Magento, BigCommerce, QuickBooks, and NetSuite, ensuring that tax data flows automatically across all systems. Another significant advantage of Zamp is its risk monitoring and alerts feature, which proactively tracks compliance changes and notifies users before potential issues arise. This proactive approach helps businesses stay ahead of requirements, minimizing the risk of non-compliance. Furthermore, Zamp's transparent pricing structure eliminates hidden fees or unexpected charges, providing a clear and predictable cost for complete sales tax management. As businesses scale their operations, Zamp offers the software and service necessary to maintain compliance and confidence in their sales tax processes. [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=2026-07-21T21%3A23%3A36Z&secure%5Bdisplayable_resource_id%5D=1235&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1235&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1302167&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%3Fpage%3D2&secure%5Btoken%5D=61c62341e8eefbc041f80aba7cd3af1476acb1e15bbbe8747db7c46e0dfd4a33&secure%5Burl%5D=https%3A%2F%2Fzamp.com%3Futm_source%3Dg2%26utm_medium%3Dppc&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Corporate Tax Software Products in 2026? ### 1. [Gen XBRL Software](https://www.g2.com/products/gen-xbrl-software/reviews) Gen XBRL Software is a specialised solution that streamlines the entire XBRL reporting process. It enables businesses and professionals to efficiently prepare, validate, and submit financial statements and reports in the machine-readable XBRL format. XBRL is the global standard for the electronic communication of business data, ensuring reports submitted to regulators like India's Ministry of Corporate Affairs (MCA) are accurate and easily processed. **Who Is the Company Behind Gen XBRL Software?** - **Seller:** [SAG Infotech](https://www.g2.com/sellers/sag-infotech) - **Year Founded:** 2010 - **HQ Location:** Jaipur, IN - **LinkedIn® Page:** http://www.linkedin.com/company/sag-ipl (12 employees on LinkedIn®) ### 2. [Greenshades Year-End Forms](https://www.g2.com/products/greenshades-year-end-forms/reviews) Greenshades Year-End Forms is a tax form processing and distribution solution that helps payroll and HR teams prepare, file, and deliver employee year-end tax documents — including W-2s, 1099s, and ACA forms — accurately and on time. Designed for mid-market and enterprise organizations in industries with complex workforce structures, Greenshades Year-End Forms manages the full lifecycle of year-end tax compliance: from data validation and form generation to employee delivery and agency filing. The solution integrates directly with ERP platforms including Microsoft Dynamics GP, Microsoft Dynamics Business Central, Sage Intacct, and Bullhorn, pulling payroll data. Organizations use Greenshades Year-End Forms to reduce the administrative burden of year-end processing, minimize filing errors, and meet IRS and state agency deadlines across multi-state and multi-entity payroll environments. The solution supports both paper and electronic distribution, giving employees access to their tax documents through a self-service portal while giving payroll teams a centralized view of form status and corrections. Key features and capabilities include: -W-2, 1099, and ACA Form Generation: Automated production of federal and state year-end tax forms based on payroll data, with built-in validation to flag discrepancies before filing. -Electronic and Paper Distribution: Employees can access and consent to electronic delivery of tax forms through a self-service portal, with paper fulfillment available for those who require it. -IRS and Agency E-Filing: Direct electronic filing with the IRS and applicable state agencies, with audit trails and confirmation tracking for compliance documentation. -ERP-Native Data Integration: Direct connections to Microsoft Dynamics GP, Business Central, Sage Intacct, and Bullhorn eliminate manual data entry and reduce reconciliation errors at year-end. -Corrections and Amended Forms: Supports W-2c and corrected 1099 processing when adjustments are needed after original forms have been issued. **Who Is the Company Behind Greenshades Year-End Forms?** - **Seller:** [Greenshades Software](https://www.g2.com/sellers/greenshades-software) - **Year Founded:** 2002 - **HQ Location:** Jacksonville, FL - **Twitter:** @Greenshades_ (2,130 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2241034/ (158 employees on LinkedIn®) ### 3. [GSTKeeper](https://www.g2.com/products/gstkeeper/reviews) GST Keeper offers a comprehensive range of tax compliance solutions. **Who Is the Company Behind GSTKeeper?** - **Seller:** [GST Keeper](https://www.g2.com/sellers/gst-keeper) - **HQ Location:** Noida, India - **Twitter:** @GstKeeper (179 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 4. [HdL Prime Local Tax Software](https://www.g2.com/products/hdl-prime-local-tax-software/reviews) HdL Prime is HdL's local tax software solution. HdL Prime facilitates efficient data processing and the sharing of critical information across departments while improving timely communication between the agency, field staff and citizens-all in one integrated system. HdL Prime includes online capabilities for both staff and businesses. **Who Is the Company Behind HdL Prime Local Tax Software?** - **Seller:** [HdL](https://www.g2.com/sellers/hdl) - **Year Founded:** 1983 - **HQ Location:** Brea, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/hdl-companies (225 employees on LinkedIn®) ### 5. [Inkle](https://www.g2.com/products/inkle-inc-inkle/reviews) Inkle is an accounting and tax SaaS platform designed to help U.S. startups manage their operations right from inception. Used by over 6% YC companies globally. **Who Is the Company Behind Inkle?** - **Seller:** [Inkle, Inc.](https://www.g2.com/sellers/inkle-inc) - **Year Founded:** 2022 - **HQ Location:** Lewes, US - **Twitter:** @inklehq (644 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/inkle/ (62 employees on LinkedIn®) ### 6. [irisgst](https://www.g2.com/products/iris-business-irisgst/reviews) IRIS GST, a business line of IRIS Business Services Limited, is an authorized GSP with a team of Chartered Accountants, Data Scientists and Technology Experts.IRIS GST has been associated with the GSTN ecosystem since its inception and is aligned with India Stack APIs – a set of APIs that allows governments, businesses, startups and developers, to utilize a unique digital Infrastructure to solve India’s persistent problems and move towards presence-less, paperless, and cashless service delivery. **Who Is the Company Behind irisgst?** - **Seller:** [IRIS Business](https://www.g2.com/sellers/iris-business) - **Year Founded:** 2017 - **HQ Location:** Vashi Navi Mumbai, IN - **LinkedIn® Page:** https://www.linkedin.com/company/14537126 (8 employees on LinkedIn®) ### 7. [Keeyns](https://www.g2.com/products/keeyns/reviews) CONTROL YOUR TAX ADVISORY, COMPLIANCE AND CORPORATE DOCUMENTS In a rapidly changing world global legal and tax legislation both become increasingly complicated. Gaining and keeping the overview consequently becomes more and more difficult. ‘Being in control’ almost seems to be impossible especially when operating cross-border. With Keeyns you have total control over your tax advisory, tax compliance and corporate documents. The user-friendly ‘document storage tool’ enables you to manage all corresponding corporate documents. Take control over your tax and financial situation. Whenever wherever. **Who Is the Company Behind Keeyns?** - **Seller:** [Keeyns B.V.](https://www.g2.com/sellers/keeyns-b-v) - **Year Founded:** 2016 - **HQ Location:** ’s-Hertogenbosch, NL - **LinkedIn® Page:** https://www.linkedin.com/company/keeyns-b-v- (33 employees on LinkedIn®) ### 8. [Komplitax](https://www.g2.com/products/komplitax/reviews) Komplitax is a GST solution for tax filing, invoicing and accounting. **Who Is the Company Behind Komplitax?** - **Seller:** [Lexplosion Solutions Pvt Ltd](https://www.g2.com/sellers/lexplosion-solutions-pvt-ltd) - **Year Founded:** 2007 - **HQ Location:** Kolkata, IN - **LinkedIn® Page:** https://www.linkedin.com/company/2152093 (104 employees on LinkedIn®) ### 9. [Konsise Tax Management & Automation Software](https://www.g2.com/products/konsise-tax-management-automation-software/reviews) An integrated tax platform that helps companies to manage their entire tax process **Who Is the Company Behind Konsise Tax Management & Automation Software?** - **Seller:** [Konsise](https://www.g2.com/sellers/konsise) - **Year Founded:** 2020 - **HQ Location:** Johannesburg, ZA - **LinkedIn® Page:** https://www.linkedin.com/company/konsise (34 employees on LinkedIn®) ### 10. [KYSS](https://www.g2.com/products/kyss/reviews) We help you understand, claim and file your GST. KYSS is helping small businesses across India save up to 10% of their turnover in GST and helping them to spend more time growing their business instead of worrying about compliance issues. **Who Is the Company Behind KYSS?** - **Seller:** [JitFinco](https://www.g2.com/sellers/jitfinco) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 11. [LienApp](https://www.g2.com/products/lienapp/reviews) Tax Lien Software Platform in the Cloud **Who Is the Company Behind LienApp?** - **Seller:** [VADAR Systems](https://www.g2.com/sellers/vadar-systems) - **HQ Location:** Acton, US - **LinkedIn® Page:** http://www.linkedin.com/company/lienapp-tax-lien-servicing-system (1 employees on LinkedIn®) ### 12. [Loctax](https://www.g2.com/products/loctax/reviews) Loctax streamlines compliance, risk, and governance for in-house tax teams with a unified data repository, process automation and reporting. Have a holistic overview of your complete tax function and enable your team and external advisors to collaborate with confidence, speed, and clarity. With Loctax you can: – Store all your tax data and documents in one structured repository purpose-built for tax. No more missing data. Loctax gives your team the structure and maturity they desperately need. – Track all your tax compliance due dates, filings, and payments across your organisation, centrally. – Establish structured processes with clear roles & responsibilities, and with a full audit trail. – Handle global tax risks like a pro. Identify, manage, mitigate, and report about tax risks, audits, and uncertain tax positions, globally. – Your tax controls should not just be a theoretical exercise. Operationalise and implement robust tax controls using Workflows. **Who Is the Company Behind Loctax?** - **Seller:** [Loctax](https://www.g2.com/sellers/loctax) - **Year Founded:** 2020 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/loctax/ (37 employees on LinkedIn®) ### 13. [Lumanu](https://www.g2.com/products/lumanu-lumanu/reviews) Lumanu is a B2B payments solution enabling companies to pay anyone, anywhere, with zero vendor setups and managed compliance and tax. Designed specifically for the marketing and advertising vendor ecosystem, Lumanu is your Payments Master Vendor that works within your ERP/AP system. Pay your marketing and creative service vendors globally without the burden of traditional vendor setup and tax compliance. Lumanu streamlines payments, ensures tax compliance, maximizes financial controls, and manages vendor onboarding for businesses engaging with external partners (influencers, creators, affiliates, agencies, freelancers, production vendors, etc.). Positioned within the B2B payments software category, Lumanu is purpose-built for finance, procurement, and operations teams at enterprises, agencies, and platforms who manage payments to a large number of external partners. Lumanu consolidates fragmented payment, compliance, and onboarding workflows into a single vendor relationship within a client’s AP or ERP system. Clients fund Lumanu once, and Lumanu acts as the vendor of record, handling all downstream tasks, including identity verification, vendor onboarding, global disbursements, and tax documentation across 200+ countries. Unlike general payout tools (e.g., PayPal, Stripe, Trolley), accounts payable software (e.g., Tipalti, Bill.com), or internal P2P processes (e.g., SAP, Coupa), Lumanu is tailored to the complex, high-velocity demands of the marketing supply chain. It replaces the need for clients to individually manage thousands of one-time or short-term marketing vendors with a scalable, compliant infrastructure purpose-built for distributed vendor ecosystems. Key features include: • Vendor Onboarding & Compliance • KYC/KYB, W8/W9 tax form collection, AML/OFAC/PEP screening • Business and bank account verification • Global Payments • Local payment rails (ACH, SEPA, Visa Direct), Swift, and card payments • Local currency disbursement in over 200 countries • Tax Compliance • IRS 1099 reporting, VAT/GST calculations, e-invoicing • Auto tax withholding and invoice generation • Financial Controls • Segregated Workspaces and Wallets • Approval workflows, custom roles, audit logs • Vendor Experience • Self-serve portal, real-time payment tracking, Instant Pay • Dedicated support for vendors worldwide Lumanu is designed to serve the needs of global brands, agencies, and platforms that require robust control, scale, and compliance in marketing-related payments. By centralizing operations under a single master vendor, Lumanu streamlines global payouts while reducing financial, legal, and operational overhead. **Average Rating:** 4.7/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Lumanu?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10) - **Quality of Support:** 9.8/10 (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 Lumanu?** - **Seller:** [Lumanu](https://www.g2.com/sellers/lumanu) - **Year Founded:** 2017 - **HQ Location:** New York, NY - **Twitter:** @LumanuApp (1,508 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lumanu/ (26 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 58% Small-Business, 31% Mid-Market #### What Are Lumanu's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Efficiency (5 reviews) - Payment Processing (5 reviews) - Payout Efficiency (4 reviews) - Customer Support (3 reviews) **Cons:** - Authentication Issues (1 reviews) - Insufficient Information (1 reviews) - Limited Access (1 reviews) - Payment Issues (1 reviews) - Poor Notification System (1 reviews) ### What Do G2 Reviewers Say About Lumanu? *AI-generated summary from verified user reviews* **Pros:** - Users find Lumanu to be **incredibly easy to use** , streamlining payments and enhancing workflow efficiency effortlessly. - Users find Lumanu's **efficiency** remarkable, streamlining payments and support for creators while simplifying workflow management. - Users value the **seamless payment processing** of Lumanu, which enhances efficiency and transparency in their workflows. - Users love the **payout efficiency** of Lumanu, simplifying payments for creators and improving overall management. - Users appreciate the **responsive customer support** from Lumanu, ensuring a smooth experience for both brands and creators. **Cons:** - Users express frustration over the **lack of real-time visibility** in Lumanu's authentication process, hindering their experience. - Users are frustrated by the **insufficient information** regarding the creator authentication process and fund transfer timelines. - Users find the **limited access** to real-time authentication status frustrating, impacting their ability to manage funds effectively. - Users find the **absence of real-time visibility** in Lumanu's payment process frustrating and complicating withdrawals. - Users dislike the **poor notification system** of Lumanu, finding it difficult to track creators' authentication progress. #### What Are Recent G2 Reviews of Lumanu? **"[Exceptional Influencer Payment Platform with Outstanding Support](https://www.g2.com/survey_responses/lumanu-review-12482122)"** **Rating:** 5.0/5.0 stars *— Erick V.* [Read full review](https://www.g2.com/survey_responses/lumanu-review-12482122) --- **"[Effortless Payment Processing, No Fees & Quick Setup](https://www.g2.com/survey_responses/lumanu-review-12729116)"** **Rating:** 5.0/5.0 stars *— Nae N.* [Read full review](https://www.g2.com/survey_responses/lumanu-review-12729116) --- ### 14. [Merze](https://www.g2.com/products/merze/reviews) Merze (www.merze.ai) offers cross-border US tax intelligence for global founders. We unify GAAP bookkeeping, corporate tax filing, sales tax nexus monitoring, and entity compliance into one secure platform for high-growth startups. Merze eliminates these risks by unifying all six layers of compliance into one dashboard. The Solution: Six Unified Services Merze provides complete coverage through six integrated pillars. 1. US Business Incorporation Merze handles the structural foundation of your company. Whether you are forming a Delaware C-Corp for venture capital or an LLC for pass-through taxation, we manage the filing, EIN acquisition, and post-incorporation documents. We ensure your entity structure aligns with your fundraising goals from day one. 2. GAAP Bookkeeping & Financial Reporting Investors do not accept cash-basis spreadsheets; they demand GAAP (Generally Accepted Accounting Principles) financials. Merze maintains your books on an accrual basis every month. Our HITL CPAs reconcile your bank feeds, categorize expenses, and generate investor-ready P&L, Balance Sheet, and Cash Flow statements. This ensures you are always ready for a board meeting or Series A due diligence. 3. Corporate & Personal Income Tax Filing We handle the complete lifecycle of income tax compliance. This includes: - Federal Form 1120: Annual corporate income tax return. - State Income Tax: Filings for every state where you have physical or economic presence. - Founder Compliance: Personal tax filings for founders to ensure alignment between personal and business assets. 4. Sales Tax Nexus Monitoring State-level tracking is no longer enough. Following the Wayfair ruling, startups can trigger "Economic Nexus" merely by selling software or goods into a jurisdiction. Merze tracks your liability across 50 states and 11,000+ local tax jurisdictions (cities and counties). We calculate the exact tax owed and file the returns automatically. 5. Registered Agent Services Every US entity is legally required to have a Registered Agent to receive government notices. Merze acts as your official presence in every state where you operate. We receive, digitize, and alert you to legal notices in real-time, ensuring your corporate veil remains intact and your entity stays in good standing. 6. 1099 Vendor Management End-to-end automation for vendor qualification and 1099-NEC filing, including free CPA verification to ensure you pay only for eligible vendors, not blind bulk uploads. **Who Is the Company Behind Merze?** - **Seller:** [Merze](https://www.g2.com/sellers/merze) - **Year Founded:** 2024 - **HQ Location:** Bangalore, IN - **LinkedIn® Page:** https://www.linkedin.com/company/77744238 (4 employees on LinkedIn®) ### 15. [Mosey](https://www.g2.com/products/mosey/reviews) Stay compliant with employment and tax requirements in all 50 states, without the expensive legal and accounting fees.Mosey makes employment compliance a breeze so fast-growing companies can hire and operate anywhere—without the administrative burden. What's so hard about hiring people in multiple locations anyway? Each country, state, and municipality has its own employment requirements that need to be maintained on an ongoing basis. Those requirements span HR, tax, accounting, and legal which is complicated and requires deep expertise. As a result, keeping up with the differences and the sheer volume of obligations makes hiring people in many locations expensive and painful. Book a demo for a personal guide to Mosey's platform and alleviate the burden of multi-state hiring. **Who Is the Company Behind Mosey?** - **Seller:** [Mosey](https://www.g2.com/sellers/mosey) - **Year Founded:** 2021 - **HQ Location:** San Francisco, US - **Twitter:** @moseyworks (194 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/moseyworks/ (47 employees on LinkedIn®) ### 16. [Nexus1040](https://www.g2.com/products/nexus1040/reviews) The Industrys Leading, Complete All-In-One Solution For Professional Tax & Accounting Businesses. **Who Is the Company Behind Nexus1040?** - **Seller:** [Nexus1040](https://www.g2.com/sellers/nexus1040) - **HQ Location:** Houston, US - **LinkedIn® Page:** http://www.linkedin.com/company/nexus1040 (2 employees on LinkedIn®) ### 17. [ONESOURCE Direct Tax](https://www.g2.com/products/onesource-direct-tax/reviews) ONESOURCE Direct Tax solutions give your business: - Automated corporate tax calculations and return submissions - Streamlined end-to-end tax reporting and provisions processes - Cohesive transfer pricing and documentation - Controlled and future-proofed reporting across countries and jurisdictions **Who Is the Company Behind ONESOURCE Direct Tax?** - **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 ### 18. [Orbitax Global Minimum Tax](https://www.g2.com/products/orbitax-global-minimum-tax/reviews) About Orbitax Founded in 2012 and headquartered in New York City, Orbitax has rapidly grown into a leading provider of innovative tax compliance solutions for businesses worldwide. With a dedicated team of over 200 tax professionals and software engineers, Orbitax combines deep industry expertise with cutting-edge technology to support organizations navigating the complex global tax landscape. Our commitment to excellence and customer-centric approach has earned us a trusted reputation among Fortune 500 companies and fast-growing startups alike. Global Minimum Tax Solution Features Orbitax’s BEPS Pillar Two Global Minimum Tax Solution is designed to simplify and streamline compliance with international tax regulations. Key features include automated tax calculation based on local regulations and reporting, real-time monitoring of tax obligations across multiple jurisdictions, and seamless integration with existing financial systems. Our platform leverages advanced analytics and machine learning to provide accurate tax projections and identify potential compliance risks. Additionally, customizable dashboards and comprehensive audit trails ensure transparency and ease of use for finance teams and tax professionals. Delivering Unmatched Value Our Global Minimum Tax Solution empowers businesses to effortlessly adhere to evolving global tax standards such as Safe Harbour, QDMTT, IIR and UTPR, minimizing the risk of non-compliance and associated penalties. By automating complex tax processes, Orbitax reduces the administrative burden on finance departments, allowing them to focus on strategic initiatives. The solution not only ensures accuracy and efficiency but also provides actionable insights that drive informed decision-making and optimize tax strategies. With Orbitax, companies can confidently navigate the intricacies of global taxation, achieving compliance while enhancing overall financial performance. **Who Is the Company Behind Orbitax Global Minimum Tax?** - **Seller:** [Orbitax](https://www.g2.com/sellers/orbitax) - **HQ Location:** San Francisco - **Twitter:** @orbitaxonline (94 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/orbitax/about/ (67 employees on LinkedIn®) ### 19. [Pertana](https://www.g2.com/products/pertana/reviews) Pertana is an innovative digital career development platform tailored for finance professionals aiming to achieve global recognition in their field. Established in 2020 and based in Kalibo, Aklan, Philippines, Pertana offers a comprehensive suite of resources and insights designed to support users in reaching their full potential. Key Features and Functionality: - Exclusive Insights: Access to specialized knowledge and industry trends to stay ahead in the finance sector. - Comprehensive Resources: A wide array of tools and materials to aid in professional growth and skill enhancement. - Community Engagement: A network of ambitious professionals fostering collaboration and shared learning. Primary Value and User Solutions: Pertana addresses the need for continuous professional development in the finance industry by providing targeted resources and a supportive community. It empowers users to enhance their expertise, stay updated with industry developments, and achieve career advancement, ultimately facilitating their journey to becoming globally recognized finance professionals. **Who Is the Company Behind Pertana?** - **Seller:** [Pertana](https://www.g2.com/sellers/pertana) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 20. [QuickAsset](https://www.g2.com/products/quickasset/reviews) QuickAsset is a Fixed Asset Management & Tracking software is an complete asset management tool which helps in calculating accurate depreciation and tracking the exact location of the assets **Who Is the Company Behind QuickAsset?** - **Seller:** [Qelocity Technologies](https://www.g2.com/sellers/qelocity-technologies) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 21. [RateUtil](https://www.g2.com/products/rateutil/reviews) RateUtil enhances your ERP for peak tax performance at a lower cost. It’s the just-right option between manual rating and expensive third party tax engines. **Who Is the Company Behind RateUtil?** - **Seller:** [Sales Tax DataLINK](https://www.g2.com/sellers/sales-tax-datalink) - **Year Founded:** 2010 - **HQ Location:** Bentonville, US - **Twitter:** @SalesTaxDLink (107 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sales-tax-datalink (13 employees on LinkedIn®) ### 22. [RecoveryLINK](https://www.g2.com/products/recoverylink/reviews) RecoveryLINK is the only available software for automating the accounting tasks associated with reverse audits. **Who Is the Company Behind RecoveryLINK?** - **Seller:** [Sales Tax DataLINK](https://www.g2.com/sellers/sales-tax-datalink) - **Year Founded:** 2010 - **HQ Location:** Bentonville, US - **Twitter:** @SalesTaxDLink (107 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sales-tax-datalink (13 employees on LinkedIn®) ### 23. [Rooby](https://www.g2.com/products/rooby/reviews) Xero-integrated real-time corporation tax forecasting UK limited company tax forecasting live CT and VAT position from Xero built by a qualified UK accountant £10 per client per month 15-component business health score **Who Is the Company Behind Rooby?** - **Seller:** [Rooby](https://www.g2.com/sellers/rooby) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 24. [RTC Suite](https://www.g2.com/products/rtc-suite/reviews) RTC Suite is an SAP OEM solution inherently built on SAP BTP, streamlining e-Invoicing, digital e-reporting/SAF-T, VAT, and ViDA processes across multiple countries. It delivers real-time validation (schema/Schematron), DQI dashboards, low-code features, and enables rapid deployment—with the first country live in just weeks. The AI assistant ARTI speeds up compliance activities and provides valuable insights. RTC Suite integrates closely with SAP S/4HANA and ECC, and links to AP workflows such as Basware for smooth outbound and inbound operations. It guarantees 99.5% SLA availability, enterprise-level security, and robust backup through SAP BTP. **Who Is the Company Behind RTC Suite?** - **Seller:** [RTC Suite](https://www.g2.com/sellers/rtc-suite) - **Year Founded:** 2023 - **HQ Location:** Dublin, IE - **LinkedIn® Page:** https://www.linkedin.com/company/rtcsuite/ (77 employees on LinkedIn®) ### 25. [Sales Tax Automation Platform - AtomicTax](https://www.g2.com/products/sales-tax-automation-platform-atomictax/reviews) Dealing with the confusing and frustrating process of handling sales tax for your online business? Are you spending an inordinate amount of time filing and remitting sales tax for each state? Is sales tax compliance leaving you procrastinating? We have a great solution for you, our end to end sales tax compliance solution is the most comprehensive and affordable solution for online businesses. **Who Is the Company Behind Sales Tax Automation Platform - AtomicTax?** - **Seller:** [AtomicTax](https://www.g2.com/sellers/atomictax) - **Year Founded:** 2020 - **HQ Location:** Windsor Mill, US - **LinkedIn® Page:** https://www.linkedin.com/company/atomic-tax/ (1 employees on LinkedIn®) ## 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.