Best Freelance Tax Software - Page 3

How Many Freelance Tax Software Products Does G2 Track?

Total Products under this Category: 54

Category Stats (Sep 2026)

  • Average Rating: 4.51/5 The average rating of products in this category, based on all submitted ratings

Last updated: September 22, 2026

How Does G2 Rank Freelance Tax Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 100+ Authentic Reviews
  • 54+ 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.

KiwiBooks

KiwiBooks is an AI bookkeeper you can actually talk to. Connect your bank, and Kiwi gets to work by categorizing every transaction to IRS tax line items, capturing receipts, tracking mileage, and generating tax-ready reports. - KiwiBooks serves the 31M sole proprietors, freelancers, and independent business owners in the U.S. are stuck using tools designed for accountants. - CPAs can join for free under our partner program.

Who Is the Company Behind KiwiBooks?

Kletta

Who Is the Company Behind Kletta?

  • Seller: Kletta
  • Year Founded: 2020
  • HQ Location: Helsinki, FI
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Lunafi

Who Is the Company Behind Lunafi?

  • Seller: Maxitech
  • Year Founded: 2016
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    57 employees on LinkedIn®

Mei.ai

Mei.ai is a complete financial and tax management platform for Brazil's MEI (Microempreendedor Individual) businesses. It automates DAS tax calculation, issues NFS-e invoices in 30 seconds, monitors the R$81,000 annual revenue limit in real-time, assists with the DASN annual declaration, and includes an AI-powered virtual accountant available 24/7. Plans start at Free, with paid options from R$19/month

Who Is the Company Behind Mei.ai?

Moninsight

Moninsight is the AI CFO for one-person businesses. Built specifically for U.S.-based solopreneurs, freelancers, and consultants filing Schedule C, Moninsight replaces spreadsheets and generic bookkeeping software with a conversational AI that actually reasons over your real financial data, not generic advice. Instead of dashboards and manual categorization, you simply ask: "Am I profitable this month?" or "How much should I set aside for taxes?" and get answers grounded in your actual transactions, deterministic accounting rules, and IRS guidance, not AI guesswork. Moninsight connects to your bank and payment accounts (via Plaid), automatically categorizes income and expenses across roughly 175 industry-specific categories, tracks deductions, and helps you stay ahead of quarterly estimated taxes, all through natural conversation. When you're ready to act, Moninsight can execute changes directly (with your approval), not just explain what to do. Built for solopreneurs who don't want to become bookkeepers just to run their business.

Who Is the Company Behind Moninsight?

Namu

Who Is the Company Behind Namu?

  • Seller: Namu
  • Year Founded: 2018
  • HQ Location: Chatham, US
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Nesbitt Web: Affordable MTD

The simplest HMRC-recognised Making Tax Digital software for sole traders and landlords. Free for the 2026-27, then just £19.99/year. Affordable MTD is Making Tax Digital software designed for sole traders and landlords who need to submit quarterly updates to HMRC. The platform functions as bridging software, allowing users to maintain their existing record-keeping methods while submitting data digitally. Users can input figures directly or import spreadsheets, with AI categorizing transactions into HMRC expense categories for review. The software ensures data privacy, never sharing or using financial data for AI training. The platform connects securely via the Government Gateway and tracks deadlines while logging submissions with timestamps to provide an audit-ready record. Affordable MTD supports both self-employment and UK property income in one tool. The AI flags errors and identifies missed deductions to streamline the filing process. The software does not require bank account connections.

Who Is the Company Behind Nesbitt Web: Affordable MTD?

NorthOS

NorthOS is bookkeeping and tax software built specifically for Canadian sole proprietors, freelancers, and side hustlers. Most bookkeeping software is general-purpose accounting organized around a chart of accounts. NorthOS is organized around the CRA's forms instead. Every expense you log is categorized to its correct CRA Form T2125 line as you enter it, so year end is an export rather than a reconciliation. NorthOS tracks your rolling four-quarter revenue against the GST/HST $30,000 registration threshold and flags it before you cross, so you register on time instead of owing GST you never charged. It includes a GST/HST Quick Method calculator covering all 13 provinces and territories, and it recognizes provincial sales tax for BC, Saskatchewan, and Manitoba. Connect your bank and credit card accounts for automatic transaction import (every transaction lands in a review queue with a suggested CRA category, and nothing posts to your books until you approve it). Scan receipts or import them from Google Drive. North, the built-in AI assistant, can log expenses, create and send invoices, and mark them paid, proposing each action for you to confirm. NorthOS is built in Ontario, hosted in Canada, and priced at $12 CAD per month or $119 CAD per year. 14-day free trial, no credit card required.

Who Is the Company Behind NorthOS?

Paidloom

Paidloom is a free invoice and tax toolkit built for freelancers, contractors and sole traders. The invoice generator turns your rates, logo and payment details into a clean, print-perfect A4 PDF in seconds — four templates, adjustable accent colours, any currency, and no watermark. Around it sits a full freelance toolkit: a time tracker that bills straight into an invoice, a rate calculator that works backwards from the income you want, a UK self-employed tax estimator, and a Making Tax Digital checker that tells you if the April 2026 rules affect you. Everything runs in your browser — no account, no upload, no paywall.

Who Is the Company Behind Paidloom?

Ruby Money

The bookkeeping, accounting and tax filing app designed for self-employed creatives, consultants and coaches who want to make more by doing less.

Who Is the Company Behind Ruby Money?

Solo

Who Is the Company Behind Solo?

  • Seller: Mozilla
  • Year Founded: 2005
  • HQ Location: San Francisco, CA
  • Twitter: @mozilla
    261,861 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,774 employees on LinkedIn®

Solo

Solo est une solution tout-en-un concue pour préparer les auto-entrepreneurs et indépendants à la facturation électronique. Plateforme Agréée (ex PDP), Solo s'adresse aux indépendants en phase de lancement ou déjà en activité, quel que soit leur secteur d'activité (bâtiment, services, e-commerce, conseil ou métiers créatifs), et peut être utilisé sans ouverture de compte bancaire imposée. Principales fonctionnalités : - Facturation conforme : création de devis et factures personnalisables, incluant toutes les mentions légales obligatoires, avec une compatibilité prévue pour la réforme de la facturation électronique en vigueur à partir de septembre 2026. - Déclaration Urssaf simplifiée : Solo calcule le montant exact à déclarer à partir des données de facturation, permettant une validation en un clic à chaque échéance. - Connexion bancaire et suivi de trésorerie : synchronisation des transactions, mise à jour du livre de recettes, encaissement en ligne et relances clients. - Gestion de la TVA : suivi en franchise de base, avec alertes à l'approche des seuils réglementaires. - Tableau de bord et pilotage : vue d'ensemble sur le chiffre d'affaires, les cotisations, les impôts et les seuils clés pour faciliter la prise de décision. La plateforme est accessible sur ordinateur, tablette et mobile, sans installation requise. Solo est certifié en tant que Plateforme Agréée (anciennement PDP) pour répondre aux obligations de la facturation électronique dès 2026. Essai gratuit - sans carte bancaire - sans engagement - sans compte bancaire imposé

Who Is the Company Behind Solo?

  • Seller: Betao AB
  • Year Founded: 2013
  • HQ Location: Stockholm, SE
  • LinkedIn® Page: www.linkedin.com
    95 employees on LinkedIn®

Solo

Who Is the Company Behind Solo?

  • Seller: SolarNexus
  • Year Founded: 2009
  • HQ Location: San Francisco, US
  • Twitter: @SolarNexusInc
    989 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024