# Best Professional Tax Software for Small Business

  *By [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu)*

   Products classified in the overall Professional 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 Professional 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 Professional Tax category.

In addition to qualifying for inclusion in the Professional Tax Software category, to qualify for inclusion in the Small Business Professional Tax Software category, a product must have at least 10 reviews left by a reviewer from a small business.





## Category Overview

**Total Products under this Category:** 37


## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 900+ Authentic Reviews
- 37+ 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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## Top-Rated Products (Ranked by G2 Score)
### 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:** 186


**Seller Details:**

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** https://www.intuit.com/
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit (80,584 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (17,722 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CPA, Partner
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 90% Small-Business, 8% Mid-Market


### 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:** 275


**Seller Details:**

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** https://www.intuit.com/
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit (80,584 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (17,722 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, Accountant
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 98% Small-Business, 5% Mid-Market


### 3. [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews)
  Intuit ProSeries Tax is a professional tax preparation software tailored for individual practitioners and small to mid-sized accounting firms. It offers a user-friendly, forms-based interface that streamlines the tax preparation process, enabling professionals to efficiently handle a wide range of tax returns, including individual (1040) and business returns (1120, 1120S, 1065). Key Features and Functionality: - Comprehensive Form Coverage: Supports approximately 3,700 federal and state tax forms and schedules, accommodating various tax scenarios. - Error-Checking Diagnostics: Includes around 1,000 built-in diagnostics to identify and rectify errors before filing, ensuring accuracy and compliance. - Integration with QuickBooks: Seamlessly integrates with QuickBooks Desktop, allowing direct import of financial data to streamline the tax preparation workflow. - Flexible Licensing Options: Offers various licensing plans, including unlimited-use licenses and pay-per-return options, catering to different practice sizes and needs. - Optional Cloud Hosting: Provides cloud hosting services for remote access, enhancing flexibility and collaboration among team members. Primary Value and User Solutions: ProSeries Tax simplifies the tax preparation process by offering an intuitive, forms-based interface that mirrors traditional paper forms, reducing the learning curve for professionals. Its comprehensive form coverage and robust error-checking diagnostics minimize the risk of filing errors, ensuring compliance with the latest tax laws. The integration with QuickBooks eliminates redundant data entry, saving time and reducing the potential for errors. Flexible licensing options and optional cloud hosting services provide scalability and adaptability to meet the evolving needs of tax practices, making ProSeries Tax a valuable tool for enhancing efficiency and accuracy in tax preparation.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 83


**Seller Details:**

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** https://www.intuit.com/
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit (80,584 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (17,722 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Accountant
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 85% Small-Business, 9% Enterprise


### 4. [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


**Seller Details:**

- **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 (17,830 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (21,934 employees on LinkedIn®)
- **Ownership:** AMS:WKL

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


### 5. [DualEntry](https://www.g2.com/products/dualentry/reviews)
  DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 123


**Seller Details:**

- **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry)
- **Company Website:** https://www.dualentry.com
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @dualentry (742 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dualentry/ (48 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Accountant
  - **Top Industries:** Accounting, Manufacturing
  - **Company Size:** 49% Mid-Market, 34% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (318 reviews)
- Features (272 reviews)
- Efficiency (256 reviews)
- Integrations (235 reviews)
- Time-saving (231 reviews)

**Cons:**

- Improvement Needed (116 reviews)
- Missing Features (92 reviews)
- Limited Customization (91 reviews)
- Not User-Friendly (84 reviews)
- Learning Difficulty (83 reviews)



## Parent Category

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



## Related Categories

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