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Top Free Professional Tax Software

Check out our list of free Professional Tax Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Professional Tax Software to ensure you get the right product.

View Free Professional Tax Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
8 Professional Tax Products Available
View all Professional Tax Software
View all Professional Tax Software
Intuit ProConnect Tax
(289)4.4 out of 5
2nd Easiest To Use in Professional Tax software
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Entry Level Price:Pay As You Go
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Owner
    • Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 94% Small-Business
    • 4% Mid-Market
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Charity W.
    CW
    I like the a number of the programs features, from importing to e-filing. Read review
    Oussama N.
    ON
    I appreciate the cloud-based accessibility and the way it simplifies collaboration, especially when working with multiple clients. The user... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Intuit
    Company Website
    Year Founded
    1983
    HQ Location
    Mountain View, California
    Twitter
    @Intuit
    80,373 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17,317 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Owner
  • Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 94% Small-Business
  • 4% Mid-Market
Charity W.
CW
I like the a number of the programs features, from importing to e-filing. Read review
Oussama N.
ON
I appreciate the cloud-based accessibility and the way it simplifies collaboration, especially when working with multiple clients. The user... Read review
Seller Details
Seller
Intuit
Company Website
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
80,373 Twitter followers
LinkedIn® Page
www.linkedin.com
17,317 employees on LinkedIn®
Intuit Lacerte Tax
(185)4.3 out of 5
1st Easiest To Use in Professional Tax software
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • CPA
    • Partner
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 90% Small-Business
    • 8% Mid-Market
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Charlotte V.
    CV
    It applies tax knowledge to reveal any application that may have been overlooked. It guides you to prepare a correct return. Read review
    Verified User in Accounting
    UA
    Very easy to use year after year and to get the tax returns correct. Multi state tax is pretty easy to get right. I've used (and still use) other... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Intuit
    Company Website
    Year Founded
    1983
    HQ Location
    Mountain View, California
    Twitter
    @Intuit
    80,373 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17,317 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CPA
  • Partner
Industries
  • Accounting
  • Financial Services
Market Segment
  • 90% Small-Business
  • 8% Mid-Market
Charlotte V.
CV
It applies tax knowledge to reveal any application that may have been overlooked. It guides you to prepare a correct return. Read review
Verified User in Accounting
UA
Very easy to use year after year and to get the tax returns correct. Multi state tax is pretty easy to get right. I've used (and still use) other... Read review
Seller Details
Seller
Intuit
Company Website
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
80,373 Twitter followers
LinkedIn® Page
www.linkedin.com
17,317 employees on LinkedIn®

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DualEntry
(122)4.9 out of 5
3rd Easiest To Use in Professional Tax software
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 manage

    Users
    • Accountant
    Industries
    • Accounting
    • Manufacturing
    Market Segment
    • 49% Mid-Market
    • 34% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DualEntry is an accounting software that automates data entry and reconciliation, streamlines workflows, and provides real-time financial reports.
    • Reviewers appreciate DualEntry's user-friendly interface, AI-powered features, and seamless integration with existing tools, which enhance productivity and accuracy in financial management.
    • Reviewers noted that DualEntry's initial setup can be time-consuming, and some advanced features lack detailed documentation, which can make the learning curve steeper for more complex tasks.
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    DualEntry
    Company Website
    Year Founded
    2024
    HQ Location
    New York, US
    Twitter
    @dualentry
    574 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 manage

Users
  • Accountant
Industries
  • Accounting
  • Manufacturing
Market Segment
  • 49% Mid-Market
  • 34% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DualEntry is an accounting software that automates data entry and reconciliation, streamlines workflows, and provides real-time financial reports.
  • Reviewers appreciate DualEntry's user-friendly interface, AI-powered features, and seamless integration with existing tools, which enhance productivity and accuracy in financial management.
  • Reviewers noted that DualEntry's initial setup can be time-consuming, and some advanced features lack detailed documentation, which can make the learning curve steeper for more complex tasks.
Seller Details
Seller
DualEntry
Company Website
Year Founded
2024
HQ Location
New York, US
Twitter
@dualentry
574 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
Intuit ProSeries Tax
(84)4.2 out of 5
Save to My Lists
Entry Level Price:$1,119 per year
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ProSeries is a tax software that allows you to file returns by managing the tax preparation process from collecting and importing data automatically to filing returns.

    Users
    • Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 85% Small-Business
    • 10% Enterprise
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    UA
    The forms all seem to link together and the flow makes sense. It is very easy to use and not unwieldy. Read review
    Verified User in Accounting
    AA
    The ease of transmitting returns, and prep time Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Intuit
    Year Founded
    1983
    HQ Location
    Mountain View, California
    Twitter
    @Intuit
    80,373 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17,317 employees on LinkedIn®
    Ownership
    VIE:INTU
Product Description
How are these determined?Information
This description is provided by the seller.

ProSeries is a tax software that allows you to file returns by managing the tax preparation process from collecting and importing data automatically to filing returns.

Users
  • Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 85% Small-Business
  • 10% Enterprise
Verified User in Accounting
UA
The forms all seem to link together and the flow makes sense. It is very easy to use and not unwieldy. Read review
Verified User in Accounting
AA
The ease of transmitting returns, and prep time Read review
Seller Details
Seller
Intuit
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
80,373 Twitter followers
LinkedIn® Page
www.linkedin.com
17,317 employees on LinkedIn®
Ownership
VIE:INTU
CrossLink
(2)5.0 out of 5
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  • Overview
    Expand/Collapse Overview
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
  • Seller Details
    Expand/Collapse Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

CrossLink is the software of choice for tax professionals. Offering both online and desktop solutions, CrossLink is fast, simple, and straight-forward software that grows with your business no matter

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
CJ
I’ve been in the tax game for over 15 years, and I’ve seen a LOT of software—but CrossLink Hands down one of my favorites. It’s extremely... Read review
Seller Details
Seller
CrossLink Professional Tax Solutions
Year Founded
1974
HQ Location
Lathrop, US
Twitter
@CrossLinkTax
447 Twitter followers
LinkedIn® Page
www.linkedin.com
136 employees on LinkedIn®
Tax Stack AI
(4)5.0 out of 5
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tax Stack AI is an AI-powered SaaS solution designed to help small-sized accounting firms streamline tax research, analyze financial documents and tax returns, and manage client insights. The platform

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jill F.
    JF
    From analyzing client documents to getting answers via the AI chatbot, Tax Stack AI streamlined multiple workflows for us. The client insights and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Tax Stack AI
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tax Stack AI is an AI-powered SaaS solution designed to help small-sized accounting firms streamline tax research, analyze financial documents and tax returns, and manage client insights. The platform

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Jill F.
JF
From analyzing client documents to getting answers via the AI chatbot, Tax Stack AI streamlined multiple workflows for us. The client insights and... Read review
Seller Details
Seller
Tax Stack AI
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Spectrum Cloud
(1)5.0 out of 5
Save to My Lists
Entry Level Price:₹6,300.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spectrum Cloud is an all-in-one tax compliance platform built for CAs and tax practitioners. It brings ITR, GST, and TDS filing together into one secure cloud-based solution — accessible anytime, anyw

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    UA
    The biggest thing I like is not having to juggle different softwares. It provides complete filing workflows for GST, TDS, ITR in one place. I log... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    KDK Softwares
    Year Founded
    2006
    HQ Location
    Jaipur, IN
    Twitter
    @KDKSoftwares
    4,088 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    284 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spectrum Cloud is an all-in-one tax compliance platform built for CAs and tax practitioners. It brings ITR, GST, and TDS filing together into one secure cloud-based solution — accessible anytime, anyw

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Verified User in Accounting
UA
The biggest thing I like is not having to juggle different softwares. It provides complete filing workflows for GST, TDS, ITR in one place. I log... Read review
Seller Details
Seller
KDK Softwares
Year Founded
2006
HQ Location
Jaipur, IN
Twitter
@KDKSoftwares
4,088 Twitter followers
LinkedIn® Page
www.linkedin.com
284 employees on LinkedIn®
ez1095
0 ratings
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ez1095 is IRS-authorized, HIPAA-compliant, and trusted by thousands of businesses and CPAs for ACA reporting. With ez1095, you can prepare all 1095 forms in-house and offline, generate 1094-B/C and 10

    We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Halfpricesoft
    Year Founded
    2003
    HQ Location
    Louisville, US
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ez1095 is IRS-authorized, HIPAA-compliant, and trusted by thousands of businesses and CPAs for ACA reporting. With ez1095, you can prepare all 1095 forms in-house and offline, generate 1094-B/C and 10

We don't have enough data from reviews to share who uses this product. Leave a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Halfpricesoft
Year Founded
2003
HQ Location
Louisville, US
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®