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.
9 Professional Tax Products Available
View all Professional Tax Software
View all Professional Tax Software

Intuit ProConnect Tax

(277)4.4 out of 5
Entry Level Price:Pay As You Go
2nd Easiest To Use in Professional Tax software
OverviewWhat G2 Users Think
Product Description

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: 98% Small-Business, 5% Mid-Market
What G2 Users ThinkSeller Details
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
Rakshit S.
RS
a cloud based solution for streamlined complain tax filling to customer support and number of features use easily and my experience with intuit ... Read review
Seller Details
Year Founded
1983
HQ Location
Mountain View, California
Company Website
https://www.intuit.com/
Twitter
@Intuit
LinkedIn® Page
https://www.linkedin.com/company/1666/
Ownership
VIE:INTU
Phone
-6585

Intuit Lacerte Tax

(187)4.3 out of 5
Entry Level Price:Contact Us
1st Easiest To Use in Professional Tax software
OverviewWhat G2 Users Think
Product Description

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, 7% Mid-Market
What G2 Users ThinkSeller Details
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
Year Founded
1983
HQ Location
Mountain View, California
Company Website
https://www.intuit.com/
Twitter
@Intuit
LinkedIn® Page
https://www.linkedin.com/company/1666/
Ownership
VIE:INTU
Phone
-6585
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DualEntry

(122)4.9 out of 5
Entry Level Price:Contact Us
3rd Easiest To Use in Professional Tax software
OverviewSeller Details
Product Description

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: 48% Mid-Market, 34% Small-Business
User Sentiment

Reviewers like the user-friendly interface, the automation of repetitive tasks, the real-time data syncing, and the software's ability to handle high-volume transactions smoothly. Reviewers experienced issues with the initial setup being time-consuming, lack of detailed documentation for advanced features, limited customization options, and occasional integration problems with other tools.

Seller Details
Year Founded
2024
HQ Location
New York, US
Company Website
https://www.dualentry.com
Twitter
@dualentry
LinkedIn® Page
https://www.linkedin.com/company/dualentry/

Intuit ProSeries Tax

(86)4.2 out of 5
Entry Level Price:$1,119 per year
OverviewWhat G2 Users Think
Product Description

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 str

Users: Accountant · Industries: Accounting, Financial Services · Market Segment: 85% Small-Business, 9% Enterprise
What G2 Users ThinkSeller Details
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
Year Founded
1983
HQ Location
Mountain View, California
Company Website
https://www.intuit.com/
Twitter
@Intuit
LinkedIn® Page
https://www.linkedin.com/company/1666/
Ownership
VIE:INTU
Phone
-6585

Spectrum Cloud

(7)5.0 out of 5
Entry Level Price:₹6,300.00
OverviewWhat G2 Users Think
Product Description

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

Market Segment: 57% Small-Business, 14% Mid-Market
What G2 Users ThinkSeller Details
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
Year Founded
2006
HQ Location
Jaipur, IN
Company Website
https://www.kdksoftware.com/
Twitter
@KDKSoftwares
LinkedIn® Page
https://www.linkedin.com/company/kdksoftwareindia/

CrossLink

(2)5.0 out of 5
OverviewWhat G2 Users Think
Product Description

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

Market Segment: 100% Small-Business
What G2 Users ThinkSeller Details
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
Year Founded
1974
HQ Location
Lathrop, US
Company Website
https://www.crosslinktax.com/
Twitter
@CrossLinkTax
LinkedIn® Page
https://www.linkedin.com/company/crosslink-professional-tax-solutions

Feather

(2)5.0 out of 5
OverviewWhat G2 Users Think
Product Description

Feather is an AI-powered tax research engine built for tax professionals, CPAs, accountants, and advisors. It delivers fast, accurate answers grounded in federal and state tax codes, IRS guidance, and

Market Segment: 50% Small-Business, 50% Mid-Market
What G2 Users ThinkSeller Details
Mohammed A.
MA
I've been using Feather for a few weeks now. Having seen and used other AI-based tax specific tools, I can say that Feather is by far the best in... Read review
Verified User in Venture Capital & Private Equity
UV
We’ve been using Feather for tax research, and it’s been a great experience so far. The interface is clean and easy to use, and the responses are... Read review
Seller Details
HQ Location
N/A
Company Website
https://www.askfeather.ai
LinkedIn® Page
https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps

Tax Stack AI

(4)5.0 out of 5
Free trial available
OverviewWhat G2 Users Think
Product Description

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

Market Segment: 100% Small-Business
What G2 Users ThinkSeller Details
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
HQ Location
N/A
Company Website
https://www.taxstackai.com/
LinkedIn® Page
https://www.linkedin.com/company/tax-stack-ai/

ez1095

(1)5.0 out of 5
Free trial available
OverviewWhat G2 Users Think
Product Description

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

Market Segment: 100% Mid-Market
What G2 Users ThinkSeller Details
Monica R.
MR
I find ez1095 very easy to use, especially for filing forms with the IRS. I can effortlessly enter information and file it, which is great. Another... Read review
Seller Details
Year Founded
2003
HQ Location
Louisville, US
Company Website
https://halfpricesoft.com
LinkedIn® Page
https://www.linkedin.com/company/halfpricesoft-com/