# 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. ## How Many Professional Tax Software Products Does G2 Track? **Total Products under this Category:** 40 ### Category Stats (Jul 2026) - **Average Rating**: 4.61/5 (↑0.03 vs Jun 2026) The average rating of products in this category, based on all submitted ratings *Last updated: July 03, 2026* ## How Does G2 Rank Professional Tax Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 900+ Authentic Reviews - 40+ 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. --- **Sponsored** ### Lumana Lumana is the leader in AI video security, offering a comprehensive platform that transforms your existing security camera infrastructure into an AI-powered solution. The solution is designed to enhance security, safety, and operational efficiency across a wide range of industries, including education, government, manufacturing, retail, healthcare, and hospitality. By leveraging proprietary video AI models, Lumana provides automated monitoring, real-time activity and behavior detection, and accelerated incident response features. At the heart of Lumana's platform is the Lumana Core. A camera-agnostic AI engine and video processor that transforms any IP camera into an intelligent monitoring agent. This flexibility ensures that organizations can upgrade their security capabilities without the need for expensive hardware replacements. Lumana's self-learning AI engine continuously adapts to the environment, optimizing its performance and providing increasingly accurate event detection over time. Lumana's distributed hybrid-cloud architecture combines the best of cloud and on-premise resources, delivering enterprise-grade AI capabilities without the complexity or high costs typically associated with such systems. Users can manage the system remotely through Lumana VMS+, an intuitive video management software that simplifies security operations, enables fast investigations, and provides real-time visibility from any web browser or mobile device. In addition to enhancing security and safety, Lumana offers valuable operational insights through its custom AI dashboards. These dashboards transform video footage into actionable data, enabling organizations to visualize trends and make smarter, more informed decisions. Whether it's improving employee safety, optimizing manufacturing processes, or enhancing customer experiences, Lumana provides the tools needed to achieve security, safety, and operational excellence. [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=1008466&secure%5Bchosen_at%5D=2026-07-03T14%3A28%3A31Z&secure%5Bdisplayable_resource_id%5D=1246&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1424713&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1424713&secure%5Bresource_id%5D=1008466&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-tax%2Fsmall-business&secure%5Btoken%5D=772806021cf6886ea0b0112841b0d283aa0dc9a34d0cf8e8409513c0ffbff1b3&secure%5Burl%5D=https%3A%2F%2Fwww.lumana.ai%2Fget-demo%3Futm_source%3Dg2%26utm_medium%3Dpaidsocial&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Professional Tax Software Products in 2026? ### 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:** 187 **Who Is the Company Behind Intuit Lacerte Tax?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CPA, Partner - **Top Industries:** Accounting, Financial Services - **Company Size:** 90% Small-Business, 7% Mid-Market #### What Are Recent G2 Reviews of Intuit Lacerte Tax? **"[Lacerte Makes Complex Returns Easy with Powerful Diagnostics](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-11061564)"** **Rating:** 5.0/5.0 stars *— Michael E.* [Read full review](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-11061564) --- **"[Very User-Friendly and Easy to Follow](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-12723295)"** **Rating:** 4.5/5.0 stars *— SARAH P.* [Read full review](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-12723295) --- #### What Are G2 Users Discussing About Intuit Lacerte Tax? - [Who makes Lacerte?](https://www.g2.com/discussions/who-makes-lacerte) - [How much does Lacerte tax software cost?](https://www.g2.com/discussions/how-much-does-lacerte-tax-software-cost) - 1 comment - [How do I use Lacerte tax software?](https://www.g2.com/discussions/how-do-i-use-lacerte-tax-software) - [What is Lacerte software?](https://www.g2.com/discussions/what-is-lacerte-software) ### 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 **Who Is the Company Behind Intuit ProConnect Tax?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 98% Small-Business, 5% Mid-Market #### What Are Recent G2 Reviews of Intuit ProConnect Tax? **"[Great platform for easy Fillingb](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11742261)"** **Rating:** 4.5/5.0 stars *— Rakshit S.* [Read full review](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11742261) --- **"[Efficient Tax Preparation Software with Room for Improvement](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11654017)"** **Rating:** 4.0/5.0 stars *— Oussama N.* [Read full review](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11654017) --- #### What Are G2 Users Discussing About Intuit ProConnect Tax? - [What is Intuit tax Online?](https://www.g2.com/discussions/what-is-intuit-tax-online) - 1 comment - [Is ProConnect free?](https://www.g2.com/discussions/is-proconnect-free) - 1 comment - [What tax software works with QuickBooks online?](https://www.g2.com/discussions/what-tax-software-works-with-quickbooks-online) - 1 comment - [What are the included features within the tax preparation section of ProConnect tax online?](https://www.g2.com/discussions/what-are-the-included-features-within-the-tax-preparation-section-of-proconnect-tax-online) ### 3. [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) Intuit ProSeries Tax is professional tax software built for individual practitioners and small to mid-sized accounting firms who need speed without sacrificing control. Its forms-based interface gives tax professionals a familiar, intuitive way to work — with one-click access to calculation details, 1,000+ built-in diagnostics to catch errors before filing, and tools like Intuit Link, Quick Employer Forms, and Fixed Asset Manager included out of the box. ProSeries helps firms reduce review friction and deliver high-quality work faster — saving an average of 32 minutes per complex return and 16 minutes per simple return. With optional cloud hosting for anywhere access and flexible licensing options that scale with your practice, ProSeries gives you everything your firm needs and nothing it doesn't. **Average Rating:** 4.2/5.0 **Total Reviews:** 84 **Who Is the Company Behind Intuit ProSeries Tax?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 85% Small-Business, 9% Enterprise #### What Are Recent G2 Reviews of Intuit ProSeries Tax? **"[User-Friendly Tax Software with the Right Features for Pros](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12737897)"** **Rating:** 4.5/5.0 stars *— Rashanae P.* [Read full review](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12737897) --- **"[Intuit ProSeries Keeps Our Tax Prep Accurate and Organized in One Place](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12725918)"** **Rating:** 4.0/5.0 stars *— Kate D.* [Read full review](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12725918) --- #### What Are G2 Users Discussing About Intuit ProSeries Tax? - [What is your experience with ProSeries Tax for tax preparation, and how does it compare to other solutions?](https://www.g2.com/discussions/what-is-your-experience-with-proseries-tax-for-tax-preparation-and-how-does-it-compare-to-other-solutions) - [What software do tax professionals use?](https://www.g2.com/discussions/what-software-do-tax-professionals-use) - [How much does ProSeries cost?](https://www.g2.com/discussions/how-much-does-proseries-cost) - [What is the difference between ProSeries basic and professional?](https://www.g2.com/discussions/what-is-the-difference-between-proseries-basic-and-professional) - [What is ProSeries?](https://www.g2.com/discussions/what-is-proseries) ### 4. [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:** 122 **Who Is the Company Behind DualEntry?** - **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry) - **Company Website:** https://www.dualentry.com - **Year Founded:** 2024 - **HQ Location:** New York, US - **Twitter:** @dualentry (765 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dualentry/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting, Manufacturing - **Company Size:** 48% Mid-Market, 34% Small-Business #### What Are DualEntry's Pros and 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) ### What Do G2 Reviewers Say About DualEntry? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in DualEntry, enjoying its intuitive tools and automated workflows for efficient tracking. - Users value the **smooth handling of thousands of transactions** , making it ideal for growing finance teams. - Users appreciate the **efficiency** of DualEntry, seamlessly managing high volumes of transactions without slowing down. - Users value the **powerful integrations** of DualEntry, enhancing accuracy and efficiency in financial tracking solutions. - Users value the **time-saving automation** of DualEntry, enabling teams to focus on strategic decisions and reduce errors. **Cons:** - Users find the **dependency on the parent company** potentially confusing for organizational clarity and independence. - Users express disappointment over the **missing mobile app** , which limits accessibility and on-the-go functionality. - Users find **limited customization** in DualEntry, impacting their ability to tailor reports and integrations for specific needs. - Users find the interface impressive but note it can be **overwhelming without sufficient guidance** for new users. - Users note a significant **learning difficulty** due to insufficient guidance, making initial usage overwhelming for newcomers. #### What Are Recent G2 Reviews of DualEntry? **"[Accurate + Convenience](https://www.g2.com/survey_responses/dualentry-review-11367056)"** **Rating:** 5.0/5.0 stars *— John Rey C.* [Read full review](https://www.g2.com/survey_responses/dualentry-review-11367056) --- **"[DualEntry Makes Data Entry Smoother and More Efficient](https://www.g2.com/survey_responses/dualentry-review-11897989)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/dualentry-review-11897989) --- ### 5. [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 **Who Is the Company Behind CCH ProSystem fx Tax?** - **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 (17,786 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (22,177 employees on LinkedIn®) - **Ownership:** AMS:WKL **Who Uses This Product?** - **Who Uses This:** Staff Accountant, Tax Manager - **Top Industries:** Accounting - **Company Size:** 37% Mid-Market, 32% Small-Business #### What Are Recent G2 Reviews of CCH ProSystem fx Tax? **"[Perfect for accounting and business](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11450160)"** **Rating:** 5.0/5.0 stars *— Justine J.* [Read full review](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11450160) --- **"[good choice for firms that offer large range of tax forms](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11694533)"** **Rating:** 5.0/5.0 stars *— Meredith T.* [Read full review](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11694533) --- #### What Are G2 Users Discussing About CCH ProSystem fx Tax? - [What is CCH ProSystem fx Tax used for?](https://www.g2.com/discussions/what-is-cch-prosystem-fx-tax-used-for) - [How do you dispose of CCH assets?](https://www.g2.com/discussions/how-do-you-dispose-of-cch-assets) - 1 comment - [How much does CCH ProSystem cost?](https://www.g2.com/discussions/how-much-does-cch-prosystem-cost) - 2 comments - [What is ProSystem FX tax?](https://www.g2.com/discussions/cch-prosystem-fx-tax-what-is-prosystem-fx-tax) - [What is CCH ProSystem FX?](https://www.g2.com/discussions/what-is-cch-prosystem-fx) ## What Is Professional Tax Software? [ Tax Software](https://www.g2.com/categories/tax-software) ## What Software Categories Are Similar to Professional Tax Software? - [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)