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Best Professional Tax Software for Small Business

Subhransu Sahu
SS
Researched and written by 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.

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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.

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5 Listings in Small Business Professional Tax Available

(185)4.3 out of 5
1st Easiest To Use in Professional Tax software
Save to My Lists
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
  • 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
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®
(290)4.4 out of 5
2nd Easiest To Use in Professional Tax software
Save to My Lists
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
  • 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
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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  • 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
  • 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
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
(133)4.1 out of 5
View top Consulting Services for CCH ProSystem fx Tax
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CCH ProSystem fx Tax allows you to automate your tax return process with a tax compliance and preparation solution.

    Users
    • Staff Accountant
    • Tax Manager
    Industries
    • Accounting
    Market Segment
    • 37% Mid-Market
    • 32% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    17,860 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,326 employees on LinkedIn®
    Ownership
    AMS:WKL
Product Description
How are these determined?Information
This description is provided by the seller.

CCH ProSystem fx Tax allows you to automate your tax return process with a tax compliance and preparation solution.

Users
  • Staff Accountant
  • Tax Manager
Industries
  • Accounting
Market Segment
  • 37% Mid-Market
  • 32% Small-Business
Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
17,860 Twitter followers
LinkedIn® Page
www.linkedin.com
23,326 employees on LinkedIn®
Ownership
AMS:WKL
(122)4.9 out of 5
3rd Easiest To Use in Professional Tax software
Save to My Lists
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.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DualEntry Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    318
    Features
    272
    Efficiency
    256
    Integrations
    235
    Time-saving
    231
    Cons
    Improvement Needed
    116
    Missing Features
    92
    Limited Customization
    91
    Not User-Friendly
    84
    Learning Difficulty
    83
  • 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.
DualEntry Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
318
Features
272
Efficiency
256
Integrations
235
Time-saving
231
Cons
Improvement Needed
116
Missing Features
92
Limited Customization
91
Not User-Friendly
84
Learning Difficulty
83
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®