# Best Professional Tax Software for Small Business ## How Many Professional Tax Software Products Does G2 Track? **Total Products under this Category:** 43 ### Category Stats (Aug 2026) - **Average Rating:** 4.65/5 (↑0.04 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** OLTPRO (+12.5%) - Among all products in this category, OLTPRO recorded the largest rating increase compared to last month _Last updated: August 06, 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 - 43+ 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. ## G2 Grid® for Professional Tax Software ![G2 Grid® for Professional Tax Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-tax/grids.png?focus%5B%5D=10835&focus%5B%5D=92240&focus%5B%5D=10836&focus%5B%5D=10895&focus%5B%5D=1402310) Highlighted products: Intuit Lacerte Tax, Intuit ProConnect Tax, Intuit ProSeries Tax, CCH ProSystem fx Tax, and DualEntry. Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-tax/grids.json?focus%5B%5D=intuit-lacerte-tax&focus%5B%5D=intuit-proconnect-tax&focus%5B%5D=intuit-proseries-tax&focus%5B%5D=cch-prosystem-fx-tax&focus%5B%5D=dualentry&segment=small-business) **Sponsored** ### Avalara Avalara is the agentic AI platform for global tax and compliance. For more than two decades, Avalara has built one of the most expansive libraries of tax content and integrations in the industry, processing more than 54 billion transactions annually and supporting over 200,000 direct and indirect customers across more than 75 countries. The company's purpose-built AI agents automate end-to-end compliance with greater precision, from tax calculations and return filings to exemption certificate management and beyond. For more information, visit avalara.com. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1008466&secure%5Bchosen_at%5D=2026-08-15T18%3A56%3A25Z&secure%5Bdisplayable_resource_id%5D=93&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=93&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1929&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=d7510840503c1b9df7b15b72f605c4ef78b1f1f0ec82994d90f2c0fab9450d11&secure%5Burl%5D=https%3A%2F%2Fwww.avalara.com%2Fus%2Fen%2Fget-started.html%3FcampaignID%3D701Uz000013KPZYIA4%26utm_campaign%3DAMER_PROS_Paid-Search_General-Contact_02_2026_G2-Clicks%26marketing_channel%3Dpaid_search%26vendor%3Dgoogle_ads%26paid_unpaid%3Dpaid%26target_audience%3Dprospect%26keyword%3DG2%26adgroup%3DG2%26google_campaign_name%3DG2&secure%5Burl_type%5D=custom_url) ### [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:** www.intuit.com - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CPA, Partner - **Top Industries:** Accounting, Financial Services - **Company Size:** 90% Small, 7% Medium #### 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) ### [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:** 274 #### Who Is the Company Behind Intuit ProConnect Tax? - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** www.intuit.com - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small, 5% Medium #### What Are Recent G2 Reviews of Intuit ProConnect Tax? **["User-Friendly and Efficient, But Pricey Per Return"](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11848239)** **Rating:** 5.0/5.0 stars _— Dhananjay L._ [Read full review](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11848239) **["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) ### [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:** 86 #### Who Is the Company Behind Intuit ProSeries Tax? - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** www.intuit.com - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 85% Small, 9% Large #### What Are Recent G2 Reviews of Intuit ProSeries Tax? **["Easy to Use with Helpful Features"](https://www.g2.com/survey_responses/intuit-proseries-tax-review-13194250)** **Rating:** 4.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/intuit-proseries-tax-review-13194250) **["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) ### [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 #### Who Is the Company Behind DualEntry? - **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry) - **Company Website:** www.dualentry.com - **Year Founded:** 2024 - **HQ Location:** New York, US - **Twitter:** @dualentry 765 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84ffd98b38934e2a6ac5db385eecd8a3aeef689525e4fa00a282e1b8dd54e533&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdualentry%2F&secure%5Burl_type%5D=linkedin_company_website) 71 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accountant - **Top Industries:** Accounting, Manufacturing - **Company Size:** 49% Medium, 34% Small #### What Do G2 Reviewers Say About DualEntry? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking. - Users value the **smooth handling of thousands of transactions** , ensuring performance even during high-volume processing. - Users highlight the **efficiency** of DualEntry in handling high-volume transactions smoothly and reliably. - Users value the **powerful integrations** of DualEntry, enhancing accuracy and efficiency in financial tracking. - Users appreciate the **time-saving automation** of DualEntry, allowing teams to focus on strategic decision-making. ##### Cons - Users find that **improvement is needed** in onboarding guidance and customization options for a better experience. - Users note the **missing mobile app** and lack of onboarding tools, making the initial experience challenging. - Users express frustration with **limited customization** options in DualEntry, impacting their ability to personalize the experience. - Users find the interface **not user-friendly** , as it lacks guidance and onboarding tools for newcomers. - Users find the **learning difficulty** with DualEntry challenging due to insufficient guidance for new users. #### What Are Recent G2 Reviews of DualEntry? **["Streamlined Bookkeeping with Compliance Caveats"](https://www.g2.com/survey_responses/dualentry-review-13217733)** **Rating:** 4.0/5.0 stars _— Adriana J._ [Read full review](https://www.g2.com/survey_responses/dualentry-review-13217733) **["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) ### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website) 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% Medium, 32% Small #### What Are Recent G2 Reviews of CCH ProSystem fx Tax? **["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) **["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) #### 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) Spotlight Categories [Cloud Infrastructure Monitoring Tools and Software](https://www.g2.com/categories/cloud-infrastructure-monitoring) [ETL Tools](https://www.g2.com/categories/etl-tools) [Analytics Platforms](https://www.g2.com/categories/analytics-platforms) [Business Process Management Software](https://www.g2.com/categories/business-process-management) [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) Similar Categories - [Corporate Tax](/categories/corporate-tax) - [Freelance Tax](/categories/freelance-tax) - [Sales Tax and VAT Compliance](/categories/sales-tax-and-vat-compliance) - [Transfer Pricing](/categories/transfer-pricing) [Browse Professional Tax Themes](/categories/professional-tax/themes)