Best Professional Tax Software - Page 3

Abacus

Abacus develops agentic infrastructure for accounting firms, focusing on deeply embedded, domain-specific automation.

Abaq

Accordance

Accordance is an AI platform designed for tax, audit, and CPA teams, providing tools to improve their services.

AccountsDesk

AccountsDesk is a UK cloud accounting and tax platform designed to help self-employed individuals, landlords and accountants comply with Making Tax Digital for Income Tax (MTD ITSA). The software enables users to maintain digital records, track income and expenses, prepare quarterly updates and submit information directly to HMRC through approved Making Tax Digital integrations. A key benefit of AccountsDesk is its support for Excel and spreadsheet bridging. Businesses can continue using familiar spreadsheets while meeting HMRC's digital record-keeping and MTD submission requirements. This makes AccountsDesk particularly attractive to sole traders, landlords and accountants who do not want to move their clients onto complex bookkeeping systems. AccountsDesk supports: MTD for Income Tax (MTD ITSA) Self-employed and sole trader businesses UK property businesses and landlords Foreign property income Spreadsheet and Excel-based record keeping Quarterly Updates submission to HMRC Annual submissions and final declarations Digital record management Multiple income sources Accountant and client workflows HMRC authorisation management Whether you keep records in spreadsheets or within the application, AccountsDesk provides a straightforward and cost-effective route to MTD compliance without requiring businesses to change the way they currently work.

Agena Software

Agena Software is web-based tax preparation software for CPAs, enrolled agents, and tax law firms that prepare U.S. international information returns. It focuses on forms that general-purpose tax suites support poorly or not at all: Form 3520 (foreign trusts and foreign gifts and bequests), standalone and substitute Form 3520-A for foreign grantor trusts, Form 708 for gifts and bequests from covered expatriates, and Form 7004 extensions. Agena applies the reporting thresholds and related-donor aggregation rules, carries trust data forward year to year, supports late and prior-year filings, and produces complete print-ready filing packages with IRS mailing instructions. Plans range from per-return pricing to unlimited annual subscriptions for firms. Agena is tax preparation software only and does not provide tax or legal advice.

Ai Tax Accountant

AI Tax Accountant is a bilingual (English/Spanish) AI platform for U.S. small businesses. Upload bank and credit-card statements and get GAAP-formatted P&L and balance-sheet reports, a personalized tax-strategy memo, and a missed-deduction analysis in minutes — no manual bookkeeping. It complements your CPA rather than replacing one.

AlphaTax

Maximize tax savings with AI-powered deductions, real-time tracking, and personalized tax strategies. Save thousands with AlphaTax's intelligent tax optimization platform. AlphaTax is an AI-powered tax planning platform that helps freelancers and small business owners maximize deductions and minimize tax liability year-round—not just during filing season. Unlike traditional tax software that only activates once a year, AlphaTax works continuously to identify savings opportunities, track expenses, and optimize your tax strategy in real-time. Our AI engine surfaces personalized recommendations with exact dollar amounts you could save. Meet Alex, Your AI Tax Assistant Get instant answers to complex tax questions 24/7. Alex understands self-employment taxes—from home office deductions to retirement strategies—and provides guidance tailored to your specific situation. Key Features - Smart Expense Tracking – Categorize expenses across 20+ IRS-compliant categories with receipt scanning and annotation. - Mileage Optimization – Compare standard vs. actual vehicle expense methods to maximize your deduction. - Home Office Calculator – Compare simplified ($5/sq ft) vs. actual expense methods instantly. - Quarterly Estimate Planning – Real-time calculations that update as your income changes, avoiding underpayment penalties. - Retirement Tax Strategies – Model SEP-IRA, Solo 401(k), and Roth contributions to see tax impact. - Personalized AI Strategies – Actionable recommendations showing potential savings in dollars. - Tax Dashboard – Visualize your tax position, upcoming deadlines, and opportunities in one interface. Who It's For Built for self-employed professionals, freelancers, consultants, contractors, content creators, and business owners. Whether you're a doctor tracking deductions or a rideshare driver optimizing mileage, AlphaTax adapts to your profession. Pricing One plan. $99/year. All features included. Start with a 7-day free trial. AlphaTax complements your existing filing solution. Plan smarter year-round, then export your organized data when it's time to file.

ATX™ Tax

ATX™ is a professional tax preparation software developed by Wolters Kluwer, designed to meet the needs of individual preparers and small accounting firms. It offers a user-friendly, forms-based interface that simplifies the tax preparation process, enabling users to efficiently file both individual and business returns. With continuous product enhancements, ATX™ addresses the complexities of ever-changing tax laws, providing a comprehensive solution for tax compliance. Key Features and Functionality: - Extensive Forms Library: Access to over 6,000 tax compliance forms, ensuring comprehensive coverage for various tax scenarios. - E-Signature Integration: Built-in eSignature functionality allows clients to sign tax documents electronically from anywhere, streamlining the approval process. - Enhanced Support Options: In-app chat and remote support tools provide immediate assistance without disrupting workflow. - Payroll Compliance Reporting: Includes a Payroll Compliance License to manage payroll-related tax obligations effectively. - Research Tools: Integration with CCH® AnswerConnect offers access to authoritative tax research materials, aiding in accurate and informed tax preparation. Primary Value and User Solutions: ATX™ simplifies the tax preparation process for CPAs and small firms by offering an intuitive interface and a vast array of forms, reducing the time and effort required to prepare and file returns. The inclusion of eSignature capabilities and enhanced support options enhances client engagement and operational efficiency. By continuously updating its features to align with current tax laws, ATX™ ensures users remain compliant and can confidently manage their clients' tax needs.

BeforeMay

BeforeMay prepares Australian tax working papers so your practice can spend its time reviewing them. The documents a client already sent you — bank statements, invoices, payment summaries, prior-year returns — become a real Excel working paper. Every figure is GST-checked, mapped to its ATO item, and linked back to the page it came from, so checking is faster than redoing. Anything the evidence doesn't settle waits for you in Needs review instead of being quietly guessed. Built for the entity types an Australian practice actually files: individual, company, trust and partnership. What a registered agent tends to ask first: • The deliverable is a standard .xlsx working paper. No macros and no proprietary format — it opens in whatever your firm already uses. • Every number carries its source. A reviewer can trace a figure back to the document and the page it came from, without reopening the client's file. • Client documents are stored in Australia. • Prep time, not review skill, is what caps how many returns a season can hold. That is the constraint this removes. We prepare. You review.

Bilbee

Bilbee is invoicing and tax for Australian sole traders. Send invoices and quotes, keep receipts, and see a running estimate of the year's tax and what to set aside from each payment. If you're registered for GST, Bilbee prepares a cash-basis Simpler BAS worksheet (G1, 1A and 1B) from the same records. If you're not, it tracks your turnover against the $75,000 registration threshold. Your accountant can view your books for free, read-only, or you can hand them the EOFY pack of spreadsheets and receipts. Free covers five invoices a month, for as long as you like. Standard is $15 a month and Pro is $29, in Australian dollars. Expenses, BAS, the tax estimate and accountant access are never capped on any plan. Bilbee is for one person on an individual tax return.

Bloomberg Tax

Bloomberg Tax Fixed Assets

Bloomberg Tax for Small CPAs

Bloomberg Tax Provision

Bloomberg Tax Workpapers