Best Professional Tax Software - Page 5

How Many Professional Tax Software Products Does G2 Track?

Total Products under this Category: 96

Category Stats (Sep 2026)

  • Average Rating: 4.63/5 (↓0.02 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Juno Tax (+1.05%) - Among all products in this category, Juno Tax recorded the largest rating increase compared to last month

Last updated: September 29, 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
  • 96+ 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

Highlighted products: Intuit ProConnect Tax, Intuit Lacerte Tax, Intuit ProSeries Tax, DualEntry, UltraTax CS, and CCH ProSystem fx Tax.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-tax/grids.json?focus%5B%5D=intuit-proconnect-tax&focus%5B%5D=intuit-lacerte-tax&focus%5B%5D=intuit-proseries-tax&focus%5B%5D=dualentry&focus%5B%5D=ultratax-cs&focus%5B%5D=cch-prosystem-fx-tax)

Leapifai

Who Is the Company Behind Leapifai?

  • Seller: Leapifai
  • Year Founded: 2024
  • HQ Location: Blackrock, IE
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Morado 1099

Morado is an AI-powered platform for preparing and e-filing 1099s and other information returns directly to the IRS through IRIS. It transforms messy data (CSVs, Excel files, W-9 PDFs) into IRS-ready forms with automated field mapping, TIN validation, and name parsing. Built for 1099 consultants serving multiple clients and controllers at mid-market companies filing 100 to 5,000+ forms annually. No integration required. Export two reports from your ERP, upload them with your W-9s, and Morado tells you exactly who needs a 1099, where the gaps are, and handles the rest. Same-day onboarding, no IT involvement. Morado can fully replace your current 1099 workflow end-to-end, or handle the data prep while you continue using Sovos, Avalara, or another platform for e-filing. No per-form fees.

Who Is the Company Behind Morado 1099?

Nextens

Who Is the Company Behind Nextens?

  • Seller: Adaptris
  • Year Founded: 1998
  • HQ Location: Sutton, GB
  • Twitter: @adaptris
    303 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

ONESOURCE Trust Tax

Who Is the Company Behind ONESOURCE Trust Tax?

  • Seller: Thomson Reuters
  • Year Founded: 2008
  • HQ Location: Toronto, CA
  • Twitter: @thomsonreuters
    150,224 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36,803 employees on LinkedIn®
  • Ownership: NYSE:TRI

Spectrum Cloud Enterprise

Spectrum Cloud Enterprise is an all-in-one cloud platform for GST, ITR and TDS compliance.

Who Is the Company Behind Spectrum Cloud Enterprise?

  • Seller: KDK Softwares
  • Year Founded: 2006
  • HQ Location: Jaipur, IN
  • Twitter: @KDKSoftwares
    4,079 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    284 employees on LinkedIn®

Stratum Tax

Stratum Tax is a lifetime financial planning and tax optimization engine for financial advisors and wealth managers. Its lifetime tax plan coordinates layered strategies and produces quantitatively substantiated outcomes. Measure the impact of each strategy, understand the interplay between strategies, and have Stratum recommend the optimal plan.

Who Is the Company Behind Stratum Tax?

TAAX App

Who Is the Company Behind TAAX App?

  • Seller: TAAX
  • Year Founded: 2023
  • HQ Location: Atlanta, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®
Subhransu Sahu
SS
Researched and written by Subhransu Sahu
Updated October 3, 2024