Total Products under this Category: 96
Last updated: September 29, 2026
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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.
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)
Professional-grade AI, built for tax. Revax gives leading tax professionals accurate, traceable answers to complex questions - and offers ambitious teams workflows to deliver more advice.
Tax2efile is an IRS-authorized e-filing service provider that specializes in a wide range of tax forms, including 2290, 1099, 1040, and more. The company aims to offer fast, secure, and user-friendly electronic filing solutions for individuals, businesses, and non-profit organizations. With services designed to simplify the tax filing process, Tax2efile provides live support and affordable pricing options. Their clientele includes taxpayers looking for an efficient way to file their federal tax returns and extensions electronically.
Powerful, professional tax software that offers prices you'll love & a support team who cares. TaxAct Professional has a legacy of 23 years & over 40 million successfully processed e-files. In addition to this, our software is scalable to ensure it meets your firm's needs. We also proudly offer an easy client data import, fully integrated eSignature, powerful reports/tools, the ability to easily toggle between Q&A + Forms view, bank products, virtual practice offerings, and more.
Average Rating: 5.0/5.0
Total Reviews: 1
Rating: 5.0/5.0 stars
— Edward L. G.
Taxhance is tax document collection software built for CPA firms. It replaces the manual process of chasing clients for missing documents with a secure client portal, AI-powered document organization, and automated email reminders. CPAs create client binders, configure document checklists, and send portal invitations. Clients upload their tax documents through the portal. AI identifies document types and updates the checklist automatically.
TaxMD™ is an AI-powered tax strategy and planning platform built specifically for CPAs and accounting firms. It automates the complex process of creating proactive, high-value tax strategies and asset protection plans for business owners and real estate investors. By streamlining entity optimization and client-facing deliverables, TaxMD helps modern firms scale their advisory services, maximize client savings, and drive higher recurring revenue.
TaxTron is a Canadian tax preparation software company providing tax filing and preparation solutions for individuals, tax professionals, accountants, and businesses. The company develops software designed specifically for the Canadian tax environment, helping users prepare and file personal, corporate, and trust tax returns. TaxTron offers a range of tax preparation products, including T1 Personal Tax software, T2 Corporate Tax software, T3 Trust Tax software, and professional tax software for accounting and tax practitioners. Its solutions are designed to support a wide range of Canadian tax situations while providing users with practical tools for preparing accurate and organized tax returns. TaxTron products are available across different platforms, including Windows, Mac, and web-based solutions, allowing users to choose an option that fits their tax preparation needs. Professional solutions are designed to help tax practitioners manage tax preparation for multiple clients and handle a variety of Canadian tax scenarios. The company focuses on providing a user-friendly tax preparation experience while incorporating the forms, calculations, and requirements needed for Canadian tax filing. TaxTron software also undergoes certification testing with the Canada Revenue Agency (CRA) and Revenu Québec where applicable, helping ensure that its products meet the required standards for electronic tax filing. In addition to its software products, TaxTron provides customer support to help users navigate their tax preparation and software-related questions. Support is available in multiple languages, including English, French, Hindi, and Punjabi. TaxTron serves a broad range of users, from individuals preparing their own tax returns to professional tax preparers and accounting firms looking for Canadian tax preparation software. With a focus on Canadian tax requirements, accessibility, and practical tax preparation tools, TaxTron provides software solutions for personal and professional tax filing needs.
TaxWise® Tax is a comprehensive tax preparation software designed to enhance productivity, revenue, and efficiency for tax professionals. Whether you're a new preparer focusing on individual returns or an established office handling complex business filings, TaxWise® offers tailored solutions to meet your needs. Key Features and Functionality: - User-Friendly Workflow: Streamlined tools such as live refund monitoring, intuitive color-coding, hyperlinked diagnostics, integrated line-by-line tax help, and customizable tax form defaults help reduce preparation time by up to 20%. - Virtual Tax Office Solutions: Powered by TaxWise® Online, the Virtual Tax Office includes Vault Document Storage, eSignature capabilities, Client Portal, and TaxWise® Mobile, enabling secure, cloud-based tax preparation accessible anytime, anywhere. - Bilingual Support: Over 60 tax forms and schedules are available in Spanish, with on-screen forms and help resources also offered in Spanish. Bilingual product support ensures comprehensive assistance for diverse client bases. - Flexible Data Entry Modes: Choose between step-by-step interview mode or traditional forms-based input to suit your preference and expertise. - Integrated Tax Research: Access expertly-authored answers on thousands of tax and accounting topics through CCH® AnswerConnect, facilitating efficient and accurate tax research. - Electronic Signatures: Enhance client convenience and compliance by offering eSignature options, allowing for secure, remote signing of tax documents. - Refund Transfer Solutions: Provide clients with flexible fee payment options, enabling deduction of tax preparation fees from their tax refunds, thereby reducing upfront costs and enhancing satisfaction. Primary Value and Solutions Provided: TaxWise® Tax empowers tax professionals to prepare and file more returns in less time, increasing overall productivity and revenue. Its comprehensive suite of tools and resources streamlines the tax preparation process, allowing practitioners to focus on client service and business growth. By offering both desktop and cloud-based solutions, TaxWise® ensures flexibility and accessibility, catering to the evolving needs of modern tax offices. The inclusion of bilingual support and virtual office capabilities further positions TaxWise® as a versatile and client-centric solution in the tax preparation industry.
