Best Professional Tax Software - Page 7

How Many Professional Tax Software Products Does G2 Track?

Total Products under this Category: 152

Category Stats (Nov 2026)

  • Average Rating: 4.66/5 (↑0.01 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Intuit ProSeries Tax (+0.26%) - Among all products in this category, Intuit ProSeries Tax recorded the largest rating increase compared to last month

Last updated: November 10, 2026

How Does G2 Rank Professional Tax Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 1,400+ Authentic Reviews
  • 152+ 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 Lacerte Tax, Intuit ProConnect Tax, Intuit ProSeries Tax, DualEntry, UltraTax CS, CCH ProSystem fx Tax, and Juno Tax.

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=dualentry&focus%5B%5D=ultratax-cs&focus%5B%5D=cch-prosystem-fx-tax&focus%5B%5D=juno-tax)

KeyGlance

KeyGlance is T1 tax data entry software built for Canadian accounting firms. A preparer uploads everything a client drops off at tax time, the slips, receipts and statements, whether paper, phone photos or one long scanned PDF. KeyGlance reads every document, even on the most complex return, and shows each figure beside the exact spot on the page it came from, so the preparer reviews instead of types. One click then enters the whole return into the firm's own tax software: TaxCycle, ProFile, DT Max, Taxprep Cloud or Taxprep Desktop. KeyGlance's AI Assistant reads every value back before a send counts as done, so what lands in the return matches what was printed. KeyGlance never files anything with the CRA, and each firm's client documents are encrypted at rest and visible only to that firm. Founded in 2026 in British Columbia by Ruddens Bosse (CEO) and Noah Wideski-Khan (CTO).

Who Is the Company Behind KeyGlance?

  • Seller: KeyGlance
  • Year Founded: 2026
  • HQ Location: British Columbia, Canada
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

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®

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

Loctax

Loctax streamlines compliance, risk, and governance for in-house tax teams with a unified data repository, process automation and reporting. Have a holistic overview of your complete tax function and enable your team and external advisors to collaborate with confidence, speed, and clarity. With Loctax you can: – Store all your tax data and documents in one structured repository purpose-built for tax. No more missing data. Loctax gives your team the structure and maturity they desperately need. – Track all your tax compliance due dates, filings, and payments across your organisation, centrally. – Establish structured processes with clear roles & responsibilities, and with a full audit trail. – Handle global tax risks like a pro. Identify, manage, mitigate, and report about tax risks, audits, and uncertain tax positions, globally. – Your tax controls should not just be a theoretical exercise. Operationalise and implement robust tax controls using Workflows.

Who Is the Company Behind Loctax?

  • Seller: Loctax
  • Year Founded: 2020
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    37 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?

Nexus by Landlord Studio

Nexus by Landlord Studio helps UK letting agents support their landlords with Making Tax Digital for Income Tax and earn additional revenue for their agency. It integrates with Reapit, PayProp, SME Professional, and LettsPay, bringing rental income and expense records together so landlords can review their records and submit quarterly updates to HMRC with less manual data entry.

Who Is the Company Behind Nexus by Landlord Studio?

ONESOURCE Indirect Tax

ONESOURCE Indirect Tax from Thomson Reuters is a cloud-native platform that helps organizations automate indirect tax determination, compliance, reporting, and e-invoicing across global jurisdictions. Combining trusted tax content with powerful automation, ONESOURCE enables businesses to accurately calculate VAT, GST, sales and use tax, and excise tax while keeping pace with changing regulations. By connecting tax, finance, and business systems in a single platform, ONESOURCE reduces complexity, improves accuracy, and helps organizations stay compliant while scaling confidently in an evolving regulatory landscape.

Average Rating: 3.8/5.0

Total Reviews: 42

Who Is the Company Behind ONESOURCE Indirect Tax?

  • Seller: Thomson Reuters
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Toronto, CA
  • LinkedIn® Page: www.linkedin.com
    36,803 employees on LinkedIn®
  • Ownership: NYSE:TRI

Who Uses This Product?

  • Company Size: 47% Large, 28% Small

What Are Recent G2 Reviews of ONESOURCE Indirect Tax?

What Are G2 Users Discussing About ONESOURCE Indirect Tax?

ONESOURCE Trust Tax

Who Is the Company Behind ONESOURCE Trust Tax?

  • Seller: Thomson Reuters
  • Year Founded: 2008
  • HQ Location: Toronto, CA
  • LinkedIn® Page: www.linkedin.com
    36,803 employees on LinkedIn®
  • Ownership: NYSE:TRI
  • Total Revenue (USD mm): $5,984

Otterz

Who Is the Company Behind Otterz?

  • Seller: Otterz
  • Year Founded: 2022
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®
Subhransu Sahu
SS
Researched and written by Subhransu Sahu
Updated October 3, 2024