Best Professional Tax Software - Page 8

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)

PropHours - Material Participation

PropHours helps real estate investors and Airbnb/STR hosts track material participation hours for the STR tax loophole and real estate professional status (REPS), with audit-ready logs and CPA-ready exports. iOS app + web. Free plan available; Pro for advanced tracking and exports.

Who Is the Company Behind PropHours - Material Participation?

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SnapTax

SnapTax is a tax automation platform built for freelancers, independent contractors, and self-employed professionals. It helps users track income, categorize expenses, and calculate real-time tax liability without spreadsheets. SnapTax simplifies quarterly tax payments, improves financial visibility, and helps users avoid underpayment penalties and overpaying taxes. With automated expense tracking and live tax estimates, it replaces manual bookkeeping and guesswork with a faster, more accurate system. As featured in Due.com - https://due.com/addressing-challenges-independent-workers/

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind SnapTax?

  • Seller: SnapTax
  • Year Founded: 2024
  • HQ Location: Austin TX
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of SnapTax?

Square Payroll

The online payroll service trusted by small businesses.

Average Rating: 4.2/5.0

Total Reviews: 31

Who Is the Company Behind Square Payroll?

  • Seller: Block
  • Year Founded: 2009
  • HQ Location: Oakland, California
  • LinkedIn® Page: www.linkedin.com
    11,860 employees on LinkedIn®
  • Ownership: NYSE:SQ
  • Total Revenue (USD mm): $9,497

Who Uses This Product?

  • Top Industries: Food & Beverages, Retail
  • Company Size: 81% Small, 16% Medium

What Do G2 Reviewers Say About Square Payroll?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the convenience of Square Payroll, enjoying straightforward setup and easy onboarding for new employees.
  • Users appreciate the ease of use of Square Payroll, finding setup and onboarding remarkably straightforward and efficient.
  • Users value the easy integrations offered by Square Payroll, enhancing their payroll management experience significantly.
  • Users value the easy onboarding process with Square Payroll, allowing smooth employee integration and efficient setup.
  • Users appreciate the easy payment processing with Square Payroll, making setup and onboarding a breeze.
Cons
  • Users face difficulty with banking info when issues arise with direct deposit, complicating payroll processes.
  • Users experience payment issues with Square Payroll, including tax overpayments and unexpected withholding rate changes.
  • Users face challenges with banking info issues when dealing with direct deposit, impacting payroll smoothness.
  • Users report reimbursement issues with Square Payroll, including tax overpayments and errors in withholding rates.
  • Users experience tax issues with Square Payroll, including overpayments and unexpected changes to withholding rates.

What Are Recent G2 Reviews of Square Payroll?

What Are G2 Users Discussing About Square Payroll?

steadfile

Steadfile collects IRS tax forms from the people and companies you pay — W-9 for US payees, W-8BEN, W-8BEN-E and W-8ECI for foreign ones — without the vendor ever choosing a form. You add a vendor’s name and email. They get a secure link, answer a few plain questions that route them to the right form, and every answer is checked as they go, including treaty claims across 56 countries. The vendor confirms a one-time code and signs electronically. You get the completed official IRS PDF, a consent and signing record, and an expiry date that steadfile tracks and renews before the form lapses. Built for finance and operations teams at small and mid-size companies, and for the bookkeepers and accountants who serve them. Two-factor authentication on every account, tax IDs masked by default, and signed forms kept four years in line with IRS recordkeeping rules.

Who Is the Company Behind steadfile?

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?

Swiftmore

Swiftmore is Self Assessment software for UK sole traders and landlords. Upload a bank statement as a PDF or CSV, or photograph receipts on your phone, and every line is read and placed in the right box of the return. The few it cannot place, it asks about in plain English. You see one summary of what you earned, spent and owe, and nothing goes to HMRC until you press submit. Swiftmore is recognised by HMRC for Self Assessment filing and covers the SA100 with the self-employment (SA103) and property (SA105) pages. Keeping your records in Swiftmore is free for as long as you like, and the tax estimate updates as you go. You pay £99 once, when you file, with no subscription and the same price in January as in May. Every calculation carries an accuracy guarantee: if HMRC finds an error that came from our calculation rather than your figures, we refund the £99 and file the amendment free. Your records belong to you and can be exported at any time. Built in the UK by Prodro Group Limited.

Who Is the Company Behind Swiftmore?

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