Total Products under this Category: 152
Last updated: November 10, 2026
Why You Can Trust G2's Software 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.
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)
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.
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Tax Certeza is a Windows desktop application for accountants and accounting firms in Mexico that handles the monthly fiscal close. It downloads CFDIs from the SAT, classifies them, reconciles them against bank statements, and calculates IVA and ISR, including DIOT preparation. The results are ready to import into CONTPAQi, so firms keep their existing accounting system. All data stays on the user's computer (100% local), and the software is kept up to date with SAT rule changes. Spanish and English interface.
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.
TaxJar is reimagining how businesses manage sales tax compliance. Our cloud-based platform automates the entire sales tax life cycle across all of your sales channels — from calculations and nexus tracking to reporting and filing. With innovative technology and award-winning support, we simplify sales tax compliance so you can grow with ease.
Average Rating: 4.7/5.0
Total Reviews: 258
AI-generated summary from verified user reviews
"Easy, Logical Sales Tax Filing I Trust with TaxJar"
Rating: 5.0/5.0 stars
— Annelise P.
"TaxJar Makes Sales Tax Filing Faster, Easier, and Far Less Stressful"
Rating: 4.0/5.0 stars
— Verified User in Retail
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.
TaxOrch is an AI-powered tax software designed to assist accounting firms, finance teams, and tax professionals in managing complex tax-related tasks with precision and efficiency. The platform covers tax regulations across 128 countries, providing users with accurate, source-cited answers to their tax queries. Each figure presented by TaxOrch is referenced to the official source and applicable tax year, ensuring transparency and reliability. Calculations are based on published tax rules, and high-risk items are reviewed and approved by professionals. In instances where the system cannot provide a definitive answer, it clearly indicates the uncertainty, maintaining the integrity of the information provided. One of the standout features of TaxOrch is its ability to deliver detailed, worked-out examples. For instance, when asked about the income tax on a specific salary in the UK for a given tax year, the platform breaks down the calculation into tax bands, rates, and amounts, all sourced from official publications. This approach allows users to understand the rationale behind each figure, fostering trust in the system's outputs. TaxOrch incorporates multiple layers of verification to ensure the accuracy of its answers. Every figure is cited from tax authorities or official databases, and calculations are performed using deterministic engines based on published tax rules. The system is designed to refuse to provide information when it lacks sufficient data, avoiding the risk of incorrect assumptions. Additionally, high-risk work undergoes human review and approval, with every step recorded and exportable for audit purposes. The platform offers flexibility in its application, catering to individual users, accounting firms, and businesses seeking to integrate tax solutions under their own brand. Individuals, freelancers, and businesses can use TaxOrch to ask tax questions, upload documents, estimate tax liabilities, and track deadlines. Accounting firms and finance teams can manage client engagements through the platform, utilizing features like intake processing, cited research, calculation, maker-checker review, and sign-off, all with a comprehensive audit trail. For firms, advisers, and fintech companies looking to offer tax solutions under their own brand, TaxOrch provides a white-label license that allows customization of the app with the firm's name, logo, colors, and web address, while TaxOrch handles hosting and operations. Key functionalities of TaxOrch include an AI tax assistant that responds to plain-language queries with source-cited answers, document upload capabilities for various tax-related documents, a tax calculator that provides estimates with detailed workings, a deduction finder to identify potential reliefs and expenses, and a tax deadline tracker that references official sources for filing and payment dates. These features collectively streamline the tax preparation and compliance process, reducing the burden on professionals and enhancing accuracy. In summary, TaxOrch is a comprehensive AI-driven tax assistant that combines advanced technology with professional oversight to deliver accurate, transparent, and reliable tax solutions for a diverse range of users.
