# Best Tax Practice Management Software for Small Business

*By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*


Products classified in the overall Tax Practice Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Tax Practice Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Tax Practice Management category.

In addition to qualifying for inclusion in the Tax Practice Management Software category, to qualify for inclusion in the Small Business Tax Practice Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.






## How Many Tax Practice Management Software Products Does G2 Track?
**Total Products under this Category:** 64

### Category Stats (Jul 2026)
- **Average Rating**: 4.58/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Mango Practice Management (+0.76%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month
*Last updated: July 01, 2026*


## How Does G2 Rank Tax Practice Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,800+ Authentic Reviews
- 64+ 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.



---

**Sponsored**

### Levvy

Levvy is a next-gen Practice Management Platform built for accounting & CAS firms, connecting teams with everything they need to do work- all in one place. It eliminates digital friction to improve team collaboration, boost productivity, and enhance client service delivery with features like: Real-time capacity management, • Dynamic Workspace that lets teams view, schedule, and track progress on all work in one seamless space • Embedded chat and document sharing for seamless team communication • All-in-one view of task details, instructions, files, and comments to eliminate switching between apps. • Automated workflows for enhanced operations



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1713&secure%5Bchosen_at%5D=2026-07-01T20%3A18%3A38Z&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1391978&secure%5Bresource_id%5D=1713&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ftax-practice-management%2Fsmall-business&secure%5Btoken%5D=510a5c5124f28f73f3e5a5aec86f176638d33fb3fc832f77175774f3839d4755&secure%5Burl%5D=https%3A%2F%2Fwww.levvy.com%2F&secure%5Burl_type%5D=product_website)

---

## What Are the Top-Rated Tax Practice Management Software Products in 2026?
### 1. [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews)
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. As the firm-wide operating system, Canopy eliminates the need for disconnected tools by centralizing client management, CRM, document management, workflow, time and billing, and engagements into a single, modern platform. By providing one platform and one login, Canopy enables firms of all sizes to manage their entire practice with total visibility and scale. At the heart of the platform is Canopy Coworker, an everywhere AI that makes work across the firm simpler and faster by drafting content and summarizing data. To further automate the firm’s administrative load, Canopy Notetaker captures and transcribes client meetings, instantly turning conversations into organized notes and tasks. This cloud-native solution is purpose-built to help accounting professionals modernize without the migration migraine. Key capabilities include: Canopy Coworker: Utilize Canopy’s everywhere AI assistant to draft emails, summarize complex documents, and surface insights across your entire practice, making every team member more efficient. Canopy Notetaker: Automate your meeting documentation. This dedicated tool joins your client calls to record, transcribe, and extract action items, ensuring every detail is captured and synced to the client record. Engagements & Proposals: Deliver a professional, branded experience with engagement wizards that include custom pricing, automated billing frequencies, and clear terms of service to eliminate scope creep. Client Management & Portal: Use a secure, digital front door for your firm. The client portal allows for real-time collaboration, secure document sharing, and eSignatures, all backed by a robust CRM. Workflow & Task Management: Build a self-running firm with customizable templates and automated recurring steps. Track team capacity and project progress in real time. Document Management: Request and store files securely in a central hub. Clients can upload documents directly to their portal, removing security risks and reducing email back-and-forth. Time & Billing: Automate your revenue cycle with integrated time tracking, recurring invoicing, and faster payment collection options. Tax Resolution & Transcripts: Streamline tax-specific services by accessing IRS transcripts, notices, and resolution forms directly within the platform. Canopy’s all-in-one platform uses integrated automation to eliminate repetitive administrative tasks and keep projects moving forward. This allows firms to increase capacity and focus on high-value work without the complexity of managing a fragmented tech stack. By uniting every aspect of your practice into a single firm-wide operating system, Canopy provides the structure and visibility needed to run a modern, autonomous, and truly client-focused firm.


**Average Rating:** 4.6/5.0
**Total Reviews:** 699
**How Do G2 Users Rate Canopy?**

- **Dashboard:** 8.0/10 (Category avg: 8.9/10)
- **Portal:** 8.9/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.9/10)
- **Automation:** 8.1/10 (Category avg: 8.0/10)

**Who Is the Company Behind Canopy?**

- **Seller:** [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799)
- **Company Website:** https://www.getcanopy.com/
- **Year Founded:** 2014
- **HQ Location:** Draper, Utah
- **Twitter:** @canopysuite (1,991 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/canopy-inc/about (310 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, CPA
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 80% Small-Business, 2% Mid-Market


#### What Are Canopy's Pros and Cons?

**Pros:**

- Ease of Use (154 reviews)
- Task Management (96 reviews)
- Document Management (74 reviews)
- Efficiency (73 reviews)
- Efficiency Improvement (65 reviews)

**Cons:**

- Task Management (31 reviews)
- Document Management Issues (30 reviews)
- Limited Customization (29 reviews)
- Inefficiency (22 reviews)
- Time-Consuming Setup (22 reviews)


### What Do G2 Reviewers Say About Canopy?
*AI-generated summary from verified user reviews*

**Pros:**

- Users praise Canopy for its **ease of use** , simplifying task management and enhancing overall workflow efficiency.
- Users find Canopy's **task management ease** enhances productivity by automating reminders and simplifying workflow processes.
- Users appreciate the **easy document management** of Canopy, streamlining client interaction and improving overall operational efficiency.
- Users highly value the **efficiency** of Canopy, streamlining workflows and automating tasks for improved productivity.
- Users value Canopy's **efficiency improvements** , significantly reducing workflow time through automation and streamlined processes.

**Cons:**

- Users find Canopy's **task management glitchy** , report a dated interface, and desire better guidance for setup and efficiency.
- Users struggle with **document management issues** , including cumbersome file views and lack of automated data population.
- Users express a need for **limited customization** in Canopy, particularly for specific features and user permissions.
- Users experience **inefficiency** with Canopy due to its complicated workflows, glitches, and lack of advanced features.
- Users find that the **time-consuming setup** of Canopy can complicate the initial experience and task management.

#### What Are Recent G2 Reviews of Canopy?

**"[Securing and Sharing Data and Docs with my Loyal Clients!](https://www.g2.com/survey_responses/canopy-review-6575608)"**

**Rating:** 4.5/5.0 stars
*— Joshua G.*

[Read full review](https://www.g2.com/survey_responses/canopy-review-6575608)

---

**"[A CPA Firm's Go-To for Project Management and CRM](https://www.g2.com/survey_responses/canopy-review-11976001)"**

**Rating:** 5.0/5.0 stars
*— Nick F.*

[Read full review](https://www.g2.com/survey_responses/canopy-review-11976001)

---



### 2. [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews)
Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.


**Average Rating:** 4.8/5.0
**Total Reviews:** 880
**How Do G2 Users Rate Karbon?**

- **Dashboard:** 8.8/10 (Category avg: 8.9/10)
- **Portal:** 8.0/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.9/10)
- **Automation:** 9.0/10 (Category avg: 8.0/10)

**Who Is the Company Behind Karbon?**

- **Seller:** [KarbonHQ](https://www.g2.com/sellers/karbonhq)
- **Company Website:** https://karbonhq.com
- **Year Founded:** 2014
- **HQ Location:** Sausalito, California
- **Twitter:** @karbonhq (3,663 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3795518/ (420 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Accountant, Director
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 86% Small-Business, 9% Mid-Market


#### What Are Karbon's Pros and Cons?

**Pros:**

- Ease of Use (116 reviews)
- Task Management (78 reviews)
- Efficiency (73 reviews)
- Communication (63 reviews)
- Team Collaboration (54 reviews)

**Cons:**

- Missing Features (33 reviews)
- Email Issues (27 reviews)
- Learning Curve (26 reviews)
- Poor Usability (25 reviews)
- Email Integration (22 reviews)


### What Do G2 Reviewers Say About Karbon?
*AI-generated summary from verified user reviews*

**Pros:**

- Users enjoy the **ease of functionality** in Karbon, enhancing productivity with efficient email tagging and workflow management.
- Users value the **task management capabilities** of Karbon, enhancing productivity and organization across workloads and deadlines.
- Users find that Karbon enhances **efficiency** by streamlining task management and centralizing communication for better productivity.
- Users value the **enhanced communication** in Karbon, which significantly improves team collaboration and client management.
- Users value the **seamless team collaboration** in Karbon, enhancing client management and improving workflow efficiencies.

**Cons:**

- Users miss a **simple task list** and improved client management features in Karbon, affecting usability and efficiency.
- Users experience **email integration issues** with Karbon, leading to confusion and clutter in managing their tasks.
- Users find the **learning curve steep** for Karbon, requiring time and effort to master its many features.
- Users struggle with **poor usability** in Karbon due to constant UI changes and a steeper learning curve.
- Users find the **email integration confusing** , complicating triage and leading to potential oversight of important tasks.

#### What Are Recent G2 Reviews of Karbon?

**"[Karbon Saves Hours Each Week with Powerful Workflow Automation](https://www.g2.com/survey_responses/karbon-review-13029458)"**

**Rating:** 5.0/5.0 stars
*— Damian G.*

[Read full review](https://www.g2.com/survey_responses/karbon-review-13029458)

---

**"[Karbon’s Email Linking and Thread View Make Client Work Easy](https://www.g2.com/survey_responses/karbon-review-13000103)"**

**Rating:** 5.0/5.0 stars
*— Christina W.*

[Read full review](https://www.g2.com/survey_responses/karbon-review-13000103)

---



### 3. [TaxDome](https://www.g2.com/products/taxdome/reviews)
Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.


**Average Rating:** 4.7/5.0
**Total Reviews:** 699
**How Do G2 Users Rate TaxDome?**

- **Dashboard:** 8.7/10 (Category avg: 8.9/10)
- **Portal:** 9.3/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.9/10)
- **Automation:** 8.7/10 (Category avg: 8.0/10)

**Who Is the Company Behind TaxDome?**

- **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, President
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 99% Small-Business, 0% Mid-Market


#### What Are TaxDome's Pros and Cons?

**Pros:**

- Ease of Use (54 reviews)
- Communication (27 reviews)
- Centralization (26 reviews)
- Efficiency (26 reviews)
- Customer Support (24 reviews)

**Cons:**

- Learning Curve (21 reviews)
- Missing Features (16 reviews)
- Difficult Learning (15 reviews)
- Limited Features (12 reviews)
- Limited Functionality (11 reviews)


### What Do G2 Reviewers Say About TaxDome?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend the **ease of use** of TaxDome, benefiting from seamless client management and intuitive features.
- Users value the **effective communication tools** of TaxDome, enabling seamless client interactions and document management.
- Users value the **centralization of client information** in TaxDome, enhancing communication and organization across the team.
- Users highlight the **efficiency** of TaxDome, streamlining client communication and organizing complex tax cases effortlessly.
- Users commend the **excellent customer support** at TaxDome, highlighting responsiveness and attentiveness in resolving issues.

**Cons:**

- Users find the **learning curve steep** , especially when managing tags and lacking adequate support for setup.
- Users find the **missing features** in TaxDome limiting, affecting usability and integration with other tools.
- Users find the **difficult learning curve** of TaxDome overwhelming, requiring significant time and effort to master.
- Users report **limited features** in TaxDome, including inadequate invoicing, reporting, and basic functionality, hindering efficiency.
- Users report **limited functionality** in TaxDome, facing issues with invoicing, reporting, and overall user experience.

#### What Are Recent G2 Reviews of TaxDome?

**"[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)"**

**Rating:** 5.0/5.0 stars
*— Heather  B.*

[Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074)

---

**"[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)"**

**Rating:** 4.5/5.0 stars
*— Eric J.*

[Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172)

---


#### What Are G2 Users Discussing About TaxDome?

- [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome)
- [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments
- [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment
- [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments
- [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment

### 4. [Financial Cents](https://www.g2.com/products/financial-cents/reviews)
An all-in-one and easy-to-use accounting practice management software that has everything you need to collaborate with your team, track client work, automate workflows, get organized and hit your deadlines. Financial Cents simplifies your day-to-day—so you and your team can stop juggling spreadsheets, multiple apps and emails, and focus on serving clients. Financial Cents brings everything you need into a single, intuitive platform: - Accounting Workflow Management and Automation - Team collaboration tools - Built-in client communication - Capacity Management - Email Integration & Management - 200+ Workflow templates - Client Portal - CRM - Inbuilt payment collection & automation - Business insights and reports: Realization & profitabily report, team utilization, work insights, revenue insights and more. - Proposals and Engagement Letters - Document Management & secure file sharing (unlimited storage) - and more


**Average Rating:** 4.7/5.0
**Total Reviews:** 241
**How Do G2 Users Rate Financial Cents?**

- **Dashboard:** 9.0/10 (Category avg: 8.9/10)
- **Portal:** 8.7/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.9/10)
- **Automation:** 8.7/10 (Category avg: 8.0/10)

**Who Is the Company Behind Financial Cents?**

- **Seller:** [Financial Cents](https://www.g2.com/sellers/financial-cents)
- **Year Founded:** 2020
- **HQ Location:** Atlanta, US
- **Twitter:** @_FinancialCents (1,287 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/financial-cents/ (76 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, CEO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 98% Small-Business, 2% Mid-Market


#### What Are Financial Cents's Pros and Cons?

**Pros:**

- Ease of Use (85 reviews)
- Task Management (65 reviews)
- Efficiency Improvement (31 reviews)
- Communication (28 reviews)
- Team Collaboration (28 reviews)

**Cons:**

- Expensive (16 reviews)
- Document Management Issues (14 reviews)
- Limited Functionality (14 reviews)
- Task Management (13 reviews)
- Email Integration (10 reviews)


### What Do G2 Reviewers Say About Financial Cents?
*AI-generated summary from verified user reviews*

**Pros:**

- Users highlight the **ease of use** of Financial Cents, enhancing team collaboration and project management effortlessly.
- Users value the **streamlined task management** of Financial Cents, enhancing client work efficiency and team collaboration.
- Users value the **efficient workflows and automated reminders** in Financial Cents, simplifying their client management processes.
- Users value the **effective communication tools** of Financial Cents, enhancing client relationships and team collaboration.
- Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and communication within their workflows.

**Cons:**

- Users feel that the **pricing is high** , especially for smaller firms and those just starting out.
- Users face **document management issues** with slow processes and difficulties in importing files, impacting productivity.
- Users find the **limited functionality** of Financial Cents restricts their ability to utilize key features effectively.
- Users find **email notifications lack personalization** and seek improvements in document requests and note organization.
- Users express frustration over **email integration issues** , facing duplicates and limited functionality with existing features in Financial Cents.

#### What Are Recent G2 Reviews of Financial Cents?

**"[Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close](https://www.g2.com/survey_responses/financial-cents-review-12747009)"**

**Rating:** 5.0/5.0 stars
*— Stephen L.*

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-12747009)

---

**"[Strong first impression for workflow management](https://www.g2.com/survey_responses/financial-cents-review-12498998)"**

**Rating:** 5.0/5.0 stars
*— Kevin M.*

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-12498998)

---


#### What Are G2 Users Discussing About Financial Cents?

- [What is Financial Cents used for?](https://www.g2.com/discussions/what-is-financial-cents-used-for)

### 5. [Drake Tax](https://www.g2.com/products/drake-tax/reviews)
Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients.


**Average Rating:** 4.6/5.0
**Total Reviews:** 27
**How Do G2 Users Rate Drake Tax?**

- **Dashboard:** 9.0/10 (Category avg: 8.9/10)
- **Portal:** 6.0/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.9/10)
- **Automation:** 7.8/10 (Category avg: 8.0/10)

**Who Is the Company Behind Drake Tax?**

- **Seller:** [Drakesoftware](https://www.g2.com/sellers/drakesoftware)
- **Year Founded:** 1977
- **HQ Location:** Franklin, Western North Carolina
- **Twitter:** @DrakeSoftware (3,050 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/49028/ (587 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 93% Small-Business, 4% Mid-Market


#### What Are Drake Tax's Pros and Cons?

**Pros:**

- Affordable (1 reviews)
- All-in-one Solution (1 reviews)
- Customer Support (1 reviews)
- Functionality (1 reviews)
- Secure Storage (1 reviews)

**Cons:**

- Inefficiency (2 reviews)
- Expensive (1 reviews)


### What Do G2 Reviewers Say About Drake Tax?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Drake Tax to be **affordable** , making it a great value for their daily tax preparation needs.
- Users appreciate the **all-in-one solution** of Drake Tax, enabling seamless filing without needing external providers.
- Users commend the **helpful customer support** of Drake Tax, facilitating a smooth transition and addressing technical queries effectively.
- Users appreciate the **robust functionality** of Drake Tax, which enhances daily operations across various operating systems.
- Users value the **secure storage** of Drake Tax, ensuring data safety across multiple operating systems.

**Cons:**

- Users experience **inefficiency** due to frequent updates requiring log outs and issues with data flow between forms.
- Users find the pricing of Drake Tax to be **expensive** , especially compared to other comparable tax solutions.

#### What Are Recent G2 Reviews of Drake Tax?

**"[Drake Tax](https://www.g2.com/survey_responses/drake-tax-review-11511850)"**

**Rating:** 5.0/5.0 stars
*— Nikolas C.*

[Read full review](https://www.g2.com/survey_responses/drake-tax-review-11511850)

---

**"[Drake is most easiest software for tax returns](https://www.g2.com/survey_responses/drake-tax-review-11698879)"**

**Rating:** 5.0/5.0 stars
*— Umer S.*

[Read full review](https://www.g2.com/survey_responses/drake-tax-review-11698879)

---


#### What Are G2 Users Discussing About Drake Tax?

- [How do you use Drake in accounting?](https://www.g2.com/discussions/how-do-you-use-drake-in-accounting)
- [What is Drake accounting?](https://www.g2.com/discussions/what-is-drake-accounting) - 1 comment
- [Is Drake software easy to use?](https://www.g2.com/discussions/is-drake-software-easy-to-use) - 1 comment
- [Who uses Drake Software?](https://www.g2.com/discussions/who-uses-drake-software) - 1 comment

### 6. [Truss](https://www.g2.com/products/truss-2024-09-27/reviews)
Truss automates file requesting, eSigning, Secure Return Delivery for Accounting Firms.


**Average Rating:** 5.0/5.0
**Total Reviews:** 15
**How Do G2 Users Rate Truss?**

- **Dashboard:** 9.4/10 (Category avg: 8.9/10)
- **Portal:** 10.0/10 (Category avg: 7.9/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Automation:** 9.3/10 (Category avg: 8.0/10)

**Who Is the Company Behind Truss?**

- **Seller:** [Truss](https://www.g2.com/sellers/truss-a8393f2a-0107-4a76-95b7-eb6a6f4da700)
- **Year Founded:** 2022
- **HQ Location:** Rancho Cucamonga, US
- **LinkedIn® Page:** https://www.linkedin.com/company/gettruss/ (47 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 80% Small-Business, 13% Mid-Market


#### What Are Truss's Pros and Cons?

**Pros:**

- Ease of Use (9 reviews)
- Customer Support (7 reviews)
- Efficiency (6 reviews)
- Integrations (5 reviews)
- Time Saving (5 reviews)

**Cons:**

- App Limitations (1 reviews)
- Difficult Learning (1 reviews)
- Document Management Issues (1 reviews)
- Email Issues (1 reviews)
- Insufficient Tutorials (1 reviews)


### What Do G2 Reviewers Say About Truss?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Truss, streamlining complex task management and improving overall workflow efficiency.
- Users rave about Truss's **exceptional customer support** , noting their quick responses and friendly, solution-oriented assistance.
- Users praise Truss for its **efficiency in streamlining document collection and client communication** , greatly enhancing their workflow.
- Users value the **seamless email integration** of Truss, enhancing efficiency and client communication throughout the process.
- Users value the **time-saving features** of Truss, enhancing efficiency in client document collection and management.

**Cons:**

- Users find the **lack of direct integration with tax software** adds extra work to their workflow.
- Users find **difficult learning** curves with Truss, especially when setting up new clients within the system.
- Users are facing **document management issues** with Truss, but improvements are noted over time.
- Users experience **email issues** , particularly with project management integration limitations and the need for clearer tutorials.
- Users find the **insufficient tutorials** for Truss limiting, lacking guidance on updates and proper usage.

#### What Are Recent G2 Reviews of Truss?

**"[Seamless CRM for Tax Practices](https://www.g2.com/survey_responses/truss-review-12337558)"**

**Rating:** 5.0/5.0 stars
*— Mark H.*

[Read full review](https://www.g2.com/survey_responses/truss-review-12337558)

---

**"[Easy to Use, Quick Setup, and Excellent Support—Integrates Smoothly with Drake](https://www.g2.com/survey_responses/truss-review-12714654)"**

**Rating:** 5.0/5.0 stars
*— Darla H.*

[Read full review](https://www.g2.com/survey_responses/truss-review-12714654)

---



### 7. [Mango Practice Management](https://www.g2.com/products/mango-practice-management/reviews)
Founded by a practice CPA for over 35 years, Mango Practice Management is truly built by accountants for accountants. We provide project management, document management, time and billing, secure file-sharing, integrated payments, and client engagement solutions that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Like we always say, Mango has everything you need, all in one place. Start your 10-day free trial at www.mangopractice.com to take back control of your practice today!


**Average Rating:** 3.7/5.0
**Total Reviews:** 31
**How Do G2 Users Rate Mango Practice Management?**

- **Dashboard:** 7.9/10 (Category avg: 8.9/10)
- **Portal:** 7.5/10 (Category avg: 7.9/10)
- **Quality of Support:** 6.8/10 (Category avg: 8.9/10)
- **Automation:** 6.9/10 (Category avg: 8.0/10)

**Who Is the Company Behind Mango Practice Management?**

- **Seller:** [ProfitSolv](https://www.g2.com/sellers/profitsolv)
- **Company Website:** https://www.profitsolv.com/
- **Year Founded:** 2020
- **HQ Location:** Knoxville, US
- **Twitter:** @ProfitSolv (18 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/profitsolv/ (179 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 84% Small-Business, 13% Mid-Market


#### What Are Mango Practice Management's Pros and Cons?

**Pros:**

- Ease of Use (10 reviews)
- Billing (4 reviews)
- Invoicing (4 reviews)
- Client Management (3 reviews)
- Features (3 reviews)

**Cons:**

- Limited Options (3 reviews)
- Missing Features (3 reviews)
- Billing Issues (2 reviews)
- Slow Processing (2 reviews)
- Software Bugs (2 reviews)


### What Do G2 Reviewers Say About Mango Practice Management?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Mango Practice Management to be an **easy-to-use tool** , simplifying the transition from previous software.
- Users value the **user-friendly billing system** of Mango, enabling easy time entry and flexible invoicing.
- Users praise the **easy invoicing system** of Mango Practice Management, finding it efficient and user-friendly for billing.
- Users value the **client management capabilities** of Mango, appreciating its flexibility and ease of use for invoicing.
- Users appreciate the **user-friendly all-in-one features** of Mango Practice Management, enhancing efficiency for accounting firms.

**Cons:**

- Users desire **more options** in Mango Practice Management, specifically for billing and recurring payments flexibility.
- Users find the **missing features** , like shared billing and recurring payments, limit Mango Practice's functionality.
- Users face **billing issues** , such as inability to combine clients on bills and lack of recurring payment options.
- Users experience **slow processing** with Mango, facing latency and delayed fixes for recurring issues.
- Users report persistent **software bugs** in Mango, causing glitches and repeated issues despite ongoing fixes.

#### What Are Recent G2 Reviews of Mango Practice Management?

**"[S Mango Practice Management Streamlines Scheduling, Billing, and Daily Operations](https://www.g2.com/survey_responses/mango-practice-management-review-12817752)"**

**Rating:** 4.5/5.0 stars
*— Dharamveer p.*

[Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-12817752)

---

**"[Easy to Use, Low Learning Curve, and Convenient Cloud-Based Access](https://www.g2.com/survey_responses/mango-practice-management-review-12247004)"**

**Rating:** 5.0/5.0 stars
*— Steve J.*

[Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-12247004)

---


#### What Are G2 Users Discussing About Mango Practice Management?

- [What is Mango Practice Management used for?](https://www.g2.com/discussions/what-is-mango-practice-management-used-for)


## What Is Tax Practice Management Software?

[Financial Services Software](https://www.g2.com/categories/financial-services)

## What Software Categories Are Similar to Tax Practice Management Software?

- [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management)