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Best Tax Practice Management Software for Small Business

Neya Kumaresan
NK
Researched and written by 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.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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7 Listings in Small Business Tax Practice Management Available

(682)4.7 out of 5
4th Easiest To Use in Tax Practice Management software
View top Consulting Services for TaxDome
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 99% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • TaxDome Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    132
    Automation
    71
    Client Portal
    64
    Customer Support
    62
    Document Management
    57
    Cons
    Learning Curve
    62
    Difficult Setup
    36
    Difficult Learning
    34
    Time-Consuming Setup
    34
    Missing Features
    33
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TaxDome features and usability ratings that predict user satisfaction
    8.7
    Dashboard
    Average: 8.8
    9.3
    Portal
    Average: 7.9
    9.0
    Quality of Support
    Average: 8.8
    8.7
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    300 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 99% Small-Business
  • 0% Mid-Market
TaxDome Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
132
Automation
71
Client Portal
64
Customer Support
62
Document Management
57
Cons
Learning Curve
62
Difficult Setup
36
Difficult Learning
34
Time-Consuming Setup
34
Missing Features
33
TaxDome features and usability ratings that predict user satisfaction
8.7
Dashboard
Average: 8.8
9.3
Portal
Average: 7.9
9.0
Quality of Support
Average: 8.8
8.7
Automation
Average: 7.8
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
300 employees on LinkedIn®
(617)4.6 out of 5
Optimized for quick response
2nd Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Canopy is an all-in-one accounting practice management software built to help tax, bookkeeping, advisory, and CPA firms work smarter and more efficiently. As a central hub for your practice, Canopy st

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 86% Small-Business
    • 2% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Canopy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    172
    Task Management
    100
    Document Management
    88
    Efficiency
    83
    Efficiency Improvement
    63
    Cons
    Limited Customization
    28
    Task Management
    28
    Document Management Issues
    26
    Time-Consuming Setup
    21
    Inefficiency
    19
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Canopy features and usability ratings that predict user satisfaction
    7.9
    Dashboard
    Average: 8.8
    8.9
    Portal
    Average: 7.9
    9.0
    Quality of Support
    Average: 8.8
    8.1
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Canopy
    Company Website
    Year Founded
    2014
    HQ Location
    Draper, Utah
    Twitter
    @canopysuite
    2,015 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    293 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Canopy is an all-in-one accounting practice management software built to help tax, bookkeeping, advisory, and CPA firms work smarter and more efficiently. As a central hub for your practice, Canopy st

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 86% Small-Business
  • 2% Mid-Market
Canopy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
172
Task Management
100
Document Management
88
Efficiency
83
Efficiency Improvement
63
Cons
Limited Customization
28
Task Management
28
Document Management Issues
26
Time-Consuming Setup
21
Inefficiency
19
Canopy features and usability ratings that predict user satisfaction
7.9
Dashboard
Average: 8.8
8.9
Portal
Average: 7.9
9.0
Quality of Support
Average: 8.8
8.1
Automation
Average: 7.8
Seller Details
Seller
Canopy
Company Website
Year Founded
2014
HQ Location
Draper, Utah
Twitter
@canopysuite
2,015 Twitter followers
LinkedIn® Page
www.linkedin.com
293 employees on LinkedIn®

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(756)4.8 out of 5
Optimized for quick response
3rd Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 combin

    Users
    • Accountant
    • Director
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 86% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Karbon Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    115
    Task Management
    93
    Efficiency
    68
    Efficiency Improvement
    65
    Communication
    63
    Cons
    Learning Curve
    34
    Missing Features
    34
    Email Issues
    26
    Email Integration
    24
    Poor Usability
    24
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Karbon features and usability ratings that predict user satisfaction
    8.7
    Dashboard
    Average: 8.8
    7.9
    Portal
    Average: 7.9
    9.3
    Quality of Support
    Average: 8.8
    8.8
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    KarbonHQ
    Company Website
    Year Founded
    2014
    HQ Location
    Sausalito, California
    Twitter
    @karbonhq
    3,659 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    354 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 combin

Users
  • Accountant
  • Director
Industries
  • Accounting
  • Financial Services
Market Segment
  • 86% Small-Business
  • 10% Mid-Market
Karbon Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
115
Task Management
93
Efficiency
68
Efficiency Improvement
65
Communication
63
Cons
Learning Curve
34
Missing Features
34
Email Issues
26
Email Integration
24
Poor Usability
24
Karbon features and usability ratings that predict user satisfaction
8.7
Dashboard
Average: 8.8
7.9
Portal
Average: 7.9
9.3
Quality of Support
Average: 8.8
8.8
Automation
Average: 7.8
Seller Details
Seller
KarbonHQ
Company Website
Year Founded
2014
HQ Location
Sausalito, California
Twitter
@karbonhq
3,659 Twitter followers
LinkedIn® Page
www.linkedin.com
354 employees on LinkedIn®
(234)4.7 out of 5
1st Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 dead

    Users
    • Owner
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 97% Small-Business
    • 2% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Financial Cents Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    86
    Task Management
    61
    Efficiency Improvement
    30
    Communication
    29
    Automation
    26
    Cons
    Document Management Issues
    14
    Expensive
    13
    Limited Functionality
    13
    Task Management
    11
    Poor Usability
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Financial Cents features and usability ratings that predict user satisfaction
    9.0
    Dashboard
    Average: 8.8
    8.7
    Portal
    Average: 7.9
    9.2
    Quality of Support
    Average: 8.8
    8.8
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    Atlanta, US
    Twitter
    @_FinancialCents
    1,291 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 dead

Users
  • Owner
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 97% Small-Business
  • 2% Mid-Market
Financial Cents Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
86
Task Management
61
Efficiency Improvement
30
Communication
29
Automation
26
Cons
Document Management Issues
14
Expensive
13
Limited Functionality
13
Task Management
11
Poor Usability
10
Financial Cents features and usability ratings that predict user satisfaction
9.0
Dashboard
Average: 8.8
8.7
Portal
Average: 7.9
9.2
Quality of Support
Average: 8.8
8.8
Automation
Average: 7.8
Seller Details
Year Founded
2020
HQ Location
Atlanta, US
Twitter
@_FinancialCents
1,291 Twitter followers
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drake Tax is comprehensive, all-in-one professional tax software.

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 93% Small-Business
    • 4% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Drake Tax Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    2
    Affordable
    1
    All-in-one Solution
    1
    Functionality
    1
    Secure Storage
    1
    Cons
    Inefficiency
    2
    Expensive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Drake Tax features and usability ratings that predict user satisfaction
    9.0
    Dashboard
    Average: 8.8
    6.0
    Portal
    Average: 7.9
    9.8
    Quality of Support
    Average: 8.8
    7.8
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1977
    HQ Location
    Franklin, Western North Carolina
    Twitter
    @DrakeSoftware
    3,035 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    568 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drake Tax is comprehensive, all-in-one professional tax software.

Users
No information available
Industries
  • Accounting
Market Segment
  • 93% Small-Business
  • 4% Mid-Market
Drake Tax Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
2
Affordable
1
All-in-one Solution
1
Functionality
1
Secure Storage
1
Cons
Inefficiency
2
Expensive
1
Drake Tax features and usability ratings that predict user satisfaction
9.0
Dashboard
Average: 8.8
6.0
Portal
Average: 7.9
9.8
Quality of Support
Average: 8.8
7.8
Automation
Average: 7.8
Seller Details
Year Founded
1977
HQ Location
Franklin, Western North Carolina
Twitter
@DrakeSoftware
3,035 Twitter followers
LinkedIn® Page
www.linkedin.com
568 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Truss automates file requesting, eSigning, Secure Return Delivery for Accounting Firms.

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 85% Small-Business
    • 15% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Truss Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Customer Support
    7
    Efficiency
    6
    Time Saving
    5
    Automation
    4
    Cons
    App Limitations
    1
    Difficult Learning
    1
    Email Issues
    1
    Insufficient Tutorials
    1
    Integration Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Truss features and usability ratings that predict user satisfaction
    9.4
    Dashboard
    Average: 8.8
    10.0
    Portal
    Average: 7.9
    10.0
    Quality of Support
    Average: 8.8
    9.2
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Truss
    Year Founded
    2022
    HQ Location
    Rancho Cucamonga, US
    LinkedIn® Page
    www.linkedin.com
    41 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Truss automates file requesting, eSigning, Secure Return Delivery for Accounting Firms.

Users
No information available
Industries
  • Accounting
Market Segment
  • 85% Small-Business
  • 15% Mid-Market
Truss Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Customer Support
7
Efficiency
6
Time Saving
5
Automation
4
Cons
App Limitations
1
Difficult Learning
1
Email Issues
1
Insufficient Tutorials
1
Integration Issues
1
Truss features and usability ratings that predict user satisfaction
9.4
Dashboard
Average: 8.8
10.0
Portal
Average: 7.9
10.0
Quality of Support
Average: 8.8
9.2
Automation
Average: 7.8
Seller Details
Seller
Truss
Year Founded
2022
HQ Location
Rancho Cucamonga, US
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®
(25)3.6 out of 5
5th Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:Starting at $35.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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-

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 88% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Mango Practice Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Billing
    5
    Invoicing
    5
    Client Management
    3
    Features
    3
    Cons
    Limited Options
    3
    Missing Features
    3
    Billing Issues
    2
    Slow Processing
    2
    Software Bugs
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mango Practice Management features and usability ratings that predict user satisfaction
    7.9
    Dashboard
    Average: 8.8
    7.5
    Portal
    Average: 7.9
    6.5
    Quality of Support
    Average: 8.8
    6.9
    Automation
    Average: 7.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2020
    HQ Location
    Knoxville, US
    Twitter
    @ProfitSolv
    15 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    151 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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-

Users
No information available
Industries
  • Accounting
Market Segment
  • 88% Small-Business
  • 8% Mid-Market
Mango Practice Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Billing
5
Invoicing
5
Client Management
3
Features
3
Cons
Limited Options
3
Missing Features
3
Billing Issues
2
Slow Processing
2
Software Bugs
2
Mango Practice Management features and usability ratings that predict user satisfaction
7.9
Dashboard
Average: 8.8
7.5
Portal
Average: 7.9
6.5
Quality of Support
Average: 8.8
6.9
Automation
Average: 7.8
Seller Details
Company Website
Year Founded
2020
HQ Location
Knoxville, US
Twitter
@ProfitSolv
15 Twitter followers
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®