# Best Tax Practice Management Software *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Tax practice management software automates certain aspects of running a tax-focused business. Tax professionals use these solutions to handle client relationships, inbound requests, and online payments, as well as analyze business data./p\> CPAs and tax professionals leverage tax practice management software to handle the administrative side of the business. These solutions act as the central hub for all things tax business-related. Tax practice management solutions often include features designed to handle relationships with the IRS, tax resolution, document management, workflow, and client communication. Customers usually have access to a portal through which they can handle most of their interactions with the business, including payment for services rendered. Tax practice management software has some of the same contact management features as [CRM software](https://www.g2.com/categories/crm), but is geared specifically toward the management of tax practices and their clients. To qualify for inclusion in the Tax Practice Management category, a product must: - Be designed for use by tax practices - Provide tax resolution features - Contain contact management and client communication capabilities ## G2 Grid® for Tax Practice Management Software ![G2 Grid® for Tax Practice Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/tax-practice-management/grids.png?focus%5B%5D=18207&focus%5B%5D=36425&focus%5B%5D=103264&focus%5B%5D=103265&focus%5B%5D=80074&focus%5B%5D=20628&focus%5B%5D=1384220) Highlighted products: Canopy, Karbon, TaxDome, Financial Cents, Drake Tax, Mango Practice Management, and Truss. Underlying data: [Grid® JSON](https://www.g2.com/categories/tax-practice-management/grids.json?focus%5B%5D=canopy-2026-05-12&focus%5B%5D=karbon-2025-03-03&focus%5B%5D=taxdome&focus%5B%5D=financial-cents&focus%5B%5D=drake-tax&focus%5B%5D=mango-practice-management&focus%5B%5D=truss-2024-09-27) ## How Many Tax Practice Management Software Products Does G2 Track? **Total Products under this Category:** 64 ### Category Stats (Jul 2026) - **Average Rating**: 4.59/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Mango Practice Management (+5.19%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month *Last updated: July 15, 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. ## Which Tax Practice Management Software Is Best for Your Use Case? - **Leader:** [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - **Highest Performer:** [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - **Easiest to Use:** [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - **Top Trending:** [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - **Best Free Software:** [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) --- **Sponsored** ### Bizagi Bizagi is an enterprise platform for business orchestration and AI automation, enabling organizations to design, automate, and run complex end-to-end processes that bring together people, AI agents, systems, and data. Unlike point AI tools, Bizagi is the operational layer where AI, processes, and enterprise systems work together: governed, auditable, and production-ready. Built on more than two decades of enterprise process expertise, Bizagi brings the depth of operational knowledge that newer AI platforms simply have not had time to develop. That foundation is what makes Bizagi's AI story credible where others are still experimental. Bizagi's native AI capabilities are built directly into the platform. AI Agents are reusable, GenAI-powered assistants configured in the AI Hub, capable of content generation, document analysis, classification, summarization, and more. They can be invoked from processes, interfaces, or other agents, and integrate via connectors and Model Context Protocol to reach internal and external systems. AI Workers automate repetitive tasks inside forms and workflows by analyzing rules, field history, and process context, operating in supervised or more autonomous modes and improving through reinforcement learning. Ask Ada, Bizagi's conversational analytics assistant, lets users query business data in natural language and receive answers, charts, and insights, all within Bizagi's role and permission model and grounded in both process data and enterprise documents through a built-in RAG knowledge layer. Governance is central, not optional. Bizagi runs on Microsoft Azure with Private OpenAI integration, keeping sensitive data within a secure perimeter. AI features require deliberate configuration and deployment. Generative AI capabilities are intentionally built into workflows rather than casually enabled, and Data Domains, Personas, and Bizagi's role model control precisely what any AI capability can access and how results can be used. Customers see results fast. Stone Coast Fund Services reduced processing time by 80% across more than 25,000 annual service requests, going live in six weeks. Bizagi's AI Ignite packages take organizations from zero to live AI Agents or AI Assistants in approximately seven weeks, combining software and professional services to de-risk early projects. With over 1,000 enterprise implementations across financial services, manufacturing, healthcare, and government, Bizagi is named in the 2025 Gartner Magic Quadrant for Business Orchestration and Automation Technologies (BOAT), Microsoft Certified for AI in Financial Services and Manufacturing, and a G2 leader across Agentic AI, AI Agents for Business Operations, BPM, and Digital Process Automation. Customers include DHL, Unilever, Caterpillar, and Old Mutual. For more information, visit bizagi.com. [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=2026-07-15T12%3A22%3A56Z&secure%5Bdisplayable_resource_id%5D=1614&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=20785&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=20785&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%3Fpage%3D2&secure%5Btoken%5D=1b3d34d7088926e17ec2bfe2589cd975692ffad3ce0eb387dc46fed3ca904dcf&secure%5Burl%5D=https%3A%2F%2Fwww.bizagi.com%2Fen%2Fprocess-orchestration-with-bizagi%3Futm_source%3DG2%26utm_medium%3Dthird_party%26utm_campaign%3DTech-GL-2026_05-Content-G2_Clicks_Orchestration&secure%5Burl_type%5D=custom_url) --- ## 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:** 708 **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: 9.0/10) - **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:** 79% 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 commend the **ease of use** of Canopy, enhancing efficiency and streamlining tax practice management seamlessly. - Users value the **efficient task management** features in Canopy, enhancing productivity and simplifying workflow in tax practices. - Users value the **easy document management** of Canopy, enhancing organization and productivity in client interactions. - Users find Canopy enhances **efficiency** with its automation, simplifying billing, task tracking, and client communication seamlessly. - Users commend Canopy for its **time-saving automation** and seamless workflows, significantly boosting efficiency in accounting tasks. **Cons:** - Users note that **Canopy's task management is glitchy** , affecting efficiency and overall user experience due to outdated interface design. - Users face **document management issues** in Canopy, hindering efficiency and causing frustration with task organization. - Users desire **greater customization** in Canopy's features, particularly for tax organizers and permission settings. - Users experience **inefficiency** due to glitchy performance and complicated workflows, hindering effective task management in Canopy. - Users find the **time-consuming setup** of Canopy frustrating, leading to delays in task management and overall usability. #### 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:** 889 **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: 9.0/10) - **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 value the **ease of use** with Karbon, streamlining workflow management and enhancing productivity effortlessly. - Users value the **efficient task management** in Karbon, which enhances organization and productivity across teams. - Users value the **efficiency** of Karbon, enjoying streamlined task management and organized communication for productivity. - Users value the **effective communication and collaboration** tools in Karbon, enhancing teamwork and client management significantly. - Users value the **effective team collaboration** in Karbon, enhancing communication and client management through streamlined workflows. **Cons:** - Users find the **missing features** in Karbon frustrating, especially for task lists and client management options. - Users highlight the **email integration issues** in Karbon, leading to confusion and clutter in their workflow. - The **steep learning curve** of Karbon may overwhelm new users despite its powerful capabilities and helpful resources. - Users struggle with **poor usability** due to constant UI changes and a steep learning curve for new features. - Users find the **email integration confusing** , making triage and organization more challenging, especially for sensitive emails. #### What Are Recent G2 Reviews of Karbon? **"[Work Tickets and Stanford Tax Integration Streamlined Our Tax Season](https://www.g2.com/survey_responses/karbon-review-13078559)"** **Rating:** 4.5/5.0 stars *— Cynthia C.* [Read full review](https://www.g2.com/survey_responses/karbon-review-13078559) --- **"[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) --- ### 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: 9.0/10) - **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) - Efficiency (39 reviews) - Document Management (37 reviews) - Communication (34 reviews) - Centralization (31 reviews) **Cons:** - Learning Curve (32 reviews) - Missing Features (26 reviews) - Difficult Learning (20 reviews) - Time-Consuming Setup (18 reviews) - Limited Features (17 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 highlight the **efficiency** of TaxDome, streamlining client communication and organizing complex tax cases effortlessly. - Users appreciate the **document management** features of TaxDome, enabling organized, secure, and efficient client interactions and workflows. - 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. **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 often find the **time-consuming setup** process challenging, needing substantial effort to fully benefit from TaxDome. - Users report **limited features** in TaxDome, including inadequate invoicing, reporting, and basic functionality, hindering efficiency. #### What Are Recent G2 Reviews of TaxDome? **"[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) --- **"[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) --- #### 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:** 243 **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: 9.0/10) - **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 (81 reviews) - Task Management (62 reviews) - Efficiency Improvement (31 reviews) - Communication (28 reviews) - Team Collaboration (28 reviews) **Cons:** - Expensive (16 reviews) - Limited Functionality (14 reviews) - Document Management Issues (13 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 appreciate the **ease of use** of Financial Cents, finding the interface intuitive and navigation simple. - Users value the **effective task management** in Financial Cents, enhancing organization and client communication for their firms. - Users appreciate the **efficiency improvement** offered by Financial Cents, enabling seamless workflow and enhanced productivity. - Users commend the **excellent communication features** of Financial Cents, enhancing client relationships and team collaboration. - Users love the **team collaboration features** of Financial Cents, which streamline operations and enhance accountability. **Cons:** - Users find the **price point high** for smaller firms, limiting access to essential features and scalability. - Users find the **limited functionality** of Financial Cents constraining, particularly in reporting and customizable options. - Users express concerns about **document management issues** , particularly regarding file storage and coordination with other systems. - Users are frustrated by the **inability to close tasks easily** and lack of active reminders in Financial Cents. - Users express concerns about **email integration limitations** , particularly regarding duplication issues and lack of merging options. #### 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: 9.0/10) - **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/ (589 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 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) --- **"[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) --- #### 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. [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:** 3.9/5.0 **Total Reviews:** 39 **How Do G2 Users Rate Mango Practice Management?** - **Dashboard:** 7.9/10 (Category avg: 8.9/10) - **Portal:** 7.8/10 (Category avg: 7.9/10) - **Quality of Support:** 7.6/10 (Category avg: 9.0/10) - **Automation:** 7.8/10 (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:** 85% 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 appreciate the **ease of use** of Mango Practice Management, facilitating a smooth transition and efficient billing processes. - Users appreciate the **user-friendly billing system** of Mango, making invoicing and time tracking seamless and efficient. - Users value the **user-friendly invoicing** of Mango Practice Management, enhancing efficiency and client satisfaction in billing. - Users value the **efficient client management** features of Mango, which enhance billing and engagement tracking for practices. - Users appreciate the **amazing array of features** , enjoying the user-friendly interface and seamless integration for efficiency. **Cons:** - Users feel the **limited options** for billing and payment hinder flexibility and overall functionality in Mango Practice Management. - Users find the lack of **missing features** like combined billing and recurring payments to be a significant drawback. - Users find the lack of **billing options** limiting, specifically in combining clients or setting up recurring payments. - Users experience **slow processing** with Mango, facing ongoing latency and delays in resolving issues effectively. - Users frequently face **software bugs** and glitches in Mango, leading to frustrating implementation and latency issues. #### What Are Recent G2 Reviews of Mango Practice Management? **"[Mango Practice Management Keeps Everything Organized and Easy to Navigate](https://www.g2.com/survey_responses/mango-practice-management-review-13068103)"** **Rating:** 5.0/5.0 stars *— Liz F.* [Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-13068103) --- **"[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) --- #### 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) ### 7. [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: 9.0/10) - **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, making document management quick and efficient for everyday tasks. - Users praise the **responsive and helpful customer support** of Truss, enhancing their overall experience with the software. - Users praise Truss for its **efficiency** in streamlining client communication and document management seamlessly. - Users appreciate the **seamless integrations** of Truss, enhancing efficiency and improving client interactions significantly. - Users appreciate the **time-saving efficiency** of Truss, streamlining client information collection and task management. **Cons:** - Users find the **lack of direct tax software integration** adds extra work, complicating the overall experience. - Users find **interaction with the system difficult** , especially when setting up new clients, which requires patience. - Users note **workpaper functionality issues** with Truss, though improvements are being made over time. - Users face **email integration limitations** that complicate project management, especially when correcting errors becomes necessary. - Users express frustration with **insufficient tutorials** , wishing for more resources to understand product updates and functionalities. #### 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) --- ### 8. [IRS Solutions](https://www.g2.com/products/irs-solutions/reviews) IRS Solutions® is a full-service tax resolution and IRS monitoring/alert platform that helps tax specialists, CPAs, attorneys, and enrolled agents earn more in fewer hours. The software calculates and recommends solutions, submits autofilled forms and reports, communicates with clients, and processes invoices and payments all within one easy-to-use, intuitive system. - Determine and submit tax resolution proposals with system-generated calculations and recommendations. - Monitor client IRS transcripts 24/7 with IRS Advance Notice™ (IAN). Receive customized alerts when changes are detected. - Access, download, and print client transcripts with our ultra-fast retrieval tool. - Easily find required IRS forms to handle client resolution cases. - Auto-populate forms and request electronic signatures. Upload straight to the CAF Unit. - Streamline communication using auto-populated letters branded with your logo. - Save clients' data within the platform. Access their case details with the click of a button. - Stay current on CEU requirements with free classes. - Get help in our online community. **Average Rating:** 4.9/5.0 **Total Reviews:** 10 **How Do G2 Users Rate IRS Solutions?** - **Dashboard:** 7.4/10 (Category avg: 8.9/10) - **Portal:** 7.4/10 (Category avg: 7.9/10) - **Quality of Support:** 9.8/10 (Category avg: 9.0/10) - **Automation:** 7.5/10 (Category avg: 8.0/10) **Who Is the Company Behind IRS Solutions?** - **Seller:** [IRS Solutions](https://www.g2.com/sellers/irs-solutions) - **Year Founded:** 2011 - **HQ Location:** Valencia, US - **Twitter:** @IRSSolutions1 (136 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/irs-solutions-inc./ (32 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 100% Small-Business #### What Are IRS Solutions's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Customer Support (4 reviews) - Efficiency Improvement (3 reviews) - Client Communication (2 reviews) - Document Management (2 reviews) **Cons:** - Inefficiency (2 reviews) - Overwhelming Complexity (2 reviews) - Client Management (1 reviews) - Download Issues (1 reviews) - Email Integration (1 reviews) ### What Do G2 Reviewers Say About IRS Solutions? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of IRS Solutions, praising its intuitive design and quick learning curve. - Users value the **excellent customer support** of IRS Solutions, noting prompt responses and helpful assistance for their needs. - Users appreciate the **efficiency improvements** with IRS Solutions, making tax management simpler and faster for their clients. - Users value the **secure client communication** features of IRS Solutions, enhancing their monitoring and notification capabilities. - Users value the **easy-to-use document management features** of IRS Solutions, enhancing efficiency in handling tax situations. **Cons:** - Users find the **inefficiency** in IRS Solutions due to the cumbersome process of scanning and uploading documents. - Users find the **overwhelming complexity** of IRS Solutions challenging, hindering their ability to utilize all features effectively. - Users find the **lack of integration with other software** burdensome, especially for non-tech-savvy clients and manual entries. - Users express frustration with **download issues** , preferring a direct scan-to-software feature for convenience. - Users find the **limited email integration** frustrating, requiring manual entries and complicating communication with other software. #### What Are Recent G2 Reviews of IRS Solutions? **"[IRS Solutions is a valuable tool for managing my clients relationship with the IRS](https://www.g2.com/survey_responses/irs-solutions-review-10600612)"** **Rating:** 4.5/5.0 stars *— Todd G.* [Read full review](https://www.g2.com/survey_responses/irs-solutions-review-10600612) --- **"[Easy software program that checks the boxes!](https://www.g2.com/survey_responses/irs-solutions-review-10599603)"** **Rating:** 4.5/5.0 stars *— Morgan A.* [Read full review](https://www.g2.com/survey_responses/irs-solutions-review-10599603) --- ### 9. [TaxFlow](https://www.g2.com/products/taxflow/reviews) Need an upgrade from color-coded spreadsheets to track tax work, but don’t need a full practice management overhaul? TaxFlow is a simple, focused solution designed specifically to help tax professionals organize and manage their tax workflow—without duplicating features you already have in other systems. It’s easy for your whole team to learn and built so you can get value from the full functionality right away—no steep learning curve, no months of training. **Average Rating:** 5.0/5.0 **Total Reviews:** 7 **How Do G2 Users Rate TaxFlow?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 3.3/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Automation:** 5.8/10 (Category avg: 8.0/10) **Who Is the Company Behind TaxFlow?** - **Seller:** [TaxFlow](https://www.g2.com/sellers/taxflow) - **Year Founded:** 2020 - **HQ Location:** Colorado Springs, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxflow-llc (2 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 100% Small-Business #### What Are TaxFlow's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Organization (2 reviews) - Visibility (2 reviews) - Client Communication (1 reviews) - Setup Ease (1 reviews) ### What Do G2 Reviewers Say About TaxFlow? *AI-generated summary from verified user reviews* **Pros:** - Users find TaxFlow to be **easy to use** , enhancing organization and streamlining the tax preparation process. - Users appreciate the **organization features** of TaxFlow, enhancing their efficiency and ease during tax preparation. - Users value the **visibility** offered by TaxFlow, enhancing organization and simplifying the tax preparation process. - Users appreciate the **responsive client communication** of TaxFlow, ensuring smooth operations during tax season. - Users find the **setup process effortless** , enabling a smooth transition and efficient tax management with TaxFlow. #### What Are Recent G2 Reviews of TaxFlow? **"[TaxFlow got us out of Excel world! So much better!](https://www.g2.com/survey_responses/taxflow-review-11402252)"** **Rating:** 5.0/5.0 stars *— Sandy F.* [Read full review](https://www.g2.com/survey_responses/taxflow-review-11402252) --- **"[Very easy to use](https://www.g2.com/survey_responses/taxflow-review-11348482)"** **Rating:** 5.0/5.0 stars *— Rebecca L.* [Read full review](https://www.g2.com/survey_responses/taxflow-review-11348482) --- ### 10. [Holistiplan](https://www.g2.com/products/holistiplan/reviews) Holistiplan is an award-winning tax planning software that transforms how financial advisors analyze and plan taxes for their clients. With advanced OCR technology, Holistiplan rapidly reads and processes tax returns, creating customized, white-labeled reports that uncover key tax planning opportunities. This efficient approach enables advisors to provide comprehensive tax strategies with greater accuracy and ease. In addition to tax planning, Holistiplan features an innovative Insurance Risk Management Tool designed to help advisors evaluate clients' home, auto, and umbrella insurance coverage. This tool includes capabilities like an instant home rebuilding cost estimator and identifies potential coverage gaps, supporting advisors in delivering well-rounded financial advice that extends beyond taxes. Holistiplan automates the tax review process, freeing up advisors to focus on building stronger client relationships and developing strategic plans. By turning complex financial data into clear, actionable insights, Holistiplan enhances client engagement and empowers clients to make informed decisions. With a wide array of features that uncover hidden opportunities and support holistic financial planning, Holistiplan enables advisors to deliver exceptional value and differentiate themselves in a competitive market. **Average Rating:** 5.0/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Holistiplan?** - **Dashboard:** 8.3/10 (Category avg: 8.9/10) - **Portal:** 6.1/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Automation:** 8.3/10 (Category avg: 8.0/10) **Who Is the Company Behind Holistiplan?** - **Seller:** [Holistiplan](https://www.g2.com/sellers/holistiplan) - **Company Website:** https://holistiplan.com - **Year Founded:** 2019 - **Twitter:** @Holistiplan (2,471 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/holistiplan/ **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 100% Small-Business #### What Are Holistiplan's Pros and Cons? **Pros:** - Efficiency Improvement (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) - Affordable (1 reviews) - Automation (1 reviews) **Cons:** - Expensive (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About Holistiplan? *AI-generated summary from verified user reviews* **Pros:** - Users praise Holistiplan for its **efficiency improvements** , streamlining tax planning and analysis significantly for advisors. - Users praise the **outstanding customer support** of Holistiplan, providing quick and helpful responses to tax queries. - Users commend the **ease of use** of Holistiplan, simplifying complex tax analysis and enhancing client conversations. - Users find Holistiplan incredibly **affordable** , simplifying tax planning and making it accessible for all clients. - Users value the **automation** of Holistiplan, enhancing their ability to analyze complex tax situations easily. **Cons:** - Users feel that Holistiplan is becoming increasingly **expensive** each year, wishing for improved features like tax transcript downloads. - Users find the **interface not user-friendly** , requiring assistance to comprehend features like range calculations effectively. #### What Are Recent G2 Reviews of Holistiplan? **"[Valuable Tax Analysis and Tax Planning Tool](https://www.g2.com/survey_responses/holistiplan-review-10332897)"** **Rating:** 5.0/5.0 stars *— Sridhar(Sri) K.* [Read full review](https://www.g2.com/survey_responses/holistiplan-review-10332897) --- **"[Taught a tax newbie a lot about taxes](https://www.g2.com/survey_responses/holistiplan-review-10323624)"** **Rating:** 5.0/5.0 stars *— Laura R.* [Read full review](https://www.g2.com/survey_responses/holistiplan-review-10323624) --- ### 11. [Uku](https://www.g2.com/products/uku/reviews) Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages. **Average Rating:** 4.7/5.0 **Total Reviews:** 108 **How Do G2 Users Rate Uku?** - **Dashboard:** 9.3/10 (Category avg: 8.9/10) - **Portal:** 9.0/10 (Category avg: 7.9/10) - **Quality of Support:** 9.5/10 (Category avg: 9.0/10) - **Automation:** 8.7/10 (Category avg: 8.0/10) **Who Is the Company Behind Uku?** - **Seller:** [Getuku](https://www.g2.com/sellers/getuku) - **Year Founded:** 2017 - **HQ Location:** Tallinn, EE - **Twitter:** @accountinguku (48 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getuku/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 71% Small-Business, 27% Mid-Market #### What Are Uku's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Task Management (9 reviews) - Time-saving (8 reviews) - Intuitive (7 reviews) - Time Tracking (7 reviews) **Cons:** - Task Management (6 reviews) - Learning Curve (4 reviews) - Date Issues (3 reviews) - Integration Issues (3 reviews) - Not Intuitive (3 reviews) ### What Do G2 Reviewers Say About Uku? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Uku, appreciating its intuitive setup and flexibility for managing tasks. - Users love the **task visualization and management** features of Uku, enhancing their daily planning and productivity. - Users value the **time-saving features** of Uku, enjoying seamless management of tasks and efficient time tracking. - Users find Uku to be **very intuitive and easy to use** , enhancing their workflow and time management experience. - Users value the **flexible time tracking** feature of Uku, making adjustments easy and improving workflow efficiency. **Cons:** - Users find that locating completed tasks is sometimes difficult, making **task management less intuitive** within Uku. - Users find the **learning curve challenging** due to the abundance of functions and features requiring more time to master. - Users find **date issues** in Uku frustrating, particularly with task visibility and scheduling complications leading to duplicates. - Users face **integration issues** with Uku, complicating task management and hindering streamlined workflows. - Users find the Uku interface **not intuitive** , especially the mobile app, which lacks essential features and clarity. #### What Are Recent G2 Reviews of Uku? **"[Effortless Task Management and Time Savings with Uku](https://www.g2.com/survey_responses/uku-review-12201595)"** **Rating:** 4.0/5.0 stars *— Kelly-Ly T.* [Read full review](https://www.g2.com/survey_responses/uku-review-12201595) --- **"[A practical and intuitive tool for everyday work](https://www.g2.com/survey_responses/uku-review-12244697)"** **Rating:** 5.0/5.0 stars *— Evely U.* [Read full review](https://www.g2.com/survey_responses/uku-review-12244697) --- ### 12. [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) UltraTax CS is premium tax and compliance software that provides a comprehensive tax preparation process that utilizes advanced technology and an integrated workflow system with tax planning, document management, and client collaboration. UltraTax offers access to a full line of federal, state, and local tax programs, plus multi-state returns. With diagnostics, data sharing, and flexibility to work through multi-monitors, firms can save time and automate workflows each new tax year. UltraTax CS helps to eliminate manual data entry and ensure accuracy as returns are completed. With other built-in timesaving tools including depreciation and asset management, e-file and e-signature capabilities, and paperless processing, UltraTax CS delivers a trusted end-to-end solution to boost efficiency and firm growth. **Average Rating:** 3.4/5.0 **Total Reviews:** 61 **How Do G2 Users Rate UltraTax CS?** - **Dashboard:** 7.5/10 (Category avg: 8.9/10) - **Portal:** 7.5/10 (Category avg: 7.9/10) - **Quality of Support:** 6.7/10 (Category avg: 9.0/10) - **Automation:** 7.2/10 (Category avg: 8.0/10) **Who Is the Company Behind UltraTax CS?** - **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters) - **Year Founded:** 2008 - **HQ Location:** Toronto, CA - **Twitter:** @thomsonreuters (150,224 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®) - **Ownership:** NYSE:TRI **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 93% Small-Business, 3% Mid-Market #### What Are UltraTax CS's Pros and Cons? **Pros:** - Customer Support (2 reviews) - Ease of Use (2 reviews) - Efficiency (1 reviews) - Integrations (1 reviews) - Time-saving (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Expensive (1 reviews) - Inefficiency (1 reviews) - Login Issues (1 reviews) - Software Bugs (1 reviews) ### What Do G2 Reviewers Say About UltraTax CS? *AI-generated summary from verified user reviews* **Pros:** - Users value the **excellent customer support** of UltraTax CS, enhancing their overall experience and satisfaction. - Users appreciate the **ease of use** of UltraTax CS, finding it intuitive and user-friendly for seamless navigation. - Users appreciate the **efficiency through integration** of UltraTax CS, significantly reducing data entry time and enhancing workflow. - Users appreciate the **seamless integrations** of UltraTax CS, significantly reducing data entry time and enhancing workflow. - Users appreciate the **time-saving integrations** of UltraTax CS, significantly reducing data entry efforts across applications. **Cons:** - Users find the **difficult learning curve** of UltraTax CS challenging due to its extensive features and capabilities. - Users find UltraTax CS to be **pretty expensive** , which can be a barrier for some businesses. - Users experience **inefficiency** as the navigation to input screens often fails to direct them to the correct data entry point. - Users often face **login issues** , needing to sign in multiple times, which disrupts their workflow. - Users often face **software bugs** in UltraTax CS, particularly during critical periods, leading to frustrating experiences. #### What Are Recent G2 Reviews of UltraTax CS? **"[Ultra Tax A great tool to help with your tax headaches](https://www.g2.com/survey_responses/ultratax-cs-review-11728356)"** **Rating:** 4.5/5.0 stars *— Sandi T.* [Read full review](https://www.g2.com/survey_responses/ultratax-cs-review-11728356) --- **"[Streamlining Tax Prep Like a Pro](https://www.g2.com/survey_responses/ultratax-cs-review-11774755)"** **Rating:** 4.0/5.0 stars *— Krishna P.* [Read full review](https://www.g2.com/survey_responses/ultratax-cs-review-11774755) --- #### What Are G2 Users Discussing About UltraTax CS? - [What is UltraTax CS used for?](https://www.g2.com/discussions/what-is-ultratax-cs-used-for) - [Who makes UltraTax?](https://www.g2.com/discussions/who-makes-ultratax) - [What is CS Professional Suite?](https://www.g2.com/discussions/what-is-cs-professional-suite) - [How much does UltraTax software cost?](https://www.g2.com/discussions/how-much-does-ultratax-software-cost) - [What is UltraTax CS?](https://www.g2.com/discussions/what-is-ultratax-cs) ### 13. [Tax Stack AI](https://www.g2.com/products/tax-stack-ai/reviews) Tax Stack AI is an AI-powered SaaS solution designed to help small-sized accounting firms streamline tax research, analyze financial documents and tax returns, and manage client insights. The platform centralizes key accounting workflows into a single interface, allowing users to process data, review client information, and generate insights efficiently. It is designed for firms and solo practitioners who need practical, AI-based tools without the complexity or high cost of enterprise-level software. The platform combines artificial intelligence with accounting-specific functionality. It sources information from authoritative tax references that are reviewed by CPAs, applies AI to client data, and analyzes uploaded documents to produce actionable outputs. Tax Stack AI is intended to reduce manual workload, improve accuracy, and support advisory services by providing organized and relevant information. Key Features: Tax chatbot: Responds to tax research queries using authoritative sources, delivering consistent and accurate information. Client insights and management tools: Tracks client activity, identifies patterns, and provides context-specific analysis for planning and advisory purposes. Client-specific chatbot: Learns from documents and inputs related to individual clients, providing tailored guidance and responses. General chatbot: Pulls from authoritative sources and provides linked citations for proper due diligence. Document analysis: Automatically reviews tax returns, financial statements, and other documents for errors, inconsistencies, and actionable recommendations. Integrated interface: Combines multiple accounting functions into one platform, enabling easier workflow management. Benefits and Value: Reduces the time required for manual tax research and document review. Supports data accuracy by cross-referencing with authoritative sources and performing automated checks. Centralizes multiple accounting tasks, reducing software complexity and streamlining operations. Designed specifically for small-sized firms and solo practitioners, avoiding unnecessary features and costs associated with larger enterprise platforms. Facilitates more informed decision-making for tax planning and client advisory. Tax Stack AI is structured to assist firms in incorporating AI into their operations in a practical and scalable way. By providing tools for research, document review, and client management, the platform supports efficient workflows, consistent outputs, and better access to relevant information. Users can focus on analyzing results and delivering advice rather than performing repetitive, time-consuming tasks. Overall, Tax Stack AI offers a centralized, AI-driven approach to accounting for small -sized firms. Its combination of tax research, document analysis, and client insight tools provides a framework for improving operational efficiency, maintaining accuracy, and supporting more targeted advisory services. The platform is built to meet the specific needs of smaller accounting practices, offering AI capabilities in a cost-effective and accessible manner. **Average Rating:** 5.0/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Tax Stack AI?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 0.0/10 (Category avg: 7.9/10) - **Quality of Support:** 9.6/10 (Category avg: 9.0/10) - **Automation:** 0.0/10 (Category avg: 8.0/10) **Who Is the Company Behind Tax Stack AI?** - **Seller:** [Tax Stack AI](https://www.g2.com/sellers/tax-stack-ai) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/tax-stack-ai/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Tax Stack AI's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Efficiency Improvement (3 reviews) - Client Management (2 reviews) - Customer Support (2 reviews) - Task Management (2 reviews) **Cons:** - Limited Features (1 reviews) - Limited Integrations (1 reviews) - Limited Templates (1 reviews) - Not User-Friendly (1 reviews) - Poor Reporting (1 reviews) ### What Do G2 Reviewers Say About Tax Stack AI? *AI-generated summary from verified user reviews* **Pros:** - Users find Tax Stack AI extremely **user-friendly** , making the integration of AI into workflows effortless and efficient. - Users experience enhanced **efficiency improvement** with Tax Stack AI, significantly reducing time spent on tax research and analysis. - Users value the **client management tools** of Tax Stack AI, enabling deeper insights and improved preparation for client meetings. - Users appreciate the **responsive customer support** from Tax Stack AI, ensuring quick resolutions for troubleshooting needs. - Users praise the **streamlined task management** features of Tax Stack AI, enhancing productivity and client insights significantly. **Cons:** - Users desire **more advanced settings** in Tax Stack AI for tailored document analysis and enhanced client insights. - Users note the **limited integrations** , preferring direct access to client documents from the cloud for convenience. - Users desire more **advanced templates** for customized document analysis and insights, feeling current options are limited. - Users find Tax Stack AI to be **not user-friendly** due to unintuitive design and overwhelming text in insights. - Users find the **poor reporting** in Tax Stack AI challenging, wishing for better visualizations and streamlined insights. #### What Are Recent G2 Reviews of Tax Stack AI? **"[Boosted our firm’s efficiency quickly](https://www.g2.com/survey_responses/tax-stack-ai-review-11646055)"** **Rating:** 5.0/5.0 stars *— Jill F.* [Read full review](https://www.g2.com/survey_responses/tax-stack-ai-review-11646055) --- **"[Game-Changer for Tax Research and Client Advisory](https://www.g2.com/survey_responses/tax-stack-ai-review-11689075)"** **Rating:** 5.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/tax-stack-ai-review-11689075) --- ### 14. [Taxaroo](https://www.g2.com/products/taxaroo/reviews) Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools. Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm. **Average Rating:** 4.8/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Taxaroo?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 10.0/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Automation:** 10.0/10 (Category avg: 8.0/10) **Who Is the Company Behind Taxaroo?** - **Seller:** [Taxaroo](https://www.g2.com/sellers/taxaroo-e13c63b4-8283-450a-a0b8-07f4eeb1a3bf) - **Year Founded:** 2014 - **HQ Location:** Sheridan , US - **LinkedIn® Page:** https://www.linkedin.com/company/taxaroo/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Taxaroo? **"[This has to be a game changer tool](https://www.g2.com/survey_responses/taxaroo-review-9684540)"** **Rating:** 5.0/5.0 stars *— Piyush R.* [Read full review](https://www.g2.com/survey_responses/taxaroo-review-9684540) --- **"[Taxaroo has to be the best modern tax management software in the market!](https://www.g2.com/survey_responses/taxaroo-review-9684494)"** **Rating:** 5.0/5.0 stars *— Prem R.* [Read full review](https://www.g2.com/survey_responses/taxaroo-review-9684494) --- #### What Are G2 Users Discussing About Taxaroo? - [What is Taxaroo used for?](https://www.g2.com/discussions/what-is-taxaroo-used-for) ### 15. [Taxfiler](https://www.g2.com/products/taxfiler/reviews) Award-winning online accounts, tax and MTD software. Over 10,000 accountants and bookkeepers trust Taxfiler every day to prepare and file accounts and tax returns with Companies House and HMRC. Taxfiler provides a complete compliance toolkit and has a simple, transparent monthly pricing policy that allows filing for companies, partnerships, individuals and trusts. **Average Rating:** 4.7/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Taxfiler?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 8.3/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Automation:** 10.0/10 (Category avg: 8.0/10) **Who Is the Company Behind Taxfiler?** - **Seller:** [Taxfiler](https://www.g2.com/sellers/taxfiler) - **Year Founded:** 1978 - **HQ Location:** Slough, England, United Kingdom - **LinkedIn® Page:** https://uk.linkedin.com/company/iris-software-group (2,917 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Taxfiler's Pros and Cons? **Pros:** - Affordable (1 reviews) - Automation (1 reviews) - Ease of Use (1 reviews) - Efficiency Improvement (1 reviews) - Integrations (1 reviews) **Cons:** - Software Bugs (1 reviews) ### What Do G2 Reviewers Say About Taxfiler? *AI-generated summary from verified user reviews* **Pros:** - Users find Taxfiler to be **affordable** , providing a comprehensive and easy-to-use solution for self-assessment needs. - Users value the **automation features** of Taxfiler, streamlining the tax return process and saving significant time. - Users find Taxfiler to be **extremely easy to use** , streamlining the process of preparing Tax Return forms. - Users appreciate the **efficiency improvements** Taxfiler provides, simplifying tax return preparation and saving valuable time. - Users value the **easy integration** of Taxfiler into their practice, enhancing efficiency and saving time during tax preparation. **Cons:** - Users report **software bugs** causing client duplication and issues after the IRIS takeover, impacting the overall experience. #### What Are Recent G2 Reviews of Taxfiler? **"[TAXFILER - Simply the best](https://www.g2.com/survey_responses/taxfiler-review-10298205)"** **Rating:** 5.0/5.0 stars *— Matthew C.* [Read full review](https://www.g2.com/survey_responses/taxfiler-review-10298205) --- **"[Tax filing and accounts prep](https://www.g2.com/survey_responses/taxfiler-review-4298209)"** **Rating:** 5.0/5.0 stars *— Rob L.* [Read full review](https://www.g2.com/survey_responses/taxfiler-review-4298209) --- ### 16. [ATOM Tax Office Manager](https://www.g2.com/products/atom-tax-office-manager/reviews) Automated Tax Office Manager incorporates a proven system developed by a leading tax professional. For companies with multiple locations or for those with expansion in mind. Scalability, long-term flexibility, and adaptability are guaranteed **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate ATOM Tax Office Manager?** - **Dashboard:** 8.3/10 (Category avg: 8.9/10) - **Portal:** 7.5/10 (Category avg: 7.9/10) - **Quality of Support:** 9.2/10 (Category avg: 9.0/10) - **Automation:** 7.5/10 (Category avg: 8.0/10) **Who Is the Company Behind ATOM Tax Office Manager?** - **Seller:** [ATOM Software](https://www.g2.com/sellers/atom-software-330b570f-a2f2-4509-8e61-c79a25d88c95) - **Year Founded:** 2003 - **HQ Location:** Lansing, US - **LinkedIn® Page:** https://www.linkedin.com/company/atomsoftware/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are ATOM Tax Office Manager's Pros and Cons? **Pros:** - All-in-one Solution (1 reviews) **Cons:** - Document Management Issues (1 reviews) - Limited Integrations (1 reviews) ### What Do G2 Reviewers Say About ATOM Tax Office Manager? *AI-generated summary from verified user reviews* **Pros:** - Users value the **all-in-one solution** of ATOM Tax Office Manager for seamless workflow and practice management integration. **Cons:** - Users find the **client portal clunky** and lacking integration with document collection platforms, though improvements are ongoing. - Users find the **limited integrations** frustrating, especially the lack of compatibility with document collection platforms. #### What Are Recent G2 Reviews of ATOM Tax Office Manager? **"[Tax Office oriented](https://www.g2.com/survey_responses/atom-tax-office-manager-review-8164347)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/atom-tax-office-manager-review-8164347) --- **"[All-in-One Management with Steady Improvements, Though Client Portal Needs Polish](https://www.g2.com/survey_responses/atom-tax-office-manager-review-11868041)"** **Rating:** 5.0/5.0 stars *— Shawn W.* [Read full review](https://www.g2.com/survey_responses/atom-tax-office-manager-review-11868041) --- ### 17. [BaCo Tech](https://www.g2.com/products/baco-tech/reviews) BaCo Tech is a middleware accounting technology. It's a single hub to manage all your client's books in a single location regardless of what accounting package they have. It also allows you to seamlessly import into your tax suite. **Average Rating:** 4.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate BaCo Tech?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 9.2/10 (Category avg: 7.9/10) - **Quality of Support:** 8.3/10 (Category avg: 9.0/10) - **Automation:** 10.0/10 (Category avg: 8.0/10) **Who Is the Company Behind BaCo Tech?** - **Seller:** [BaCo Tech](https://www.g2.com/sellers/baco-tech) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are BaCo Tech's Pros and Cons? **Pros:** - Centralization (1 reviews) - Time-saving (1 reviews) - Visibility (1 reviews) ### What Do G2 Reviewers Say About BaCo Tech? *AI-generated summary from verified user reviews* **Pros:** - Users find the **centralized record management** of BaCo Tech significantly reduces their workload and enhances efficiency. - Users love the **time-saving efficiency** of BaCo Tech's centralized record management, significantly reducing their workload. - Users value the **centralized record management** of BaCo Tech, significantly reducing their workload and enhancing efficiency. #### What Are Recent G2 Reviews of BaCo Tech? **"[My experience of using BaCo Tech was very good.](https://www.g2.com/survey_responses/baco-tech-review-10756499)"** **Rating:** 4.0/5.0 stars *— Tejashree K.* [Read full review](https://www.g2.com/survey_responses/baco-tech-review-10756499) --- **"[Fast Learning with Real Projects and Visible Results](https://www.g2.com/survey_responses/baco-tech-review-12252892)"** **Rating:** 4.0/5.0 stars *— Captain A.* [Read full review](https://www.g2.com/survey_responses/baco-tech-review-12252892) --- ### 18. [TaxGrit Software](https://www.g2.com/products/taxgrit-software/reviews) TaxGrit is a Canadian tax workflow automation platform built for accounting firms covering personal tax, corporate returns, and bookkeeping. It replaces email chases and spreadsheets with a single system for client intake, document collection, and data extraction. What sets TaxGrit apart is the elimination of manual data entry. Instead of retyping numbers from T4s, slips, and receipts, the AI reads each document through OCR and captures the line items, then generates upload-ready files that CRA-approved software like TaxCycle can ingest directly—no copy-pasting, no transcription errors. Firms also get real-time visibility into every return, automated quality checks, and built-in tracking for CRA correspondence, past filings, and NOAs. Data stays encrypted and Canadian-privacy compliant, with tax professionals retaining final review on every return. The result: faster turnaround, fewer errors, and a calmer tax season. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate TaxGrit Software?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 9.2/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Automation:** 10.0/10 (Category avg: 8.0/10) **Who Is the Company Behind TaxGrit Software?** - **Seller:** [TaxGrit](https://www.g2.com/sellers/taxgrit) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/taxgrit (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of TaxGrit Software? **"[Taxgrit Makes Tax Filing Seamless, Simple, and Stress-Free](https://www.g2.com/survey_responses/taxgrit-software-review-12875250)"** **Rating:** 5.0/5.0 stars *— sindhuja c.* [Read full review](https://www.g2.com/survey_responses/taxgrit-software-review-12875250) --- **"[Brings structure to the part of tax prep that used to live in email](https://www.g2.com/survey_responses/taxgrit-software-review-12969541)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/taxgrit-software-review-12969541) --- ### 19. [Avii](https://www.g2.com/products/avii/reviews) Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that strengthens client loyalty, automates and consolidates workflows, and ensures security and compliance. And if that isn’t enough, Avii also helps you streamline resource planning and increase profitability. Avii is the first SaaS Hub™ for accounting firms. It provides the foundational environment of interconnected apps that unify your disparate data, security, workflows and practice management—eliminating manual steps, facilitating automation and unifying KPIs and other status indicators into a visual dashboard. With Avii you can choose the entire platform or only what you need: \* Client Experience \* Document Management \* Resource Management with Advanced Workflows \* Firm Performance with Invoicing Avii Intelligence powers the entire platform, bringing your entire experience into one place. **Average Rating:** 4.7/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Avii?** - **Dashboard:** 6.7/10 (Category avg: 8.9/10) - **Portal:** 6.7/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Automation:** 6.7/10 (Category avg: 8.0/10) **Who Is the Company Behind Avii?** - **Seller:** [Avii](https://www.g2.com/sellers/avii) - **Year Founded:** 2016 - **HQ Location:** Lehi, US - **Twitter:** @AviiWorkspace (657 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/avii (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 33% Mid-Market, 33% Small-Business #### What Are Recent G2 Reviews of Avii? **"[Fabulous customer service and product](https://www.g2.com/survey_responses/avii-review-5304156)"** **Rating:** 5.0/5.0 stars *— Donna F.* [Read full review](https://www.g2.com/survey_responses/avii-review-5304156) --- **"[A whole new world! Avii brings clarity and cohesion with transparency and tools to run a firm](https://www.g2.com/survey_responses/avii-review-5273685)"** **Rating:** 4.5/5.0 stars *— Brandon A.* [Read full review](https://www.g2.com/survey_responses/avii-review-5273685) --- #### What Are G2 Users Discussing About Avii? - [What is Avii used for?](https://www.g2.com/discussions/what-is-avii-used-for) ### 20. [E-Phorm Tax](https://www.g2.com/products/e-phorm-tax/reviews) E-Phorm Tax is a Canadian tax intake and client management platform built for accounting firms handling the T1's. Most tax teams spend the first weeks of every filing season chasing clients for documents via email, collecting attachments without structure, and manually organizing everything before the real accounting work can start. E-Phorm Tax replaces that with a guided client portal where clients log in, complete an 8-section structured tax intake, upload their documents, and submit. Accountants see every client's status in real time, know exactly what has been submitted and what is still missing, and start working from a complete, organized file. The platform supports multi-year filing, spouse and partner forms, role-based access for admins, accountants, and clients, and secure document management with encrypted storage. Three AI features are built in: a CRA guidance chatbot that answers Canadian tax questions using the client's actual form data for context, AI Review Questions that automatically flag year-over-year changes a client has not explained, and an AI Analyze tool that scans message threads to surface unanswered accountant questions before they get missed. E-Phorm Tax is built specifically for Canadian CPAs and tax firms. The client does the intake. You do the accounting. **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **How Do G2 Users Rate E-Phorm Tax?** - **Dashboard:** 8.3/10 (Category avg: 8.9/10) - **Portal:** 8.3/10 (Category avg: 7.9/10) - **Quality of Support:** 8.3/10 (Category avg: 9.0/10) - **Automation:** 6.7/10 (Category avg: 8.0/10) **Who Is the Company Behind E-Phorm Tax?** - **Seller:** [Coolumba](https://www.g2.com/sellers/coolumba) - **Year Founded:** 2022 - **HQ Location:** 602 12 Ave SW #500, T2R 1J3, Calgary, Canada. - **LinkedIn® Page:** https://www.linkedin.com/company/coolumba/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of E-Phorm Tax? **"[Streamslines email chaos during Tax season](https://www.g2.com/survey_responses/e-phorm-tax-review-9523859)"** **Rating:** 4.5/5.0 stars *— Erkin A.* [Read full review](https://www.g2.com/survey_responses/e-phorm-tax-review-9523859) --- ### 21. [Levvy](https://www.g2.com/products/levvy/reviews) 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 **Average Rating:** 5.0/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Levvy?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) **Who Is the Company Behind Levvy?** - **Seller:** [Levvy](https://www.g2.com/sellers/levvy) - **Year Founded:** 2020 - **HQ Location:** Brooklyn, US - **LinkedIn® Page:** https://www.linkedin.com/company/levvy (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 93% Small-Business #### What Are Levvy's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Task Management (7 reviews) - Efficiency Improvement (5 reviews) - Team Collaboration (4 reviews) - Workflow Management (4 reviews) **Cons:** - Task Management (2 reviews) - Billing Issues (1 reviews) - Invoicing Issues (1 reviews) - Limited Integrations (1 reviews) - Poor Reporting (1 reviews) ### What Do G2 Reviewers Say About Levvy? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Levvy, facilitating effortless task management and efficient team coordination. - Users appreciate Levvy for its **effortless task management** that enhances project tracking and team coordination. - Users highlight Levvy's **efficiency improvement** , simplifying task management and enhancing overall team productivity and coordination. - Users find **team collaboration effortless** with Levvy, enhancing project management and communication effectively across remote teams. - Users appreciate Levvy for its **effortless task management** that enhances project tracking and team coordination. **Cons:** - Users find the lack of **hyperlink support in comments** and task date allocation frustrating for effective task management. - Users express concern over **billing issues** , wishing for better invoicing features and direct payment processing within Levvy. - Users seek improvements in **invoicing functionality** of Levvy, hoping for integrated billing to streamline their workflow. - Users desire **improved payment integrations** in Levvy, feeling hindered by the reliance on external invoicing services. - Users find **poor reporting** and time tracking limitations in Levvy, highlighting areas needing improvement for better functionality. #### What Are Recent G2 Reviews of Levvy? **"[Levvy: Intuitive Project Management with Stellar Support](https://www.g2.com/survey_responses/levvy-review-12935742)"** **Rating:** 5.0/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/levvy-review-12935742) --- **"[BEST Workflow Management Software](https://www.g2.com/survey_responses/levvy-review-11406829)"** **Rating:** 5.0/5.0 stars *— Danielle D.* [Read full review](https://www.g2.com/survey_responses/levvy-review-11406829) --- ### 22. [Pacesetter](https://www.g2.com/products/pacesetter/reviews) Pacesetter is a Practice Management solution that helps businesses manage client information, schedule appointments, collect payments and more. It works with your tax software to give you everything you need to run your firm. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Pacesetter?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 10.0/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Automation:** 10.0/10 (Category avg: 8.0/10) **Who Is the Company Behind Pacesetter?** - **Seller:** [Pacesetter Tax](https://www.g2.com/sellers/pacesetter-tax) - **Year Founded:** 2020 - **HQ Location:** Lehi, US - **LinkedIn® Page:** https://www.linkedin.com/company/pacesetter-tax/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Pacesetter? **"[Pacesetter is just what we needed](https://www.g2.com/survey_responses/pacesetter-review-8765672)"** **Rating:** 5.0/5.0 stars *— Donald A. N.* [Read full review](https://www.g2.com/survey_responses/pacesetter-review-8765672) --- ### 23. [Pascal Workflow](https://www.g2.com/products/pascal-workflow/reviews) Pascal Workflow is Complete Practice Management for Tax and Accounting Firms **Average Rating:** 3.8/5.0 **Total Reviews:** 2 **Who Is the Company Behind Pascal Workflow?** - **Seller:** [Pascal Workflow](https://www.g2.com/sellers/pascal-workflow) - **Year Founded:** 1999 - **HQ Location:** Indianapolis, US - **LinkedIn® Page:** https://www.linkedin.com/company/pascal-workflow/about/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of Pascal Workflow? **"[Modern Accounting Software that checks all the boxes](https://www.g2.com/survey_responses/pascal-workflow-review-6483222)"** **Rating:** 4.5/5.0 stars *— wendy t.* [Read full review](https://www.g2.com/survey_responses/pascal-workflow-review-6483222) --- #### What Are G2 Users Discussing About Pascal Workflow? - [What is Pascal Workflow used for?](https://www.g2.com/discussions/what-is-pascal-workflow-used-for) ### 24. [Seqwens](https://www.g2.com/products/seqwens/reviews) A total solution to streamline your tax office Customer Relationship Management & Sales Document Management Project & Workflow Management Invoicing Tax Practitioners can now save time, money, and experience productivity while growing their business. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Seqwens?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) **Who Is the Company Behind Seqwens?** - **Seller:** [SeQwens](https://www.g2.com/sellers/seqwens) - **Year Founded:** 2016 - **HQ Location:** Columbus, US - **LinkedIn® Page:** https://www.linkedin.com/company/seqwens (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Seqwens? **"[SEQWENS SAVED MY OFFICE ALOT OF TIME!](https://www.g2.com/survey_responses/seqwens-review-8944841)"** **Rating:** 5.0/5.0 stars *— LaRonya H.* [Read full review](https://www.g2.com/survey_responses/seqwens-review-8944841) --- ### 25. [SmartCenter](https://www.g2.com/products/smartcenter/reviews) Manage all your tasks, clients & documents, in one place, so nothing falls through the cracks. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate SmartCenter?** - **Dashboard:** 10.0/10 (Category avg: 8.9/10) - **Portal:** 10.0/10 (Category avg: 7.9/10) - **Quality of Support:** 3.3/10 (Category avg: 9.0/10) **Who Is the Company Behind SmartCenter?** - **Seller:** [Your Business Matters](https://www.g2.com/sellers/your-business-matters) - **HQ Location:** N/A - **Twitter:** @YBMSmartCenter (310 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of SmartCenter? **"[Big solutions platform](https://www.g2.com/survey_responses/smartcenter-review-7428846)"** **Rating:** 4.0/5.0 stars *— Carlos M.* [Read full review](https://www.g2.com/survey_responses/smartcenter-review-7428846) --- ## 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)