# 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=1384220&focus%5B%5D=20628) Highlighted products: Canopy, Karbon, TaxDome, Financial Cents, Drake Tax, Truss, and Mango Practice Management. 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=truss-2024-09-27&focus%5B%5D=mango-practice-management) ## 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 (+1.57%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month *Last updated: July 13, 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) - **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** ### Auditi Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! 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[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=2026-07-13T14%3A35%3A19Z&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&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=63c0f4dfd7fed7a10618e5224264f1dfbb67e6289b818247c9c8563aa49b4da5&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Tax Practice Management Software Products in 2026? ### 1. [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. As the firm-wide operating system, Canopy eliminates the need for disconnected tools by centralizing client management, CRM, document management, workflow, time and billing, and engagements into a single, modern platform. By providing one platform and one login, Canopy enables firms of all sizes to manage their entire practice with total visibility and scale. At the heart of the platform is Canopy Coworker, an everywhere AI that makes work across the firm simpler and faster by drafting content and summarizing data. To further automate the firm’s administrative load, Canopy Notetaker captures and transcribes client meetings, instantly turning conversations into organized notes and tasks. This cloud-native solution is purpose-built to help accounting professionals modernize without the migration migraine. Key capabilities include: Canopy Coworker: Utilize Canopy’s everywhere AI assistant to draft emails, summarize complex documents, and surface insights across your entire practice, making every team member more efficient. Canopy Notetaker: Automate your meeting documentation. This dedicated tool joins your client calls to record, transcribe, and extract action items, ensuring every detail is captured and synced to the client record. Engagements & Proposals: Deliver a professional, branded experience with engagement wizards that include custom pricing, automated billing frequencies, and clear terms of service to eliminate scope creep. Client Management & Portal: Use a secure, digital front door for your firm. The client portal allows for real-time collaboration, secure document sharing, and eSignatures, all backed by a robust CRM. Workflow & Task Management: Build a self-running firm with customizable templates and automated recurring steps. Track team capacity and project progress in real time. Document Management: Request and store files securely in a central hub. Clients can upload documents directly to their portal, removing security risks and reducing email back-and-forth. Time & Billing: Automate your revenue cycle with integrated time tracking, recurring invoicing, and faster payment collection options. Tax Resolution & Transcripts: Streamline tax-specific services by accessing IRS transcripts, notices, and resolution forms directly within the platform. Canopy’s all-in-one platform uses integrated automation to eliminate repetitive administrative tasks and keep projects moving forward. This allows firms to increase capacity and focus on high-value work without the complexity of managing a fragmented tech stack. By uniting every aspect of your practice into a single firm-wide operating system, Canopy provides the structure and visibility needed to run a modern, autonomous, and truly client-focused firm. **Average Rating:** 4.6/5.0 **Total Reviews:** 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: 8.9/10) - **Automation:** 8.1/10 (Category avg: 8.0/10) **Who Is the Company Behind Canopy?** - **Seller:** [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799) - **Company Website:** https://www.getcanopy.com/ - **Year Founded:** 2014 - **HQ Location:** Draper, Utah - **Twitter:** @canopysuite (1,991 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/canopy-inc/about (310 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CPA - **Top Industries:** Accounting, Financial Services - **Company Size:** 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 praise Canopy for its **ease of use** , simplifying task management and enhancing overall workflow efficiency. - Users find Canopy's **task management ease** enhances productivity by automating reminders and simplifying workflow processes. - Users appreciate the **easy document management** of Canopy, streamlining client interaction and improving overall operational efficiency. - Users highly value the **efficiency** of Canopy, streamlining workflows and automating tasks for improved productivity. - Users value Canopy's **efficiency improvements** , significantly reducing workflow time through automation and streamlined processes. **Cons:** - Users find Canopy's **task management glitchy** , report a dated interface, and desire better guidance for setup and efficiency. - Users struggle with **document management issues** , including cumbersome file views and lack of automated data population. - Users express a need for **limited customization** in Canopy, particularly for specific features and user permissions. - Users experience **inefficiency** with Canopy due to its complicated workflows, glitches, and lack of advanced features. - Users find that the **time-consuming setup** of Canopy can complicate the initial experience and task management. #### What Are Recent G2 Reviews of Canopy? **"[Securing and Sharing Data and Docs with my Loyal Clients!](https://www.g2.com/survey_responses/canopy-review-6575608)"** **Rating:** 4.5/5.0 stars *— Joshua G.* [Read full review](https://www.g2.com/survey_responses/canopy-review-6575608) --- **"[A CPA Firm's Go-To for Project Management and CRM](https://www.g2.com/survey_responses/canopy-review-11976001)"** **Rating:** 5.0/5.0 stars *— Nick F.* [Read full review](https://www.g2.com/survey_responses/canopy-review-11976001) --- ### 2. [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget. **Average Rating:** 4.8/5.0 **Total Reviews:** 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: 8.9/10) - **Automation:** 9.0/10 (Category avg: 8.0/10) **Who Is the Company Behind Karbon?** - **Seller:** [KarbonHQ](https://www.g2.com/sellers/karbonhq) - **Company Website:** https://karbonhq.com - **Year Founded:** 2014 - **HQ Location:** Sausalito, California - **Twitter:** @karbonhq (3,663 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3795518/ (420 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant, Director - **Top Industries:** Accounting, Financial Services - **Company Size:** 86% Small-Business, 9% Mid-Market #### What Are Karbon's Pros and Cons? **Pros:** - Ease of Use (116 reviews) - Task Management (78 reviews) - Efficiency (73 reviews) - Communication (63 reviews) - Team Collaboration (54 reviews) **Cons:** - Missing Features (33 reviews) - Email Issues (27 reviews) - Learning Curve (26 reviews) - Poor Usability (25 reviews) - Email Integration (22 reviews) ### What Do G2 Reviewers Say About Karbon? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of functionality** in Karbon, enhancing productivity with efficient email tagging and workflow management. - Users value the **task management capabilities** of Karbon, enhancing productivity and organization across workloads and deadlines. - Users find that Karbon enhances **efficiency** by streamlining task management and centralizing communication for better productivity. - Users value the **enhanced communication** in Karbon, which significantly improves team collaboration and client management. - Users value the **seamless team collaboration** in Karbon, enhancing client management and improving workflow efficiencies. **Cons:** - Users miss a **simple task list** and improved client management features in Karbon, affecting usability and efficiency. - Users experience **email integration issues** with Karbon, leading to confusion and clutter in managing their tasks. - Users find the **learning curve steep** for Karbon, requiring time and effort to master its many features. - Users struggle with **poor usability** in Karbon due to constant UI changes and a steeper learning curve. - Users find the **email integration confusing** , complicating triage and leading to potential oversight of important tasks. #### What Are Recent G2 Reviews of Karbon? **"[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: 8.9/10) - **Automation:** 8.7/10 (Category avg: 8.0/10) **Who Is the Company Behind TaxDome?** - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small-Business, 0% Mid-Market #### What Are TaxDome's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Communication (27 reviews) - Centralization (26 reviews) - Efficiency (26 reviews) - Customer Support (24 reviews) **Cons:** - Learning Curve (21 reviews) - Missing Features (16 reviews) - Difficult Learning (15 reviews) - Limited Features (12 reviews) - Limited Functionality (11 reviews) ### What Do G2 Reviewers Say About TaxDome? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of TaxDome, benefiting from seamless client management and intuitive features. - Users value the **effective communication tools** of TaxDome, enabling seamless client interactions and document management. - Users value the **centralization of client information** in TaxDome, enhancing communication and organization across the team. - Users highlight the **efficiency** of TaxDome, streamlining client communication and organizing complex tax cases effortlessly. - Users commend the **excellent customer support** at TaxDome, highlighting responsiveness and attentiveness in resolving issues. **Cons:** - Users find the **learning curve steep** , especially when managing tags and lacking adequate support for setup. - Users find the **missing features** in TaxDome limiting, affecting usability and integration with other tools. - Users find the **difficult learning curve** of TaxDome overwhelming, requiring significant time and effort to master. - Users report **limited features** in TaxDome, including inadequate invoicing, reporting, and basic functionality, hindering efficiency. - Users report **limited functionality** in TaxDome, facing issues with invoicing, reporting, and overall user experience. #### What Are Recent G2 Reviews of TaxDome? **"[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:** 242 **How Do G2 Users Rate Financial Cents?** - **Dashboard:** 9.0/10 (Category avg: 8.9/10) - **Portal:** 8.7/10 (Category avg: 7.9/10) - **Quality of Support:** 9.2/10 (Category avg: 8.9/10) - **Automation:** 8.7/10 (Category avg: 8.0/10) **Who Is the Company Behind Financial Cents?** - **Seller:** [Financial Cents](https://www.g2.com/sellers/financial-cents) - **Year Founded:** 2020 - **HQ Location:** Atlanta, US - **Twitter:** @_FinancialCents (1,287 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/financial-cents/ (76 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are Financial Cents's Pros and Cons? **Pros:** - Ease of Use (85 reviews) - Task Management (65 reviews) - Efficiency Improvement (31 reviews) - Communication (28 reviews) - Team Collaboration (28 reviews) **Cons:** - Expensive (16 reviews) - Document Management Issues (14 reviews) - Limited Functionality (14 reviews) - Task Management (13 reviews) - Email Integration (10 reviews) ### What Do G2 Reviewers Say About Financial Cents? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Financial Cents, enhancing team collaboration and project management effortlessly. - Users value the **streamlined task management** of Financial Cents, enhancing client work efficiency and team collaboration. - Users value the **efficient workflows and automated reminders** in Financial Cents, simplifying their client management processes. - Users value the **effective communication tools** of Financial Cents, enhancing client relationships and team collaboration. - Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and communication within their workflows. **Cons:** - Users feel that the **pricing is high** , especially for smaller firms and those just starting out. - Users face **document management issues** with slow processes and difficulties in importing files, impacting productivity. - Users find the **limited functionality** of Financial Cents restricts their ability to utilize key features effectively. - Users find **email notifications lack personalization** and seek improvements in document requests and note organization. - Users express frustration over **email integration issues** , facing duplicates and limited functionality with existing features in Financial Cents. #### What Are Recent G2 Reviews of Financial Cents? **"[Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close](https://www.g2.com/survey_responses/financial-cents-review-12747009)"** **Rating:** 5.0/5.0 stars *— Stephen L.* [Read full review](https://www.g2.com/survey_responses/financial-cents-review-12747009) --- **"[Strong first impression for workflow management](https://www.g2.com/survey_responses/financial-cents-review-12498998)"** **Rating:** 5.0/5.0 stars *— Kevin M.* [Read full review](https://www.g2.com/survey_responses/financial-cents-review-12498998) --- #### What Are G2 Users Discussing About Financial Cents? - [What is Financial Cents used for?](https://www.g2.com/discussions/what-is-financial-cents-used-for) ### 5. [Drake Tax](https://www.g2.com/products/drake-tax/reviews) Drake Tax is a comprehensive tax preparation software designed to enhance the efficiency and accuracy of tax professionals. Serving as the central hub for tax practices, it streamlines the preparation of individual and business returns, enabling professionals to deliver exceptional service to their clients. With over 40 years of reliability and performance, Drake Tax is trusted by more than 77,000 tax professionals nationwide. Key Features and Functionality: - Instant Calculation Results: Provides immediate access to calculation outcomes and full return views, accelerating the tax preparation process. - Uncompromising Accuracy: Incorporates hundreds of return diagnostics and validation rules to ensure precision in every return. - Dynamic Auto-Fill: Utilizes an EIN database to automatically populate business information on Forms W-2, W-2G, 1099, and more, saving valuable time. - Effortless Data Management: Allows seamless import of electronic Forms W-2, investment transactions, Schedules K-1, end-of-year balances, and trial balance data. - Multi-State Returns: Enables the generation of any state return without the need for additional add-on modules. - LookBack and LinkBacks: Facilitates easy access to prior-year data and tracks calculated results back to their sources for thorough review. - Intuitive Planning Tools: Features the Drake Tax Planner to analyze various tax scenarios and compare filing options for optimal results. - Detailed Calculation Results: Offers a comprehensive view of return information, including error messages, fees, and e-file eligibility. - Organized Return Viewing: Allows customization of print sets, printing to PDF, and adding notes for easy reference and communication. Primary Value and Solutions Provided: Drake Tax empowers tax professionals by providing a robust, efficient, and smart solution for tax preparation. Its comprehensive features streamline workflows, reduce manual data entry, and enhance accuracy, allowing professionals to focus on client service and practice growth. The software's reliability and extensive support resources ensure that users can confidently navigate the complexities of tax preparation, ultimately delivering superior results to their clients. **Average Rating:** 4.6/5.0 **Total Reviews:** 27 **How Do G2 Users Rate Drake Tax?** - **Dashboard:** 9.0/10 (Category avg: 8.9/10) - **Portal:** 6.0/10 (Category avg: 7.9/10) - **Quality of Support:** 9.8/10 (Category avg: 8.9/10) - **Automation:** 7.8/10 (Category avg: 8.0/10) **Who Is the Company Behind Drake Tax?** - **Seller:** [Drakesoftware](https://www.g2.com/sellers/drakesoftware) - **Year Founded:** 1977 - **HQ Location:** Franklin, Western North Carolina - **Twitter:** @DrakeSoftware (3,050 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/49028/ (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. [Truss](https://www.g2.com/products/truss-2024-09-27/reviews) Truss automates file requesting, eSigning, Secure Return Delivery for Accounting Firms. **Average Rating:** 5.0/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Truss?** - **Dashboard:** 9.4/10 (Category avg: 8.9/10) - **Portal:** 10.0/10 (Category avg: 7.9/10) - **Quality of Support:** 10.0/10 (Category avg: 8.9/10) - **Automation:** 9.3/10 (Category avg: 8.0/10) **Who Is the Company Behind Truss?** - **Seller:** [Truss](https://www.g2.com/sellers/truss-a8393f2a-0107-4a76-95b7-eb6a6f4da700) - **Year Founded:** 2022 - **HQ Location:** Rancho Cucamonga, US - **LinkedIn® Page:** https://www.linkedin.com/company/gettruss/ (47 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 80% Small-Business, 13% Mid-Market #### What Are Truss's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Customer Support (7 reviews) - Efficiency (6 reviews) - Integrations (5 reviews) - Time Saving (5 reviews) **Cons:** - App Limitations (1 reviews) - Difficult Learning (1 reviews) - Document Management Issues (1 reviews) - Email Issues (1 reviews) - Insufficient Tutorials (1 reviews) ### What Do G2 Reviewers Say About Truss? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Truss, streamlining complex task management and improving overall workflow efficiency. - Users rave about Truss's **exceptional customer support** , noting their quick responses and friendly, solution-oriented assistance. - Users praise Truss for its **efficiency in streamlining document collection and client communication** , greatly enhancing their workflow. - Users value the **seamless email integration** of Truss, enhancing efficiency and client communication throughout the process. - Users value the **time-saving features** of Truss, enhancing efficiency in client document collection and management. **Cons:** - Users find the **lack of direct integration with tax software** adds extra work to their workflow. - Users find **difficult learning** curves with Truss, especially when setting up new clients within the system. - Users are facing **document management issues** with Truss, but improvements are noted over time. - Users experience **email issues** , particularly with project management integration limitations and the need for clearer tutorials. - Users find the **insufficient tutorials** for Truss limiting, lacking guidance on updates and proper usage. #### What Are Recent G2 Reviews of Truss? **"[Seamless CRM for Tax Practices](https://www.g2.com/survey_responses/truss-review-12337558)"** **Rating:** 5.0/5.0 stars *— Mark H.* [Read full review](https://www.g2.com/survey_responses/truss-review-12337558) --- **"[Easy to Use, Quick Setup, and Excellent Support—Integrates Smoothly with Drake](https://www.g2.com/survey_responses/truss-review-12714654)"** **Rating:** 5.0/5.0 stars *— Darla H.* [Read full review](https://www.g2.com/survey_responses/truss-review-12714654) --- ### 7. [Mango Practice Management](https://www.g2.com/products/mango-practice-management/reviews) Founded by a practice CPA for over 35 years, Mango Practice Management is truly built by accountants for accountants. We provide project management, document management, time and billing, secure file-sharing, integrated payments, and client engagement solutions that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Like we always say, Mango has everything you need, all in one place. Start your 10-day free trial at www.mangopractice.com to take back control of your practice today! **Average Rating:** 3.8/5.0 **Total Reviews:** 33 **How Do G2 Users Rate Mango Practice Management?** - **Dashboard:** 7.9/10 (Category avg: 8.9/10) - **Portal:** 7.5/10 (Category avg: 7.9/10) - **Quality of Support:** 7.0/10 (Category avg: 8.9/10) - **Automation:** 7.3/10 (Category avg: 8.0/10) **Who Is the Company Behind Mango Practice Management?** - **Seller:** [ProfitSolv](https://www.g2.com/sellers/profitsolv) - **Company Website:** https://www.profitsolv.com/ - **Year Founded:** 2020 - **HQ Location:** Knoxville, US - **Twitter:** @ProfitSolv (18 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/profitsolv/ (179 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 84% Small-Business, 14% Mid-Market #### What Are Mango Practice Management's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Billing (4 reviews) - Invoicing (4 reviews) - Client Management (3 reviews) - Features (3 reviews) **Cons:** - Limited Options (3 reviews) - Missing Features (3 reviews) - Billing Issues (2 reviews) - Slow Processing (2 reviews) - Software Bugs (2 reviews) ### What Do G2 Reviewers Say About Mango Practice Management? *AI-generated summary from verified user reviews* **Pros:** - Users find Mango Practice Management to be an **easy-to-use tool** , simplifying the transition from previous software. - Users value the **user-friendly billing system** of Mango, enabling easy time entry and flexible invoicing. - Users praise the **easy invoicing system** of Mango Practice Management, finding it efficient and user-friendly for billing. - Users value the **client management capabilities** of Mango, appreciating its flexibility and ease of use for invoicing. - Users appreciate the **user-friendly all-in-one features** of Mango Practice Management, enhancing efficiency for accounting firms. **Cons:** - Users desire **more options** in Mango Practice Management, specifically for billing and recurring payments flexibility. - Users find the **missing features** , like shared billing and recurring payments, limit Mango Practice's functionality. - Users face **billing issues** , such as inability to combine clients on bills and lack of recurring payment options. - Users experience **slow processing** with Mango, facing latency and delayed fixes for recurring issues. - Users report persistent **software bugs** in Mango, causing glitches and repeated issues despite ongoing fixes. #### What Are Recent G2 Reviews of Mango Practice Management? **"[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) ### 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: 8.9/10) - **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 value the **ease of use** of IRS Solutions, enabling efficient navigation and quick integration for tax resolution. - Users highlight the **excellent customer support** of IRS Solutions, enhancing their overall experience and effectiveness. - Users benefit from the **efficiency improvements** of IRS Solutions, enhancing client service through streamlined processes and intuitive use. - Users appreciate the **secure client communication** portal that enhances interaction and monitoring for improved service. - Users love the **intuitive document management** features of IRS Solutions that simplify the tax processing experience. **Cons:** - Users find the **inefficiency** of scanning and uploading documents cumbersome, hindering their overall experience with IRS Solutions. - Users find the **overwhelming complexity** of IRS Solutions hinders their ability to utilize all features effectively. - Users find **client management cumbersome** due to limited software communication and manual data entry for clients. - Users face **download issues** as they find the scanning process cumbersome and wish for a direct scanning feature. - Users find the **lack of email integration** limiting, complicating workflows and client 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: 8.9/10) - **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 praise TaxFlow for its **ease of use** , facilitating a smooth tax preparation experience with minimal training. - Users appreciate the **organization** that TaxFlow provides, making their tax preparation process smoother and more efficient. - Users value the **visibility** TaxFlow provides, enhancing organization and smoothing out the tax preparation process. - Users value the **responsive client communication** from TaxFlow, enhancing support and experience throughout the tax process. - Users find the **setup effortless** with TaxFlow, leading to improved tracking and smoother tax seasons. #### 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: 8.9/10) - **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:** - Affordable (1 reviews) - Automation (1 reviews) - Client Communication (1 reviews) - Client Management (1 reviews) - Client Portal (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 find Holistiplan to be **affordable** , streamlining tax planning and making it accessible for all clients. - Users value the **automation** in Holistiplan, simplifying complex tax analysis and enhancing client conversations effectively. - Users value the **effective client communication** of Holistiplan, enhancing discussions with clear tax insights and analysis. - Users value the **personalized financial planning experience** Holistiplan provides, enhancing client relationships effectively. - Users find the **client portal easy for tax uploads** , enhancing efficiency and improving client interaction seamlessly. **Cons:** - Users express concern over the **increasing costs** of Holistiplan, wishing for more affordable options and features. - Users find the **min/max range calculations confusing** , though the pop-out helps clarify their meaning. #### 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: 8.9/10) - **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 appreciate the **ease of use** of Uku, finding it intuitive and flexible for various management tasks. - Users value the **visual task management** in Uku, making day planning easier and more efficient. - Users appreciate the **time-saving features** of Uku, allowing for smooth task management and efficient time tracking. - Users highlight how **intuitive** Uku is, allowing for easy setup and flexible management of tasks and time. - Users value the **flexibility and convenience** of Uku's time tracking, enhancing productivity and reducing stress during tasks. **Cons:** - Users find it **challenging to locate completed tasks** in the calendar without exact dates, impacting usability slightly. - Users find the **learning curve steep** , requiring time to fully grasp Uku's extensive features and functionalities. - Users find **date issues** in Uku frustrating, leading to confusion and duplicate tasks when managing deadlines. - Users face **integration issues** with Uku, complicating task management and requiring manual interventions that hinder workflow efficiency. - Users find Uku's interface **not intuitive** , especially on mobile, limiting their overall functionality and experience. #### 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: 8.9/10) - **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 praise the **excellent customer support** of UltraTax CS, finding it helpful and responsive to their needs. - Users appreciate the **ease of use** of UltraTax CS, finding it user-friendly and intuitive to learn. - Users appreciate the **efficiency** of UltraTax CS, benefiting from seamless integrations and reduced data entry time. - Users appreciate the **seamless integrations** of UltraTax CS, which streamline data entry and enhance information flow. - Users appreciate the **time-saving integrations** of UltraTax CS, which streamline data entry and enhance efficiency. **Cons:** - Users find the **difficult learning curve** of UltraTax CS challenging despite its impressive features and capabilities. - Users find UltraTax CS to be **pretty expensive** , raising concerns about its overall value and cost-effectiveness. - Users experience **inefficiency** when navigating back to input screens, leading to frustrating delays in data entry. - Users dislike the **multiple sign-in requirements** for UltraTax CS, finding it frustrating and time-consuming. - Users often face **software bugs** and technical difficulties with UltraTax CS, impacting their workflow during crucial times. #### 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: 8.9/10) - **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 praise the **ease of use** of Tax Stack AI, making workflows simpler and enhancing efficiency across tasks. - Users appreciate the **efficiency improvement** of Tax Stack AI, saving time and enhancing client insights effortlessly. - Users value the **client management tools** in Tax Stack AI, enhancing insights and facilitating better client interactions. - Users appreciate the **responsive customer support** of Tax Stack AI, facilitating efficient troubleshooting and user experience. - Users appreciate the **streamlined task management** of Tax Stack AI, enabling efficient workflows and improved client insights. **Cons:** - Users desire **more advanced features** for document analysis and enhanced client insights for better tax planning. - Users note the **limited integrations** with Tax Stack AI, wishing for direct cloud document access to enhance convenience. - Users desire **more advanced templates** for customizing document analysis and enhanced insights for effective tax planning. - Users find the platform **not user-friendly** , citing unintuitive design and overwhelming text that hinders quick understanding. - Users find the **reporting poor** due to unintuitive interfaces and lack of visualizations in insights for quick comprehension. #### 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: 8.9/10) - **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: 8.9/10) - **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** , making it a practical choice for managing self-assessment efficiently. - Users appreciate the **automation of Taxfiler** , which saves time and simplifies the tax return preparation process. - Users find Taxfiler to be incredibly **easy to use** , simplifying the tax return preparation process efficiently. - Users find Taxfiler's **efficiency improvement** invaluable, significantly saving time during busy tax preparation periods. - Users appreciate the **easy integrations** of Taxfiler, finding it efficient for preparing tax return forms effortlessly. **Cons:** - Users face **software bugs** leading to client duplication and lack of comprehensiveness after transitioning to Taxfiler. #### 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: 8.9/10) - **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, streamlining both workflow and practice management effectively. **Cons:** - Users find the **client portal clunky** and lacking integration with document collection platforms, despite some improvements. - Users find the **limited integrations** with other platforms to be a significant drawback in their workflow efficiency. #### 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: 8.9/10) - **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 to significantly reduce their workload and streamline processes. - Users benefit from BaCo Tech's **time-saving features** , significantly reducing their workload with centralized record management. - Users value the **centralized record management system** 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: 8.9/10) - **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: 8.9/10) - **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: 8.9/10) - **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: 8.9/10) **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 appreciate the **ease of use** of Levvy, making task management and team coordination seamless and efficient. - Users find Levvy’s **task management effortless** , enhancing project tracking and team coordination with ease. - Users appreciate Levvy for its **efficiency improvement** , simplifying task management and enhancing team coordination effortlessly. - Users value the **effortless team collaboration** with Levvy, enhancing project management and communication for seamless workflows. - Users appreciate the **effortlessness in task management** with Levvy, ensuring efficient and coordinated project execution. **Cons:** - Users find the lack of **hyperlink support in comments** a limitation when referencing external resources in tasks. - Users express concerns about **billing issues** in Levvy, preferring seamless invoicing and integrated payment processing features. - Users express a need for improved **invoicing capabilities** in Levvy, as reliance on external services complicates their workflow. - Users desire enhanced **integrations for invoicing** in Levvy, as external services complicate billing and workflow. - Users find the **reporting capabilities lacking** , highlighting a need for better time tracking and date allocation features. #### 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: 8.9/10) - **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: 8.9/10) **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: 8.9/10) **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)