Best Tax Practice Management Software - Page 2

How Many Tax Practice Management Software Products Does G2 Track?

Total Products under this Category: 80

Category Stats (Sep 2026)

  • Average Rating: 4.5/5 (↓0.09 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Canopy (+0.13%) - Among all products in this category, Canopy recorded the largest rating increase compared to last month

Last updated: September 03, 2026

How Does G2 Rank Tax Practice Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 3,000+ Authentic Reviews
  • 80+ 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.

G2 Grid® for Tax Practice Management Software

G2 Grid® for Tax Practice Management Software plotting products by satisfaction and market presence

Highlighted products: Canopy, Karbon, TaxDome, Drake Tax, Financial Cents, 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=drake-tax&focus%5B%5D=financial-cents&focus%5B%5D=truss-2024-09-27&focus%5B%5D=mango-practice-management)

Taxfiler

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?

  • Activity Dashboard: 10.0/10 (Category avg: 8.8/10)
  • Client Portal: 8.3/10 (Category avg: 7.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.8/10)
  • Automation: 10.0/10 (Category avg: 7.9/10)

Who Is the Company Behind Taxfiler?

  • Seller: Taxfiler
  • Year Founded: 1978
  • HQ Location: Slough, England, United Kingdom
  • LinkedIn® Page: uk.linkedin.com
    2,917 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Taxfiler?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the affordable pricing of Taxfiler, making it a cost-effective choice for tax preparation.
  • Users appreciate the automation features of Taxfiler, significantly saving time and simplifying the tax return process.
  • Users appreciate the ease of use of Taxfiler, enjoying its intuitive interface and seamless integration into workflows.
  • Users value the efficiency improvements of Taxfiler, streamlining the process of preparing tax returns with ease.
  • Users appreciate the easy integrations of Taxfiler, streamlining their workflow and improving efficiency in tax preparation.
Cons
  • Users face software bugs with Taxfiler, including client duplication issues and lack of comprehensive features.

What Are Recent G2 Reviews of Taxfiler?

ATOM Tax Office Manager

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?

  • Activity Dashboard: 8.3/10 (Category avg: 8.8/10)
  • Client Portal: 7.5/10 (Category avg: 7.7/10)
  • Quality of Support: 9.2/10 (Category avg: 8.8/10)
  • Automation: 7.5/10 (Category avg: 7.9/10)

Who Is the Company Behind ATOM Tax Office Manager?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About ATOM Tax Office Manager?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the all-in-one solution of ATOM Tax Office Manager, streamlining workflow and practice management effortlessly.
Cons
  • Users find the client portal clunky and note limited integration with document collection platforms.
  • Users find the limited integrations with other platforms to be a drawback in using ATOM Tax Office Manager.

What Are Recent G2 Reviews of ATOM Tax Office Manager?

BaCo Tech

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?

  • Activity Dashboard: 10.0/10 (Category avg: 8.8/10)
  • Client Portal: 9.2/10 (Category avg: 7.7/10)
  • Quality of Support: 8.3/10 (Category avg: 8.8/10)
  • Automation: 10.0/10 (Category avg: 7.9/10)

Who Is the Company Behind BaCo Tech?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About BaCo Tech?

AI-generated summary from verified user reviews

Pros
  • Users value the centralized record management system of BaCo Tech for significantly reducing their workload.
  • Users find that BaCo Tech's time-saving centralization significantly reduces workload, enhancing overall productivity and efficiency.
  • Users value the centralized record management of BaCo Tech, significantly reducing their workload and enhancing productivity.

What Are Recent G2 Reviews of BaCo Tech?

Pacesetter

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: 2.5/5.0

Total Reviews: 2

How Do G2 Users Rate Pacesetter?

  • Activity Dashboard: 5.0/10 (Category avg: 8.8/10)
  • Client Portal: 5.0/10 (Category avg: 7.7/10)
  • Quality of Support: 5.0/10 (Category avg: 8.8/10)
  • Automation: 5.0/10 (Category avg: 7.9/10)

Who Is the Company Behind Pacesetter?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Pacesetter?

TaxGrit Software

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?

  • Activity Dashboard: 10.0/10 (Category avg: 8.8/10)
  • Client Portal: 9.2/10 (Category avg: 7.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.8/10)
  • Automation: 10.0/10 (Category avg: 7.9/10)

Who Is the Company Behind TaxGrit Software?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of TaxGrit Software?

Avii

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?

  • Activity Dashboard: 6.7/10 (Category avg: 8.8/10)
  • Client Portal: 6.7/10 (Category avg: 7.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.8/10)
  • Automation: 6.7/10 (Category avg: 7.9/10)

Who Is the Company Behind Avii?

  • Seller: Avii
  • Year Founded: 2016
  • HQ Location: Lehi, US
  • Twitter: @AviiWorkspace
    657 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 33% Large, 33% Medium

What Are Recent G2 Reviews of Avii?

What Are G2 Users Discussing About Avii?

DueDateHQ

Catching every rule change. Naming every affected client. Rule-change monitoring for US CPA practices — with a source on every date. The moment the IRS, any of the 50 states, DC, or FEMA publishes a rule change or moves a tax deadline, DueDateHQ detects it, tells the CPA exactly which of their clients are affected, and applies the new dates to every affected client in one click. 1. Rule-change detection — watches IRS / 50 states / FEMA and catches what changed, the moment it publishes 2. Client impact matching — maps each change to the specific clients on the roster, down to the client 3. Risk triage — urgency-ranked ordering (URGENT/HIGH…) of what to handle first 4. One-click apply — pushes the new dates to all affected clients, traceable, with a source on every date

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate DueDateHQ?

  • Activity Dashboard: 10.0/10 (Category avg: 8.8/10)
  • Quality of Support: 8.3/10 (Category avg: 8.8/10)
  • Automation: 8.3/10 (Category avg: 7.9/10)

Who Is the Company Behind DueDateHQ?

  • Seller: DueDateHQ
  • Year Founded: 2026
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of DueDateHQ?

E-Phorm Tax

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?

  • Activity Dashboard: 8.3/10 (Category avg: 8.8/10)
  • Client Portal: 8.3/10 (Category avg: 7.7/10)
  • Quality of Support: 8.3/10 (Category avg: 8.8/10)
  • Automation: 6.7/10 (Category avg: 7.9/10)

Who Is the Company Behind E-Phorm Tax?

  • Seller: Coolumba
  • Year Founded: 2022
  • HQ Location: 602 12 Ave SW #500, T2R 1J3, Calgary, Canada.
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of E-Phorm Tax?

Levvy

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

Average Rating: 5.0/5.0

Total Reviews: 14

How Do G2 Users Rate Levvy?

  • Quality of Support: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Levvy?

  • Seller: Levvy
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Brooklyn, US
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 93% Small

What Do G2 Reviewers Say About Levvy?

AI-generated summary from verified user reviews

Pros
  • Users find Levvy's ease of use enhances task management and project efficiency, promoting seamless team coordination.
  • Users value the effortless task management of Levvy, enhancing project tracking and improving team coordination significantly.
  • Users note the efficiency improvement in task management and project coordination with Levvy's streamlined features.
  • Users appreciate the effortless task management with Levvy, enhancing team coordination and project efficiency significantly.
  • Users love how Levvy makes task management effortless and enhances team coordination through its comprehensive workflow solutions.
Cons
  • Users are disappointed by the inability to add hyperlinks in comments, which limits referencing and collaboration in tasks.
  • Users desire improvements in billing issues as Levvy lacks direct invoicing and payment processing features.
  • Users express a need for enhanced invoicing capabilities in Levvy, seeking direct billing and streamlined payment processing.
  • Users are frustrated by Levvy's limited integrations, requiring external services for invoicing and payment processing.
  • Users are frustrated with poor reporting and lack of date allocation features in Levvy's workflow creation.

What Are Recent G2 Reviews of Levvy?

Pascal Workflow

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?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Pascal Workflow?

What Are G2 Users Discussing About Pascal Workflow?

Seqwens

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: 8.8/10)

Who Is the Company Behind Seqwens?

  • Seller: SeQwens
  • Year Founded: 2016
  • HQ Location: Columbus, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Seqwens?

SmartCenter

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?

  • Activity Dashboard: 10.0/10 (Category avg: 8.8/10)
  • Client Portal: 10.0/10 (Category avg: 7.7/10)
  • Quality of Support: 3.3/10 (Category avg: 8.8/10)

Who Is the Company Behind SmartCenter?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of SmartCenter?

Stride Health

Stride offers flexible benefits administration for 1099, hourly and part-time workforces. Stride enables gig platforms, small businesses, payroll and HR systems, and retail, hospitality and grocery companies to design a benefits program tailored for non-benefited workers that is compliant with worker classification rules. Create access to a complete individual benefits suite including insurance, savings and tax support. Add to that a custom performance-based benefits savings program that aligns rewards and incentives with long-term value that means the most to your workers —financial stability, autonomy, and health security. Seamlessly integrate it all into your existing benefits and rewards programs and see worker retention, engagement and satisfaction increase.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Stride Health?

  • Activity Dashboard: 6.7/10 (Category avg: 8.8/10)
  • Client Portal: 8.3/10 (Category avg: 7.7/10)
  • Quality of Support: 6.7/10 (Category avg: 8.8/10)
  • Automation: 6.7/10 (Category avg: 7.9/10)

Who Is the Company Behind Stride Health?

  • Seller: Stride Health
  • Year Founded: 2014
  • HQ Location: San Francisco, California, United States
  • Twitter: @StrideHealth
    2,673 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    122 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Stride Health?

What Are G2 Users Discussing About Stride Health?

SurePrep

SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 23,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate SurePrep?

  • Activity Dashboard: 8.3/10 (Category avg: 8.8/10)
  • Quality of Support: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind SurePrep?

  • Seller: Thomson Reuters
  • Year Founded: 2008
  • HQ Location: Toronto, CA
  • Twitter: @thomsonreuters
    150,224 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36,803 employees on LinkedIn®
  • Ownership: NYSE:TRI

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of SurePrep?

Taxd

@Taxd is an award winning tax filing platform that makes tax filing a breeze for UK individuals and companies. Designed for small businesses and solo entrepreneurs, @Taxd features an intuitive personalised interface to maximise tax efficiency, along with real-time support from tax experts to streamline the tax filing process. Through these processes, @Taxd increases the accuracy of returns by reducing manual entry and providing guidance. This approach drastically reduces filing time and stress, enabling confident, independent tax filing to maximise tax efficiency. The innovative platform stands out for its user experience and tax expertise. Making tax stress on deadline day, a thing of the past.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Taxd?

  • Activity Dashboard: 10.0/10 (Category avg: 8.8/10)
  • Client Portal: 10.0/10 (Category avg: 7.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.8/10)
  • Automation: 10.0/10 (Category avg: 7.9/10)

Who Is the Company Behind Taxd?

  • Seller: Taxd
  • Year Founded: 2021
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Taxd?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024