# Best Tax Practice Management Software - Page 3

## How Many Tax Practice Management Software Products Does G2 Track?

**Total Products under this Category:** 65

### 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 (+3.86%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month

_Last updated: July 29, 2026_

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

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

- 30 Analysts and Data Experts
- 2,900+ Authentic Reviews
- 65+ 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](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=80074&focus%5B%5D=103265&focus%5B%5D=1384220&focus%5B%5D=20628)

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)

### [AINative Tax](https://www.g2.com/products/ainative-tax/reviews)

AINative Tax is an AI-powered workflow automation platform built specifically for Canadian CPA firms. It includes a no-code visual workflow builder with tax-specific nodes — CRA deadline tracking, client onboarding checklists, email drafting, and plain-language CRA rule explanations. Each workflow runs in seconds and generates a full audit trail for compliance. Built for Canadian practice, it covers T2, T1, HST/GST, payroll, and RRSP deadlines out of the box. Free for up to 5 clients, with paid plans starting at $99/month.

#### Who Is the Company Behind AINative Tax?

- **Seller:** [AI Native Tax](https://www.g2.com/sellers/ai-native-tax)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Bizora](https://www.g2.com/products/bizora/reviews)

Bizora is a tax research platform built for tax professionals who need fast, defensible answers to complex federal, state, and international tax questions. Traditional tax research means hours of digging through the Internal Revenue Code, Treasury Regulations, IRS rulings, revenue procedures, and case law, then manually verifying every source before you can stand behind a position. Bizora cuts that process down to minutes. You ask a question, and Bizora returns a direct, citation-backed answer pulled from primary tax authority, not summaries or paraphrased content. Every answer cites the exact source, whether that is a specific IRC section, a Treasury Regulation, a revenue ruling, or relevant case law. Users can trace the full reasoning path through the View Steps feature, which shows how the answer was reached and which sources connect to which conclusions. This makes it practical for high-stakes work where you need to document and defend your position with a client, in an audit, or during a transaction. Once the research is done, Bizora does not stop there. The built-in Canvas tool lets users draft professional tax memos and client emails directly from their research results, with source linkage intact. There is no need to copy findings into a separate document editor. The full workflow from question to client-ready deliverable happens inside one platform. Bizora connects directly with QuickBooks and Xero, pulling financial data into the platform without manual downloads or reformatting. It also includes the Vault, a secure document workspace where users can upload tax returns, K-1s, contracts, financial statements, and memos, and ask questions grounded in the actual client files. Bizora covers federal tax law across all major topic areas as well as all 50 states, including nexus rules, apportionment methodologies, and SALT compliance. It handles complex scenarios including M&A structuring, partnership taxation, transfer pricing, and international tax questions. Bizora is used by solo CPAs, small and mid-size tax firms, corporate tax departments, legal professionals handling tax matters, and private equity and venture capital teams working through M&A due diligence. All plans include a 7-day free trial with no credit card required.

#### Who Is the Company Behind Bizora?

- **Seller:** [Bizora](https://www.g2.com/sellers/bizora)
- **Year Founded:** 2024
- **HQ Location:** Irvine, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aad41c5f781b10ad624d6b24e885c11c4ef624cf0e77ef6220d8d6427b910f5e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbizora&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [BMSI Tax Billing & Utility Management](https://www.g2.com/products/bmsi-tax-billing-utility-management/reviews)

BMSI Tax Billing & Utility Management, now part of gWorks, is a comprehensive software solution tailored for local governments, municipalities, and utility providers. It streamlines tax billing and utility management processes, enhancing operational efficiency and ensuring compliance with regulatory standards. The platform offers a user-friendly interface that simplifies complex tasks, allowing organizations to manage their financial operations effectively. Key Features and Functionality: - Taxation & Assessment: Facilitates accurate property assessments and tax calculations, ensuring compliance with local regulations. - Utility Billing: Automates meter reading, billing calculations, and invoicing for utilities such as water, electricity, and gas. - Accounts Receivable & Payable: Manages incoming and outgoing payments, streamlining financial transactions. - Budgeting & Forecasting: Assists in creating detailed budgets and financial forecasts to support strategic planning. - Financial Reporting: Generates customizable reports that comply with regulatory requirements, providing transparency and accountability. - Compliance Management: Ensures adherence to government and legal codes through integrated compliance tools. Primary Value and Solutions Provided: BMSI Tax Billing & Utility Management addresses the unique challenges faced by local governments and utility providers by automating and integrating critical financial processes. It reduces manual workload, minimizes errors, and enhances data accuracy. By providing real-time insights into financial data, the platform empowers organizations to make informed decisions, improve cash flow, and maintain compliance with regulatory standards. Ultimately, it supports the efficient management of public resources and enhances service delivery to communities.

#### Who Is the Company Behind BMSI Tax Billing & Utility Management?

- **Seller:** [BMSI](https://www.g2.com/sellers/bmsi)
- **HQ Location:** Windsor, England
- **Twitter:** @BMSI\_software  
603 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Clarity Practice Management](https://www.g2.com/products/clarity-practice-management/reviews)

WORKFLOW AND PRACTICE MANAGEMENT FOR CPA, ACCOUNTING, AND TAX FIRMS

#### Who Is the Company Behind Clarity Practice Management?

- **Seller:** [Clarity Practice Management](https://www.g2.com/sellers/clarity-practice-management)
- **Year Founded:** 2015
- **HQ Location:** Chantilly, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f87afd30b5b638838689735e7f8457a4c69f1208323cdf4418570b7a575f59f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclarity-practice-management%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Client Hub](https://www.g2.com/products/client-hub/reviews)

Client Hub is "Magical Practice Management", built for bookkeeping and outsourced accounting firms. Welcome to a single magical place to work with both your team and with your clients. And here's just a few of the many Magic Powers built-in: - Powerful QuickBooks integration to magically resolve uncategorized expenses and deposits - Magically create workflow steps for any job using our job templates and AI - Triage your inbox and magically draft email replies using AI - Quickly create jobs from client communications -- and so magically, nothing falls through the cracks

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Client Hub?

- **Quality of Support:** 10.0/10 (Category avg: 9.0/10)

#### Who Is the Company Behind Client Hub?

- **Seller:** [Client Hub Solutions](https://www.g2.com/sellers/client-hub-solutions)
- **Year Founded:** 2017
- **HQ Location:** Ocala, US
- **Twitter:** @ClientHubApp  
808 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=034bb687e339de0e595d1518dc0d80a33c1ca4a4dfb8bdc149e0729c0197e228&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclient-hub-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Client Hub?

**["BEST Productivity app for accountants and bookkeepers"](https://www.g2.com/survey_responses/client-hub-review-9754484)**

**Rating:** 5.0/5.0 stars

_— Judie M._

[Read full review](https://www.g2.com/survey_responses/client-hub-review-9754484)

**["My day starts with Client Hub and I'd be lost without it"](https://www.g2.com/survey_responses/client-hub-review-9752462)**

**Rating:** 5.0/5.0 stars

_— Danielle K._

[Read full review](https://www.g2.com/survey_responses/client-hub-review-9752462)

### [CoCounsel Tax](https://www.g2.com/products/cocounsel-tax/reviews)

CoCounsel Tax is an agentic AI-powered tax research and workflow assistant built for tax professionals. It helps teams move from tax questions to trusted answers faster by combining generative AI with authoritative Thomson Reuters content, including Checkpoint, IRS Code, government sources, and firm-provided materials. CoCounsel Tax supports research, analysis, document review, memo drafting, citation-backed guidance, and repeatable workflow templates, helping professionals complete tax research and client-ready deliverables more efficiently and consistently. Designed for firms and corporate tax teams, CoCounsel Tax centralizes trusted tax sources and internal knowledge in one AI-enabled workspace, reducing manual research time while improving confidence, consistency, and reviewability. Learn more: https://tax.thomsonreuters.com/en/products/cocounsel-tax

#### Who Is the Company Behind CoCounsel Tax?

- **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f89c8fcdd6e64a8205c4d14444da3a11339cc01aa4624cbf47168c88a176a2f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1400%2F&secure%5Burl_type%5D=linkedin_company_website)  
36,619 employees on LinkedIn®
- **Ownership:** NYSE:TRI

### [Compliance AI Expert](https://www.g2.com/products/compliance-ai-expert/reviews)

ComplianceAIExpert is an AI-powered compliance automation platform for Chartered Accountants and finance teams in India to manage GST, ROC and Income-tax filings across multiple clients with automated deadline tracking and reporting.

#### Who Is the Company Behind Compliance AI Expert?

- **Seller:** [Compliance AI Expert](https://www.g2.com/sellers/compliance-ai-expert)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Copilot Gestoria](https://www.g2.com/products/copilot-gestoria/reviews)

Copilot Gestoria is an AI-powered SaaS platform designed to automate approximately 85% of repetitive tasks for accounting and tax advisory firms in Spain, known as gestorías. By leveraging a multi-agent system driven by advanced AI models, it streamlines operations, allowing professionals to focus more on client engagement and strategic activities. Key Features and Functionality: - Document Agent: Utilizes advanced OCR technology to extract data from invoices, contracts, and official documents with over 95% accuracy, ensuring compliance with VeriFactu regulations. - Tax Agent: Automatically generates various tax models, including 100, 111, 130, 190, 303, and 390, for submission to the AEAT, achieving 99.5% precision in fiscal calculations. - Compliance Agent: Provides real-time validation of fiscal documents before submission to the AEAT and ensures GDPR compliance, offering proactive alerts on regulatory changes. - Reconciliation Agent: Matches bank statements, tracks overdue payments, and forecasts cash flow over a 90-day period, enhancing financial management. - Client Agent: Offers a 24/7 AI chat service for clients, responding to inquiries instantly and escalating to human agents when necessary, thereby improving client satisfaction. - Labor Agent: Manages payroll and employment contracts efficiently, ensuring seamless human resource operations. Primary Value and Solutions Provided: Copilot Gestoria addresses several critical challenges faced by gestorías: - Time Efficiency: By automating manual tasks such as data entry and document processing, it reduces the time spent on these activities from hours to minutes, allowing firms to handle more clients without increasing staff. - Error Reduction: The platform's intelligent validation systems detect errors before submission, minimizing the risk of penalties and rework due to transcription mistakes. - Scalability: With automation, firms can scale their operations effectively without the need for additional personnel, facilitating growth and increased revenue. - Regulatory Compliance: Continuous updates and proactive alerts ensure that firms remain compliant with evolving regulations, reducing the burden of staying current with legal requirements. - Enhanced Client Service: The 24/7 AI chat service provides immediate responses to client inquiries, improving satisfaction and freeing up staff to focus on more complex client needs. By integrating these features, Copilot Gestoria empowers gestorías to operate more efficiently, reduce operational costs, and deliver superior service to their clients.

#### Who Is the Company Behind Copilot Gestoria?

- **Seller:** [Copilot Gestoria](https://www.g2.com/sellers/copilot-gestoria)
- **HQ Location:** Barcelona, ES
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=796dfc5d50d3d6c54759bd50e6148c4f9aca223baae6207d89c71eaf7bfa0489&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcopilot-gestoria%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Corvee Tax Planning](https://www.g2.com/products/corvee-tax-planning/reviews)

Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.

#### Who Is the Company Behind Corvee Tax Planning?

- **Seller:** [Corvee](https://www.g2.com/sellers/corvee)
- **Year Founded:** 2016
- **HQ Location:** Ft. Lauderdale, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52aa3f34798b9bb4628421b13d768de7a009144cba114fea89f96b1fa56e2bd7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorveetax&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

### [CountingWorks PRO](https://www.g2.com/products/countingworks-pro/reviews)

CountingWorks PRO is an all-in-one platform designed to modernize and streamline the front office operations for tax firms.

#### Who Is the Company Behind CountingWorks PRO?

- **Seller:** [CountingWorks PRO](https://www.g2.com/sellers/countingworks-pro)
- **Year Founded:** 2017
- **HQ Location:** Newport Beach, US
- **Twitter:** @countingwkspro  
3,078 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe67117202c8d21a9b751f23047d73daa2e3990bd93f2aac690513dff3cb72e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcountingworks%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [DoneTax+](https://www.g2.com/products/donetax/reviews)

DoneTax+ is a dedicated MTD ITSA agent platform for UK accountants and tax agents. Manage all your clients' quarterly submissions and final declarations from one dashboard. Clients use DoneTax or DoneSE to connect their bank and categorise transactions. You review and submit directly to HMRC using your agent credentials. No chasing spreadsheets, no manual entry. £19.99/month practice fee plus £1.99 per active client.

#### Who Is the Company Behind DoneTax+?

- **Seller:** [DoneLabs](https://www.g2.com/sellers/donelabs)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Eze Investor Accounting](https://www.g2.com/products/eze-investor-accounting/reviews)

Eze Investor Accounting is tailored to the needs of hedge fund back offices, fund administrators, private equity shops, and other wealth managers.

#### Who Is the Company Behind Eze Investor Accounting?

- **Seller:** [SS&C Blue Prism](https://www.g2.com/sellers/ss-c-blue-prism)
- **Year Founded:** 2001
- **HQ Location:** Windsor, CT
- **Twitter:** @SSCTechnologies  
4,796 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9bc097453fa71cdbd909592281401f7ffa6ced0c7a148bf94152cd59902bc235&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fblue-prism-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,046 employees on LinkedIn®
- **Ownership:** NASDAQ: SSNC

### [EZ Tax Practice](https://www.g2.com/products/ez-tax-practice/reviews)

EZTaxPractice is an accounting practice management solution that helps businesses gain insights into current work status on the Dashboard, handle task assignment & management, generate productivity reports, track client details, and more.

#### Who Is the Company Behind EZ Tax Practice?

- **Seller:** [Mudrantar](https://www.g2.com/sellers/mudrantar)
- **Year Founded:** 2019
- **HQ Location:** Hyderabad, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f4885447cd1d3d641342d96cb53ad57a569527c454016212511bd952bd36b1b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feztaxpractice&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [FirmTamer](https://www.g2.com/products/firmtamer/reviews)

FirmTamer is a CPA practice management software created by CPAs for CPAs. Our software enables you to manage tasks, track your time, send invoices, accept payments, and view reports that allow you to make more informed decisions for your practice all in one program.

#### Who Is the Company Behind FirmTamer?

- **Seller:** [Software that Works](https://www.g2.com/sellers/software-that-works)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Fyn](https://www.g2.com/products/fyn/reviews)

A global and easy crypto tax APIs to power your business or Web3 project, at any scale. Crypto investor or trader, we have you covered too. Scale and grow your Web3 business and investments with Fyn.

#### Who Is the Company Behind Fyn?

- **Seller:** [BearTax](https://www.g2.com/sellers/beartax)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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[Browse Tax Practice Management Themes](/categories/tax-practice-management/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

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

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