# Best Tax Practice Management Software - Page 4

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

**Total Products under this Category:** 68

### Category Stats (Aug 2026)

- **Average Rating:** 4.59/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Mango Practice Management (+4.51%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month

_Last updated: August 06, 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
- 68+ 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)

**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! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1713&secure%5Bchosen_at%5D=2026-08-15T09%3A38%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%3D4&secure%5Btoken%5D=eb0027a58676a48c94bc1a1f762d676566f2fb79072bc15733378de5f334f56b&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website)

### [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®

### [GovReports Ledger Software](https://www.g2.com/products/govreports-ledger-software/reviews)

Govreports have all kinds of tax and ledger software services. You can use GovReports software as a all in one software. You can maintain your accounts debit, credit, purchase, sales and expenditure in the GovReports accounting ledger platform and In tax software, you can use lodge your returns and others.

#### Who Is the Company Behind GovReports Ledger Software?

- **Seller:** [GovReports](https://www.g2.com/sellers/govreports)
- **Year Founded:** 2001
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a8f2df8e3a1443f723244a88c3fe5257c8ba81a9724c27d9edac70d97d9ff59f&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fimpact-management-group-australia-&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

### [Harness](https://www.g2.com/products/harness-wealth-harness/reviews)

A modern tax platform for exceptional advisors Optimize your tax practice with advanced software, in-house client concierge support, curated high-value client introductions, and a professional community of peer tax practice leaders and experts. All in one place.

#### Who Is the Company Behind Harness?

- **Seller:** [Harness](https://www.g2.com/sellers/harness-4d17d5bc-ef1f-4c9d-ad89-0b26f000526a)
- **Year Founded:** 2018
- **HQ Location:** New York, New York, United States
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=78fa0523d81a0dfb3f40afc040e34cfc8975079ce890b78bf56dcacf08a82105&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fharnesswealth&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

### [Hyperdoc](https://www.g2.com/products/hyperdoc/reviews)

Hyperdoc is ATO document processing software that automates the extraction, classification, and distribution of Australian Taxation Office documents through direct ATO integration. The software eliminates manual downloads and portal navigation by categorizing and routing documents to clients and review queues. Hyperdoc includes automatic Tax File Number redaction to protect sensitive data. The software is ISO 27001 certified and registered as ATO software. Hyperdoc features structured workflows for review and approval, customizable email templates, and a searchable document history for audit-ready records. Integration with Xero Practice Manager synchronizes client records securely and eliminates duplicate entries. The software processes documents through a four-stage workflow that includes extraction, classification, email draft generation, and archival with audit trails.

#### Who Is the Company Behind Hyperdoc?

- **Seller:** [Hyperdoc](https://www.g2.com/sellers/hyperdoc-2026-08-12)
- **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=7616eab85be989856fab1659530d35c5f82d7246c759b59cdc8c09567f7aeb0a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flodgepro&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [IR+](https://www.g2.com/products/ir/reviews)

Software de Automação IRPF para Escritórios Contábeis IR+ — sua ferramenta na declaração de IRPF Transforme 6-8 horas de trabalho manual em apenas 30-45 minutos com inteligência artificial. Atenda 4x mais clientes sem aumentar sua equipe.

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

- **Seller:** [e-Rentav](https://www.g2.com/sellers/e-rentav)
- **Year Founded:** 2017
- **HQ Location:** Natal, BR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=988eb2d0fda441fe6334df2c701a02f54ec2e0d48c6e00aa60bde79430c5d5b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fe-rentav1%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [mandanten MANAGER](https://www.g2.com/products/mandanten-manager/reviews)

Der mandanten MANAGER ist eine cloud-basierte Anwendung, die Steuerkanzleien durch automatisierte und KI-gestützte Prozesse unterstützt, um die Effizienz zu steigern und die Kommunikation mit Mandanten zu optimieren. Mit über 600 vorgefertigten Textbausteinen, Vorlagen und Formularen ermöglicht die Software eine schnelle und professionelle Erstellung von Dokumenten und E-Mails. Die nahtlose Integration in bestehende Arbeitsumgebungen, wie beispielsweise Office 365, erleichtert den Arbeitsalltag zusätzlich. Hauptfunktionen: - Automatisierte Kanzleiprozesse: Von der Qualifizierung von Interessenten über die Dokumentenerstellung bis hin zum Onboarding neuer Mandanten. - KI-gestützte Textgenerierung: Erstellung individueller Anschreiben und E-Mails mithilfe künstlicher Intelligenz. - Umfangreiche Vorlagenbibliothek: Über 600 speziell für Kanzleiprozesse entwickelte Textbausteine und Formulare. - Integration in bestehende Systeme: Kompatibilität mit Office 365, einschließlich Outlook-Kalender und -Kontakten. - Cloud-basierter Zugriff: Sicherer und flexibler Zugriff von überall aus, unabhängig vom Standort. Primärer Nutzen: Der mandanten MANAGER reduziert den Kommunikationsaufwand um bis zu 40 %, indem er Routineaufgaben automatisiert und standardisiert. Dies ermöglicht es Steuerberatern, mehr Zeit für die individuelle Betreuung ihrer Mandanten aufzuwenden und gleichzeitig die Qualität und Effizienz ihrer Dienstleistungen zu steigern. Durch die Digitalisierung und Automatisierung von Kanzleiprozessen können Kanzleien ihre Produktivität erhöhen und sich besser auf ihre Kernkompetenzen konzentrieren.

#### Who Is the Company Behind mandanten MANAGER?

- **Seller:** [ITWerk Giessen](https://www.g2.com/sellers/itwerk-giessen)
- **Year Founded:** 2018
- **HQ Location:** Giessen, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42426569225c15578b9420d5f2b11b074412f38fad3b0ed61c65a6e370cd643b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fitwerk-giessen-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [OIC Tax Planner](https://www.g2.com/products/oic-tax-planner/reviews)

OIC Tax Planner is a comprehensive tax resolution software designed for professionals handling IRS collection cases, including Offer in Compromise (OIC, Installment Agreements, Currently Non-Collectible statuses, Spousal Defense, and Collection Due Process (CDP cases. Developed by iConcepts, Inc., this interactive desktop application consolidates essential tax representation forms and up-to-date IRS regulations into a single, user-friendly platform. By automating complex calculations and providing intuitive navigation, OIC Tax Planner streamlines the preparation and submission of tax resolution cases, enabling practitioners to efficiently manage multiple clients and cases while ensuring compliance with current IRS standards. Key Features and Functionality: - Comprehensive Form Support: Includes over 35 tax resolution forms, such as Form 433-A (Collection Information Statement for Wage Earners, Form 656 (Offer in Compromise, and Form 2848 (Power of Attorney and Declaration of Representative. - Automatic Updates: Ensures all forms and IRS Collection Standards are current by providing automatic updates whenever the IRS revises them. - Data Management: Allows practitioners to manage multiple clients and businesses, keeping all forms and data organized throughout the resolution process. - Automatic Calculations and Wizards: Performs automatic form calculations and offers computation wizards based on IRS Financial Standards, reducing the risk of errors and saving time. - Quick Qualification Test: Features a Q-Test module that enables practitioners to prescreen clients for eligibility before completing time-consuming forms. - Network Edition: Offers a network edition designed for office environments, allowing multiple users to access and share client databases across a Windows network. - Online Edition: Provides an online version that allows access to forms and data from anywhere, facilitating effortless collaboration with colleagues and clients. Primary Value and User Solutions: OIC Tax Planner addresses the complexities and time-consuming nature of preparing and negotiating tax resolution cases with the IRS. By automating calculations, ensuring up-to-date forms, and providing intuitive tools for data management, the software significantly reduces the administrative burden on tax professionals. This efficiency allows practitioners to focus more on client engagement and strategy, ultimately increasing the likelihood of successful tax resolutions. Additionally, the software's ability to manage multiple clients and cases ensures that tax professionals can maintain organized records and meet deadlines effectively, enhancing overall practice management and client satisfaction.

#### Who Is the Company Behind OIC Tax Planner?

- **Seller:** [iConcepts](https://www.g2.com/sellers/iconcepts)
- **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®

### [PowerPlan](https://www.g2.com/products/powerplan-powerplan/reviews)

PowerPlan autofills your shift plan and combines contracts, communication, and documents in one application. Manage employees, salary, time off and much more

#### Who Is the Company Behind PowerPlan?

- **Seller:** [PowerPlan](https://www.g2.com/sellers/powerplan-aac39185-aefc-4cfb-a517-8dca293e24c3)
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e25d54797559a85260d216953700eec1c2f6df64f0848eef22955cc5c253894d&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fpowerplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Practice Gateway](https://www.g2.com/products/practice-gateway/reviews)

Simplifying Tax, Onboarding and document sharing. Automate process, remove mundane tasks, reduce error and stop retyping data.

#### Who Is the Company Behind Practice Gateway?

- **Seller:** [T-Tech](https://www.g2.com/sellers/t-tech)
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20edab78e6df4f9f4e201d1e88a2c4914b889e25e8a6e3a6a95d5f90433bc9d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fteachertech&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

### [QwikCA](https://www.g2.com/products/qwikca/reviews)

QwikCA is an all-in-one practice management solution specifically engineered to streamline the workflows of Chartered Accountants and tax professionals in India. By centralizing client data, task tracking, and compliance deadlines, QwikCA enables firms to transition from manual spreadsheets to a high-efficiency digital environment.

#### Who Is the Company Behind QwikCA?

- **Seller:** [QwikCA](https://www.g2.com/sellers/qwikca)
- **Year Founded:** 2022
- **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=fa5b8d3192207199f6c5f5bd8482415796c2c25675e39958366dcb3761cac926&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fqwikca%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Saral IncomeTax](https://www.g2.com/products/saral-incometax/reviews)

Saral Income Tax is your go-to income tax-filing solution that takes the stress out of ITRs, audit reports, and compliance chaos Whether you're managing multiple assessment years, filing returns (ITRs 1-7) with a few clicks, or digitally signing documents — Saral makes it all feel easy. With a super-friendly interface, integration with the Income Tax Department's portal, and handy tools like one-click tax summaries, it's a powerful tool that does the heavy lifting while you take the praise.

#### Who Is the Company Behind Saral IncomeTax?

- **Seller:** [Relyon Softech](https://www.g2.com/sellers/relyon-softech)
- **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=448d6fc5a7aadd6c95485a35eeb39d102653b4364facb5599d6a3f0ebf00d988&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frelyon-softech-ltd-&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [SegStream](https://www.g2.com/products/segstream/reviews)

SegStream is the industry-only database-driven cost segregation automation platform featuring direct, native RSMeans API integration, built specifically for Top 500 CPA practices and specialty tax departments. The cloud-native software eliminates manual spreadsheet calculations and third-party outsourcing, allowing accounting firms to scale a lucrative in-house cost segregation practice with absolute precision. Legacy Excel models and broad AI tools rely on error-prone macros or probabilistic guessing that create severe compliance vulnerabilities during an IRS examination. SegStream replaces these brittle workflows with a deterministic calculation engine backed by direct, auto-updated RSMeans API integration. This structural approach cuts project completion times by up to 80% while structuring every deliverable around the principal elements of the IRS Cost Segregation Audit Techniques Guide (ATG). By bringing specialty tax workflows back in-house, regional and national practices eliminate the profit leak surrendered to external engineering vendors. The platform compresses direct labor costs, freeing up senior manager capacity to focus on technical review and high-value client advisory. Key Software Capabilities: Deterministic Calculation Engine: Executes asset reclassifications using rigid code logic to ensure perfect pro rata data reconciliation across all final reports. Native RSMeans API Integration: Pulls verified, location-adjusted building component costs directly through an official data partnership to eliminate unverified pricing figures. Centralized Cloud Infrastructure: Enables concurrent multi-user project entry without file locks, version control conflicts, or spreadsheet macro failures. Automated Proposal Analytics: Generates professional client engagements with built-in fee estimations, helping firms maintain high proposal win rates and predictable pipeline growth. Audit-Ready Deliverable Assembly: Compiles property narratives, photo documentation, legal code section justifications, and depreciation schedules into standardized engineering reports. SegStream provides the technical infrastructure required to run a profitable, highly scalable specialty tax department. Stop surrendering fee margins to external vendors or fighting broken spreadsheet formulas. Schedule a demo to see how deterministic software turns cost segregation into a predictable, audit-ready profit center for your firm.

#### Who Is the Company Behind SegStream?

- **Seller:** [SegStream](https://www.g2.com/sellers/segstream)
- **Company Website:** www.segstream.com
- **Year Founded:** 2017
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=24dde10ab47fec84b2c1f5cfb8cb88088a2a316fb0d7aadc8153365d279ea1af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsegstream%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Service Bureau Complete](https://www.g2.com/products/service-bureau-complete/reviews)

Service Bureau Complete offers a comprehensive suite of solutions designed to streamline and enhance the operations of service bureaus. By integrating advanced tools and technologies, it enables organizations to manage their workflows more efficiently, reduce operational costs, and deliver superior services to their clients. Key Features and Functionality: - Workflow Automation: Automates routine tasks, minimizing manual intervention and increasing productivity. - Data Management: Provides robust tools for secure data handling, storage, and retrieval. - Client Communication: Facilitates seamless communication channels between service bureaus and their clients. - Reporting and Analytics: Offers comprehensive reporting features to monitor performance and make informed decisions. - Customization: Allows for tailored solutions to meet the unique needs of different service bureaus. Primary Value and Solutions Provided: Service Bureau Complete addresses the common challenges faced by service bureaus, such as inefficiencies in workflow, data mismanagement, and communication gaps. By offering an integrated platform, it enhances operational efficiency, ensures data integrity, and improves client satisfaction. This leads to increased profitability and a competitive edge in the market.

#### Who Is the Company Behind Service Bureau Complete?

- **Seller:** [TaxSlayer](https://www.g2.com/sellers/taxslayer-e472ac8e-1c43-450b-8e9a-3290f3e1a301)
- **Year Founded:** 2005
- **HQ Location:** Augusta, Georgia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5bae88ebea6a6f62ce93bb0ec532a963473223df25968050cb17bfff17cad13&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fworkful-books%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website)

### [SIGMA 1040-TW](https://www.g2.com/products/sigma-1040-tw/reviews)

SIGMA 1040-TW is a professional tax preparation software with bank products and best-in-class technical and tax prep support. Sigma 1040-TW includes everything you need to make your tax preparation business successful this tax season.

#### Who Is the Company Behind SIGMA 1040-TW?

- **Seller:** [Sigma Tax Pro](https://www.g2.com/sellers/sigma-tax-pro)
- **Year Founded:** 2012
- **HQ Location:** Delray Beach , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9efd382d4ba6bffb16ec5df072a6e92da06ff2645e0cfce93403ed003c271ad1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsigma-tax-pro&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

### [Soraban](https://www.g2.com/products/soraban/reviews)

Soraban is the AI execution layer for tax workflow, built for accounting firms running high volumes of 1040s that want more capacity without more hiring. Most tax tools move work around. Soraban gets it done. As a client uploads documents, Soraban builds the checklist, tracks what is missing, and nudges them until intake is complete. From there it populates leadsheets, workpapers, and binders, drafts reviewer notes for your tax team to approve or edit, and enters client data into your tax software. When the return is ready, it assembles a signature-ready packet with payment links and reminders. The difference is the training behind it. Soraban's AI is trained on six tax seasons of real firm workflows across 350+ firms, so it reflects how tax work actually gets done, not generic AI. It hands judgment back to your accountants where expertise matters and takes the repetitive work off their plate where it does not. Soraban works with the tools you already use, including UltraTax, Lacerte, Drake, CCH Axcess, and ProConnect, along with practice management platforms like Karbon, Canopy, and Financial Cents. It is not tax software or practice management. It is the layer that connects them and keeps work moving between your clients, your staff, and your software. The product covers four stages: Collect: client document intake without difficult logins or back and forth Prepare: leadsheet, workpaper, and binder population, plus drafted reviewer notes Connect: client data entry into your tax software Deliver: signature-ready packets, payments, and reminders

#### Who Is the Company Behind Soraban?

- **Seller:** [Soraban](https://www.g2.com/sellers/soraban)
- **Company Website:** www.soraban.com
- **Year Founded:** 2021
- **HQ Location:** Tempe, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e2f180a58c42ac14e8877abd22bf501b5b191ad1f78d405c40011ea4984eb6d5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsorabansoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

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[Virtual Event Platforms](https://www.g2.com/categories/virtual-event-platforms)

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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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