Total Products under this Category: 81
Last updated: October 26, 2026
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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)
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TaxVero is a cloud-native tax intelligence platform that automates the analytical, computational, and administrative work that tax practices currently do by hand. From IRS transcript retrieval and multi-year case intelligence to resolution worksheets, form generation, and client collaboration, every layer of the tax workflow runs inside one connected system. The data flows in one direction - from transcript pull to case intelligence to strategy to filing - without anyone moving it manually.
TaxWorkFlow, LLC was established by Jonathan Medows, CPA and a team of financial software engineers to provide affordable, comprehensive tax and accounting practice management solutions to accounting firms.
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Teradion is a tax compliance and workflow management platform designed for French accounting firms. It centralizes tax deadlines, client information, documents, tasks, and communications in a single workspace, helping accounting teams manage their client portfolio more efficiently. Teradion connects directly with French tax authorities to automatically retrieve and synchronize tax information, filings, documents, and account data. Firms can manage VAT, corporate tax, CFE, CVAE and other tax obligations while monitoring deadlines and the status of each client from a centralized dashboard. The platform also centralizes communications with the French tax administration, including messages and attachments, allowing teams to access and manage exchanges without navigating multiple government portals. Its document management system organizes client documents and tax files while making it easier to identify and request missing documents. Teradion also includes workflow and task management
WageProof is reasonable compensation software for CPA firms and S-corp owners. It sets a documented W-2 salary for an S-corp owner-employee from public Bureau of Labor Statistics (BLS) wage data, and produces a PDF report that shows where every number came from. The IRS requires an S-corp owner who works in the business to take a reasonable salary before taking profit as distributions. The IRS sets no percentage and no dollar figure: the salary is what the business would pay someone else for the same work in the same area. WageProof builds that figure from the work the owner actually does. How it works: The owner, or their CPA, lists the owner's duties, such as bookkeeping, sales, operations and management, with the share of time each takes and the owner's proficiency at it. WageProof matches each duty to a BLS occupation and prices it at the BLS wage for the business's local wage area. The data covers 750+ occupations and 6,000+ job titles across 500+ U.S. metro and nonmetro areas. Approaches described in the IRS Job Aid: - Cost Approach: a task-by-task build-up of the owner's duties, weighted by time. - Market Approach: the BLS wage for the one occupation that best matches the owner's role, at their experience level, in their local wage area. - Income Approach (for tax professionals): the Independent Investor Test, using the company's financials. The report: Each report is a PDF with the full methodology, a BLS source citation for every figure (occupation code, wage area and data year), and sample salary resolution language for the company's records. For CPAs, EAs and tax advisors: Tax professionals get a client dashboard and cloning of prior-year reports. Annual plans add a questionnaire clients fill in themselves, and the Professional and Firm plans add white-label reports carrying the firm's own branding. Pricing: A single report is $199, with no subscription. Annual plans for tax professionals: Starter $499/year for 10 reports, Professional $999/year for 30, or Firm $1,499/year for 60 ($24.98 per report). Audit support is included with every report: if the IRS asks about your report, we'll support you.
Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients. Purpose-built for financial institutions, Wealth.com is the only tech-led, end-to-end platform that enables firms to scale estate and tax planning with efficiency, consistency and measurable client impact.
