# Best Tax Practice Management Software

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

**Total Products under this Category:** 67

### 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
- 67+ 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**

### Dext

Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combines artificial intelligence, automation, and seamless integrations to deliver accurate, real-time financial data for smarter decisions. More than 700,000 businesses and 12,000 accounting firms trust Dext. Each year, it processes over 320 million financial documents with 99.9 percent data extraction accuracy. Dext connects to more than 11,500 banks, platforms, and accounting systems worldwide. How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. Receipt scanning and submission options The Dext mobile app makes data capture simple and fast. Users can quickly snap a picture of their receipts and then submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims with ease. Dext also supports receipt uploads via email, WhatsApp, Dropbox, drag-and-drop, and direct bank feeds, giving teams complete flexibility. Automation, AI, and OCR Dext turns manual bookkeeping into an intelligent, automated process. Its AI and OCR technologies achieves 99.9 percent accuracy, even with handwritten receipts. Custom rules, such as supplier rules and smart splits, let users automate how transactions are categorised and posted. Integrations and ecosystem Dext connects with more than 11,500 banks, e-commerce platforms, and payment systems and syncs with over 30 accounting softwares. This eliminates duplicate data entry and keeps all of your data together in one place. Dext syncs directly with Xero, QuickBooks, and Sage, and connects to Amazon, Shopify, Stripe, and PayPal for e-commerce data. Expense management Dext simplifies expense tracking and approvals. Users can capture, submit, and reconcile expenses automatically. The platform supports multi-currency transactions and mileage calculations. Quick filters and search features make it easy to find any record instantly. Reconciliation and accuracy Dext’s AI automatically matches transactions with bank feeds or accounting records. It identifies duplicates and ensures consistent accuracy without the need for spreadsheets or manual checks. Security and compliance Dext is built for security and scalability. It uses bank-level encryption, GDPR-compliant hosting in the UK and EU, and secure cloud storage for up to 10 years. Dext Solo is also fully MTD UK-ready. Recognition and ratings - Xero App Partner of the Year (UK and US, 2024) - QuickBooks Developer Spotlight 2024 - SME News Best Cloud-Based Accounting Software 2023 - Rated 4.7 stars on Trustpilot, 4.8 stars on the App Store, and 4.5 stars on Google Play. FAQs What is Dext used for? Dext automates the collection, extraction, and categorisation of financial documents. It helps businesses eliminate manual bookkeeping and reduce data entry errors. Who uses Dext? Accountants, bookkeepers, and small to medium-sized businesses across many industries use Dext to simplify financial management. Does Dext integrate with accounting software? Yes. Dext integrates directly with Xero, QuickBooks, Sage, and over 11,500 banks, platforms, and systems worldwide. How accurate is Dext? Dext uses AI and OCR technology with 99.9 percent data extraction accuracy. This ensures every document is processed reliably and securely. \* Start your 14-day free trial today and experience smarter bookkeeping with Dext.

[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=2026-08-10T21%3A08%3A40Z&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=46118&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%3Fopen_modal_url%3D%252Fproducts%252Feze-investor-accounting%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ftax-practice-management%2526source%253Dcategory&secure%5Btoken%5D=3ec4705b5c8b32513f02fbbf003d1ef945619e5f2084f2ba86382013fee8ab6c&secure%5Burl%5D=https%3A%2F%2Fdext.com%2Fen%2Fppc%2Fg2%3Futm_source%3DG2%26utm_medium%3Dreferral%26utm_campaign%3DG2-ppc%26utm_content%3Daccounting-practice&secure%5Burl_type%5D=custom_url)

### [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:** 801

#### How Do G2 Users Rate Canopy?

- **Activity Dashboard:** 8.4/10 (Category avg: 8.7/10)
- **Client Portal:** 9.2/10 (Category avg: 7.7/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.8/10)
- **Automation:** 8.3/10 (Category avg: 7.8/10)

#### Who Is the Company Behind Canopy?

- **Seller:** [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799)
- **Company Website:** www.getcanopy.com
- **Year Founded:** 2014
- **HQ Location:** Draper, Utah
- **Twitter:** @canopysuite  
1,991 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa3b0137390f92d2bc667b54abb7015e70065475a23d5628376a7fa38e5c32fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcanopy-inc%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
310 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CPA
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 81% Small, 2% Medium

#### What Do G2 Reviewers Say About Canopy?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Canopy, benefiting from its user-friendly design and efficient workflow management.
- Users find Canopy's **task management features** invaluable for enhancing productivity and simplifying workflow processes.
- Users value Canopy's **easy document management** , enhancing organization and efficiency in client interactions and operations.
- Users find Canopy enhances **efficiency** by streamlining workflows, automating tasks, and centralizing information in one platform.
- Users commend Canopy for its **efficiency improvement** , significantly reducing workflow time and enhancing productivity through automation.

##### Cons

- Users find **Canopy's task management glitchy** , hindering efficiency and overall user experience due to outdated interface issues.
- Users face **document management issues** in Canopy, struggling with navigation, task organization, and merge template functionality.
- Users find the **limited customization** of Canopy's features frustrating, wishing for more flexibility in settings and reports.
- Users experience **inefficiency** with Canopy due to complicated workflows, glitches, and a dated interface, hindering productivity.
- Users find the **time-consuming setup** of Canopy to be a notable drawback impacting their overall experience.

#### What Are Recent G2 Reviews of Canopy?

**["Templates That Streamline Workflows and Scale Our Accounting Firm"](https://www.g2.com/survey_responses/canopy-review-13176527)**

**Rating:** 4.5/5.0 stars

_— Adam H._

[Read full review](https://www.g2.com/survey_responses/canopy-review-13176527)

**["A Great All-in-One Practice Management Platform"](https://www.g2.com/survey_responses/canopy-review-13207406)**

**Rating:** 4.5/5.0 stars

_— Chantile F._

[Read full review](https://www.g2.com/survey_responses/canopy-review-13207406)

### [Karbon](https://www.g2.com/es/products/karbon-2025-03-03/reviews)

Karbon es una plataforma de gestión de prácticas para firmas contables. Proporciona una plataforma verdaderamente colaborativa para gestionar flujos de trabajo, comunicarse con equipos y ofrecer un trabajo excepcional a los clientes. Al combinar correo electrónico, discusiones, tareas y flujos de trabajo potentes, Karbon alinea a su equipo con un solo lugar para comunicarse y colaborar, aumentando la capacidad de entregar a tiempo y dentro del presupuesto.

**Average Rating:** 4.8/5.0

**Total Reviews:** 907

#### How Do G2 Users Rate Karbon?

- **Tablero de Actividades:** 8.8/10 (Category avg: 8.7/10)
- **Portal del Cliente:** 8.0/10 (Category avg: 7.7/10)
- **Calidad del soporte:** 9.2/10 (Category avg: 8.8/10)
- **Automatización:** 9.0/10 (Category avg: 7.8/10)

#### Who Is the Company Behind Karbon?

- **Vendedor:** [KarbonHQ](https://www.g2.com/es/sellers/karbonhq)
- **Sitio web de la empresa:** karbonhq.com
- **Año de fundación:** 2014
- **Ubicación de la sede:** Sausalito, California
- **Twitter:** @karbonhq  
3,663 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90f630741f65271216067b89a84001b809af56d3bca80995c991739386b7ec9c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3795518%2F&secure%5Burl_type%5D=linkedin_company_website)  
420 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contador, Contable
- **Top Industries:** Contabilidad, Servicios Financieros
- **Company Size:** 86% Small, 9% Medium

#### What Do G2 Reviewers Say About Karbon?

_AI-generated summary from verified user reviews_

##### Pros

- A los usuarios les encanta la **facilidad de uso** de Karbon, apreciando su funcionalidad para gestionar el flujo de trabajo y la correspondencia.
- Los usuarios aprecian la **gestión eficiente de tareas** de Karbon, mejorando la organización y la productividad en sus flujos de trabajo.
- Los usuarios valoran la **eficiencia** de Karbon, destacando una mejor organización y una gestión de tareas simplificada que mejora la productividad.
- Los usuarios elogian a Karbon por sus **excelentes herramientas de comunicación y colaboración** , mejorando los flujos de trabajo del equipo y la gestión de clientes.
- Los usuarios aprecian la **colaboración mejorada del equipo** y la gestión de tareas simplificada en Karbon, aumentando la productividad general.

##### Cons

- Los usuarios notaron las **funciones faltantes** como una lista de tareas simple y la invitación masiva de clientes, afectando la usabilidad.
- Los usuarios encuentran la **integración de correo electrónico confusa** , complicando el manejo del correo electrónico y causando problemas con el triaje y la organización.
- Los usuarios encuentran **la curva de aprendizaje pronunciada** de Karbon desafiante, especialmente con la personalización y las funciones avanzadas.
- Los usuarios tienen dificultades con la **pobre usabilidad** en Karbon debido a los constantes cambios en la interfaz de usuario y una curva de aprendizaje pronunciada.
- Los usuarios encuentran **la integración del correo electrónico confusa** , complicando el triaje y dificultando la gestión efectiva de mensajes sensibles.

#### What Are Recent G2 Reviews of Karbon?

**["Karbon mantiene a nuestro equipo alineado y ahorra horas con la automatización."](https://www.g2.com/es/survey_responses/karbon-review-13225710)**

**Rating:** 5.0/5.0 stars

_— Mallory A._

[Read full review](https://www.g2.com/es/survey_responses/karbon-review-13225710)

**["Plantillas consistentes y paso a paso que mantienen nuestros procesos en marcha"](https://www.g2.com/es/survey_responses/karbon-review-13226555)**

**Rating:** 4.5/5.0 stars

_— Franck K._

[Read full review](https://www.g2.com/es/survey_responses/karbon-review-13226555)

### [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:** 704

#### How Do G2 Users Rate TaxDome?

- **Activity Dashboard:** 8.7/10 (Category avg: 8.7/10)
- **Client Portal:** 9.3/10 (Category avg: 7.7/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.8/10)
- **Automation:** 8.7/10 (Category avg: 7.8/10)

#### Who Is the Company Behind TaxDome?

- **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13210ae44fa2dc3b6260e228c347846240a5114da4fe7bd12ed1593dde8437aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxdome%2F&secure%5Burl_type%5D=linkedin_company_website)  
329 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 99% Small, 0% Medium

#### What Do G2 Reviewers Say About TaxDome?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup.
- Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly.
- Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow.
- Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity.
- Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction.

##### Cons

- Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively.
- Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration.
- Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master.
- Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team.
- Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking.

#### What Are Recent G2 Reviews of TaxDome?

**["A good practice management platform with room to improve"](https://www.g2.com/survey_responses/taxdome-review-13203855)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/taxdome-review-13203855)

**["Powerful Yet Intuitive Platform with Great Performance"](https://www.g2.com/survey_responses/taxdome-review-13235077)**

**Rating:** 4.5/5.0 stars

_— Sean M. G._

[Read full review](https://www.g2.com/survey_responses/taxdome-review-13235077)

#### 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

### [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?

- **Activity Dashboard:** 9.0/10 (Category avg: 8.7/10)
- **Client Portal:** 6.0/10 (Category avg: 7.7/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.8/10)
- **Automation:** 7.8/10 (Category avg: 7.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b971b3d70d9fcb0df432044f414c4dd51503b137b9a4bc3f57e5a87af514e0e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F49028%2F&secure%5Burl_type%5D=linkedin_company_website)  
591 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small, 4% Medium

#### What Do G2 Reviewers Say About Drake Tax?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **affordable pricing** of Drake Tax, making it a cost-effective choice for tax preparation needs.
- Users value the **all-in-one solution** of Drake Tax, combining excellent customer service with comprehensive filing capabilities.
- Users commend the **helpful customer support** from Drake Tax that assists with transitions and technical queries.
- Users commend the **seamless functionality** of Drake Tax, appreciating its security and compatibility with various operating systems.
- Users value the **secure storage** of Drake Tax, ensuring peace of mind while using the software daily.

##### Cons

- Users find the **inefficiency during software updates** frustrating, often requiring unnecessary logouts and causing disruptions.
- Users find Drake Tax to be **expensive** , especially noting the rising prices over the past few years.

#### 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

### [Financial Cents](https://www.g2.com/es/products/financial-cents/reviews)

Un software de gestión de prácticas contables todo en uno y fácil de usar que tiene todo lo que necesitas para colaborar con tu equipo, seguir el trabajo de los clientes, automatizar flujos de trabajo, organizarte y cumplir con tus plazos. Financial Cents simplifica tu día a día, para que tú y tu equipo puedan dejar de lidiar con hojas de cálculo, múltiples aplicaciones y correos electrónicos, y centrarse en atender a los clientes. Financial Cents reúne todo lo que necesitas en una única plataforma intuitiva: - Gestión y automatización de flujos de trabajo contables - Herramientas de colaboración en equipo - Comunicación con clientes integrada - Gestión de capacidad - Integración y gestión de correos electrónicos - Más de 200 plantillas de flujo de trabajo - Portal para clientes - CRM - Cobro de pagos y automatización integrados - Informes y perspectivas empresariales: Informe de realización y rentabilidad, utilización del equipo, perspectivas de trabajo, perspectivas de ingresos y más. - Propuestas y cartas de compromiso - Gestión de documentos y uso compartido seguro de archivos (almacenamiento ilimitado) - y más

**Average Rating:** 4.7/5.0

**Total Reviews:** 245

#### How Do G2 Users Rate Financial Cents?

- **Tablero de Actividades:** 9.0/10 (Category avg: 8.7/10)
- **Portal del Cliente:** 8.7/10 (Category avg: 7.7/10)
- **Calidad del soporte:** 9.2/10 (Category avg: 8.8/10)
- **Automatización:** 8.8/10 (Category avg: 7.8/10)

#### Who Is the Company Behind Financial Cents?

- **Vendedor:** [Financial Cents](https://www.g2.com/es/sellers/financial-cents)
- **Año de fundación:** 2020
- **Ubicación de la sede:** Atlanta, US
- **Twitter:** @\_FinancialCents  
1,287 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2594de7904d95891ae44205e8808a37b84849d84de4d77c9656f4397768f5bce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinancial-cents%2F&secure%5Burl_type%5D=linkedin_company_website)  
76 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Propietario, Director Ejecutivo
- **Top Industries:** Contabilidad, Servicios Financieros
- **Company Size:** 98% Small, 2% Medium

#### What Do G2 Reviewers Say About Financial Cents?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de Financial Cents, encontrando la navegación simple y eficiente para todas las funciones.
- Los usuarios elogian los **flujos de trabajo organizados y flexibles** en Financial Cents, mejorando la eficiencia y el servicio al cliente.
- Los usuarios elogian las **mejoras en la eficiencia** proporcionadas por Financial Cents, mejorando el seguimiento de proyectos y la gestión del flujo de trabajo.
- Los usuarios valoran las **herramientas de comunicación efectivas** de Financial Cents, mejorando significativamente las interacciones con los clientes y la colaboración en equipo.
- Los usuarios valoran las **características de colaboración efectiva en equipo** de Financial Cents, mejorando la responsabilidad y agilizando las operaciones sin esfuerzo.

##### Cons

- Los usuarios encuentran el **punto de precio demasiado alto** para las empresas más pequeñas, limitando el acceso a características esenciales y escalabilidad.
- Los usuarios encuentran que la **funcionalidad limitada** en las herramientas de informes y plantillas obstaculiza la gestión efectiva y las interacciones con los clientes.
- Los usuarios encuentran los **problemas de gestión de documentos** de Financial Cents frustrantes, especialmente con los desafíos de almacenamiento de archivos y coordinación.
- Los usuarios están frustrados por las **opciones limitadas de cierre de tareas** y la falta de recordatorios activos en Financial Cents.
- Los usuarios enfrentan desafíos con la **integración de correo electrónico** en Financial Cents, experimentando problemas como duplicación y segmentación limitada.

#### What Are Recent G2 Reviews of Financial Cents?

**["Financial Cents: Potente y asequible gestión de prácticas que agiliza el cierre de fin de mes"](https://www.g2.com/es/survey_responses/financial-cents-review-12747009)**

**Rating:** 5.0/5.0 stars

_— Stephen L._

[Read full review](https://www.g2.com/es/survey_responses/financial-cents-review-12747009)

**["Personal receptivo y servicial detrás de la plataforma"](https://www.g2.com/es/survey_responses/financial-cents-review-13218277)**

**Rating:** 5.0/5.0 stars

_— David M._

[Read full review](https://www.g2.com/es/survey_responses/financial-cents-review-13218277)

#### What Are G2 Users Discussing About Financial Cents?

- [¿Para qué se utiliza Financial Cents?](https://www.g2.com/es/discussions/what-is-financial-cents-used-for)

### [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?

- **Activity Dashboard:** 9.4/10 (Category avg: 8.7/10)
- **Client Portal:** 10.0/10 (Category avg: 7.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Automation:** 9.3/10 (Category avg: 7.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28a529333278e31cfd92a421797affdf7eaa9bb0f52bd3d9331c976260ceeeca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgettruss%2F&secure%5Burl_type%5D=linkedin_company_website)  
47 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 80% Small, 13% Medium

#### What Do G2 Reviewers Say About Truss?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Truss for its **exceptional customer support** , highlighting quick responses and effective solutions to issues.
- Users value the **easy file sharing** features of Truss, simplifying processes for both staff and clients.
- Users appreciate the **efficient client communication** of Truss, enhancing the overall experience in managing tax return processes.
- Users enjoy the **intuitive communication features** of Truss, enhancing client interactions and streamlining processes effortlessly.
- Users love the **intuitive and user-friendly navigation** of Truss, enhancing workflow and client interactions effortlessly.

##### Cons

- Users find the **app limitations** frustrating, as it doesn't integrate directly with tax software, adding extra work.
- Users find the **difficult learning** curve challenging, particularly when setting up new clients in Truss.
- Users note **document management issues** with Truss, although improvements are being made since last year.
- Users face **email integration issues** , particularly with the inability to delete projects directly from emails.
- Users find **insufficient tutorials** on Truss, wishing for more video references to learn about new updates and 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)

### [Mango Practice Management](https://www.g2.com/es/products/mango-practice-management/reviews)

Fundada por un CPA en ejercicio durante más de 35 años, Mango Practice Management está realmente construida por contadores para contadores. Proporcionamos gestión de proyectos, gestión de documentos, tiempo y facturación, intercambio seguro de archivos, pagos integrados y soluciones de compromiso con el cliente que aportan verdadera organización a su firma. Optimice los flujos de trabajo, elimine el trabajo no facturable, colabore con sus clientes y reciba pagos rápidamente por todo el trabajo que realiza. Como siempre decimos, Mango tiene todo lo que necesita, todo en un solo lugar. Comience su prueba gratuita de 10 días en www.mangopractice.com para retomar el control de su práctica hoy mismo!

**Average Rating:** 3.8/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Mango Practice Management?

- **Tablero de Actividades:** 7.9/10 (Category avg: 8.7/10)
- **Portal del Cliente:** 7.5/10 (Category avg: 7.7/10)
- **Calidad del soporte:** 7.2/10 (Category avg: 8.8/10)
- **Automatización:** 7.3/10 (Category avg: 7.8/10)

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

- **Vendedor:** [ProfitSolv](https://www.g2.com/es/sellers/profitsolv)
- **Sitio web de la empresa:** www.profitsolv.com
- **Año de fundación:** 2020
- **Ubicación de la sede:** Knoxville, US
- **Twitter:** @ProfitSolv  
18 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=110825cd09c105929d616c5ff8cd1ef39b4798f2adc87f4917c69e318444e10c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofitsolv%2F&secure%5Burl_type%5D=linkedin_company_website)  
179 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidad
- **Company Size:** 86% Small, 14% Medium

#### What Do G2 Reviewers Say About Mango Practice Management?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran que Mango Practice Management es una **herramienta fácil y amigable para el usuario** , facilitando transiciones suaves y flujos de trabajo eficientes.
- Los usuarios elogian el **sistema de facturación fácil de usar** de Mango Practice Management, mejorando el compromiso del cliente y la creación de facturas.
- Los usuarios aprecian el **sistema de facturación fácil de usar** en Mango, que facilita la facturación sin problemas y la personalización para diversos compromisos.
- Los usuarios valoran las **capacidades de gestión de clientes** de Mango, mejorando la facturación y la organización para sus prácticas.
- Los usuarios elogian la **increíble abundancia de funciones** en Mango Practice Management, simplificando varias tareas para las firmas de contabilidad.

##### Cons

- Los usuarios encuentran frustrantes las **opciones limitadas** en las funciones de facturación e informes, destacando la necesidad de más flexibilidad.
- Los usuarios están decepcionados por las **funciones faltantes** en Mango Practice Management, particularmente la falta de flexibilidad en la facturación.
- Los usuarios encuentran frustrante la falta de **flexibilidad en la facturación** , específicamente con la combinación de clientes y opciones de pago recurrente.
- Los usuarios enfrentan **procesamiento lento** con Mango, experimentando latencia, problemas recurrentes y retrasos en las correcciones de errores que dificultan la usabilidad.
- Los usuarios enfrentan **frecuentes errores de software** con Mango, causando frustración debido a fallos continuos y problemas recurrentes.

#### What Are Recent G2 Reviews of Mango Practice Management?

**["Flexible para el seguimiento de las comunicaciones con los clientes y proyectos con visuales claros en el tablero para los elementos pendientes"](https://www.g2.com/es/survey_responses/mango-practice-management-review-13093535)**

**Rating:** 5.0/5.0 stars

_— Richard P._

[Read full review](https://www.g2.com/es/survey_responses/mango-practice-management-review-13093535)

**["Mango Practice Management mantiene todo organizado y fácil de navegar"](https://www.g2.com/es/survey_responses/mango-practice-management-review-13068103)**

**Rating:** 5.0/5.0 stars

_— Liz F._

[Read full review](https://www.g2.com/es/survey_responses/mango-practice-management-review-13068103)

#### What Are G2 Users Discussing About Mango Practice Management?

- [¿Para qué se utiliza Mango Practice Management?](https://www.g2.com/es/discussions/what-is-mango-practice-management-used-for)

### [IRS Solutions](https://www.g2.com/es/products/irs-solutions/reviews)

IRS Solutions® es una plataforma de resolución de impuestos y monitoreo/alerta del IRS que ayuda a los especialistas en impuestos, CPAs, abogados y agentes inscritos a ganar más en menos horas. El software calcula y recomienda soluciones, envía formularios y reportes autocompletados, se comunica con los clientes y procesa facturas y pagos, todo dentro de un sistema fácil de usar e intuitivo. - Monitorea las transcripciones del IRS de los clientes 24/7 con IRS Advance Notice™ (IAN). Recibe alertas personalizadas cuando se detectan cambios. - Accede, descarga e imprime transcripciones de clientes con nuestra herramienta de recuperación ultrarrápida. - Encuentra fácilmente los formularios del IRS requeridos para manejar casos de resolución de clientes. - Autocompleta formularios y solicita firmas electrónicas. Sube directamente a la Unidad CAF. - Optimiza la comunicación usando cartas autocompletadas con tu logo. - Guarda los datos de los clientes dentro de la plataforma. Accede a los detalles de sus casos con un clic. - Mantente al día con los requisitos de CEU con clases gratuitas. - Obtén ayuda en nuestra comunidad en línea.

**Average Rating:** 4.9/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate IRS Solutions?

- **Tablero de Actividades:** 7.4/10 (Category avg: 8.7/10)
- **Portal del Cliente:** 7.4/10 (Category avg: 7.7/10)
- **Calidad del soporte:** 9.8/10 (Category avg: 8.8/10)
- **Automatización:** 7.5/10 (Category avg: 7.8/10)

#### Who Is the Company Behind IRS Solutions?

- **Vendedor:** [IRS Solutions](https://www.g2.com/es/sellers/irs-solutions)
- **Año de fundación:** 2011
- **Ubicación de la sede:** Valencia, US
- **Twitter:** @IRSSolutions1  
136 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=09b4480e828b2b8cb5ad39fe8062c6e77ef0c83ea19195c0426f4156df9872ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firs-solutions-inc.%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidad
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About IRS Solutions?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de IRS Solutions, encontrándola intuitiva y eficiente para tareas de resolución de impuestos.
- Los usuarios elogian el **excelente servicio al cliente** de IRS Solutions, lo que facilita asistir a los clientes de manera efectiva.
- Los usuarios valoran las **mejoras en la eficiencia** de IRS Solutions, lo que permite un mejor soporte al cliente con características intuitivas y procesos optimizados.
- Los usuarios encuentran efectivo el portal de **comunicación segura con el cliente** , mejorando el compromiso proactivo con el cliente y las capacidades de monitoreo.
- Los usuarios aprecian la **gestión intuitiva de documentos** de IRS Solutions, agilizando las tareas relacionadas con impuestos de manera efectiva.

##### Cons

- Los usuarios encuentran la **ineficiencia** en la necesidad de escanear y cargar documentos por separado, complicando la experiencia general.
- Los usuarios encuentran que la **complejidad abrumadora** de IRS Solutions dificulta su capacidad para utilizar completamente sus funciones.
- Los usuarios lo encuentran desafiante debido a la **limitada integración de software** que complica la gestión de clientes y los procesos de entrada de datos.
- Los usuarios se sienten frustrados por los **problemas de descarga** , prefiriendo una opción de escaneo directo para agilizar su flujo de trabajo.
- Los usuarios encuentran el **falta de integración de correo electrónico** desafiante, complicando la comunicación con otros software y requiriendo la entrada manual de datos.

#### What Are Recent G2 Reviews of IRS Solutions?

**["Programa de software fácil que marca las casillas."](https://www.g2.com/es/survey_responses/irs-solutions-review-10599603)**

**Rating:** 4.5/5.0 stars

_— Morgan A._

[Read full review](https://www.g2.com/es/survey_responses/irs-solutions-review-10599603)

**["IRS Solutions es una herramienta valiosa para gestionar la relación de mis clientes con el IRS."](https://www.g2.com/es/survey_responses/irs-solutions-review-10600612)**

**Rating:** 4.5/5.0 stars

_— Todd G._

[Read full review](https://www.g2.com/es/survey_responses/irs-solutions-review-10600612)

### [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?

- **Activity Dashboard:** 10.0/10 (Category avg: 8.7/10)
- **Client Portal:** 3.3/10 (Category avg: 7.7/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.8/10)
- **Automation:** 5.8/10 (Category avg: 7.8/10)

#### Who Is the Company Behind TaxFlow?

- **Seller:** [TaxFlow](https://www.g2.com/sellers/taxflow)
- **Year Founded:** 2020
- **HQ Location:** Colorado Springs, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1774ecc6f699c80d0e9fc60740bb31e63a9836f522a617132da9c4c7e7d8d93b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxflow-llc&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About TaxFlow?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of TaxFlow, benefiting from its intuitive interface and minimal training requirements.
- Users find TaxFlow to greatly enhance **organization** during tax preparation, simplifying processes and improving efficiency.
- Users value the **excellent visibility** TaxFlow provides in tracking tax returns, enhancing organization and efficiency during tax season.
- Users appreciate the **responsive client communication** from TaxFlow, which enhances their overall experience and support.
- Users appreciate the **easy setup** of TaxFlow, allowing for a smooth onboarding and tax management experience.

#### 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)

### [Holistiplan](https://www.g2.com/es/products/holistiplan/reviews)

Holistiplan es un software de planificación fiscal galardonado que transforma cómo los asesores financieros analizan y planifican impuestos para sus clientes. Con tecnología avanzada de OCR, Holistiplan lee y procesa rápidamente las declaraciones de impuestos, creando informes personalizados con marca blanca que descubren oportunidades clave de planificación fiscal. Este enfoque eficiente permite a los asesores proporcionar estrategias fiscales integrales con mayor precisión y facilidad. Además de la planificación fiscal, Holistiplan cuenta con una innovadora herramienta de gestión de riesgos de seguros diseñada para ayudar a los asesores a evaluar la cobertura de seguros de hogar, auto y paraguas de los clientes. Esta herramienta incluye capacidades como un estimador instantáneo de costos de reconstrucción de viviendas e identifica posibles brechas de cobertura, apoyando a los asesores en la entrega de asesoramiento financiero integral que va más allá de los impuestos. Holistiplan automatiza el proceso de revisión fiscal, liberando a los asesores para que se concentren en construir relaciones más sólidas con los clientes y desarrollar planes estratégicos. Al convertir datos financieros complejos en ideas claras y accionables, Holistiplan mejora el compromiso del cliente y empodera a los clientes para tomar decisiones informadas. Con una amplia gama de características que descubren oportunidades ocultas y apoyan la planificación financiera holística, Holistiplan permite a los asesores ofrecer un valor excepcional y diferenciarse en un mercado competitivo.

**Average Rating:** 5.0/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Holistiplan?

- **Tablero de Actividades:** 8.3/10 (Category avg: 8.7/10)
- **Portal del Cliente:** 6.1/10 (Category avg: 7.7/10)
- **Calidad del soporte:** 10.0/10 (Category avg: 8.8/10)
- **Automatización:** 8.3/10 (Category avg: 7.8/10)

#### Who Is the Company Behind Holistiplan?

- **Vendedor:** [Holistiplan](https://www.g2.com/es/sellers/holistiplan)
- **Sitio web de la empresa:** holistiplan.com
- **Año de fundación:** 2019
- **Twitter:** @Holistiplan  
2,471 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c9484eb7849ebb7e8b967150d520a994bb7200a0aeb9d8558cddcece47cb6ccd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fholistiplan%2F&secure%5Burl_type%5D=linkedin_company_website)

#### Who Uses This Product?

- **Top Industries:** Servicios Financieros
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Holistiplan?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran que Holistiplan es **asequible** , lo que permite una planificación y análisis fiscal fácil para todos los clientes de manera eficiente.
- Los usuarios aprecian la **automatización** de Holistiplan, haciendo el análisis fiscal sencillo y revelador tanto para asesores como para clientes.
- Los usuarios valoran la **comunicación clara con el cliente** que permite Holistiplan, facilitando discusiones perspicaces e informativas.
- Los usuarios valoran la **experiencia de planificación financiera personalizada** que ofrece Holistiplan, mejorando la gestión de clientes de manera efectiva.
- Los usuarios valoran la **conveniencia del portal del cliente** , permitiendo cargas directas de impuestos y un análisis de escenarios eficiente para los clientes.

##### Cons

- Los usuarios notan que Holistiplan se está volviendo **más caro cada año** , expresando un deseo de características adicionales como el acceso a transcripciones de impuestos.
- Los usuarios encuentran la interfaz de Holistiplan **no amigable** , luchando por entender los cálculos de rango a pesar de las útiles explicaciones emergentes.

#### What Are Recent G2 Reviews of Holistiplan?

**["Enseñó mucho sobre impuestos a un novato en impuestos."](https://www.g2.com/es/survey_responses/holistiplan-review-10323624)**

**Rating:** 5.0/5.0 stars

_— Laura R._

[Read full review](https://www.g2.com/es/survey_responses/holistiplan-review-10323624)

**["Valiosa herramienta de análisis fiscal y planificación fiscal."](https://www.g2.com/es/survey_responses/holistiplan-review-10332897)**

**Rating:** 5.0/5.0 stars

_— Sridhar(Sri) K._

[Read full review](https://www.g2.com/es/survey_responses/holistiplan-review-10332897)

### [Uku](https://www.g2.com/es/products/uku/reviews)

Uku es una plataforma de gestión de prácticas contables poderosa, hermosa y fácil de usar para firmas ambiciosas. Cada contador maneja todo su día desde una sola lista. Las tareas, los plazos y los flujos de trabajo recurrentes para cada cliente se ordenan en el momento en que inician sesión, por lo que el cierre de fin de mes nunca toma por sorpresa y nada se pasa por alto. El trabajo recurrente se genera solo, y con un clic se rastrea el tiempo directamente para la facturación. Cuando alguien está ausente, la firma sigue funcionando. Añade unas vacaciones y Uku reasigna el trabajo automáticamente, para que ningún plazo se pierda y nadie tenga que apresurarse para cubrirlo. La facturación que solía tomar días ahora toma minutos. Uku convierte el tiempo rastreado y tus listas de precios en facturas precisas y e-facturas con un clic, persigue las impagadas y permite a los clientes pagar con tarjeta dentro del portal. Las firmas nos dicen que aquí es donde dejan de perder dinero. El portal del cliente persigue los documentos faltantes por ti. Uku sabe qué falta y se lo pide al cliente antes de que la tarea incluso comience, luego mantiene cada archivo, tarea y mensaje en una línea de tiempo compartida en lugar de bandejas de entrada dispersas. Los informes muestran qué clientes son realmente rentables, para que fijes precios justos y soluciones lo que drena a la firma. Se conecta con QuickBooks, Xero, e-conomic y Microsoft 365. En entrevistas con firmas de 15 a 56 personas, Uku aumentó el beneficio por firma en un 28% y ahorró más de 12 horas por persona cada semana. Más de 1,000 firmas confían en Uku, y la mayoría están operativas en 1 a 3 semanas con ayuda de migración gratuita. Certificado SOC 2 Tipo I, alojado en la UE, disponible en 12 idiomas.

**Average Rating:** 4.7/5.0

**Total Reviews:** 109

#### How Do G2 Users Rate Uku?

- **Tablero de Actividades:** 9.3/10 (Category avg: 8.7/10)
- **Portal del Cliente:** 9.0/10 (Category avg: 7.7/10)
- **Calidad del soporte:** 9.5/10 (Category avg: 8.8/10)
- **Automatización:** 8.7/10 (Category avg: 7.8/10)

#### Who Is the Company Behind Uku?

- **Vendedor:** [Getuku](https://www.g2.com/es/sellers/getuku)
- **Año de fundación:** 2017
- **Ubicación de la sede:** Tallinn, EE
- **Twitter:** @accountinguku  
48 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe109c6a02eac5b280578ebe62baf778f92fbcdebbc69c889b05ed35211dd2a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetuku%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contador
- **Top Industries:** Contabilidad, Servicios Financieros
- **Company Size:** 72% Small, 27% Medium

#### What Do G2 Reviewers Say About Uku?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran la **facilidad de uso** de Uku impresionante, destacando su diseño intuitivo y su proceso de configuración sencillo.
- Los usuarios valoran las **capacidades de seguimiento de tiempo** de Uku, lo que permite mejorar la eficiencia y la responsabilidad en equipos y proyectos.
- Los usuarios aprecian la **interfaz de usuario fácil de usar y atractiva** , mejorando su experiencia diaria y la adaptación de la empresa.
- Los usuarios valoran la **gestión efectiva de tareas** en Uku, ya que ayuda a agilizar la planificación y mejora la organización del flujo de trabajo.
- A los usuarios les encantan las características de **organización eficiente** de Uku, haciendo que el seguimiento del tiempo y la gestión de tareas sean fluidos para los equipos.

##### Cons

- Los usuarios encuentran la **curva de aprendizaje para tareas recurrentes** empinada, lo que lleva a confusión y entradas duplicadas en Uku.
- Los usuarios encuentran **difícil localizar las tareas completadas** en el calendario de Uku sin fechas exactas, lo que afecta la facilidad de uso.
- Los usuarios encuentran la **difícil curva de aprendizaje** de Uku frustrante, haciendo que la gestión de tareas sea compleja y confusa.
- Los usuarios encuentran **problemas de fecha** frustrantes, ya que las tareas pueden desaparecer o aparecer duplicadas, complicando la gestión y planificación de tareas.
- Los usuarios experimentan **problemas de integración** con Uku, enfrentando complicaciones en la gestión de tareas y procesos manuales ineficientes.

#### What Are Recent G2 Reviews of Uku?

**["Gestión de tareas sin esfuerzo y ahorro de tiempo con Uku"](https://www.g2.com/es/survey_responses/uku-review-12201595)**

**Rating:** 4.0/5.0 stars

_— Kelly-Ly T._

[Read full review](https://www.g2.com/es/survey_responses/uku-review-12201595)

**["Configuración fácil, incorporación fluida y una visión general clara de la interfaz de usuario."](https://www.g2.com/es/survey_responses/uku-review-13158722)**

**Rating:** 5.0/5.0 stars

_— Sámuel Sebastian W._

[Read full review](https://www.g2.com/es/survey_responses/uku-review-13158722)

### [UltraTax CS](https://www.g2.com/es/products/ultratax-cs/reviews)

UltraTax CS es un software premium de impuestos y cumplimiento que proporciona un proceso integral de preparación de impuestos que utiliza tecnología avanzada y un sistema de flujo de trabajo integrado con planificación fiscal, gestión de documentos y colaboración con clientes. UltraTax ofrece acceso a una línea completa de programas de impuestos federales, estatales y locales, además de declaraciones de múltiples estados. Con diagnósticos, intercambio de datos y flexibilidad para trabajar a través de múltiples monitores, las firmas pueden ahorrar tiempo y automatizar flujos de trabajo cada nuevo año fiscal. UltraTax CS ayuda a eliminar la entrada manual de datos y asegurar la precisión a medida que se completan las declaraciones. Con otras herramientas integradas que ahorran tiempo, incluyendo gestión de depreciación y activos, capacidades de presentación electrónica y firma electrónica, y procesamiento sin papel, UltraTax CS ofrece una solución confiable de extremo a extremo para aumentar la eficiencia y el crecimiento de la firma.

**Average Rating:** 3.4/5.0

**Total Reviews:** 61

#### How Do G2 Users Rate UltraTax CS?

- **Tablero de Actividades:** 7.5/10 (Category avg: 8.7/10)
- **Portal del Cliente:** 7.5/10 (Category avg: 7.7/10)
- **Calidad del soporte:** 6.7/10 (Category avg: 8.8/10)
- **Automatización:** 7.2/10 (Category avg: 7.8/10)

#### Who Is the Company Behind UltraTax CS?

- **Vendedor:** [Thomson Reuters](https://www.g2.com/es/sellers/thomson-reuters)
- **Año de fundación:** 2008
- **Ubicación de la sede:** Toronto, CA
- **Twitter:** @thomsonreuters  
150,224 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn®
- **Propiedad:** NYSE:TRI

#### Who Uses This Product?

- **Top Industries:** Contabilidad
- **Company Size:** 93% Small, 3% Medium

#### What Do G2 Reviewers Say About UltraTax CS?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian el **excelente soporte al cliente** de UltraTax CS, encontrándolo útil y fácilmente accesible.
- Los usuarios aprecian la **facilidad de uso** de UltraTax CS, destacando su interfaz intuitiva y diseño amigable para el usuario.
- Los usuarios aprecian la **eficiencia** de UltraTax CS, especialmente ahorrando tiempo a través de integraciones fluidas y la transferencia de un año a otro.
- Los usuarios valoran las **integraciones fluidas** de UltraTax CS, mejorando la eficiencia y reduciendo significativamente el tiempo de entrada de datos.
- Los usuarios aprecian las **integraciones que ahorran tiempo** de UltraTax CS, agilizando la entrada de datos y mejorando la eficiencia año tras año.

##### Cons

- Los usuarios encuentran la **difícil curva de aprendizaje** de UltraTax CS desafiante debido a sus extensas características y capacidades.
- Los usuarios encuentran que UltraTax CS es **bastante caro** , lo que puede ser una barrera para muchos contribuyentes y empresas.
- Los usuarios experimentan **ineficiencia** al navegar por los formularios, ya que el software no los devuelve a las ubicaciones correctas de la pantalla de entrada.
- Los usuarios experimentan **problemas de inicio de sesión** , a menudo se les requiere iniciar sesión varias veces, lo que obstaculiza su flujo de trabajo.
- Los usuarios a menudo enfrentan **errores de software** durante momentos críticos, causando frustración y afectando su experiencia general con UltraTax CS.

#### What Are Recent G2 Reviews of UltraTax CS?

**["Ultra Tax Una gran herramienta para ayudar con tus dolores de cabeza fiscales"](https://www.g2.com/es/survey_responses/ultratax-cs-review-11728356)**

**Rating:** 4.5/5.0 stars

_— Sandi T._

[Read full review](https://www.g2.com/es/survey_responses/ultratax-cs-review-11728356)

**["Simplificar la preparación de impuestos como un profesional"](https://www.g2.com/es/survey_responses/ultratax-cs-review-11774755)**

**Rating:** 4.0/5.0 stars

_— Krishna P._

[Read full review](https://www.g2.com/es/survey_responses/ultratax-cs-review-11774755)

#### What Are G2 Users Discussing About UltraTax CS?

- [¿Para qué se utiliza UltraTax CS?](https://www.g2.com/es/discussions/what-is-ultratax-cs-used-for)
- [Who makes UltraTax?](https://www.g2.com/es/discussions/who-makes-ultratax)
- [What is CS Professional Suite?](https://www.g2.com/es/discussions/what-is-cs-professional-suite)
- [How much does UltraTax software cost?](https://www.g2.com/es/discussions/how-much-does-ultratax-software-cost)
- [What is UltraTax CS?](https://www.g2.com/es/discussions/what-is-ultratax-cs)

### [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?

- **Activity Dashboard:** 10.0/10 (Category avg: 8.7/10)
- **Client Portal:** 0.0/10 (Category avg: 7.7/10)
- **Quality of Support:** 9.6/10 (Category avg: 8.8/10)
- **Automation:** 0.0/10 (Category avg: 7.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cbf278fd95fd2fcf47ff93af924787e42626ddf42701152a505d1b16e00fb1a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftax-stack-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Tax Stack AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Tax Stack AI to be **extremely user-friendly** , simplifying workflows and enhancing productivity effortlessly.
- Users benefit from the **efficiency improvement** of Tax Stack AI, significantly reducing research time and enhancing client insights.
- Users value the **client management tools** in Tax Stack AI, enhancing insights and prioritizing advisory services efficiently.
- Users value the **responsive customer support** of Tax Stack AI, appreciating timely assistance for effective troubleshooting.
- Users love how Tax Stack AI provides **efficient task management** , enhancing client insights and streamlining workflows seamlessly.

##### Cons

- Users desire **more advanced settings** in Tax Stack AI to enhance document analysis and client insights for tax planning.
- Users find the **limited integrations** frustrating, desiring direct cloud access for client document handling.
- Users desire **more advanced templates** in Tax Stack AI for tailored document analysis and enhanced client insights.
- Users find the interface **not user-friendly** , struggling with complexity and desiring better visual aids for insights.
- Users find that **poor reporting** with text-heavy responses hinders quick insights and complicates their experience.

#### 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)

### [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?

- **Activity Dashboard:** 10.0/10 (Category avg: 8.7/10)
- **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: 7.8/10)

#### 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=49a3438a68821b75bbc7cbe11c732be8851d9117e8a4a35cb0929ca554262a16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxaroo%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### 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)

### [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?

- **Activity Dashboard:** 10.0/10 (Category avg: 8.7/10)
- **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: 7.8/10)

#### 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:** [uk.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2489549e9112b52363bb1d9052317b5cf89caffbd123983c4098d1e6d8dd383b&secure%5Burl%5D=https%3A%2F%2Fuk.linkedin.com%2Fcompany%2Firis-software-group&secure%5Burl_type%5D=linkedin_company_website)  
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 value Taxfiler's **affordability** , enjoying its cost-effective solution for comprehensive self-assessment tax returns.
- Users appreciate the **automation features** of Taxfiler, which streamline data entry and significantly save time.
- Users find Taxfiler's **ease of use** exceptional, enabling efficient data entry and seamless integration into their practices.
- Users appreciate the **efficiency improvement** of Taxfiler, saving time and simplifying self-assessment tax return preparation.
- Users appreciate the **easy integrations** of Taxfiler, which streamline the tax preparation process efficiently.

##### Cons

- Users experience **software bugs** with Taxfiler, leading to client duplication and less comprehensive functionality after the IRIS transfer.

#### 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)

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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

Show More