# Best Professional Tax Software

## How Many Professional Tax Software Products Does G2 Track?

**Total Products under this Category:** 41

### Category Stats (Jul 2026)

- **Average Rating:** 4.63/5 (↑0.02 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** OLTPRO (+12.5%) - Among all products in this category, OLTPRO recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

## How Does G2 Rank Professional Tax Software Products?

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

- 30 Analysts and Data Experts
- 900+ Authentic Reviews
- 41+ 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 Professional Tax Software
 ![G2 Grid® for Professional Tax Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-tax/grids.png?focus%5B%5D=10835&focus%5B%5D=92240&focus%5B%5D=10836&focus%5B%5D=1402310&focus%5B%5D=10539&focus%5B%5D=10895)

Highlighted products: Intuit Lacerte Tax, Intuit ProConnect Tax, Intuit ProSeries Tax, DualEntry, UltraTax CS, and CCH ProSystem fx Tax.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-tax/grids.json?focus%5B%5D=intuit-lacerte-tax&focus%5B%5D=intuit-proconnect-tax&focus%5B%5D=intuit-proseries-tax&focus%5B%5D=dualentry&focus%5B%5D=ultratax-cs&focus%5B%5D=cch-prosystem-fx-tax)

### [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews)

Lacerte is a desktop or hosted professional tax software for large tax and accounting firms that need powerful tools designed for complex returns and multiple preparers. https://accountants.intuit.com/tax-software/lacerte/

**Average Rating:** 4.3/5.0

**Total Reviews:** 187

#### Who Is the Company Behind Intuit Lacerte Tax?

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** www.intuit.com
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit  
80,559 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,185 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CPA, Partner
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 90% Small, 7% Medium

#### What Are Recent G2 Reviews of Intuit Lacerte Tax?

**["Lacerte Makes Complex Returns Easy with Powerful Diagnostics"](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-11061564)**

**Rating:** 5.0/5.0 stars

_— Michael E._

[Read full review](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-11061564)

**["Very User-Friendly and Easy to Follow"](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-12723295)**

**Rating:** 4.5/5.0 stars

_— SARAH P._

[Read full review](https://www.g2.com/survey_responses/intuit-lacerte-tax-review-12723295)

#### What Are G2 Users Discussing About Intuit Lacerte Tax?

- [Who makes Lacerte?](https://www.g2.com/discussions/who-makes-lacerte)
- [How much does Lacerte tax software cost?](https://www.g2.com/discussions/how-much-does-lacerte-tax-software-cost) - 1 comment
- [How do I use Lacerte tax software?](https://www.g2.com/discussions/how-do-i-use-lacerte-tax-software)
- [What is Lacerte software?](https://www.g2.com/discussions/what-is-lacerte-software)

### [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews)

ProConnect Tax brings you a full host of AI-powered features woven together perfectly into one intelligent and simplified workflow. Go seamlessly from books to tax to advisory in just a few clicks. Generate next-level tax strategies automatically from every return. Amplify your expertise with an AI-assisted workflow. Get it done from anyplace with access to everything on the cloud. Here’s to staying more productive in the office, on the road, or really anywhere else you feel like working today.

**Average Rating:** 4.4/5.0

**Total Reviews:** 274

#### Who Is the Company Behind Intuit ProConnect Tax?

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** www.intuit.com
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit  
80,559 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,185 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 99% Small, 5% Medium

#### What Are Recent G2 Reviews of Intuit ProConnect Tax?

**["Efficient Tax Preparation Software with Room for Improvement"](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11654017)**

**Rating:** 4.0/5.0 stars

_— Oussama N._

[Read full review](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11654017)

**["User-Friendly and Efficient, But Pricey Per Return"](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11848239)**

**Rating:** 5.0/5.0 stars

_— Dhananjay L._

[Read full review](https://www.g2.com/survey_responses/intuit-proconnect-tax-review-11848239)

#### What Are G2 Users Discussing About Intuit ProConnect Tax?

- [What is Intuit tax Online?](https://www.g2.com/discussions/what-is-intuit-tax-online) - 1 comment
- [Is ProConnect free?](https://www.g2.com/discussions/is-proconnect-free) - 1 comment
- [What tax software works with QuickBooks online?](https://www.g2.com/discussions/what-tax-software-works-with-quickbooks-online) - 1 comment
- [What are the included features within the tax preparation section of ProConnect tax online?](https://www.g2.com/discussions/what-are-the-included-features-within-the-tax-preparation-section-of-proconnect-tax-online)

### [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews)

Intuit ProSeries Tax is professional tax software built for individual practitioners and small to mid-sized accounting firms who need speed without sacrificing control. Its forms-based interface gives tax professionals a familiar, intuitive way to work — with one-click access to calculation details, 1,000+ built-in diagnostics to catch errors before filing, and tools like Intuit Link, Quick Employer Forms, and Fixed Asset Manager included out of the box. ProSeries helps firms reduce review friction and deliver high-quality work faster — saving an average of 32 minutes per complex return and 16 minutes per simple return. With optional cloud hosting for anywhere access and flexible licensing options that scale with your practice, ProSeries gives you everything your firm needs and nothing it doesn't.

**Average Rating:** 4.2/5.0

**Total Reviews:** 85

#### Who Is the Company Behind Intuit ProSeries Tax?

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** www.intuit.com
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit  
80,559 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,185 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 85% Small, 9% Large

#### What Are Recent G2 Reviews of Intuit ProSeries Tax?

**["User-Friendly Tax Software with the Right Features for Pros"](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12737897)**

**Rating:** 4.5/5.0 stars

_— Rashanae P._

[Read full review](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12737897)

**["Intuit ProSeries Keeps Our Tax Prep Accurate and Organized in One Place"](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12725918)**

**Rating:** 4.0/5.0 stars

_— Kate D._

[Read full review](https://www.g2.com/survey_responses/intuit-proseries-tax-review-12725918)

#### What Are G2 Users Discussing About Intuit ProSeries Tax?

- [What is your experience with ProSeries Tax for tax preparation, and how does it compare to other solutions?](https://www.g2.com/discussions/what-is-your-experience-with-proseries-tax-for-tax-preparation-and-how-does-it-compare-to-other-solutions)
- [What software do tax professionals use?](https://www.g2.com/discussions/what-software-do-tax-professionals-use)
- [How much does ProSeries cost?](https://www.g2.com/discussions/how-much-does-proseries-cost)
- [What is the difference between ProSeries basic and professional?](https://www.g2.com/discussions/what-is-the-difference-between-proseries-basic-and-professional)
- [What is ProSeries?](https://www.g2.com/discussions/what-is-proseries)

### [DualEntry](https://www.g2.com/products/dualentry/reviews)

DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now.

**Average Rating:** 4.9/5.0

**Total Reviews:** 122

#### Who Is the Company Behind DualEntry?

- **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry)
- **Company Website:** www.dualentry.com
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @dualentry  
765 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84ffd98b38934e2a6ac5db385eecd8a3aeef689525e4fa00a282e1b8dd54e533&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdualentry%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Manufacturing
- **Company Size:** 48% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking.
- Users value the **smooth handling of thousands of transactions** , ensuring performance even during high-volume processing.
- Users highlight the **efficiency** of DualEntry in handling high-volume transactions smoothly and reliably.
- Users value the **powerful integrations** of DualEntry, enhancing accuracy and efficiency in financial tracking.
- Users appreciate the **time-saving automation** of DualEntry, allowing teams to focus on strategic decision-making.

##### Cons

- Users find that **improvement is needed** in onboarding guidance and customization options for a better experience.
- Users note the **missing mobile app** and lack of onboarding tools, making the initial experience challenging.
- Users express frustration with **limited customization** options in DualEntry, impacting their ability to personalize the experience.
- Users find the interface **not user-friendly** , as it lacks guidance and onboarding tools for newcomers.
- Users find the **learning difficulty** with DualEntry challenging due to insufficient guidance for new users.

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

**["Accurate + Convenience"](https://www.g2.com/survey_responses/dualentry-review-11367056)**

**Rating:** 5.0/5.0 stars

_— John Rey C._

[Read full review](https://www.g2.com/survey_responses/dualentry-review-11367056)

**["DualEntry Makes Data Entry Smoother and More Efficient"](https://www.g2.com/survey_responses/dualentry-review-11897989)**

**Rating:** 5.0/5.0 stars

_— Verified User in Construction_

[Read full review](https://www.g2.com/survey_responses/dualentry-review-11897989)

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

UltraTax CS is premium tax and compliance software that provides a comprehensive tax preparation process that utilizes advanced technology and an integrated workflow system with tax planning, document management, and client collaboration. UltraTax offers access to a full line of federal, state, and local tax programs, plus multi-state returns. With diagnostics, data sharing, and flexibility to work through multi-monitors, firms can save time and automate workflows each new tax year. UltraTax CS helps to eliminate manual data entry and ensure accuracy as returns are completed. With other built-in timesaving tools including depreciation and asset management, e-file and e-signature capabilities, and paperless processing, UltraTax CS delivers a trusted end-to-end solution to boost efficiency and firm growth.

**Average Rating:** 3.4/5.0

**Total Reviews:** 61

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

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters  
150,224 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f89c8fcdd6e64a8205c4d14444da3a11339cc01aa4624cbf47168c88a176a2f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1400%2F&secure%5Burl_type%5D=linkedin_company_website)  
36,619 employees on LinkedIn®
- **Ownership:** NYSE:TRI

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **excellent customer support** of UltraTax CS, finding it helpful and easily accessible.
- Users appreciate the **ease of use** of UltraTax CS, highlighting its intuitive interface and user-friendly design.
- Users appreciate the **efficiency** of UltraTax CS, notably saving time through seamless integrations and year-to-year rollover.
- Users value the **seamless integrations** of UltraTax CS, enhancing efficiency and reducing data entry time significantly.
- Users appreciate the **time-saving integrations** of UltraTax CS, streamlining data entry and enhancing efficiency year over year.

##### Cons

- Users find the **difficult learning curve** of UltraTax CS challenging due to its extensive features and capabilities.
- Users find UltraTax CS to be **pretty expensive** , which can be a barrier for many taxpayers and firms.
- Users experience **inefficiency** when navigating forms, as the software doesn't return them to the correct input screen locations.
- Users experience **login issues** , often required to sign in multiple times, hindering their workflow.
- Users often face **software bugs** during critical moments, causing frustration and affecting their overall experience with UltraTax CS.

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

**["Ultra Tax A great tool to help with your tax headaches"](https://www.g2.com/survey_responses/ultratax-cs-review-11728356)**

**Rating:** 4.5/5.0 stars

_— Sandi T._

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

**["Streamlining Tax Prep Like a Pro"](https://www.g2.com/survey_responses/ultratax-cs-review-11774755)**

**Rating:** 4.0/5.0 stars

_— Krishna P._

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

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

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

### [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews)

CCH® ProSystem fx® Tax is a comprehensive tax compliance and productivity software suite designed for tax and accounting professionals. It offers a robust platform that integrates various aspects of tax preparation, ensuring accuracy and efficiency in managing client engagements. Key Features and Functionality: - Comprehensive Tax Compliance: Supports a wide range of tax returns, including individual, corporate, partnership, and non-profit filings, covering federal, state, and local jurisdictions. - Integrated Suite: Part of the ProSystem fx Suite, it seamlessly integrates with modules for tax planning, trial balance, fixed assets, practice management, document management, and more, facilitating a unified workflow. - Advanced Automation: Automates routine tasks such as form population, data entry, and calculations, reducing manual workload and minimizing errors. - Real-Time Collaboration: Enables multiple team members to work on the same return simultaneously, enhancing collaboration and reducing processing time. - Diagnostic Tools: Provides real-time error checking and data validation features to ensure compliance with the latest tax laws and regulations. Primary Value and User Solutions: CCH® ProSystem fx® Tax streamlines the tax preparation process by automating routine tasks and integrating various compliance modules, allowing professionals to handle more clients efficiently. Its comprehensive coverage ensures that firms can manage diverse client needs, from simple individual returns to complex corporate filings. The software's real-time collaboration and diagnostic tools enhance accuracy and compliance, reducing the risk of errors and penalties. By providing a unified platform for tax compliance and practice management, it enables firms to optimize their workflows, improve productivity, and deliver superior client service.

**Average Rating:** 4.1/5.0

**Total Reviews:** 130

#### Who Is the Company Behind CCH ProSystem fx Tax?

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®
- **Ownership:** AMS:WKL

#### Who Uses This Product?

- **Who Uses This:** Staff Accountant, Tax Manager
- **Top Industries:** Accounting
- **Company Size:** 37% Medium, 32% Small

#### What Are Recent G2 Reviews of CCH ProSystem fx Tax?

**["good choice for firms that offer large range of tax forms"](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11694533)**

**Rating:** 5.0/5.0 stars

_— Meredith T._

[Read full review](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11694533)

**["Perfect for accounting and business"](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11450160)**

**Rating:** 5.0/5.0 stars

_— Justine J._

[Read full review](https://www.g2.com/survey_responses/cch-prosystem-fx-tax-review-11450160)

#### What Are G2 Users Discussing About CCH ProSystem fx Tax?

- [What is CCH ProSystem fx Tax used for?](https://www.g2.com/discussions/what-is-cch-prosystem-fx-tax-used-for)
- [How do you dispose of CCH assets?](https://www.g2.com/discussions/how-do-you-dispose-of-cch-assets) - 1 comment
- [How much does CCH ProSystem cost?](https://www.g2.com/discussions/how-much-does-cch-prosystem-cost) - 2 comments
- [What is ProSystem FX tax?](https://www.g2.com/discussions/cch-prosystem-fx-tax-what-is-prosystem-fx-tax)
- [What is CCH ProSystem FX?](https://www.g2.com/discussions/what-is-cch-prosystem-fx)

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

IRS Solutions® is a full-service tax resolution and IRS monitoring/alert platform that helps tax specialists, CPAs, attorneys, and enrolled agents earn more in fewer hours. The software calculates and recommends solutions, submits autofilled forms and reports, communicates with clients, and processes invoices and payments all within one easy-to-use, intuitive system. - Determine and submit tax resolution proposals with system-generated calculations and recommendations. - Monitor client IRS transcripts 24/7 with IRS Advance Notice™ (IAN). Receive customized alerts when changes are detected. - Access, download, and print client transcripts with our ultra-fast retrieval tool. - Easily find required IRS forms to handle client resolution cases. - Auto-populate forms and request electronic signatures. Upload straight to the CAF Unit. - Streamline communication using auto-populated letters branded with your logo. - Save clients' data within the platform. Access their case details with the click of a button. - Stay current on CEU requirements with free classes. - Get help in our online community.

**Average Rating:** 4.9/5.0

**Total Reviews:** 10

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

- **Seller:** [IRS Solutions](https://www.g2.com/sellers/irs-solutions)
- **Year Founded:** 2011
- **HQ Location:** Valencia, US
- **Twitter:** @IRSSolutions1  
136 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of IRS Solutions, finding it intuitive and efficient for tax resolution tasks.
- Users praise the **excellent customer support** of IRS Solutions, making it easy to assist clients effectively.
- Users value the **efficiency improvements** of IRS Solutions, enabling better client support with intuitive features and streamlined processes.
- Users find the **secure client communication** portal effective, enhancing proactive client engagement and monitoring capabilities.
- Users appreciate the **intuitive document management** of IRS Solutions, streamlining tax-related tasks effectively.

##### Cons

- Users find the **inefficiency** in needing to scan and upload documents separately, complicating the overall experience.
- Users find the **overwhelming complexity** of IRS Solutions hinders their ability to fully utilize its features.
- Users find it challenging due to **limited software integration** that complicates client management and data entry processes.
- Users feel frustrated by the **download issues** , preferring a direct scanning option to streamline their workflow.
- Users find the **lack of email integration** challenging, complicating communication with other software and requiring manual data entry.

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

**["Easy software program that checks the boxes!"](https://www.g2.com/survey_responses/irs-solutions-review-10599603)**

**Rating:** 4.5/5.0 stars

_— Morgan A._

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

**["IRS Solutions is a valuable tool for managing my clients relationship with the IRS"](https://www.g2.com/survey_responses/irs-solutions-review-10600612)**

**Rating:** 4.5/5.0 stars

_— Todd G._

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

### [Spectrum Cloud](https://www.g2.com/products/spectrum-cloud/reviews)

Spectrum Cloud is an all-in-one tax compliance platform built for CAs and tax practitioners. It brings ITR, GST, and TDS filing together into one secure cloud-based solution — accessible anytime, anywhere. With features like client management, auto-reconciliation, PAN-based ITR prefill, bulk Form 16 generation and distribution, and secure multi-user access, Spectrum Cloud eliminates the chaos of switching between tools and portals. It comes with built-in error checks and real-time Tally integration to minimize risk and ensure accuracy.

**Average Rating:** 5.0/5.0

**Total Reviews:** 7

#### Who Is the Company Behind Spectrum Cloud?

- **Seller:** [KDK Softwares](https://www.g2.com/sellers/kdk-softwares)
- **Year Founded:** 2006
- **HQ Location:** Jaipur, IN
- **Twitter:** @KDKSoftwares  
4,079 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0eec31aeb34a9922d0270bc56374ea6ea2f1d6cc113689121977c1fb21382e5c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkdksoftwareindia%2F&secure%5Burl_type%5D=linkedin_company_website)  
284 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 14% Medium

#### What Are Recent G2 Reviews of Spectrum Cloud?

**["Made our compliance process more structured"](https://www.g2.com/survey_responses/spectrum-cloud-review-12409072)**

**Rating:** 5.0/5.0 stars

_— Hitesh J._

[Read full review](https://www.g2.com/survey_responses/spectrum-cloud-review-12409072)

**["Effortless Compliance, Exceptional Support"](https://www.g2.com/survey_responses/spectrum-cloud-review-12365923)**

**Rating:** 5.0/5.0 stars

_— Subhanshu T._

[Read full review](https://www.g2.com/survey_responses/spectrum-cloud-review-12365923)

### [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

#### 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)  
589 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 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)

**["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)

#### 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

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

Juno is tax prep automation built by a CPA and trusted by 1,000s more. Juno's AI tax prep automates grunt work, scales capacity, and catches errors for tax pros preparing 1040s and business returns. From source docs to workpapers to your tax software.

**Average Rating:** 4.6/5.0

**Total Reviews:** 4

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

- **Seller:** [Juno](https://www.g2.com/sellers/juno-8e179ccb-ea01-4978-9890-b8b33550f62b)
- **Company Website:** juno.tax
- **Year Founded:** 2023
- **HQ Location:** Rancho Santa Fe, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=217ef1fb3e22f98cd8797657997d995dc9294dee22590b688f1c1ac3b08ccce7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxjuno%2F&secure%5Burl_type%5D=linkedin_company_website)  
55 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Juno Tax?

**["Efficient Tax Prep with Stellar AI Assistance"](https://www.g2.com/survey_responses/juno-tax-review-13187548)**

**Rating:** 4.5/5.0 stars

_— Nate H._

[Read full review](https://www.g2.com/survey_responses/juno-tax-review-13187548)

**["Streamlined Tax Prep with Intuitive Features"](https://www.g2.com/survey_responses/juno-tax-review-13124311)**

**Rating:** 5.0/5.0 stars

_— Michael F._

[Read full review](https://www.g2.com/survey_responses/juno-tax-review-13124311)

### [CCH Company Secretarial](https://www.g2.com/products/cch-company-secretarial/reviews)

CCH Company Secretarial is a comprehensive cloud solution for managing all company secretarial requirements.

**Average Rating:** 4.2/5.0

**Total Reviews:** 3

#### Who Is the Company Behind CCH Company Secretarial?

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®
- **Ownership:** AMS:WKL

#### Who Uses This Product?

- **Company Size:** 33% Medium, 33% Large

#### What Are Recent G2 Reviews of CCH Company Secretarial?

**["CCH Company Secretarial assisting in regulatory compliance"](https://www.g2.com/survey_responses/cch-company-secretarial-review-9619049)**

**Rating:** 4.0/5.0 stars

_— Jillian J._

[Read full review](https://www.g2.com/survey_responses/cch-company-secretarial-review-9619049)

**["Multi Use Application"](https://www.g2.com/survey_responses/cch-company-secretarial-review-930285)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/cch-company-secretarial-review-930285)

#### What Are G2 Users Discussing About CCH Company Secretarial?

- [What is CCH Company Secretarial used for?](https://www.g2.com/discussions/what-is-cch-company-secretarial-used-for)

### [CrossLink](https://www.g2.com/products/crosslink/reviews)

CrossLink is the software of choice for tax professionals. Offering both online and desktop solutions, CrossLink is fast, simple, and straight-forward software that grows with your business no matter where you start or where you are going. With our industry-leading revenue opportunities and integrations, we are the link between software and success.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind CrossLink?

- **Seller:** [CrossLink Professional Tax Solutions](https://www.g2.com/sellers/crosslink-professional-tax-solutions)
- **Year Founded:** 1974
- **HQ Location:** Lathrop, US
- **Twitter:** @CrossLinkTax  
445 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b3b7499556ab2b60cfb696e85a0e532bc41819b158e72b15db857f309bedd2e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcrosslink-professional-tax-solutions&secure%5Burl_type%5D=linkedin_company_website)  
136 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Software thats drama free"](https://www.g2.com/survey_responses/crosslink-review-11093699)**

**Rating:** 5.0/5.0 stars

_— Crystal J._

[Read full review](https://www.g2.com/survey_responses/crosslink-review-11093699)

**["Crosslink is user friendly"](https://www.g2.com/survey_responses/crosslink-review-10052905)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/crosslink-review-10052905)

### [Feather](https://www.g2.com/products/feather-feather/reviews)

Feather is an AI-powered tax research engine built for tax professionals, CPAs, accountants, and advisors. It delivers fast, accurate answers grounded in federal and state tax codes, IRS guidance, and regulatory documents — complete with audit-ready citations you can trust. With context-aware insights, secure SOC-2 protection for sensitive data, and a streamlined chat interface, Feather helps you reduce research time, improve compliance, and get reliable tax guidance right when you need it. Why firms are switching to Feather: 1. Audit-Ready Citations: Don’t just get an answer—get the source. We provide direct links to the code for every response. 2. Intuitive Tax Risk Flagging & Suggestions: Surfaces related areas, risks, exceptions, deadlines, and more that busy practitioners may overlook in manual analysis. 3. Total Data Security: Safely upload documents to analyze client scenarios without compromising privacy. 4. Comprehensive Coverage: Instant answers for both U.S. Federal and State tax codes. Try Feather for free!

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Feather?

- **Seller:** [Feather](https://www.g2.com/sellers/feather-eedf44ac-262f-44f0-947d-453a63ea2aac)
- **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®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

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

**["Best-in-Class AI Tax Tool with Deep Knowledge and Practitioner-Friendly Output"](https://www.g2.com/survey_responses/feather-review-12357651)**

**Rating:** 5.0/5.0 stars

_— Mohammed A._

[Read full review](https://www.g2.com/survey_responses/feather-review-12357651)

**["Good experience!"](https://www.g2.com/survey_responses/feather-review-12363667)**

**Rating:** 5.0/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/feather-review-12363667)

### [Filed](https://www.g2.com/products/filed/reviews)

Filed is an AI-powered tax preparation platform built for accounting firms of all sizes. We help firms eliminate the manual work that slows down tax season — from data entry to validation — so professionals can focus on clients and advisory instead of paperwork. The platform ingests client documents, automates tax data entry, flags anomalies for review, and integrates directly with existing tax software like CCH, UltraTax, and Lacerte. With a transparent audit trail and compliance safeguards, Filed delivers review-ready returns without disrupting established workflows. By removing up to 40% of the busywork in tax prep, Filed helps firms increase capacity, improve margins, and reduce burnout. During peak season, it scales seamlessly to handle more returns with the same team, giving firms the freedom to grow while maintaining accuracy and client trust.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Filed?

- **Seller:** [Filed](https://www.g2.com/sellers/filed-4dad6491-7696-42d0-bdb8-90270acf6728)
- **Year Founded:** 2024
- **HQ Location:** Brooklyn, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a29cf432a4b946034462eae21b0d2b4aad84653314a2996a91350c1a16cc12f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffiledhq%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Adopted Filed to be a significant tool in our work flow process."](https://www.g2.com/survey_responses/filed-review-11753432)**

**Rating:** 5.0/5.0 stars

_— Cory G._

[Read full review](https://www.g2.com/survey_responses/filed-review-11753432)

**["Powerful Customization with AI, Worth the Training Investment"](https://www.g2.com/survey_responses/filed-review-11887848)**

**Rating:** 5.0/5.0 stars

_— Conner K._

[Read full review](https://www.g2.com/survey_responses/filed-review-11887848)

### [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

#### 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)

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[Browse Professional Tax Themes](/categories/professional-tax/themes)

 ![Subhransu Sahu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhransu Sahu")
SS

Researched and written by [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu)

Updated October 3, 2024

Professional tax software, or professional tax preparation software, is used by tax preparers, CPAs, and enrolled agents to file individual and business tax returns.

It streamlines the tax preparation process, ensuring high accuracy and compliance. Professional tax software can be deployed on-premise or in the cloud and sync with individual or business accounts to import transaction data automatically.

Professional tax software shouldn’t be confused with [corporate tax software](https://www.g2.com/categories/corporate-tax) as they serve different purposes and cater to distinct taxpayer groups.

Corporations and enterprises use corporate tax software to handle complex taxation. Whereas tax professionals and firms who prepare and file tax returns for individuals and businesses use professional tax software.

These solutions provide robust features such as automated tax calculations, e-filing options, error-checking, and integration with other accounting software.

To qualify for inclusion in the Professional Tax category, a product must:

- Manage client information, such as tax identification numbers, filing status, etc.
- Calculate and file individual or business tax returns and oversee compliance
- Import data from accounting software, previous tax returns, and other sources
- Offer multiple tax forms across federal, state, and local tax programs
- Provide built-in e-signature functionality to obtain client signatures
- Provide tax reporting and planning based on current and historical information
- Include payment option to collect, refund, or deduct fees from return

Show More