---
title: Pertana Reviews
meta_title: 'Pertana Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Pertana works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Tax Software
  url: https://www.g2.com/categories/tax-software
---


# Pertana Reviews
**Vendor:** Pertana  
**Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)
## About Pertana
Pertana is an innovative digital career development platform tailored for finance professionals aiming to achieve global recognition in their field. Established in 2020 and based in Kalibo, Aklan, Philippines, Pertana offers a comprehensive suite of resources and insights designed to support users in reaching their full potential. Key Features and Functionality: - Exclusive Insights: Access to specialized knowledge and industry trends to stay ahead in the finance sector. - Comprehensive Resources: A wide array of tools and materials to aid in professional growth and skill enhancement. - Community Engagement: A network of ambitious professionals fostering collaboration and shared learning. Primary Value and User Solutions: Pertana addresses the need for continuous professional development in the finance industry by providing targeted resources and a supportive community. It empowers users to enhance their expertise, stay updated with industry developments, and achieve career advancement, ultimately facilitating their journey to becoming globally recognized finance professionals.






- [View Pertana pricing details and edition comparison](https://www.g2.com/products/pertana/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-08+13%3A15%3A24+-0500&secure%5Bsession_id%5D=e7fd2899-d828-4995-bd57-c11c6075dc37&secure%5Btoken%5D=b02e04b8cf03bf59ae579c3a1c4dfca50fb65dfdebaef20cac9de4f2b738c403&format=llm_user)

## Pertana Features
**Tax Planning**
- Strategies
- Exemptions
- Credits
- Estimations

**Tax Filing**
- Calculations
- Rules & Regulations
- Ad hoc Reporting
- Historical Reporting
- K-1 Reporting

**Workflows**
- Integrations
- Importing
- Accounting Integration

**Additional Functionality**
- Tax Compliance
- Generative AI
- SSL Security
- Workflow Management
- Accounting
- Multiple User Accounts
- Audit Trail
- Tax Filing
- Client Management
- Activity Dashboard
- AI Copilot
- Electronic Filing
- Tax Planning
- Corporate/Business
- Dashboard Creation
- Multiple Data Sources
- Compliance Management
- Data Import/Export
- Sales Tax Management
- Client Portal
- Deadline Management
- Customizable Templates
- Status Tracking
- Exception Notification
- Audit Management
- Customer Accounts
- For Nonprofits
- Data Storage Management
- Document Management
- Electronic Submission
- Email Reminders
- Alerts/Notifications
- Data Visualization
- Reporting & Statistics
- Access Controls/Permissions
- Payroll & Employer Forms
- Tax Forms
- Reminders
- Activity Tracking
- Financial Analysis
- Data Verification
- Bank Reconciliation
- Mobile Access
- Payroll Management
- Multi-Currency
- Invoice Processing
- Value Added Tax (VAT)
- Taxation & Assessment
- Approval Process Control
- Electronic Payments
- Invoice Management
- Tax Management
- Task Management
- API
- Customizable Branding
- Property Tax Management
- Customizable Reports
- Time & Expense Tracking
- Real-Time Data
- Receipt Management
- Document Storage

## Top Pertana Alternatives
  - [Avalara](https://www.g2.com/products/avalara/reviews) - 4.0/5.0 (813 reviews)
  - [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) - 4.4/5.0 (459 reviews)
  - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) - 4.4/5.0 (274 reviews)

