# Best Tax Practice Management Software

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

**Total Products under this Category:** 66

### 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 04, 2026_

## How Does G2 Rank Tax Practice Management Software Products?

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

- 30 Analysts and Data Experts
- 2,900+ Authentic Reviews
- 66+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Tax Practice Management Software
 ![G2 Grid® for Tax Practice Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/tax-practice-management/grids.png?focus%5B%5D=18207&focus%5B%5D=36425&focus%5B%5D=103264&focus%5B%5D=80074&focus%5B%5D=103265&focus%5B%5D=1384220&focus%5B%5D=20628)

Highlighted products: Canopy, Karbon, TaxDome, Drake Tax, Financial Cents, Truss, and Mango Practice Management.

Underlying data: [Grid® JSON](https://www.g2.com/categories/tax-practice-management/grids.json?focus%5B%5D=canopy-2026-05-12&focus%5B%5D=karbon-2025-03-03&focus%5B%5D=taxdome&focus%5B%5D=drake-tax&focus%5B%5D=financial-cents&focus%5B%5D=truss-2024-09-27&focus%5B%5D=mango-practice-management)

**Sponsored**

### Auditi

Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1713&secure%5Bchosen_at%5D=2026-08-04T13%3A13%3A30Z&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&secure%5Bresource_id%5D=1713&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ftax-practice-management%3Fopen_modal_url%3D%252Fproducts%252Fsmartcenter%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ftax-practice-management%2526source%253Dcategory&secure%5Btoken%5D=b9dbbb20afab57acf4898e84586f5b8a62c151c901e6b33c7eb12e0d500b357a&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website)

### [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:** 794

#### How Do G2 Users Rate Canopy?

- **Dashboard:** 8.4/10 (Category avg: 8.9/10)
- **Portal:** 9.2/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.9/10)
- **Automation:** 8.3/10 (Category avg: 8.0/10)

#### 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)

**["Simple, Team-Loved Hub for Managing Tasks and Templates"](https://www.g2.com/survey_responses/canopy-review-13175881)**

**Rating:** 4.5/5.0 stars

_— Michelle A. T._

[Read full review](https://www.g2.com/survey_responses/canopy-review-13175881)

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

Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

**Average Rating:** 4.8/5.0

**Total Reviews:** 890

#### How Do G2 Users Rate Karbon?

- **Dashboard:** 8.8/10 (Category avg: 8.9/10)
- **Portal:** 8.0/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.9/10)
- **Automation:** 9.0/10 (Category avg: 8.0/10)

#### Who Is the Company Behind Karbon?

- **Seller:** [KarbonHQ](https://www.g2.com/sellers/karbonhq)
- **Company Website:** karbonhq.com
- **Year Founded:** 2014
- **HQ Location:** Sausalito, California
- **Twitter:** @karbonhq  
3,663 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant, Director
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 86% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Karbon, appreciating its functionality for managing workflow and correspondence.
- Users appreciate the **efficient task management** of Karbon, enhancing organization and productivity across their workflows.
- Users value the **efficiency** of Karbon, noting improved organization and streamlined task management that enhances productivity.
- Users commend Karbon for its **excellent communication and collaboration tools** , enhancing team workflows and client management.
- Users appreciate the **enhanced team collaboration** and streamlined task management in Karbon, boosting overall productivity.

##### Cons

- Users noted the **missing features** like a simple task list and mass client invite, affecting usability.
- Users find the **email integration confusing** , complicating email handling and causing issues with triage and organization.
- Users find the **steep learning curve** of Karbon challenging, particularly with customization and advanced features.
- Users struggle with **poor usability** in Karbon due to constant UI changes and a steep learning curve.
- Users find **email integration confusing** , complicating triage and making it hard to manage sensitive messages effectively.

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

**["Work Tickets and Stanford Tax Integration Streamlined Our Tax Season"](https://www.g2.com/survey_responses/karbon-review-13078559)**

**Rating:** 4.5/5.0 stars

_— Cynthia C._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13078559)

**["Karbon Saves Hours Each Week with Powerful Workflow Automation"](https://www.g2.com/survey_responses/karbon-review-13029458)**

**Rating:** 5.0/5.0 stars

_— Damian G._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13029458)

### [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:** 699

#### How Do G2 Users Rate TaxDome?

- **Dashboard:** 8.7/10 (Category avg: 8.9/10)
- **Portal:** 9.3/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.0/10 (Category avg: 8.9/10)
- **Automation:** 8.7/10 (Category avg: 8.0/10)

#### 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)

**["User-Friendly Portal That Keeps All Client Emails and Texts in One Place"](https://www.g2.com/survey_responses/taxdome-review-13200371)**

**Rating:** 5.0/5.0 stars

_— Rebecca H._

[Read full review](https://www.g2.com/survey_responses/taxdome-review-13200371)

#### 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?

- **Dashboard:** 9.0/10 (Category avg: 8.9/10)
- **Portal:** 6.0/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.8/10 (Category avg: 8.9/10)
- **Automation:** 7.8/10 (Category avg: 8.0/10)

#### 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)  
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

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

An all-in-one and easy-to-use accounting practice management software that has everything you need to collaborate with your team, track client work, automate workflows, get organized and hit your deadlines. Financial Cents simplifies your day-to-day—so you and your team can stop juggling spreadsheets, multiple apps and emails, and focus on serving clients. Financial Cents brings everything you need into a single, intuitive platform: - Accounting Workflow Management and Automation - Team collaboration tools - Built-in client communication - Capacity Management - Email Integration & Management - 200+ Workflow templates - Client Portal - CRM - Inbuilt payment collection & automation - Business insights and reports: Realization & profitabily report, team utilization, work insights, revenue insights and more. - Proposals and Engagement Letters - Document Management & secure file sharing (unlimited storage) - and more

**Average Rating:** 4.7/5.0

**Total Reviews:** 243

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

- **Dashboard:** 9.0/10 (Category avg: 8.9/10)
- **Portal:** 8.7/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.2/10 (Category avg: 8.9/10)
- **Automation:** 8.7/10 (Category avg: 8.0/10)

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

- **Seller:** [Financial Cents](https://www.g2.com/sellers/financial-cents)
- **Year Founded:** 2020
- **HQ Location:** Atlanta, US
- **Twitter:** @\_FinancialCents  
1,287 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 98% Small, 2% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Financial Cents, finding navigation simple and efficient for all features.
- Users rave about the **organized and flexible workflows** in Financial Cents, enhancing efficiency and client service.
- Users commend the **efficiency improvements** provided by Financial Cents, enhancing project tracking and workflow management.
- Users value the **effective communication tools** of Financial Cents, enhancing client interactions and team collaboration significantly.
- Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining operations effortlessly.

##### Cons

- Users find the **price point too high** for smaller firms, limiting access to essential features and scalability.
- Users find the **limited functionality** in reporting tools and templates hinder effective management and client interactions.
- Users find the **document management issues** of Financial Cents frustrating, especially with file storage and coordination challenges.
- Users are frustrated by the **limited task closure options** and lack of active reminders in Financial Cents.
- Users face challenges with **email integration** in Financial Cents, experiencing issues like duplication and limited segmentation.

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

**["Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close"](https://www.g2.com/survey_responses/financial-cents-review-12747009)**

**Rating:** 5.0/5.0 stars

_— Stephen L._

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

**["Strong first impression for workflow management"](https://www.g2.com/survey_responses/financial-cents-review-12498998)**

**Rating:** 5.0/5.0 stars

_— Kevin M._

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-12498998)

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

- [What is Financial Cents used for?](https://www.g2.com/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?

- **Dashboard:** 9.4/10 (Category avg: 8.9/10)
- **Portal:** 10.0/10 (Category avg: 7.9/10)
- **Quality of Support:** 10.0/10 (Category avg: 8.9/10)
- **Automation:** 9.3/10 (Category avg: 8.0/10)

#### 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?

**["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)

**["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)

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

Founded by a practice CPA for over 35 years, Mango Practice Management is truly built by accountants for accountants. We provide project management, document management, time and billing, secure file-sharing, integrated payments, and client engagement solutions that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Like we always say, Mango has everything you need, all in one place. Start your 10-day free trial at www.mangopractice.com to take back control of your practice today!

**Average Rating:** 3.8/5.0

**Total Reviews:** 35

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

- **Dashboard:** 7.9/10 (Category avg: 8.9/10)
- **Portal:** 7.5/10 (Category avg: 7.9/10)
- **Quality of Support:** 7.2/10 (Category avg: 8.9/10)
- **Automation:** 7.3/10 (Category avg: 8.0/10)

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

- **Seller:** [ProfitSolv](https://www.g2.com/sellers/profitsolv)
- **Company Website:** www.profitsolv.com
- **Year Founded:** 2020
- **HQ Location:** Knoxville, US
- **Twitter:** @ProfitSolv  
18 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Mango Practice Management to be an **easy and user-friendly tool** , facilitating smooth transitions and efficient workflows.
- Users praise the **user-friendly billing system** of Mango Practice Management, enhancing client engagement and invoice creation.
- Users appreciate the **user-friendly invoicing system** in Mango, facilitating seamless billing and customization for diverse engagements.
- Users value the **client management capabilities** of Mango, enhancing invoicing and organization for their practices.
- Users praise the **amazing abundance of features** in Mango Practice Management, simplifying various tasks for accounting firms.

##### Cons

- Users find the **limited options** in billing and reporting features frustrating, highlighting a need for more flexibility.
- Users are disappointed by the **missing features** in Mango Practice Management, particularly the lack of billing flexibility.
- Users find the lack of **billing flexibility** frustrating, specifically with combining clients and recurring payment options.
- Users face **slow processing** with Mango, experiencing latency, recurring issues, and delayed bug fixes that hinder usability.
- Users face **frequent software bugs** with Mango, causing frustration due to ongoing glitches and recurring issues.

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

**["Flexible for Tracking Client Communications and Projects with Clear Dashboard Visuals for Open Items"](https://www.g2.com/survey_responses/mango-practice-management-review-13093535)**

**Rating:** 5.0/5.0 stars

_— Richard P._

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

**["Mango Practice Management Keeps Everything Organized and Easy to Navigate"](https://www.g2.com/survey_responses/mango-practice-management-review-13068103)**

**Rating:** 5.0/5.0 stars

_— Liz F._

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

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

- [What is Mango Practice Management used for?](https://www.g2.com/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 instrumentos:** 7.4/10 (Category avg: 8.9/10)
- **Portal:** 7.4/10 (Category avg: 7.9/10)
- **Calidad del soporte:** 9.8/10 (Category avg: 8.9/10)
- **Automatización:** 7.5/10 (Category avg: 8.0/10)

#### 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?

**["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)

**["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)

### [TaxFlow](https://www.g2.com/es/products/taxflow/reviews)

¿Necesitas una mejora de las hojas de cálculo codificadas por colores para seguir el trabajo fiscal, pero no necesitas una renovación completa de la gestión de la práctica? TaxFlow es una solución simple y enfocada diseñada específicamente para ayudar a los profesionales fiscales a organizar y gestionar su flujo de trabajo fiscal, sin duplicar funciones que ya tienes en otros sistemas. Es fácil para todo tu equipo aprender y está construido para que puedas obtener valor de toda la funcionalidad de inmediato, sin una curva de aprendizaje pronunciada, sin meses de capacitación.

**Average Rating:** 5.0/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate TaxFlow?

- **Tablero de instrumentos:** 10.0/10 (Category avg: 8.9/10)
- **Portal:** 3.3/10 (Category avg: 7.9/10)
- **Calidad del soporte:** 10.0/10 (Category avg: 8.9/10)
- **Automatización:** 5.8/10 (Category avg: 8.0/10)

#### Who Is the Company Behind TaxFlow?

- **Vendedor:** [TaxFlow](https://www.g2.com/es/sellers/taxflow)
- **Año de fundación:** 2020
- **Ubicación de la sede:** Colorado Springs, US
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de TaxFlow, beneficiándose de su interfaz intuitiva y requisitos mínimos de capacitación.
- Los usuarios encuentran que TaxFlow mejora en gran medida la **organización** durante la preparación de impuestos, simplificando los procesos y mejorando la eficiencia.
- Los usuarios valoran la **excelente visibilidad** que TaxFlow proporciona al rastrear las declaraciones de impuestos, mejorando la organización y la eficiencia durante la temporada de impuestos.
- Los usuarios aprecian la **comunicación receptiva con el cliente** de TaxFlow, lo que mejora su experiencia y soporte general.
- Los usuarios aprecian la **fácil configuración** de TaxFlow, lo que permite una experiencia de incorporación y gestión de impuestos sin problemas.

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

**["¡TaxFlow nos sacó del mundo de Excel! ¡Mucho mejor!"](https://www.g2.com/es/survey_responses/taxflow-review-11402252)**

**Rating:** 5.0/5.0 stars

_— Sandy F._

[Read full review](https://www.g2.com/es/survey_responses/taxflow-review-11402252)

**["Muy fácil de usar"](https://www.g2.com/es/survey_responses/taxflow-review-11348482)**

**Rating:** 5.0/5.0 stars

_— Rebecca L._

[Read full review](https://www.g2.com/es/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 instrumentos:** 8.3/10 (Category avg: 8.9/10)
- **Portal:** 6.1/10 (Category avg: 7.9/10)
- **Calidad del soporte:** 10.0/10 (Category avg: 8.9/10)
- **Automatización:** 8.3/10 (Category avg: 8.0/10)

#### 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?

**["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)

**["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)

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

Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages.

**Average Rating:** 4.7/5.0

**Total Reviews:** 109

#### How Do G2 Users Rate Uku?

- **Dashboard:** 9.3/10 (Category avg: 8.9/10)
- **Portal:** 9.0/10 (Category avg: 7.9/10)
- **Quality of Support:** 9.5/10 (Category avg: 8.9/10)
- **Automation:** 8.7/10 (Category avg: 8.0/10)

#### Who Is the Company Behind Uku?

- **Seller:** [Getuku](https://www.g2.com/sellers/getuku)
- **Year Founded:** 2017
- **HQ Location:** Tallinn, EE
- **Twitter:** @accountinguku  
48 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 72% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Uku's **ease of use** impressive, noting its intuitive design and straightforward setup process.
- Users value Uku's **time tracking capabilities** , enabling improved efficiency and accountability for teams and projects.
- Users appreciate the **easy-to-use and attractive user interface** , enhancing their daily experience and company adaptation.
- Users value the **effective task management** in Uku, as it helps streamline planning and enhances workflow organization.
- Users love the **efficient organization** features of Uku, making time tracking and task management seamless for teams.

##### Cons

- Users find the **learning curve for recurring tasks** steep, leading to confusion and duplicate entries in Uku.
- Users find it **challenging to locate completed tasks** in Uku's calendar without exact dates, impacting ease of use.
- Users find the **difficult learning** curve of Uku frustrating, making task management complex and confusing.
- Users find **date issues** frustrating, as tasks may disappear or appear duplicated, complicating task management and planning.
- Users experience **integration issues** with Uku, facing complications in tasks management and inefficient manual processes.

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

**["Effortless Task Management and Time Savings with Uku"](https://www.g2.com/survey_responses/uku-review-12201595)**

**Rating:** 4.0/5.0 stars

_— Kelly-Ly T._

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

**["Easy Setup, Smooth Onboarding, and a Clear UI Overview"](https://www.g2.com/survey_responses/uku-review-13158722)**

**Rating:** 5.0/5.0 stars

_— Sámuel Sebastian W._

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

### [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

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

- **Dashboard:** 7.5/10 (Category avg: 8.9/10)
- **Portal:** 7.5/10 (Category avg: 7.9/10)
- **Quality of Support:** 6.7/10 (Category avg: 8.9/10)
- **Automation:** 7.2/10 (Category avg: 8.0/10)

#### 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)

### [Tax Stack AI](https://www.g2.com/es/products/tax-stack-ai/reviews)

Tax Stack AI es una solución SaaS impulsada por IA diseñada para ayudar a las pequeñas firmas de contabilidad a optimizar la investigación fiscal, analizar documentos financieros y declaraciones de impuestos, y gestionar información de clientes. La plataforma centraliza flujos de trabajo contables clave en una sola interfaz, permitiendo a los usuarios procesar datos, revisar información de clientes y generar insights de manera eficiente. Está diseñada para firmas y profesionales independientes que necesitan herramientas prácticas basadas en IA sin la complejidad o el alto costo del software a nivel empresarial. La plataforma combina inteligencia artificial con funcionalidad específica de contabilidad. Obtiene información de referencias fiscales autorizadas revisadas por contadores públicos, aplica IA a los datos de los clientes y analiza documentos subidos para producir resultados accionables. Tax Stack AI está destinada a reducir la carga de trabajo manual, mejorar la precisión y apoyar los servicios de asesoría proporcionando información organizada y relevante. Características clave: Chatbot fiscal: Responde a consultas de investigación fiscal utilizando fuentes autorizadas, ofreciendo información consistente y precisa. Herramientas de gestión e insights de clientes: Rastrea la actividad de los clientes, identifica patrones y proporciona análisis específicos para planificación y asesoría. Chatbot específico para clientes: Aprende de documentos e inputs relacionados con clientes individuales, proporcionando orientación y respuestas personalizadas. Chatbot general: Extrae información de fuentes autorizadas y proporciona citas enlazadas para una debida diligencia adecuada. Análisis de documentos: Revisa automáticamente declaraciones de impuestos, estados financieros y otros documentos en busca de errores, inconsistencias y recomendaciones accionables. Interfaz integrada: Combina múltiples funciones contables en una plataforma, permitiendo una gestión de flujos de trabajo más sencilla. Beneficios y valor: Reduce el tiempo requerido para la investigación fiscal manual y la revisión de documentos. Apoya la precisión de los datos al cruzar referencias con fuentes autorizadas y realizar verificaciones automáticas. Centraliza múltiples tareas contables, reduciendo la complejidad del software y optimizando las operaciones. Diseñado específicamente para firmas pequeñas y profesionales independientes, evitando características y costos innecesarios asociados con plataformas empresariales más grandes. Facilita una toma de decisiones más informada para la planificación fiscal y la asesoría a clientes. Tax Stack AI está estructurada para ayudar a las firmas a incorporar la IA en sus operaciones de manera práctica y escalable. Al proporcionar herramientas para investigación, revisión de documentos y gestión de clientes, la plataforma apoya flujos de trabajo eficientes, resultados consistentes y mejor acceso a información relevante. Los usuarios pueden centrarse en analizar resultados y ofrecer asesoría en lugar de realizar tareas repetitivas y que consumen tiempo. En general, Tax Stack AI ofrece un enfoque centralizado y dirigido por IA para la contabilidad de pequeñas firmas. Su combinación de investigación fiscal, análisis de documentos y herramientas de insights de clientes proporciona un marco para mejorar la eficiencia operativa, mantener la precisión y apoyar servicios de asesoría más específicos. La plataforma está construida para satisfacer las necesidades específicas de prácticas contables más pequeñas, ofreciendo capacidades de IA de manera rentable y accesible.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Tax Stack AI?

- **Tablero de instrumentos:** 10.0/10 (Category avg: 8.9/10)
- **Portal:** 0.0/10 (Category avg: 7.9/10)
- **Calidad del soporte:** 9.6/10 (Category avg: 8.9/10)
- **Automatización:** 0.0/10 (Category avg: 8.0/10)

#### Who Is the Company Behind Tax Stack AI?

- **Vendedor:** [Tax Stack AI](https://www.g2.com/es/sellers/tax-stack-ai)
- **Ubicación de la sede:** N/A
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en 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

- Los usuarios encuentran que Tax Stack AI es **extremadamente fácil de usar** , simplificando los flujos de trabajo y mejorando la productividad sin esfuerzo.
- Los usuarios se benefician de la **mejora de eficiencia** de Tax Stack AI, reduciendo significativamente el tiempo de investigación y mejorando los conocimientos sobre los clientes.
- Los usuarios valoran las **herramientas de gestión de clientes** en Tax Stack AI, mejorando los conocimientos y priorizando los servicios de asesoramiento de manera eficiente.
- Los usuarios valoran el **soporte al cliente receptivo** de Tax Stack AI, apreciando la asistencia oportuna para una resolución de problemas efectiva.
- A los usuarios les encanta cómo Tax Stack AI proporciona **gestión de tareas eficiente** , mejorando la comprensión del cliente y optimizando los flujos de trabajo sin problemas.

##### Cons

- Los usuarios desean **configuraciones más avanzadas** en Tax Stack AI para mejorar el análisis de documentos y los conocimientos del cliente para la planificación fiscal.
- Los usuarios encuentran las **integraciones limitadas** frustrantes, deseando acceso directo a la nube para el manejo de documentos de clientes.
- Los usuarios desean **plantillas más avanzadas** en Tax Stack AI para un análisis de documentos personalizado y una mejor comprensión de los clientes.
- Los usuarios encuentran la interfaz **no amigable** , luchan con la complejidad y desean mejores ayudas visuales para obtener información.
- Los usuarios encuentran que **los informes deficientes** con respuestas cargadas de texto dificultan obtener rápidamente información y complican su experiencia.

#### What Are Recent G2 Reviews of Tax Stack AI?

**["Aumentó la eficiencia de nuestra empresa rápidamente"](https://www.g2.com/es/survey_responses/tax-stack-ai-review-11646055)**

**Rating:** 5.0/5.0 stars

_— Jill F._

[Read full review](https://www.g2.com/es/survey_responses/tax-stack-ai-review-11646055)

**["Revolucionario para la Investigación Fiscal y Asesoría al Cliente"](https://www.g2.com/es/survey_responses/tax-stack-ai-review-11689075)**

**Rating:** 5.0/5.0 stars

_— Usuario verificado en Consultoría_

[Read full review](https://www.g2.com/es/survey_responses/tax-stack-ai-review-11689075)

### [Taxaroo](https://www.g2.com/es/products/taxaroo/reviews)

Taxaroo es una herramienta moderna de gestión de prácticas fiscales basada en la nube. Permitimos que las firmas fiscales ahorren tiempo, ganen más dinero y mejoren su calidad de vida al proporcionar una mejor experiencia al cliente en línea con nuestra suite de herramientas de eficiencia práctica. Incluye portal para clientes y centro de comunicaciones (video, SMS y chat), flujo de trabajo, firmas electrónicas compatibles con el IRS e incluso facturación, poniendo todo en piloto automático para su firma.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Taxaroo?

- **Tablero de instrumentos:** 10.0/10 (Category avg: 8.9/10)
- **Portal:** 10.0/10 (Category avg: 7.9/10)
- **Calidad del soporte:** 10.0/10 (Category avg: 8.9/10)
- **Automatización:** 10.0/10 (Category avg: 8.0/10)

#### Who Is the Company Behind Taxaroo?

- **Vendedor:** [Taxaroo](https://www.g2.com/es/sellers/taxaroo-e13c63b4-8283-450a-a0b8-07f4eeb1a3bf)
- **Año de fundación:** 2014
- **Ubicación de la sede:** Sheridan , US
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn®

#### Who Uses This Product?

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

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

**["Esto tiene que ser una herramienta revolucionaria."](https://www.g2.com/es/survey_responses/taxaroo-review-9684540)**

**Rating:** 5.0/5.0 stars

_— Piyush R._

[Read full review](https://www.g2.com/es/survey_responses/taxaroo-review-9684540)

**["¡Taxaroo tiene que ser el mejor software de gestión de impuestos moderno en el mercado!"](https://www.g2.com/es/survey_responses/taxaroo-review-9684494)**

**Rating:** 5.0/5.0 stars

_— Prem R._

[Read full review](https://www.g2.com/es/survey_responses/taxaroo-review-9684494)

#### What Are G2 Users Discussing About Taxaroo?

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

### [Taxfiler](https://www.g2.com/es/products/taxfiler/reviews)

Cuentas en línea galardonadas, software de impuestos y MTD. Más de 10,000 contadores y tenedores de libros confían en Taxfiler todos los días para preparar y presentar cuentas y declaraciones de impuestos ante Companies House y HMRC. Taxfiler ofrece un conjunto completo de herramientas de cumplimiento y tiene una política de precios mensual simple y transparente que permite la presentación para empresas, sociedades, individuos y fideicomisos.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Taxfiler?

- **Tablero de instrumentos:** 10.0/10 (Category avg: 8.9/10)
- **Portal:** 8.3/10 (Category avg: 7.9/10)
- **Calidad del soporte:** 10.0/10 (Category avg: 8.9/10)
- **Automatización:** 10.0/10 (Category avg: 8.0/10)

#### Who Is the Company Behind Taxfiler?

- **Vendedor:** [Taxfiler](https://www.g2.com/es/sellers/taxfiler)
- **Año de fundación:** 1978
- **Ubicación de la sede:** Slough, England, United Kingdom
- **Página de LinkedIn®:** [uk.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios valoran la **asequibilidad** de Taxfiler, disfrutando de su solución rentable para declaraciones de impuestos de autoevaluación completas.
- Los usuarios aprecian las **funciones de automatización** de Taxfiler, que agilizan la entrada de datos y ahorran tiempo significativamente.
- Los usuarios encuentran la **facilidad de uso** de Taxfiler excepcional, lo que permite una entrada de datos eficiente y una integración perfecta en sus prácticas.
- Los usuarios aprecian la **mejora de eficiencia** de Taxfiler, ahorrando tiempo y simplificando la preparación de la declaración de impuestos de autoevaluación.
- Los usuarios aprecian las **fáciles integraciones** de Taxfiler, que agilizan el proceso de preparación de impuestos de manera eficiente.

##### Cons

- Los usuarios experimentan **errores de software** con Taxfiler, lo que lleva a la duplicación de clientes y a una funcionalidad menos completa después de la transferencia de IRIS.

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

**["TAXFILER - Simplemente el mejor"](https://www.g2.com/es/survey_responses/taxfiler-review-10298205)**

**Rating:** 5.0/5.0 stars

_— Matthew C._

[Read full review](https://www.g2.com/es/survey_responses/taxfiler-review-10298205)

**["Declaración de impuestos y preparación de cuentas"](https://www.g2.com/es/survey_responses/taxfiler-review-4298209)**

**Rating:** 5.0/5.0 stars

_— Rob L._

[Read full review](https://www.g2.com/es/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