Best Retirement Tax Planning Software

Products Buyer's Guide
8.4
ProSeries
★★★★★

ProSeries

ProSeries is a tax software that allows you to file returns by managing the tax preparation process from collecting and importing data automatically to filing returns.

Stay away from ProSeries - horrendous support - Glen P.

Ease of use
9.0
Support
8.1
Ease of Setup
0.0
9.4
Canopy
★★★★★

Canopy

Canopy Tax is making taxes dead simple for small businesses and their advisors. They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up. Canopy is a simple, yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more.

Canopy is so convenient, but it became a Godsend during the pandemic! - Tanya B.

Ease of use
9.0
Support
9.5
Ease of Setup
9.5

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.6
TurboTax Business
★★★★★

TurboTax Business

With TurboTax Business, you don't need to know a thing about business taxes.

TurboTax Business: Really easy to use - Sharon M.

Ease of use
8.8
Support
8.6
Ease of Setup
0.0
5.6
TaxCloud
★★★★★

TaxCloud

TaxCloud is a sales tax management & compliance service designed for online retailers. Our cloud-based, SaaS platform offers sales tax calculation for every address in the US, filing & remittance services, audit response and indemnification to our clients. TaxCloud offers both a FREE service (paid for by our state partners) and a fee based service model - it' your choice! We have many integrations with leading carts/platforms, marketplaces, ...

Tax calculates correct but pray you don't need tech support - Administrator in Retail

Ease of use
5.7
Support
5.1
Ease of Setup
0.0

Languages supported: English

9
Quaderno
★★★★★

Quaderno

Platform that automates invoices for Stripe, Braintree, and PayPal.

Best GUI for Invoicing - Arvind S.

Ease of use
Support
Ease of Setup
8.6
Credit Karma Tax
★★★★★

Credit Karma Tax

Give you the tools, the education and the opportunities you need to make real, meaningful progress

Free State and Federal Taxes for Individuals and Small Business - Robert S.

Ease of use
9.2
Support
8.4
Ease of Setup
9.6
7.6
GoSystem Tax RS
★★★★★

GoSystem Tax RS

GoSystem Tax RS has unmatched web-based tax processing power, is scalable to your needs, and is available in a secure online environment.

Best Integrated Tax Software - John Z.

Ease of use
7.4
Support
7.3
Ease of Setup
0.0
9.6
LOVAT
★★★★★

LOVAT

Identifies your customer's location. Applies only to overseas transactions. All VAT compliance

A convenient tool for VAT management - Ekaterina M.

Ease of use
8.5
Support
9.8
Ease of Setup
8.6

Languages supported: German, English, Spanish, Chinese (Simplified)

9.4
TaxJar
★★★★★

TaxJar

TaxJar is a technology solution designed for eCommerce businesses and developers to manage sales tax.

Easiest way to manage your sales tax obligations for your online business - George G.

Ease of use
9.2
Support
9.5
Ease of Setup
8.4

Languages supported: German, English, Spanish

10
CheckMark™ 1099 software
★★★★★

CheckMark™ 1099 software

Both versions handle 1099-MISC, 1099-INT, 1099-DIV, 1099-R and 1099-S forms. Both versions will save you money: print 1099-MISC or 1099-INT on blank paper or pre-printed forms and the other 1099 types on pre-printed forms. Save time by importing data. Choose the E-file version to submit all data to the IRS electronically.

Efficient - User in Education Management

Ease of use
Support
Ease of Setup

Languages supported: English

7.8
CSC Corptax
★★★★★

CSC Corptax

Tax provision, compliance, and planning.

Corptax - Tool for your tax needs - Charan K.

Ease of use
6.1
Support
7.6
Ease of Setup
5.4

Languages supported: English

4
OnlineFileTaxes
★★★★★

OnlineFileTaxes

OnlineFileTaxes enables users to e-file 1099s and other tax forms.

Doesnt refund all the tax that you were expecting to get - User in Accounting

Ease of use
Support
Ease of Setup
10
SimpleTax
★★★★★

SimpleTax

SimpleTax is a HMRC recognised software, designed to be a simple way of calculating and submitting a self-assessment return.

Amazing software. Easy to use - michael f.

Ease of use
Support
Ease of Setup
10
EXEMPTAX
★★★★★

EXEMPTAX

EXEMPTAX provides a full-service platform to manage your tax exemption certificates throughout every stage. EXEMPTAX helps you to manage your tax certificate obligations correctly and respond to audits quickly.

Excellent tax exempt certificate management system - Ted B.

Ease of use
Support
Ease of Setup

Languages supported: English

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