Best Tax Practice Management 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 They looked at the tax industry and saw a stale, outdated industry, and now we're shaking it up.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
9.2
Oracle Tax Reporting Cloud
★★★★★

Oracle Tax Reporting Cloud

Oracle Tax Reporting Cloud is a tax-owned solution that works with your finance systems to help deliver effective, efficient, and transparent corporate tax processes including tax provision and country by country reporting (CbCR).

Cloud maintenance of Tax reporting - Shubham A.

Ease of use
8.6
Support
9.4
Ease of Setup
9.4
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
6.6
Taxamo
★★★★★

Taxamo

Taxamo's international digital tax solutions enable merchants to comply with worldwide consumer place of supply rules for VAT/GST.

A trusted partner - User in Information Technology and Services

Ease of use
Support
Ease of Setup
9.6
Sales Tax DataLINK
★★★★★

Sales Tax DataLINK

Sales tax filing software that makes it fast, easy, and affordable to audit sales tax and file with local and state authorities.

They're proactive and helpful. - Ben R.

Ease of use
Support
Ease of Setup

Languages supported: English

9.6
Taxify
★★★★★

Taxify

Taxify saves online sellers time and money by keeping them in compliance with sales tax reporting and remittance. Taxify can report for every state and local jurisdiction -- on an easy-to-use, self-service software platform .

Easily integrate to your business - Pedro M.

Ease of use
Support
Ease of Setup

Languages supported: English

6.6
Gruntworx
★★★★★

Gruntworx

GruntWorx Technologies replace manual organization & data entry, freeing tax professionals from tedious tasks, so they can focus on profit.

Gruntworx is the most valuable tool in the tax preparation industry - Bill F.

Ease of use
Support
Ease of Setup
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

10
Tax1099
★★★★★

Tax1099

TAX1099.com, powered by TechAtlantis, Inc., is an IRS- approved E-file provider for 1099, 1098, W2, and 940/941/944 and other forms

Simple, straightforward and super affordable for filing 1099 forms - Itamar R.

Ease of use
Support
Ease of Setup

Languages supported: English

8.6
Webgility
★★★★★

Webgility

Run your online retail company from a single location. Webgility integrates with more than 70 e-commerce channels, platforms, and business systems.

Syncs Ecommerce Orders with Great Support - Mindy L.

Ease of use
8.0
Support
8.9
Ease of Setup
7.2

Languages supported: English

9.6
TaxRates.io
★★★★★

TaxRates.io

Taxrates.io delivers US Sales tax, VAT and GST rates directly to you through intelligent automation.

Easy integration and fair pricing! - Andrej C.

Ease of use
9.5
Support
9.6
Ease of Setup
9.4
8.6
Drake Tax
★★★★★

Drake Tax

Drake Tax is comprehensive, all-in-one professional tax software.

Best Tax Software I've Used - Paul G.

Ease of use
7.5
Support
8.7
Ease of Setup
7.4
9
Clarus R+D Platform
★★★★★

Clarus R+D Platform

Clarus R+D automates and simplifies the process of claiming R&D tax credits.

Clear Platform for Tax Purposes - Cate J.

Ease of use
Support
Ease of Setup

Languages supported: English

8
Yearli
★★★★★

Yearli

Yearli is an online tax filing platform.

It is super easy to use. I used it for the first time in January and was an expert by the 1st week. - User in Accounting

Ease of use
Support
Ease of Setup
8
WorkingPoint
★★★★★

WorkingPoint

WorkingPoint is an accounting software for small businsses that helps track income and expenses, create and send invoices, pay bills, manage cash, track inventory, and communicate with customers.

Good for tracking invoices - User in Construction

Ease of use
Support
Ease of Setup
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