Best Professional Tax Software

Subhransu Sahu
SS
Researched and written by Subhransu Sahu

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 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

Best Professional Tax Software At A Glance

Best for Small Businesses:
Highest User Satisfaction:
Best Free Software:
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Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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20 Listings in Professional Tax Available
(143)4.5 out of 5
1st Easiest To Use in Professional Tax software
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35% off
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Streamline your books-to-tax-to-advisory workflow seamlessly from start to finish with ProConnect. You can get started free today with our powerful, browser-based, professional tax software that autom

    Users
    • Owner
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 99% Small-Business
    • 1% Enterprise
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Intuit
    Company Website
    Year Founded
    1983
    HQ Location
    Mountain View, California
    Twitter
    @Intuit
    81,037 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17,244 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline your books-to-tax-to-advisory workflow seamlessly from start to finish with ProConnect. You can get started free today with our powerful, browser-based, professional tax software that autom

Users
  • Owner
Industries
  • Accounting
  • Financial Services
Market Segment
  • 99% Small-Business
  • 1% Enterprise
Seller Details
Seller
Intuit
Company Website
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
81,037 Twitter followers
LinkedIn® Page
www.linkedin.com
17,244 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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.

    Users
    • Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 84% Small-Business
    • 10% Enterprise
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Intuit
    Year Founded
    1983
    HQ Location
    Mountain View, California
    Twitter
    @Intuit
    81,037 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17,244 employees on LinkedIn®
    Ownership
    VIE:INTU
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
  • Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 84% Small-Business
  • 10% Enterprise
Seller Details
Seller
Intuit
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
81,037 Twitter followers
LinkedIn® Page
www.linkedin.com
17,244 employees on LinkedIn®
Ownership
VIE:INTU

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(131)4.1 out of 5
View top Consulting Services for CCH ProSystem fx Tax
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CCH ProSystem fx Tax allows you to automate your tax return process with a tax compliance and preparation solution.

    Users
    • Staff Accountant
    • Tax Manager
    Industries
    • Accounting
    Market Segment
    • 37% Mid-Market
    • 31% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    18,031 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22,889 employees on LinkedIn®
    Ownership
    AMS:WKL
Product Description
How are these determined?Information
This description is provided by the seller.

CCH ProSystem fx Tax allows you to automate your tax return process with a tax compliance and preparation solution.

Users
  • Staff Accountant
  • Tax Manager
Industries
  • Accounting
Market Segment
  • 37% Mid-Market
  • 31% Small-Business
Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,031 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • IRS Solutions Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Customer Support
    4
    Efficiency Improvement
    4
    Document Management
    3
    Visibility
    3
    Cons
    Inefficiency
    2
    Overwhelming Complexity
    2
    Client Management
    1
    Download Issues
    1
    Email Integration
    1
  • Seller Details
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  • Seller Details
    HQ Location
    Valencia, CA
    Twitter
    @IRSSolutions1
    137 Twitter followers
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Accounting
Market Segment
  • 100% Small-Business
IRS Solutions Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Customer Support
4
Efficiency Improvement
4
Document Management
3
Visibility
3
Cons
Inefficiency
2
Overwhelming Complexity
2
Client Management
1
Download Issues
1
Email Integration
1
Seller Details
HQ Location
Valencia, CA
Twitter
@IRSSolutions1
137 Twitter followers
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 75% Small-Business
    • 18% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Intuit
    Company Website
    Year Founded
    1983
    HQ Location
    Mountain View, California
    Twitter
    @Intuit
    81,037 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17,244 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Accounting
Market Segment
  • 75% Small-Business
  • 18% Mid-Market
Seller Details
Seller
Intuit
Company Website
Year Founded
1983
HQ Location
Mountain View, California
Twitter
@Intuit
81,037 Twitter followers
LinkedIn® Page
www.linkedin.com
17,244 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 94% Small-Business
    • 2% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • UltraTax CS Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Customer Support
    1
    Process Streamlining
    1
    User Interface
    1
    Cons
    Expensive
    2
    Inefficiency
    2
    Software Bugs
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2008
    HQ Location
    Toronto, CA
    Twitter
    @thomsonreuters
    152,777 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34,134 employees on LinkedIn®
    Ownership
    NYSE:TRI
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Accounting
Market Segment
  • 94% Small-Business
  • 2% Enterprise
UltraTax CS Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Customer Support
1
Process Streamlining
1
User Interface
1
Cons
Expensive
2
Inefficiency
2
Software Bugs
1
Seller Details
Year Founded
2008
HQ Location
Toronto, CA
Twitter
@thomsonreuters
152,777 Twitter followers
LinkedIn® Page
www.linkedin.com
34,134 employees on LinkedIn®
Ownership
NYSE:TRI
(24)4.5 out of 5
View top Consulting Services for Drake Tax
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 96% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Drake Tax Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    All-in-one Solution
    1
    Customer Support
    1
    Cons
    Expensive
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1977
    HQ Location
    Franklin, Western North Carolina
    Twitter
    @DrakeSoftware
    3,071 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    590 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Accounting
Market Segment
  • 96% Small-Business
Drake Tax Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
All-in-one Solution
1
Customer Support
1
Cons
Expensive
1
Seller Details
Year Founded
1977
HQ Location
Franklin, Western North Carolina
Twitter
@DrakeSoftware
3,071 Twitter followers
LinkedIn® Page
www.linkedin.com
590 employees on LinkedIn®
  • Overview
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  • Seller Details
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  • Overview
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  • We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    18,031 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22,889 employees on LinkedIn®
    Ownership
    AMS:WKL
We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,031 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL
  • Overview
    Expand/Collapse Overview
  • We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    18,031 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22,889 employees on LinkedIn®
    Ownership
    AMS:WKL
We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,031 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Express GST is a cloud-based GST software that simplifies filing GST returns for businesses in India. It offers features like automatic data import from Excel, multiple validations to ensure error-fre

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Year Founded
    2006
    HQ Location
    Jaipur, Rajasthan
    Twitter
    @KDKSoftwares
    4,177 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    179 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Express GST is a cloud-based GST software that simplifies filing GST returns for businesses in India. It offers features like automatic data import from Excel, multiple validations to ensure error-fre

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
2006
HQ Location
Jaipur, Rajasthan
Twitter
@KDKSoftwares
4,177 Twitter followers
LinkedIn® Page
www.linkedin.com
179 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ExpressITR gives you a seamless ITR Filing Experience as trusted by more than 1.5 Lakh+ KDK Users. Features: • Import JSON of Capital Gain • Auto generate AIS Capital Gain Transactions Report • Notif

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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  • Seller Details
    Year Founded
    2006
    HQ Location
    Jaipur, Rajasthan
    Twitter
    @KDKSoftwares
    4,177 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    179 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ExpressITR gives you a seamless ITR Filing Experience as trusted by more than 1.5 Lakh+ KDK Users. Features: • Import JSON of Capital Gain • Auto generate AIS Capital Gain Transactions Report • Notif

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
2006
HQ Location
Jaipur, Rajasthan
Twitter
@KDKSoftwares
4,177 Twitter followers
LinkedIn® Page
www.linkedin.com
179 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
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    HQ Location
    N/A
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No information available
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No information available
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HQ Location
N/A
0 ratings
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    Twitter
    @www_OLT_com
    174 Twitter followers
We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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No information available
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No information available
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Twitter
@www_OLT_com
174 Twitter followers
  • Overview
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  • We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
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    No information available
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    No information available
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    Year Founded
    2012
    LinkedIn® Page
    www.linkedin.com
    55 employees on LinkedIn®
We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Year Founded
2012
LinkedIn® Page
www.linkedin.com
55 employees on LinkedIn®