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Best Tax Practice Management Software for for Small Business

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall Tax Practice Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Tax Practice Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Tax Practice Management category.

In addition to qualifying for inclusion in the Tax Practice Management Software category, to qualify for inclusion in the Small Business Tax Practice Management Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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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6 Listings in Small Business Tax Practice Management Available

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    G2 Score
TaxDome
By TaxDome
(626)4.7 out of 5
3rd Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 100% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaxDome 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
    181
    Automation
    108
    Customer Support
    98
    Client Portal
    75
    All-in-one Solution
    70
    Cons
    Learning Curve
    82
    Time-Consuming Setup
    43
    Missing Features
    39
    Difficult Setup
    38
    Difficult Learning
    37
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    8.7
    Dashboard
    Average: 8.7
    9.3
    Portal
    Average: 8.5
    9.1
    Quality of Support
    Average: 8.6
    8.7
    Automation
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    235 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 100% Small-Business
  • 0% Mid-Market
TaxDome 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
181
Automation
108
Customer Support
98
Client Portal
75
All-in-one Solution
70
Cons
Learning Curve
82
Time-Consuming Setup
43
Missing Features
39
Difficult Setup
38
Difficult Learning
37
TaxDome features and usability ratings that predict user satisfaction
8.7
Dashboard
Average: 8.7
9.3
Portal
Average: 8.5
9.1
Quality of Support
Average: 8.6
8.7
Automation
Average: 8.4
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
235 employees on LinkedIn®
Read TaxDome Reviews
Drake Tax
By Drakesoftware
(24)4.5 out of 5
View top Consulting Services for Drake Tax
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • 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
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drake Tax features and usability ratings that predict user satisfaction
    9.0
    Dashboard
    Average: 8.7
    7.0
    Portal
    Average: 8.5
    9.7
    Quality of Support
    Average: 8.6
    8.1
    Automation
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Drakesoftware
    Year Founded
    1977
    HQ Location
    Franklin, Western North Carolina
    Twitter
    @DrakeSoftware
    3,066 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
Drake Tax features and usability ratings that predict user satisfaction
9.0
Dashboard
Average: 8.7
7.0
Portal
Average: 8.5
9.7
Quality of Support
Average: 8.6
8.1
Automation
Average: 8.4
Seller Details
Seller
Drakesoftware
Year Founded
1977
HQ Location
Franklin, Western North Carolina
Twitter
@DrakeSoftware
3,066 Twitter followers
LinkedIn® Page
www.linkedin.com
590 employees on LinkedIn®
Read Drake Tax Reviews

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Karbon
By KarbonHQ
(652)4.8 out of 5
Optimized for quick response
1st Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 combinin

    Users
    • Accountant
    • Director
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 89% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Karbon 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
    124
    Task Management
    100
    Efficiency
    67
    Efficiency Improvement
    66
    Communication
    59
    Cons
    Missing Features
    40
    Email Issues
    31
    Learning Curve
    28
    Email Integration
    23
    Poor Usability
    23
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Karbon features and usability ratings that predict user satisfaction
    8.7
    Dashboard
    Average: 8.7
    7.8
    Portal
    Average: 8.5
    9.3
    Quality of Support
    Average: 8.6
    8.9
    Automation
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    KarbonHQ
    Company Website
    Year Founded
    2014
    HQ Location
    Sausalito, California
    Twitter
    @karbonhq
    3,622 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    263 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 combinin

Users
  • Accountant
  • Director
Industries
  • Accounting
  • Financial Services
Market Segment
  • 89% Small-Business
  • 10% Mid-Market
Karbon 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
124
Task Management
100
Efficiency
67
Efficiency Improvement
66
Communication
59
Cons
Missing Features
40
Email Issues
31
Learning Curve
28
Email Integration
23
Poor Usability
23
Karbon features and usability ratings that predict user satisfaction
8.7
Dashboard
Average: 8.7
7.8
Portal
Average: 8.5
9.3
Quality of Support
Average: 8.6
8.9
Automation
Average: 8.4
Seller Details
Seller
KarbonHQ
Company Website
Year Founded
2014
HQ Location
Sausalito, California
Twitter
@karbonhq
3,622 Twitter followers
LinkedIn® Page
www.linkedin.com
263 employees on LinkedIn®
Canopy
By Canopy
(440)4.6 out of 5
Optimized for quick response
4th Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accou

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 97% Small-Business
    • 2% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Canopy 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
    80
    Document Management
    41
    Task Management
    29
    Client Management
    25
    Customer Support
    24
    Cons
    Missing Features
    14
    Bug Issues
    12
    File Management
    12
    Limited Customization
    10
    Email Integration
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Canopy features and usability ratings that predict user satisfaction
    9.0
    Dashboard
    Average: 8.7
    9.3
    Portal
    Average: 8.5
    9.0
    Quality of Support
    Average: 8.6
    8.8
    Automation
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Canopy
    Company Website
    Year Founded
    2014
    HQ Location
    Draper, Utah
    Twitter
    @canopysuite
    2,019 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    217 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accou

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 97% Small-Business
  • 2% Mid-Market
Canopy 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
80
Document Management
41
Task Management
29
Client Management
25
Customer Support
24
Cons
Missing Features
14
Bug Issues
12
File Management
12
Limited Customization
10
Email Integration
9
Canopy features and usability ratings that predict user satisfaction
9.0
Dashboard
Average: 8.7
9.3
Portal
Average: 8.5
9.0
Quality of Support
Average: 8.6
8.8
Automation
Average: 8.4
Seller Details
Seller
Canopy
Company Website
Year Founded
2014
HQ Location
Draper, Utah
Twitter
@canopysuite
2,019 Twitter followers
LinkedIn® Page
www.linkedin.com
217 employees on LinkedIn®
Financial Cents
By Financial Cents
(114)4.8 out of 5
2nd Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:$23 /month per team ...
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    An easy-to-use accounting practice management software that has everything you need to collaborate with your team, get organized and hit your deadlines.

    Users
    • Owner
    • CEO
    Industries
    • Accounting
    Market Segment
    • 99% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Financial Cents 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
    28
    Task Management
    17
    Integrations
    13
    Efficiency Improvement
    11
    Setup Ease
    11
    Cons
    Expensive
    6
    Poor Customer Support
    5
    Difficult Setup
    3
    Email Integration
    3
    Email Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Financial Cents features and usability ratings that predict user satisfaction
    9.5
    Dashboard
    Average: 8.7
    9.2
    Portal
    Average: 8.5
    9.3
    Quality of Support
    Average: 8.6
    9.4
    Automation
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Financial Cents
    Year Founded
    2020
    HQ Location
    Atlanta, US
    Twitter
    @_FinancialCents
    1,267 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

An easy-to-use accounting practice management software that has everything you need to collaborate with your team, get organized and hit your deadlines.

Users
  • Owner
  • CEO
Industries
  • Accounting
Market Segment
  • 99% Small-Business
Financial Cents 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
28
Task Management
17
Integrations
13
Efficiency Improvement
11
Setup Ease
11
Cons
Expensive
6
Poor Customer Support
5
Difficult Setup
3
Email Integration
3
Email Issues
3
Financial Cents features and usability ratings that predict user satisfaction
9.5
Dashboard
Average: 8.7
9.2
Portal
Average: 8.5
9.3
Quality of Support
Average: 8.6
9.4
Automation
Average: 8.4
Seller Details
Seller
Financial Cents
Year Founded
2020
HQ Location
Atlanta, US
Twitter
@_FinancialCents
1,267 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Read Financial Cents Reviews
Mango Practice Management
By ProfitSolv
(25)3.6 out of 5
5th Easiest To Use in Tax Practice Management software
Save to My Lists
Entry Level Price:Starting at $35.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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-

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 88% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mango Practice Management 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
    4
    Billing
    3
    Features
    3
    Invoicing
    3
    Setup Ease
    2
    Cons
    Billing Issues
    2
    Poor Customer Support
    2
    Software Bugs
    2
    Complex Implementation
    1
    Editing Difficulties
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mango Practice Management features and usability ratings that predict user satisfaction
    7.9
    Dashboard
    Average: 8.7
    7.5
    Portal
    Average: 8.5
    6.5
    Quality of Support
    Average: 8.6
    6.9
    Automation
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    ProfitSolv
    Company Website
    Year Founded
    2020
    HQ Location
    Knoxville, US
    Twitter
    @ProfitSolv
    14 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    120 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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-

Users
No information available
Industries
  • Accounting
Market Segment
  • 88% Small-Business
  • 8% Mid-Market
Mango Practice Management 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
4
Billing
3
Features
3
Invoicing
3
Setup Ease
2
Cons
Billing Issues
2
Poor Customer Support
2
Software Bugs
2
Complex Implementation
1
Editing Difficulties
1
Mango Practice Management features and usability ratings that predict user satisfaction
7.9
Dashboard
Average: 8.7
7.5
Portal
Average: 8.5
6.5
Quality of Support
Average: 8.6
6.9
Automation
Average: 8.4
Seller Details
Seller
ProfitSolv
Company Website
Year Founded
2020
HQ Location
Knoxville, US
Twitter
@ProfitSolv
14 Twitter followers
LinkedIn® Page
www.linkedin.com
120 employees on LinkedIn®
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All Segments
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6 Listings in Small Business Tax Practice Management Available

  • Sort By:
    G2 Score

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