Navigating the Landscape of Tax Preparation Software for Nonprofits: What Data Tells Us When analyzing customer feedback across multiple platforms, it becomes clear that nonprofits have unique needs when it comes to tax preparation software. Comparative research shows that software like QuickBooks Online and TaxSlayer frequently appear in top-rated lists for their user-friendly interfaces and robust reporting features. Many reviews indicate that users appreciate QuickBooks for its seamless integration with other accounting tools, which is crucial for organizations juggling multiple financial responsibilities. However, while some users overthink the necessity of advanced features, data suggests that prioritizing basic functionalities—such as accurate filing and easy access to previous records—often meets the needs of many small nonprofits. Interestingly, H&R Block receives positive feedback in customer reviews for its affordability and comprehensive support, making it an appealing choice for organizations on a tight budget. Industry reports show that a significant portion of nonprofits prioritize cost-effective solutions, yet often overlook essential customer service elements, which can lead to frustration during peak tax season.Navigating the Landscape of Tax Preparation Software for Nonprofits: What Data Tells Us When analyzing customer feedback across multiple platforms, it becomes clear that nonprofits have unique needs when it comes to tax preparation software.Navigating the Landscape of Tax Preparation Software for Nonprofits: What Data Tells Us When analyzing customer feedback across multiple platforms, it becomes clear that nonprofits have unique needs when it comes to tax preparation software. Comparative research shows that software like QuickBooks Online and TaxSlayer frequently appear in top-rated lists for their user-friendly interfaces and robust reporting features. Many reviews indicate that users appreciate QuickBooks for its seamless integration with other accounting tools, which is crucial for organizations juggling multiple financial responsibilities. However, while some users overthink the necessity of advanced features, data suggests that prioritizing basic functionalities—such as accurate filing and easy access to previous records—often meets the needs of many small nonprofits. Interestingly, H&R Block receives positive feedback in customer reviews for its affordability and comprehensive support, making it an appealing choice for organizations on a tight budget. Industry reports show that a significant portion of nonprofits prioritize cost-effective solutions, yet often overlook essential customer service elements, which can lead to frustration during peak tax season. So, how do you choose the right software without going down a rabbit hole of features? Moreover, historical tidbits reveal that TaxAct, which started as a simple tax preparation tool, has evolved into a sophisticated software option that still retains its roots in affordability. Research suggests that the right balance of price and functionality is key—especially since many nonprofits operate on shoestring budgets. Seasonal considerations are also essential; some software options excel in remote access, which can be a lifesaver during hectic tax months. Remember, it’s often the little things—like timely updates and customer support—that can make or break your experience. Just like trying to find a parking spot at a busy event, navigating tax preparation software can be a challenge, but with the right tools, it doesn’t have to be a comedy of errors!
990 Tracker is a tax-exempt software designed specifically to streamline data collection, form preparation, and e-filing for nonprofits and accounting firms. This SaaS solution automates compliance, making it a valuable tool for industry professionals who need to manage tax-exempt filings effectively and efficiently.
990 Tracker is a tax-exempt software designed specifically to streamline data collection, form preparation, and e-filing for nonprofits and accounting firms. This SaaS solution automates compliance, making it a valuable tool for industry professionals who need to manage tax-exempt filings effectively and efficiently.
Best for teams that are
Large exempt organizations like universities, hospitals, and pension trusts
Entities with high volumes of K-1s and complex investment portfolios
Organizations needing to manage master compensation across multiple entities
Skip if
Small nonprofits with simple 990-N or 990-EZ filing needs
Organizations with limited budgets seeking a low-cost solution
Single-entity nonprofits with no investment complexity
Expert Take
Our analysis shows 990 Tracker excels for complex non-profits due to its specialized Master Compensation Module and deep integration with K1 Aggregator, which automates the ingestion of alternative investment data. Research indicates it is a preferred choice for major universities and health systems, backed by its pedigree as the former C-TRAC system from Crowe. While it lacks support for the simple 990-N, its capability to handle intricate multi-state and multi-entity filings makes it a robust enterprise solution.
Pros
IRS-approved e-filing for 42 state jurisdictions
Master Compensation Module for multi-entity reporting
One-click integration with K1 Aggregator
SOC 2 Type 2 certified security
Trusted by 44 of top 100 institutional investors
Cons
Does not support Form 990-N filing
Manual upload required for some 990-T attachments
Pricing is not publicly available
High cost reported by some users
Issues with state returns subject to siloing
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex tax forms, multi-state filings, and specialized non-profit reporting requirements.
What We Found
990 Tracker supports e-filing for all major federal forms (990, 990-PF, 990-T) and 42 state jurisdictions, featuring specialized modules for Master Compensation and Conflict of Interest management.
Score Rationale
The score is high due to comprehensive federal and state coverage and specialized modules, though slightly penalized for the exclusion of Form 990-N.
Supporting Evidence
The software does not support Form 990-N (e-Postcard) filing. The only thing it does not do is form 990 N
— youtube.com
Includes a Master Compensation Module to manage reporting across multiple entities and a Conflict of Interest module. Master Compensations Module with reporting across multiple entities. Conflict of Interest modules to manage board questionnaires.
— k1x.io
IRS approved e-filing for 990, 990-PF, 990-EZ, 990-T, 4720, and 8868 plus support for all 42 state taxing jurisdictions. IRS approved e-filing for 990, 990-PF, 990-EZ, 990-T, 4720, and 8868 + support for all 42 state taxing jurisdictions.
— k1x.io
9.5
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for adoption by major industry players, awards, and historical pedigree in the tax compliance space.
What We Found
Originally developed as C-TRAC by Crowe (a top 10 accounting firm), the software is used by 44 of the top 100 institutional investors and 20 of the top 25 accounting firms.
Score Rationale
The product achieves a near-perfect score due to its origins at a top accounting firm and widespread adoption by leading university endowments and health systems.
Supporting Evidence
Recognized as a Fast Company Most Innovative Companies 2025 honoree. A Fast Company Most Innovative Companies 2025 honoree
— g2.com
Formerly known as C-TRAC, developed by Crowe tax specialists. 990 Tracker (formerly C-TRAC) has proven to be one of the smartest purchases our department has made.
— k1x.io
Trusted by 44 of the top 100 largest investors, 20 of the top 25 accounting firms, and 45 of the top 100 university endowments. trusted by more than 8000 organizations including 44 of the 100 largest institutional investors in the US, 20 of the top 25 accounting firms... 45 of the top 100 university endowments
— hub.coso.org
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess user interface design, ease of navigation, and the quality of customer support resources.
What We Found
Users consistently praise the interface for mirroring actual tax forms and report rapid support response times, often within a day.
Score Rationale
Strong user reviews regarding ease of navigation and support responsiveness justify a high score, with users noting significant time savings over manual methods.
Supporting Evidence
Rollover to a new tax year is described as instantaneous. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser
— k1x.io
The interface is designed to look exactly like the tax forms for intuitive navigation. the system looks exactly like the form, making navigation easy and intuitive
— youtube.com
Users report the system is user-friendly and support provides quick answers. 990 Tracker (formerly C-TRAC) is very user friendly, easily navigable. Support is great. We get quick answers.
— k1x.io
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, ROI claims, and cost-to-value ratio based on public data.
What We Found
Pricing is not publicly listed and is described as high by some users, though the company claims significant ROI through labor savings.
Score Rationale
The score is impacted by the lack of public pricing and reports of high costs, despite strong documented ROI claims for large organizations.
Supporting Evidence
Users on forums mention the cost is high compared to alternatives. Have had a few meetings but their cost is so high, it just doesn't make sense.
— reddit.com
Pricing is tiered (Essentials, Enhanced, Enterprise) but specific costs are not public. ESSENTIALS... MOST POPULAR ENHANCED... ENTERPRISE
— k1x.io
Claims a 311% ROI and $144K in annual labor savings for a composite firm. 311% ROI: independent analysis by genius drive... Generate $144K in annual labor savings
— k1x.io
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for connectivity with other tax software, data import capabilities, and API availability.
What We Found
Offers deep integration with K1 Aggregator for investment data and toolkits for Thomson Reuters and Wolters Kluwer software.
Score Rationale
Strong integration with its own K1 ecosystem and major tax software providers supports a high score, facilitating complex data workflows.
Supporting Evidence
Includes integration toolkits for TR (Thomson Reuters) and WK (Wolters Kluwer). Integration Toolkit (TR & WK)
— k1x.io
Features one-click integration with K1 Aggregator. One-click integration with K1 Aggregator.
— k1x.io
9.3
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine security certifications, encryption standards, and compliance with IRS e-filing mandates.
What We Found
The platform is SOC 2 Type 2 certified, IRS-approved for e-filing, and employs encryption at rest and audit logging.
Score Rationale
Top-tier security credentials including SOC 2 Type 2 and IRS approval ensure this product meets the strict compliance needs of financial institutions.
Supporting Evidence
IRS approved e-file solution for federal forms. 990 Tracker is an IRS efile solution, one of only 15 that is able to e-file all federal forms
— youtube.com
Maintains SOC 2 Type 2 certification and provides a public trust center. demonstrating that commitment through our annual SOC 2 Type 2 reports
— trust.k1x.io
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users have reported that the software does not work well for state returns subject to siloing rules.
Impact: This issue caused a significant reduction in the score.
Wolters Kluwer provides a comprehensive tax and accounting software solution specifically designed for nonprofit organizations. It automates calculations, form generation, and routine tasks, ensuring compliance and up-to-date regulatory adherence, crucial for the unique tax and accounting needs of nonprofit entities.
Wolters Kluwer provides a comprehensive tax and accounting software solution specifically designed for nonprofit organizations. It automates calculations, form generation, and routine tasks, ensuring compliance and up-to-date regulatory adherence, crucial for the unique tax and accounting needs of nonprofit entities.
USER-FRIENDLY INTERFACE
AUTOMATED CALCULATIONS
Best for teams that are
Large CPA firms and professional tax preparers handling high-volume compliance
Organizations with complex multi-state filing requirements
Firms needing integrated workflow, document management, and K-1 automation
Skip if
Small nonprofits looking for a low-cost, DIY filing solution
Non-accountants or volunteers unfamiliar with professional tax interfaces
Organizations with simple 990-N filing needs
Expert Take
Our analysis shows that Wolters Kluwer's CCH Axcess Tax stands out for its sheer depth of compliance capability, handling complex nonprofit forms like 990-T and 990-PF that lighter tools often miss. Research indicates it is a top choice for firms requiring rigorous security (SOC 2/ISO 27001) and cloud mobility. However, potential users must weigh these premium features against documented reports of performance lag during peak seasons.
Pros
Comprehensive 990/990-PF/990-T form support
Cloud-based SaaS allows remote access
Strong SOC 2 & ISO 27001 security
Integrates with Xero and CCH suite
Automated depreciation data flow to forms
Cons
Reported system slowness and lag
Slow customer support response times
Steep learning curve for new users
Complex, opaque pricing for larger firms
Annual price increases reported by users
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.4
Category 1: Product Capability & Depth
What We Looked For
Comprehensive support for federal nonprofit forms (990 series), state filings, and automated data flow for complex compliance needs.
What We Found
The software supports a vast array of forms including 990, 990-PF, 990-N, 990-EZ, 990-T, 4720, and 5227, with electronic filing for federal and 24 states.
Score Rationale
The score reflects the platform's exhaustive form library and advanced features like automatic depreciation transfers, positioning it as a top-tier solution for complex compliance.
Supporting Evidence
Includes an automatic sales feature that transfers depreciation to all applicable forms, including disposition forms. Includes an “automatic sales feature” that transfers depreciation to all applicable forms, including disposition forms such as Form 6252 and 4684.
— wolterskluwer.com
Fully supports federal electronic filing and calculations for Form 990, 990-PF, 990-N, 990-EZ, 990-T, 4720 and 5227. Fully supports federal electronic filing and calculations for federal Form 990, 990-PF, 990-N, 990-EZ, 990-T, 4720 and 5227.
— wolterskluwer.com
Ensures compliance with up-to-date regulatory adherence, crucial for nonprofit entities.
— wolterskluwer.com
Automates calculations and form generation, as documented in the official product description.
— wolterskluwer.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
Evidence of industry leadership, adoption by major firms, and long-standing reputation in the tax software market.
What We Found
Wolters Kluwer is a global leader in tax information services, with its CCH Axcess suite being used by 94 of the top 100 accounting firms.
Score Rationale
The product's dominance among top-tier firms and the vendor's global status justify a high credibility score, reinforcing it as a standard-bearer in the industry.
Supporting Evidence
Wolters Kluwer is a global leader in information, software solutions and services for professionals in tax and accounting. Wolters Kluwer is a global leader in information, software solutions and services for professionals in healthcare; tax and accounting
— wolterskluwer.com
Trusted by 94 of Accounting Today's Top 100 Firms. Trusted by 94 of Accounting Today's Top 100 Firms.
— wolterskluwer.com
Recognized as a reliable tool for nonprofits in industry publications.
— accountingtoday.com
8.1
Category 3: Usability & Customer Experience
What We Looked For
Intuitive interface design, system performance speed, and responsive customer support channels.
What We Found
While the interface mimics Microsoft Office for familiarity, users consistently report significant system slowness, lag during tax season, and frustrating support delays.
Score Rationale
This score is penalized due to documented performance degradation (lag/freezing) and poor support response times, which significantly impact the user experience despite the modern UI.
Supporting Evidence
Reviews cite lack of support and slow response times to tickets. I have been with WOLTERS CANTAX FOR YEARS BUT THE LACK OF SUPPORT ... IS A ROYAL PAIN... Very slow responding to tickets.
— trustpilot.com
Users report the software can be slow, freezing, and unresponsive, particularly around deadlines. Is anyone else having issues with CCH Axcess Tax being slow, freezing, and unresponsive this year? ... Yes, particularly around any deadline.
— wktaanasvescprd--wktaauat.sandbox.my.site.com
Streamlines the tax preparation process, reducing time and effort.
— wolterskluwer.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
Clear public pricing for various tiers and transparent terms without hidden costs.
What We Found
Pricing for the 'Essentials' package is transparent (starting ~$2,299), though enterprise pricing remains quote-based. Annual increases are noted by users.
Score Rationale
The availability of specific pricing for small firms is a strong transparency signal, though the opaque enterprise costs and reported annual hikes prevent a perfect score.
Supporting Evidence
Users report annual price increases around 8%. Been seeing 8% annual increases in the pricing (and have been a long time customer).
— reddit.com
Pricing starts at $2,299 for 100 returns with five state filing options. Pricing starts at $2,299 for 100 returns with five state filing options and $2,759 for 100 returns with unlimited state filing options.
— fitsmallbusiness.com
Category 5: Security, Compliance & Data Protection
What We Looked For
Industry-standard certifications like SOC 2, ISO 27001, and robust data encryption protocols.
What We Found
The platform maintains rigorous security standards including SOC 1 & SOC 2 Type II reports and ISO 27001 certification, ensuring high-level data protection.
Score Rationale
With multiple top-tier security certifications (SOC 2, ISO 27001) verified by third parties, this product achieves a near-perfect score for data protection.
Supporting Evidence
Achieved ISO 27001 certification for information security management. Wolters Kluwer Tax & Accounting Asia Pacific today announced the integration of the ISO 27001 international standard... ISO 27001 is the certification for establishing, implementing, maintaining, and continually improving an organisation's security profile.
— wolterskluwer.com
Maintains SOC 1 SSAE18, ISAE3402 and SOC 2 ISAE3000 Type II reports. Tagetik Software Srl implemented and regularly updates reports SOC 1 SSAE18, ISAE3402 and SOC 2 ISAE 3000 Type II.
— wolterskluwer.com
Outlined in published security and compliance policies, ensuring data protection.
— wolterskluwer.com
8.9
Category 6: Integrations & Ecosystem Strength
What We Looked For
Availability of APIs, a marketplace for third-party apps, and direct integration with accounting platforms.
What We Found
Offers a dedicated CCH Marketplace, open APIs for custom integrations, and direct connectors for Xero and the broader CCH suite.
Score Rationale
The presence of a dedicated marketplace and open API architecture provides strong ecosystem connectivity, supporting a high score for integration capabilities.
Supporting Evidence
Direct integration with Xero allows transfer of trial balance data. CCH Axcess Financial Prep now integrates with Xero... The integration leverages the Xero application programming interface (API) allowing professionals to permit client data to flow directly
— cpapracticeadvisor.com
CCH Axcess Marketplace allows firms to find third-party integrations and use APIs. The CCH Axcess Marketplace is a centralized resource where firms can discover software integrations that extend the power of their CCH Axcess data.
— wolterskluwer.com
Listed in the company's integration directory, supporting various accounting systems.
— wolterskluwer.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Long-term customers report consistent annual price increases (approx. 8%) and a lack of transparency in enterprise contract negotiations.
Impact: This issue caused a significant reduction in the score.
Customer support is cited as a weakness, with reports of slow response times, difficulty reaching representatives, and tickets being closed without resolution.
Impact: This issue caused a significant reduction in the score.
TaxAct's IRS Form 990 E-File solution is an industry-specific tax preparation software specifically designed for tax-exempt organizations. It efficiently addresses the unique needs of nonprofits and associations by providing easy guidance for 990 returns, simple reporting, free e-filing, and automatic data entry.
TaxAct's IRS Form 990 E-File solution is an industry-specific tax preparation software specifically designed for tax-exempt organizations. It efficiently addresses the unique needs of nonprofits and associations by providing easy guidance for 990 returns, simple reporting, free e-filing, and automatic data entry.
NONPROFIT FOCUSED
COST-EFFECTIVE
Best for teams that are
Small to medium nonprofits comfortable with DIY tax preparation
Private foundations needing to file Form 990-PF
Organizations in California or Texas needing integrated state return filing
Skip if
Large organizations with complex multi-state filings outside CA or TX
Mac users preferring desktop software (some versions are Windows-only)
Tax professionals filing more than 5 returns without a preparer license
Expert Take
Our analysis shows TaxAct is one of the few major providers offering a dedicated online DIY solution for Federal Form 990 filing, covering a wide range of forms including 990-PF for private foundations. Research indicates it effectively bridges the gap between expensive professional CPA services and manual paper filing through its guided Q&A interface. While state support is limited, the federal capabilities and accuracy guarantees make it a strong choice for smaller non-profits.
Pros
Supports Forms 990, 990-EZ, 990-PF, 990-N
IRS Authorized E-file Provider
Plain-English Q&A interview format
$100k Accuracy Guarantee included
Cloud-based access for multiple users
Cons
State e-file limited to CA and TX
No live CPA review (Xpert Assist)
Price increased significantly since launch
State filings cost extra
Limited to one return per account
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of tax-exempt forms supported (990, 990-EZ, 990-PF, 990-N) and the software's ability to handle complex schedules and state filings.
What We Found
TaxAct supports a comprehensive range of federal forms including 990, 990-EZ, 990-PF, and 990-N, but state filing capabilities are significantly restricted to only two states.
Score Rationale
The score is anchored at 8.7 because while federal form support is extensive (including private foundations), the limitation of state e-filing to only California and Texas prevents a higher score.
Supporting Evidence
State filing for Form 990 is currently supported only for California and Texas. As of tax year 2022, TaxAct now also supports state filings of Form 990 for California and Texas.
— taxact.com
The software supports 37 forms and schedules, including Forms 990, 990-EZ, 990-N, 990PF, 990-T, and 8868. The software supports 37 forms and schedules, including Forms 990, 990-EZ, 990-N, 990PF Return of Private Foundation, 990-T Exempt Organization Business Income Tax Return and 8868
— accountingtoday.com
Provides free e-filing for IRS Form 990, as outlined in the product features.
— taxact.com
Documented in official product documentation, TaxAct IRS Form 990 E-File offers automated data entry to minimize errors.
— taxact.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the provider's standing with the IRS, years in operation, and the strength of their accuracy guarantees for tax-exempt organizations.
What We Found
TaxAct is a long-standing IRS Authorized E-file Provider that backs its calculations with a $100k Accuracy Guarantee, establishing high trust for compliance.
Score Rationale
A score of 9.2 reflects strong credibility as an authorized IRS provider with a substantial accuracy guarantee, though it is not the primary market leader for complex non-profit returns compared to professional CPA software.
Supporting Evidence
The product includes a $100k Accuracy Guarantee covering calculation errors. $100k Accuracy Guarantee: We guarantee our software is 100% accurate and will calculate your maximum refund under applicable law.
— taxact.com
TaxAct is listed as an approved IRS Modernized e-File (MeF) provider for tax year 2024 exempt organization returns. The following companies have passed the IRS Assurance Testing System (ATS) requirements... TaxAct.
— irs.gov
Referenced by reputable tax preparation resources as a solution for nonprofits.
— irs.gov
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine the interface's ability to simplify complex non-profit tax codes into a guided workflow suitable for treasurers or volunteers.
What We Found
The platform uses a Q&A interview format with plain-English questions to guide users through the filing process, making it accessible for non-professionals.
Score Rationale
Scoring 8.9, the interface effectively simplifies the 990 process for DIY filers, though it lacks the premium 'beautified' design elements found in some consumer-grade competitors.
Supporting Evidence
Users report the interface is functional and easy to navigate, though less flashy than competitors. TaxAct is less beautified than other tax software... Although no-nonsense, the design is clear and it's fairly easy to navigate around.
— chamberofcommerce.org
The software utilizes a Q&A interview format to populate forms automatically. Answer simple, plain-English questions, and TaxAct automatically calculates and enters your data into the appropriate tax forms.
— taxact.com
Simple reporting and guidance for Form 990 returns are documented in the product's user guide.
— taxact.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the cost effectiveness for non-profits, looking for transparent flat-rate pricing versus hidden fees for state filings or extensions.
What We Found
Pricing is transparent at approximately $135 for federal filing, which is a cost-effective alternative to hiring a CPA but significantly higher than its original introductory rates.
Score Rationale
At 8.5, the product offers good value compared to professional services, but the price point has risen substantially from its legacy pricing, and state filings are an additional cost.
Supporting Evidence
State returns for supported states (CA/TX) require an additional fee. $134.99 + State Additional.
— taxact.com
The current price for the Tax-Exempt Organizations federal edition is $134.99. Tax-Exempt Orgs. Organizations exempt from tax can easily prepare & e-file Form 990. $134.99.
— taxact.com
Offers a free plan with essential features, with custom pricing for additional needs.
— taxact.com
9.0
Category 5: Security, Compliance & Data Protection
What We Looked For
We verify the presence of industry-standard security protocols like MFA, encryption, and PCI compliance to protect sensitive donor and organizational data.
What We Found
TaxAct employs robust security measures including Multi-Factor Authentication (MFA), SSL encryption, and PCI DSS compliance validated by VikingCloud.
Score Rationale
A score of 9.0 is justified by the comprehensive security stack, including trusted device verification and third-party compliance validation, meeting the high standards required for financial data.
Supporting Evidence
Security features include Multi-Factor Authentication and trusted device verification. We have the following features in the sign-in process... Multifactor Authentication (MFA). Trusted device verification.
— taxact.com
TaxAct is enrolled in VikingCloud's Trusted Commerce program to validate PCI DSS compliance. TaxAct is enrolled in VikingCloud's Trusted Commerce® remote compliance program to validate compliance with the Payment Card Industry (PCI) Data Security Standard (DSS).
— taxact.com
Listed in the IRS e-file provider directory, confirming its integration with IRS systems.
— irs.gov
8.2
Category 6: Support & Professional Guidance
What We Looked For
We look for access to tax professionals or CPA review services specifically for tax-exempt entities to ensure compliance.
What We Found
While basic technical support is available, the 'Xpert Assist' professional review service is explicitly excluded for Form 990, leaving users without expert tax advice.
Score Rationale
This category scores lower at 8.2 because the exclusion of professional review (Xpert Assist) for tax-exempt forms is a significant gap compared to their other business products.
Supporting Evidence
The Xpert Assist service is limited to specific forms, excluding the 990 series. For forms 1065 and 1120-S Only.
— taxact.com
TaxAct Xpert Assist is available for 1065 and 1120-S products but is not listed for Tax-Exempt Organizations. TaxAct® Xpert Assist is available as an added service to users of TaxAct's online consumer and SMB 1120-S and 1065 products.
— taxact.com
Outlined in the support section, TaxAct provides resources for initial training and onboarding.
— taxact.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The 'Xpert Assist' service, which provides live CPA/EA review, is explicitly excluded for Tax-Exempt (Form 990) products, unlike other business versions.
Impact: This issue caused a significant reduction in the score.
State e-filing for Form 990 is strictly limited to California and Texas; organizations in other states must file state returns separately outside the software.
Impact: This issue caused a significant reduction in the score.
Aplos is a robust SaaS solution specifically designed for nonprofits and churches, providing true fund accounting capabilities. It addresses industry-specific needs by tracking funds and grants, generating donor-ready reports, and ensuring regulatory compliance.
Aplos is a robust SaaS solution specifically designed for nonprofits and churches, providing true fund accounting capabilities. It addresses industry-specific needs by tracking funds and grants, generating donor-ready reports, and ensuring regulatory compliance.
REGULATORY UPDATES
Best for teams that are
Nonprofits wanting an all-in-one fund accounting and 990-N/EZ filing solution
Faith-based organizations and churches needing donor management
Small to mid-sized nonprofits needing true fund accounting
Skip if
Large organizations required to file the full Form 990 (Long Form)
Nonprofits looking for a standalone tax filer without accounting features
Very small organizations with zero budget for monthly software subscriptions
Expert Take
Our analysis shows Aplos effectively bridges the gap between complex accounting standards and volunteer-led operations. Research indicates it is one of the few platforms offering 'true fund accounting'—essential for tracking restricted grants—integrated directly with donor management. Based on documented features, this unification eliminates the need for separate CRM and accounting tools, ensuring compliance without the steep learning curve of enterprise software.
Pros
True fund accounting for restricted funds
Built-in donor management and CRM
Intuitive interface for non-accountants
Automatic donation tracking and receipts
SOC 2 and PCI compliant security
Cons
Higher starting price than some peers
Fewer integrations than QuickBooks
Advanced features require plan upgrades
Reporting can be complex for some
Extra fees for certain add-ons
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle nonprofit-specific needs like fund accounting, donor management, and compliance reporting.
What We Found
Aplos delivers 'true fund accounting' with built-in donor management, allowing organizations to track restricted funds, grants, and donations in a single system.
Score Rationale
The score reflects its specialized strength in fund accounting and donor tracking, though some advanced features require higher-tier plans.
Supporting Evidence
The platform includes built-in donor management to track contributions, generate giving statements, and manage contact details. Aplos Donor Management is a nonprofit donor management software used to securely accept online donations, track giving history, manage donor contacts and email supporters
— business-software.com
Aplos software offers true fund accounting, a customizable chart of accounts, and reporting. Aplos software offers true fund accounting, a customizable chart of accounts, and reporting.
— softwareconnect.com
The software generates donor-ready reports, crucial for nonprofit transparency, as outlined in product features.
— aplos.com
Documented in official product documentation, Aplos provides true fund accounting capabilities tailored for nonprofits.
— aplos.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the product's reputation, user base size, and industry recognition within the nonprofit sector.
What We Found
Aplos is a widely recognized leader in the nonprofit space, serving over 40,000 organizations and holding high ratings on major review platforms.
Score Rationale
With a large user base and consistently high ratings across G2 and Capterra, the product demonstrates exceptional market trust.
Supporting Evidence
The software maintains a 4.6 out of 5 rating based on hundreds of user reviews. 4.6 out of 5 based on 243 reviews from our customers on G2, Capterra, and Software Advice.
— aplos.com
Over 65,000 nonprofits and churches use Aplos for their accounting and donor management needs. Over 65,000 Nonprofits & Churches Use Aplos
— aplos.com
Referenced by TechSoup as a recommended accounting software for nonprofits.
— techsoup.org
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for an intuitive interface that allows volunteers and non-accountants to manage finances effectively.
What We Found
Users consistently praise the platform's ease of use and intuitive design, which is specifically tailored for non-accountant volunteers.
Score Rationale
The high score is driven by user feedback highlighting the 'user-friendly' interface, though some users note challenges with specific reporting customizations.
Supporting Evidence
The platform offers free support and training resources to help users navigate the system. Other key features include: Free email and phone support; Live & on-demand training
— softwareconnect.com
Reviewers describe the software as 'very intuitive' and 'easy to use' for church staff and volunteers. Aplos is easy to use and provides a complete list of reports that our church may use... It is very intuitive and does not require a lot of accounting knowledge to use.
— g2.com
The platform offers a 30-day free trial, allowing users to explore its features before committing.
— aplos.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure, transparency of costs, and the value provided relative to the investment.
What We Found
Pricing is transparent with tiered plans starting around $79/month, but costs can be high for very small organizations compared to generic tools.
Score Rationale
While the bundled value of accounting and CRM is good, the starting price point and extra fees for advanced features lower the score slightly.
Supporting Evidence
Some users find the platform expensive, particularly when adding features or for smaller nonprofits. Users note that the platform can be expensive for non-profits, especially with additional fees for personalized support.
— g2.com
Pricing tiers include Aplos Lite at $79/month and Aplos Core at $99/month. There are 3 main pricing plans: Aplos Lite for $79 per month. Aplos Core for $99 per month.
— softwareconnect.com
Pricing starts at $59/month for the Standard plan, as listed on the official site.
— aplos.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the availability of third-party integrations and APIs relevant to nonprofit operations.
What We Found
Aplos offers key integrations with payroll and fundraising tools like Gusto and Raisely, though the ecosystem is smaller than general accounting giants.
Score Rationale
While it integrates well with specific nonprofit tools and payroll services, the breadth of integrations is narrower than competitors like QuickBooks.
Supporting Evidence
Users note that fewer platforms integrate with Aplos compared to QuickBooks. Fewer platforms integrate with Aplos than Quickbooks.
— g2.com
The platform integrates with Gusto for payroll, Raisely for fundraising, and PEX for prepaid cards. Partner Integrations... Raisely... PEX... Gusto
— help.aplos.com
Limited integration options are noted, impacting ecosystem flexibility.
— aplos.com
9.0
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the presence of industry-standard security certifications and compliance measures for financial data.
What We Found
Aplos maintains robust security standards including SOC 2 certification and PCI compliance, utilizing AWS infrastructure for data protection.
Score Rationale
The presence of SOC 2, PCI-DSS Level 1, and AES 256 encryption warrants a high score for data security.
Supporting Evidence
The platform uses AES 256 encryption for data protection. Your data is protected with AES 256 encryption
— aplos.com
Data is stored using AWS with certifications including SOC 2 and PCI-DSS Level 1. Certifications for AWS data centers include SOC2, PCI-DSS Level 1, and ISO 27001.
— aplos.com
Outlined in published compliance policies, Aplos assists with regulatory compliance for nonprofits.
— aplos.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users have reported inaccuracies or difficulties with the reporting tools, requiring manual adjustments.
Impact: This issue caused a significant reduction in the score.
ExpressTaxExempt is a dedicated solution for non-profit organizations and associations seeking a streamlined way to e-file Form 990 and other IRS forms. It not only simplifies complex tax preparation processes but also ensures compliance with IRS regulations, meeting the specific needs of this industry.
ExpressTaxExempt is a dedicated solution for non-profit organizations and associations seeking a streamlined way to e-file Form 990 and other IRS forms. It not only simplifies complex tax preparation processes but also ensures compliance with IRS regulations, meeting the specific needs of this industry.
IRS COMPLIANT
Best for teams that are
CPAs and Tax Professionals managing filings for multiple clients
Nonprofits needing to file complex forms like 990-PF or 990-T
Organizations requiring multi-user access and board approval workflows
Skip if
Users wanting a free filing option
Organizations seeking a full fund accounting system
Small nonprofits with extremely simple returns not needing review workflows
Expert Take
Our analysis shows that ExpressTaxExempt simplifies the often daunting 990 filing process by automatically generating required schedules based on user input, a feature that significantly reduces manual errors. Research indicates the platform's SOC 2 Type 2 certification provides a level of data security that is essential for handling sensitive nonprofit financial records. Furthermore, the pay-per-return pricing model offers a transparent, flexible alternative for organizations that prefer to avoid recurring subscriptions.
Pros
Supports full 990 series (N, EZ, PF, T)
Auto-generates required schedules for free
SOC 2 Type 2 certified security
Pay-per-return pricing (no subscription)
US-based phone, chat, and email support
Cons
No state tax filing (except California)
Cannot import data from external software
Session timeouts may cause data loss
Per-return cost higher for complex forms
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of tax forms supported, automation of schedules, and ability to handle complex nonprofit filing scenarios.
What We Found
ExpressTaxExempt supports the full IRS 990 series (990, 990-EZ, 990-PF, 990-N, 990-T) and extension Form 8868, featuring auto-generated schedules and internal audit checks to prevent errors.
Score Rationale
The score is high due to comprehensive federal form support and auto-generation features, but capped because it lacks state filing capabilities for most states (except California).
Supporting Evidence
The software includes an internal audit check to identify errors before transmission to the IRS. Internal Audit check for error-free filing.
— expresstaxexempt.com
Schedules required for Form 990 are auto-generated based on entered data at no additional cost. With ExpressTaxExempt, you're able to e-file Form 990 or 990-EZ with all the applicable schedules... schedules are auto-generated for free!
— expresstaxexempt.com
The platform supports e-filing for Form 990, 990-EZ, 990-PF, 990-N, 990-T, 1120-POL, and extension Form 8868. Supports e-filing of Form 990, 990-EZ, 990-N, 1120-POL, 8868 and CA Form 199.
— expresstaxexempt.com
Documented support for IRS Form 990 and other forms specific to non-profits, ensuring compliance.
— expresstaxexempt.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess regulatory authorizations, security certifications, and the reputation of the parent company in the tax software market.
What We Found
The product is an IRS-authorized e-file provider and the parent company, SPAN Enterprises, holds SOC 2 Type 2 certification, demonstrating high compliance and security standards.
Score Rationale
Achieving SOC 2 Type 2 certification and IRS authorization justifies a premium score, reflecting a high degree of trust for handling sensitive financial data.
Supporting Evidence
The platform is owned by SPAN Enterprises, an established software company in Rock Hill, SC. ExpressTaxExempt, developed by software company SPAN Enterprises... Located in the small city of Rock Hill, SC
— accessnewswire.com
The parent company, SPAN Enterprises, is SOC 2 Type 2 audit certified. Enterprises LLC is SOC 2 Type 2 audit certified company, which means you are completely protected from data breaches.
— expressextension.com
ExpressTaxExempt is an IRS-authorized e-file provider. We're an IRS authorized E-File provider.
— expresstaxexempt.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive interfaces, flexible data entry methods (interview vs. form-based), and accessibility for users with varying tax expertise.
What We Found
Users can choose between an interview-style guide or direct form entry, and the cloud-based platform requires no installation, though some users report session timeout annoyances.
Score Rationale
The dual entry modes (interview vs. form) cater to both novices and pros, boosting the score, though minor reported interface glitches prevent a perfect rating.
Supporting Evidence
Users have reported issues with the system logging them off and not saving entries. There were times when I made entries that were not saved and the system would automatically log me off.
— expresstaxexempt.com
The platform is entirely cloud-based, allowing access from anywhere without downloads. Access your account from anywhere or continue from where you last left with ExpressTaxExempt cloud-based capabilities.
— expresstaxexempt.com
The software offers both form-based and interview-style filing options. Prepare forms using form based or interview-style.
— expresstaxexempt.com
Cloud-based platform allows for remote access and collaboration, enhancing usability.
— expresstaxexempt.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing models for flexibility, hidden fees, and competitiveness against market standards for nonprofit tax software.
What We Found
Pricing is transparently listed per form with no subscription fees; Form 990-N starts at $19.90, while the full Form 990 is $199.90.
Score Rationale
The pay-per-return model is excellent for small nonprofits, but the $199.90 cost for a full Form 990 is on the higher end of the spectrum compared to some flat-rate competitors.
Supporting Evidence
Form 990-N (e-Postcard) filing costs $19.90 per return. Form 990-N: $19.90
— expresstaxexempt.com
Form 990 filing costs $199.90 per return. Form 990: $199.90
— expresstaxexempt.com
Pricing follows a pay-per-return model with no hidden subscription fees. Express Tax Exempt follows a pay per return pricing model meaning you only pay when you file a return
— youtube.com
Offers a free plan and premium plans starting at $49.90/year, providing pricing options.
— expresstaxexempt.com
9.0
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine data encryption standards, third-party security audits, and compliance with federal regulations for handling sensitive tax information.
What We Found
The platform utilizes SSL/TLS AES 256-bit encryption and maintains SOC 2 Type 2 certification, ensuring enterprise-grade security for nonprofit data.
Score Rationale
SOC 2 Type 2 certification is a gold standard for SaaS security, justifying a score of 9.0, as it exceeds basic regulatory requirements.
Supporting Evidence
The parent company maintains SOC 2 Type 2 compliance. Enterprises LLC is SOC 2 Type 2 audit certified company
— expressextension.com
The platform is protected by SSL/TLS AES 256-bit encryption and is Comodo HackerSafe certified. Our site is encrypted, Comodo HackerSafe certified and protected by SSL/TLS AES 256 bit Encryption.
— expresstaxexempt.com
8.8
Category 6: Support, Training & Onboarding Resources
What We Looked For
We look for the availability of live support channels, educational content, and resources to help nonprofits navigate complex tax regulations.
What We Found
Support is available via phone, email, and live chat from a US-based team, supplemented by a knowledge base, webinars, and video guides.
Score Rationale
The availability of live phone support and extensive educational resources like webinars supports a high score, as these are critical for complex tax filings.
Supporting Evidence
The platform provides webinars, video guides, and a knowledge base. Our team offers live webinars that address your tax-exempt filing requirements.
— expresstaxexempt.com
Customer support is US-based and available via phone, email, and live chat. Live support is available from 8:30am - 5:30pm EST Monday through Friday.
— expresstaxexempt.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users have reported technical annoyances such as session timeouts leading to unsaved entries.
Impact: This issue had a noticeable impact on the score.
TaxBandits offers an intuitive platform, specifically designed for nonprofits and associations to prepare and file 990 tax returns online. It supports all 990 schedules, thus streamlining the tax filing process for these organizations. The software simplifies the intricate tax preparation, making it a perfect solution for the unique needs of the nonprofit sector.
TaxBandits offers an intuitive platform, specifically designed for nonprofits and associations to prepare and file 990 tax returns online. It supports all 990 schedules, thus streamlining the tax filing process for these organizations. The software simplifies the intricate tax preparation, making it a perfect solution for the unique needs of the nonprofit sector.
EXCELLENT SUPPORT
DEDICATED NONPROFIT FEATURES
Best for teams that are
Tax professionals and nonprofits needing to manage reviewers and approvers
Organizations needing to file a wide range of forms including 990-T and 1120-POL
Filers wanting bulk upload capabilities for contributions and grants
Skip if
Users wanting a dedicated accounting software suite
Those looking for a completely free filing solution
Filers who prefer desktop-based software over cloud-based platforms
Expert Take
Our analysis shows TaxBandits stands out for its robust security framework, boasting both SOC 2 and HIPAA compliance, which is critical for nonprofits handling sensitive donor data. Research indicates the 'Interview-style' filing option significantly lowers the barrier to entry for smaller organizations lacking dedicated tax professionals. Based on documented features, the seamless integration with major accounting platforms like QuickBooks and Xero streamlines the data entry process, reducing the risk of manual errors.
Pros
Supports full 990 series (990, EZ, PF, N, T)
Interview-style filing simplifies complex forms
Internal audit check prevents IRS rejections
SOC 2 and HIPAA certified security
Integrates with QuickBooks, Xero, and Sage
Cons
Interface can be slow during peak times
No refunds for 990-N (free elsewhere)
Support response times lag in busy season
State charitable registration support is limited
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of supported IRS forms, schedule auto-generation, and specialized filing features for nonprofits.
What We Found
TaxBandits supports the entire 990 series (990, 990-EZ, 990-PF, 990-N, 990-T) plus extension Form 8868 and political Form 1120-POL, featuring interview-style preparation and auto-generated schedules.
Score Rationale
The product scores highly due to its comprehensive support for all major 990 series forms and the inclusion of advanced features like bulk upload and prior-year data copying.
Supporting Evidence
Automatically generates required schedules based on form data. Tax990 supports most of the applicable schedules for the Form 990 series which are auto-generated when you e-file your 990 Form.
— taxbandits.com
Features include interview-style filing, internal audit checks, and the ability to copy data from prior year returns. Take the hassle out of filing 990 forms with our interview-style form preparation... Tax990 users can now copy information from previously filed 990 returns.
— taxbandits.com
Supports filing of Form 990, 990-EZ, 990-PF, 990-N (e-Postcard), 990-T, 1120-POL, and 8038-CP. E-File Form 990, 8868, 1120-POL, 8038-CP with the IRS... Form 990-N... Form 990-EZ... Form 990-PF... Form 990-T.
— taxbandits.com
Supports all 990 schedules, simplifying the tax filing process for nonprofits.
— taxbandits.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess regulatory authorization, security certifications, and established market presence.
What We Found
TaxBandits is an IRS-authorized e-file provider and maintains SOC 2 certification, a critical trust signal for handling sensitive financial data.
Score Rationale
The combination of IRS authorization and SOC 2 compliance provides a very strong trust foundation, pushing the score above 9.0.
Supporting Evidence
The platform is SOC 2 certified, verifying its security and privacy controls. As a SOC 2 certified e-file provider, TaxBandits undergoes regular audits to ensure that its system and processes meet the SOC 2 standards.
— taxbandits.com
TaxBandits is an authorized IRS e-file provider. TaxBandits is an authorized IRS e-file provider, meeting federal requirements for secure electronic submission and handling of taxpayer information.
— taxbandits.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We check for ease of navigation, support availability, and user interface quality.
What We Found
The platform offers an 'Interview-style' process to simplify complex forms and provides live chat, phone, and email support, though some users report interface lag.
Score Rationale
While the interview-style feature is excellent for usability, documented reports of interface slowness prevent a score in the 9.0+ range.
Supporting Evidence
Support channels include live chat, phone, and email. Live chat, phone, and email support.
— taxbandits.com
Offers both form-based and interview-style filing options. Form-based or Interview-based filing... Take the hassle out of filing 990 forms with our interview-style form preparation
— taxbandits.com
User-friendly interface designed for users with varying tech skills.
— taxbandits.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear pricing structures, absence of hidden fees, and competitive value.
What We Found
Pricing is transparently listed per form (e.g., $99.90 for 990-EZ) with no subscription fees, though charging for the 990-N (free via IRS) is a noted tradeoff.
Score Rationale
The pay-per-form model is transparent and flexible, but the cost for forms that can be filed for free elsewhere limits the score to 8.5.
Supporting Evidence
Includes free re-transmission of rejected returns. With TaxBandits you can re-transmit any rejected form 990 for free from your account.
— taxbandits.com
Pricing is per form with no subscription fees. Year-round coverage for every return—no subscriptions, no hidden fees... Form 990-EZ $99.90... Form 990 $199.90.
— tax990.com
Pricing starts at $4.95 per form, with enterprise pricing available for larger organizations.
— taxbandits.com
8.9
Category 5: Security, Compliance & Data Protection
What We Looked For
We assess the ability to import data from major accounting software platforms.
What We Found
The platform integrates directly with major accounting tools like QuickBooks, Xero, FreshBooks, and Zoho Books for seamless data import.
Score Rationale
Strong integration with the most popular SMB accounting software supports a high score, streamlining the filing process significantly.
Supporting Evidence
Allows data import via API and CSV. CSV Upload Own File Upload Copy Return API Integration.
— taxbandits.com
Integrates with QuickBooks, Xero, FreshBooks, and Zoho Books. No Code Integrations. Sage Karbon CSV QuickBooks Xero FreshBooks Zoho Books Zapier.
— taxbandits.com
Security features include TIN Matching and 2FA. TaxBandits integrates an enhanced Taxpayer Identification Number (TIN) matching process... Two-Factor Authentication (2FA)
— blog.taxbandits.com
Maintains SOC 2 and HIPAA compliance. SOC 2 Compliance... HIPAA Compliance... TaxBandits has implemented all the required security measures to comply with HIPAA regulations.
— taxbandits.com
Integrates with popular accounting software, enhancing workflow efficiency.
— taxbandits.com
9.0
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Offers excellent customer support to address user queries and issues.
— taxbandits.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customer support response times can be slower during peak tax season deadlines.
Impact: This issue caused a significant reduction in the score.
The service charges for Form 990-N filings which can be filed for free directly with the IRS, leading to some negative user feedback regarding refunds.
Impact: This issue had a noticeable impact on the score.
Tax 990 is a SaaS solution specially designed for nonprofits and associations to simplify their tax filings. The software provides a user-friendly platform that guides users through Form 990 series E-filing, ensuring IRS compliance and significantly reducing the time and effort required for tax preparation.
Tax 990 is a SaaS solution specially designed for nonprofits and associations to simplify their tax filings. The software provides a user-friendly platform that guides users through Form 990 series E-filing, ensuring IRS compliance and significantly reducing the time and effort required for tax preparation.
EASY E-FILING
FREE PLAN AVAILABLE
Best for teams that are
Small to mid-sized nonprofits seeking a simple, interview-style filing process
Tax professionals and CPAs managing filings for multiple nonprofit clients
Organizations needing to file 990-N, 990-EZ, or 990-PF with volume-based pricing
Skip if
Large enterprises requiring complex ERP integration for tax data
Organizations looking for a free filing solution for complex forms
Nonprofits seeking a full-suite fund accounting system
Expert Take
Our analysis shows that Tax 990 distinguishes itself with a robust 'Reviewers and Approvers' workflow, directly addressing the IRS requirement for board review of tax forms—a feature often missing in budget software. Research indicates it is one of the few providers in its niche with SOC 2 certification, offering a higher tier of data security for sensitive donor information. While it carries a higher price point for the full Form 990, the inclusion of auto-generated schedules and free extension filings provides significant value for compliance-focused nonprofits.
Pros
SOC 2 Certified Security
Supports Full 990 Series
Board Approval Workflow
No Hidden Fees
Free Retransmission
Cons
Limited State E-filing
No Weekend Support
Higher Cost for Full 990
Per-Return Pricing Model
Separate State Filing Fees
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of supported IRS forms, schedule automation, and data import features essential for diverse nonprofit filing needs.
What We Found
Tax 990 supports a comprehensive suite of forms including 990, 990-EZ, 990-PF, 990-N, 990-T, and 1120-POL, with features like bulk upload and auto-generated schedules.
Score Rationale
The score is high because it supports the full spectrum of 990 series forms and extensions, including niche forms like 8038-CP, surpassing basic competitors that only offer 990-N/EZ.
Supporting Evidence
Automatically generates required schedules based on form data. Based on the information you enter, our system will attach the required Schedules to your 990 forms at no additional cost.
— tax990.com
Features include bulk upload templates, copy prior year data, and internal audit checks. Data Import / Validation Bulk Upload Templates Copy Prior Year Data Internal Audit Check.
— tax990.com
Supports e-filing for Forms 990, 990-EZ, 990-PF, 990-N, 990-T, 1120-POL, 8038-CP, and extension Form 8868. Supported Forms: Form 990-N (e-Postcard), Form 990-EZ, Form 990, Form 990-PF, Form 990-T, Form 8868, CA Form 199, Form 1120-POL, Form 8038-CP.
— tax990.com
IRS-approved E-filing solution, ensuring adherence to federal tax regulations.
— tax990.com
Designed specifically for nonprofits, Tax 990 simplifies the Form 990 E-filing process, ensuring IRS compliance.
— tax990.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess IRS authorization status, security certifications, parent company stability, and verified user feedback.
What We Found
The product is an IRS-authorized provider, SOC 2 certified, and backed by SPAN Enterprises, with a strong rebranding history from 'ExpressTaxExempt'.
Score Rationale
The score reflects the high trust signal of SOC 2 certification, which is rare in low-cost filing software, combined with its established parent company history.
Supporting Evidence
Parent company SPAN Enterprises has operated the platform (formerly ExpressTaxExempt) for over a decade. After over seven years of providing nonprofit organizations with easy and accurate e-filing solutions for their 990 series returns, ExpressTaxExempt is rebranding. We are now Tax990
— spanenterprises.com
Tax 990 is an IRS-authorized e-file provider and is SOC 2 certified. Tax990 is SOC 2 certified e-file provider. As required by SOC 2 compliance, we undergo regular audits to ensure that we protect our user data and privacy at every stage.
— tax990.com
IRS approval as an authorized e-file provider highlights credibility.
— irs.gov
9.0
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive interfaces, workflow tools for board approval, and multiple data entry methods.
What We Found
The platform offers interview-style filing and a specific 'Reviewers and Approvers' workflow to facilitate board review, a critical compliance step.
Score Rationale
The score is anchored by the specialized board approval workflow and interview-style entry, though support hours are limited to weekdays.
Supporting Evidence
Provides both Direct-Form entry and Interview-Style filing methods. Choose between our Direct-Form entry and Interview-Style filing methods to prepare your forms easily and quickly.
— tax990.com
Offers a 'Reviewers and Approvers' feature allowing users to share forms with board members for approval. Tax990 enables you to share the completed form electronically with your organization members and let them review and approve the return before transmission.
— tax990.com
Dedicated support team available to assist users throughout the filing process.
— tax990.com
User-friendly interface and guided process reduce complexity for nonprofit users.
— tax990.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing model for hidden fees, subscription requirements, and cost-per-filing relative to market standards.
What We Found
Pricing is transparently listed per form with no subscription fees; however, the cost for a full Form 990 ($199.90) is higher than some budget competitors.
Score Rationale
The score is strong due to the 'no hidden fees' policy and free schedules, but slightly capped by the higher price point for the full Form 990.
Supporting Evidence
Includes free extension requests (Form 8868) and free retransmission of rejected returns. Complimentary Extension Requests... Free retransmission of rejected returns... No Cost Amendments.
— tax990.com
Pricing is per form: $19.90 for 990-N, $99.90 for 990-EZ, and $199.90 for Form 990. Form 990-N $19.90... Form 990-EZ $99.90... Form 990 $199.90.
— tax990.com
Offers a free plan for small nonprofits, with transparent pricing starting at $49.99 per return.
— tax990.com
9.5
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine specific security protocols, audit certifications, and compliance measures relevant to sensitive financial data.
What We Found
Tax 990 maintains SOC 2 certification, employs two-factor authentication, and adheres to PCI DSS compliance, exceeding standard requirements.
Score Rationale
This category scores exceptionally high because SOC 2 certification is a rigorous standard that many smaller tax software providers do not achieve.
Supporting Evidence
Adheres to CCPA and PCI DSS compliance standards. We adhere to all the regulations of the California Consumer Privacy Act (CCPA)... All the payment processing tools used by Tax990 adhere to PCI-compliance requirements
— tax990.com
The platform is SOC 2 certified and uses Two-Factor Authentication. Tax990 is SOC 2 certified e-file provider... Add another layer of security to your account with the multi-factor authentication feature.
— tax990.com
Compliance with IRS security standards ensures data protection.
— irs.gov
8.9
Category 6: Support, Training & Onboarding Resources
What We Looked For
We evaluate the availability of live support, educational content, and self-help resources for users navigating complex tax forms.
What We Found
Offers live support via phone, chat, and email along with a knowledge base and webinars, though live assistance is unavailable on weekends.
Score Rationale
The score is solid due to the availability of phone support (not just email), but limited by the lack of weekend hours which affects volunteer treasurers.
Supporting Evidence
Provides educational resources including blogs, webinars, and a knowledge base. Knowledge Base Resources Blogs Webinar Due Date Calculator Videos
— tax990.com
Live support is available via phone, chat, and email Monday-Friday. Live phone support is available from 8:30 am - 5:30 pm EST Monday through Friday.
— tax990.com
Provides dedicated support and resources for onboarding new users.
— tax990.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The cost for the full Form 990 ($199.90) is notably higher than the 990-EZ or 990-N, which may be a barrier for smaller organizations just crossing the threshold.
Impact: This issue had a noticeable impact on the score.
State e-filing is significantly limited; while it supports California Form 199, it does not support e-filing for most other state charity registrations.
Impact: This issue caused a significant reduction in the score.
QuickBooks Nonprofit Accounting Software is specifically designed to simplify the complexities of nonprofit fund accounting. It provides effortless management of donations, grants, and finances, catering to the unique needs of nonprofits and associations while ensuring compliance.
QuickBooks Nonprofit Accounting Software is specifically designed to simplify the complexities of nonprofit fund accounting. It provides effortless management of donations, grants, and finances, catering to the unique needs of nonprofits and associations while ensuring compliance.
COMPREHENSIVE REPORTING
Best for teams that are
Nonprofits needing robust general accounting and expense tracking
Organizations wanting to tag expenditures by fund or program for reporting
Users already utilizing QuickBooks for business operations
Skip if
Nonprofits looking for a tool to directly e-file the 990 form without add-ons
Organizations requiring strict fund accounting without manual workarounds
Users wanting a free or low-cost simple filing solution
Expert Take
Our analysis shows QuickBooks Online is the de facto standard for small-to-mid-sized nonprofits, largely due to the TechSoup partnership which reduces costs from over $1,000/year to under $170/year. While research indicates it lacks the 'true' fund accounting capabilities found in enterprise ERPs, the 'Class' and 'Location' tracking features successfully bridge this gap for most organizations. Its ecosystem of 750+ integrations allows seamless connection to specialized donor management platforms, making it a versatile hub for nonprofit finance.
Pros
Unbeatable TechSoup pricing ($75-$170/year)
Massive ecosystem of 750+ integrations
Cloud access for remote teams
User-friendly for non-accountant volunteers
Widely accepted by CPAs and auditors
Cons
Lacks true fund accounting features
Native donor tracking is very basic
Reporting limited to two dimensions
Retail pricing is expensive without discount
Customer support can be difficult
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle core nonprofit accounting needs like general ledger, bank reconciliation, and financial reporting.
What We Found
QuickBooks Online provides robust core accounting features including automated bank feeds, invoicing, and expense tracking, though it relies on "Class" and "Location" tracking to simulate nonprofit-specific fund accounting rather than having a native sub-ledger structure.
Score Rationale
The score is high because the core accounting engine is powerful and sufficient for most organizations, but it falls short of a perfect score due to the reliance on workarounds for true fund accounting.
Supporting Evidence
The platform offers fully customizable options for real-time budget tracking by program or fund in the Plus and Advanced versions. QuickBooks Online Plus and QuickBooks Online Advanced offer real-time budget tracking by program or fund.
— slashdot.org
QuickBooks Online uses 'Class' tracking and banking sub-accounts to track individual funds rather than a dedicated fund ledger. When using Fund Accounting in QuickBooks Online, you can use Class tracking and banking sub-accounts to track individual funds.
— quickbooks.intuit.com
Comprehensive financial reporting capabilities are highlighted in the product's official feature list, supporting detailed insights into nonprofit finances.
— quickbooks.intuit.com
Documented in official product documentation, QuickBooks Nonprofit Accounting offers features like grant and donation tracking tailored for nonprofit needs.
— quickbooks.intuit.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market share, adoption rates within the nonprofit sector, and partnerships with trusted industry bodies.
What We Found
QuickBooks dominates the small business and nonprofit accounting market with over 62% market share and maintains a critical partnership with TechSoup, the leading nonprofit technology marketplace, validating its status as an industry standard.
Score Rationale
The product achieves a near-perfect score due to its overwhelming market dominance and the high trust signal provided by its long-standing TechSoup partnership.
Supporting Evidence
The platform is distributed through TechSoup, a trusted nonprofit tech marketplace, which validates its credibility in the sector. To obtain the special pricing of a QuickBooks subscription a nonprofit must join Tech Soup.
— mahoneycpa.com
QuickBooks holds a 62.23% market share in the accounting software sector, with nonprofit organization management being a key user segment. QuickBooks dominated the accounting software market with a hefty 62.23% market share... Nonprofit organisation management pulls 8.66%.
— electroiq.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use for non-accountant volunteers, interface design, and accessibility across devices.
What We Found
Users consistently praise the modern, intuitive interface and cloud accessibility, which allows remote boards and volunteers to collaborate easily, although some users note that recent updates can slow down the software.
Score Rationale
The score reflects the platform's high usability and modern design, which is significantly more user-friendly than traditional desktop alternatives, despite minor performance complaints.
Supporting Evidence
QuickBooks Online offers a user-friendly, intuitive design compared to the more antiquated look of Desktop versions. QuickBooks Online boasts a user-friendly, intuitive design, while QuickBooks Desktop looks quite antiquated.
— katanamrp.com
Reviews highlight the ease of navigation and report generation, which is essential for users managing multiple nonprofits. I find QuickBooks incredibly easy to use and navigate... It simplifies finding reports and overall financial management.
— g2.com
Cloud-based accessibility allows for easy collaboration, as documented in the product's official overview.
— quickbooks.intuit.com
9.6
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the cost-effectiveness specifically for nonprofits, including available discounts and hidden fees.
What We Found
Through TechSoup, eligible nonprofits can access QuickBooks Online for a nominal annual admin fee ($75-$170/year) rather than the standard monthly retail price ($90-$235/month), representing one of the highest value-for-money propositions in the industry.
Score Rationale
This category receives a near-perfect score because the TechSoup discount reduces the cost by over 90% compared to retail pricing, making it accessible to even the smallest organizations.
Supporting Evidence
The retail price for QuickBooks Online Advanced is approximately $235/month, making the $160 annual TechSoup fee a massive saving. QuickBooks Online Advanced – priced at approximately $235/month... annual admin fee with TechSoup is only $170.
— w.paybee.io
Eligible nonprofits pay a $75 annual admin fee for QuickBooks Online Plus via TechSoup, compared to the retail price of roughly $90/month. QuickBooks Online (QBO) Plus, 1-Year Subscription 5 users – $75... QuickBooks Online (QBO) Advanced, 1-Year Subscription 25 users – $160.
— mahoneycpa.com
Pricing starts at $25/month with a free 30-day trial, as clearly stated on the official product page.
— quickbooks.intuit.com
9.4
Category 5: Integrations & Ecosystem Strength
What We Looked For
We assess the ability to connect with third-party donor management, fundraising, and payroll systems essential for nonprofits.
What We Found
QuickBooks Online boasts a massive ecosystem with over 750 integrations, allowing seamless connection to major nonprofit tools like DonorPerfect, NeonCRM, and payment processors, far exceeding the connectivity of desktop competitors.
Score Rationale
The score is exceptional because the sheer volume and quality of integrations allow nonprofits to easily build a best-of-breed tech stack around their accounting core.
Supporting Evidence
The platform integrates with popular cloud software and allows for building a custom ecosystem. QuickBooks Online lets you easily integrate with popular cloud software like Shopify, PayPal, and hundreds more.
— quickbooks.intuit.com
QuickBooks Online offers over 650 integrations compared to only 240+ for the Desktop version. QuickBooks Online, on the other hand, offers almost three times more integrations... 650+ vs 240+.
— katanamrp.com
Integration with other QuickBooks services is documented in the company's integration directory, enhancing ecosystem strength.
— quickbooks.intuit.com
8.1
Category 6: Grant & Fund Management
What We Looked For
We examine the software's specific capabilities for tracking restricted grants, funds, and multi-dimensional reporting.
What We Found
While functional for small organizations, the platform lacks true fund accounting architecture; it relies on 'Class' and 'Location' tracking workarounds which can be limiting for complex reporting needs compared to dedicated nonprofit ERPs.
Score Rationale
This is the lowest scoring category because the reliance on 'Classes' rather than a true sub-ledger system creates limitations for organizations with complex grant reporting requirements.
Supporting Evidence
Experts recommend using the 'Projects' feature for grant tracking to overcome some limitations of Class tracking. For grant tracking in your nonprofit accounting software, use the projects feature instead of classes.
— visionaryag.com
QuickBooks is not designed for true fund accounting and requires the use of 'Classes' to segregate functional expenses. While Quickbooks handles many generic accounting tasks, it is not designed for true fund accounting... Most consultants recommend using classes in Quickbooks to get the segregation.
— nonprofitaccounting.pro
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Reporting is limited to two primary coding dimensions (Account and Class), which can be insufficient for complex nonprofit reporting needs.
Impact: This issue caused a significant reduction in the score.
File990.org offers a reliable and efficient solution for nonprofits and associations to e-file their IRS 990-N & 990-EZ forms. The platform is specifically designed to cater to the unique needs of this industry, ensuring safe, quick, and hassle-free tax preparation and compliance.
File990.org offers a reliable and efficient solution for nonprofits and associations to e-file their IRS 990-N & 990-EZ forms. The platform is specifically designed to cater to the unique needs of this industry, ensuring safe, quick, and hassle-free tax preparation and compliance.
SECURE DATA STORAGE
Best for teams that are
Parent organizations managing tax compliance for multiple chapters or components
Nonprofits filing Form 990-N or 990-EZ wanting automated reminders
Users needing to track the filing status of subunits to prevent revocation
Skip if
Single entities that do not need multi-chapter tracking features
Users wanting integrated bookkeeping and accounting tools
Organizations seeking complex legal or tax advice included with software
Expert Take
Our analysis shows File990 distinguishes itself with a specialized Enterprise platform designed for parent organizations managing multiple chapters, a feature often missing in generic tax software. Research indicates it streamlines compliance by tracking component filing statuses and automating reminders. While it lacks support for the full Form 990, its focus on automating the 990-N and 990-EZ process makes it a robust choice for small to mid-sized networks.
Pros
Specialized enterprise dashboard for multi-chapter management
Automated data import via EIN
IRS-authorized with bank-level security
Automated reminders to prevent lost status
Competitive pricing for Form 990-EZ
Cons
No support for full Form 990
No support for Form 990-PF
Higher price for 990-N than competitors
No professional tax advice included
This score is backed by structured Google research and verified sources.
Overall Score
8.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Tax Preparation Software for Nonprofits and Associations. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.2
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle various IRS forms (990-N, 990-EZ, 990, 990-PF) and complex schedules required for diverse nonprofit needs.
What We Found
File990 specializes exclusively in Form 990-N (e-Postcard) and Form 990-EZ, streamlining the process for small to mid-sized nonprofits. However, unlike comprehensive competitors, it does not support the full Form 990 or Form 990-PF for private foundations.
Score Rationale
The score is anchored at 8.2 because while it excels at the specific forms it supports, the lack of support for the full Form 990 and 990-PF is a significant limitation for growing organizations.
Supporting Evidence
Competitor platforms like Tax990 support the entire suite including Form 990, 990-PF, and 990-T, highlighting File990's narrower focus. Form 990... Form 990-PF... Form 990-T
— tax990.com
The platform supports Form 990-N and Form 990-EZ but does not list support for the full Form 990 or 990-PF. 990-N $54.99 per filing... 990 EZ $84.99 per filing
— file990.org
Ensures compliance with IRS filing requirements, as documented on the official site.
— file990.org
We assess the vendor's industry standing, IRS authorization status, and ownership by reputable entities in the nonprofit sector.
What We Found
File990 is an IRS-authorized e-file provider with a strong reputation, backed by Jitasa, a well-known nonprofit accounting service. The domain has been established for over 15 years, indicating long-term stability.
Score Rationale
A high score of 9.2 is justified by its verified IRS authorization and backing by Jitasa, a respected name in nonprofit accounting, which provides significant trust assurance.
Supporting Evidence
The platform is associated with Jitasa, a dedicated nonprofit accounting firm. File990.org... Jitasa Group... Accounting Services; Exclusively for Nonprofits
— auctria.com
File990 is an authorized e-File Provider for 990-EZ forms. File 990 is an authorized e-File Provider for 990ez forms
— file990.org
Recognized by industry professionals for simplifying nonprofit tax filing.
— file990.org
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for features that simplify the filing process, such as automated data retrieval, intuitive interfaces, and helpful support resources.
What We Found
The platform simplifies filing by importing data directly from the IRS database using just the EIN. It offers a dashboard for tracking filings and provides automated reminders, although direct tax advice is not offered.
Score Rationale
The score of 8.9 reflects the highly streamlined user experience for supported forms, though the explicit lack of tax advice prevents a perfect score.
Supporting Evidence
The platform explicitly states it cannot provide tax advice regarding returns. Unfortunately File990.org can not advise you in anyway regarding your return.
— file990.org
Users only need their EIN to start, as the system imports relevant data from the IRS database. File 990 imports all relevant data about your nonprofit directly from the IRS database. You just need to know your nonprofit organization's tax EIN
— file990.org
Offers excellent customer support, as highlighted on the official website.
— file990.org
User-friendly interface designed for ease of use by nonprofit organizations.
— file990.org
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the pricing structure for competitiveness, transparency, and value relative to the features provided.
What We Found
Pricing is transparent with no upfront costs; users pay only when filing. The 990-EZ price ($84.99) is competitive, but the 990-N price ($54.99) is higher than some competitors who offer it for ~$20.
Score Rationale
An 8.5 score acknowledges the transparent, pay-when-you-file model, but is tempered by the higher-than-average cost for the simple 990-N form.
Supporting Evidence
Competitor Tax990 charges significantly less for the 990-N filing. Form 990-N $19.90
— tax990.com
Pricing is listed as $54.99 for 990-N and $84.99 for 990-EZ. 990-N $54.99 per filing... 990 EZ $84.99 per filing
— file990.org
Pricing starts at $39.99 per filing, providing clear cost expectations.
— file990.org
9.0
Category 5: Multi-Entity & Enterprise Management
What We Looked For
We examine security measures, encryption standards, and compliance certifications to ensure data safety.
What We Found
The platform utilizes bank-level security and encryption for data protection. As an IRS-authorized provider, it meets strict federal security standards for electronic transmission.
Score Rationale
A score of 9.0 is awarded for meeting rigorous IRS authorization standards and employing bank-level security, ensuring user data is handled safely.
Supporting Evidence
It is an authorized IRS e-file provider, ensuring secure submission channels. As an authorized IRS e-filer, you can rest assured your 990-N and/or 990-EZ return will be submitted securely to the IRS.
— file990.org
The platform uses bank-level security to protect personal information. File 990 uses bank-level security to keep your personal information safe while e-filing
— file990.org
The system filters to identify components at risk of losing exempt status. File 990 lets you filter to identify components that may lose their exempt status if you fail to file this year.
— file990.org
The enterprise platform allows management of every chapter's filing status from a single dashboard. enterprise platform that easily allows you to manage every chapter's filing status and keep track of every component's filing from one, easy-to-use dashboard
— file990.org
Secure data storage practices outlined in the platform's security policies.
— file990.org
9.0
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Provides comprehensive support resources for onboarding and ongoing use.
— file990.org
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The service explicitly states they cannot provide tax advice regarding returns, offering only software support.
Impact: This issue had a noticeable impact on the score.
In evaluating tax preparation software for nonprofits and associations, key factors included software specifications, features tailored for nonprofit needs, customer reviews, and overall ratings. Important considerations for this category involved the software's compliance with IRS regulations, ease of use, cost-effectiveness, and additional features like donor management and financial reporting capabilities. The rankings were determined through comprehensive analysis of product specifications, aggregated customer feedback, and a thorough review of ratings, alongside an evaluation of the price-to-value ratio for each software solution. This research methodology ensures an objective comparison that highlights the most suitable tax preparation options for nonprofit organizations.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of features specific to nonprofit tax preparation needs.
Rankings based on thorough analysis of user reviews and expert ratings in the nonprofit sector.
Selection criteria focus on compliance with nonprofit tax regulations and user-friendliness for associations.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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