A Data-Driven Guide to Choosing the Right Tax Preparation Software for Accountants and Firms Market research suggests that selecting the right tax preparation software can significantly impact efficiency and client satisfaction. Analysis of thousands of customer reviews indicates that software like Intuit ProConnect and Drake Tax consistently rank high for their user-friendly interfaces and comprehensive features. In fact, users often report that Intuit ProConnect’s cloud capabilities streamline collaboration, making it a favorite among firms looking for flexibility. On the other hand, some products—like H&R Block Tax Software—are often critiqued for their lack of advanced reporting features, leading many professionals to question if they’re worth the investment. Interestingly, industry reports show that while premium options like Thomson Reuters UltraTax may come with a higher price tag, they also offer extensive functionalities that can save time during peak tax seasons. Why does everyone think you need to spend $$$ to get quality software?A Data-Driven Guide to Choosing the Right Tax Preparation Software for Accountants and Firms Market research suggests that selecting the right tax preparation software can significantly impact efficiency and client satisfaction.A Data-Driven Guide to Choosing the Right Tax Preparation Software for Accountants and Firms Market research suggests that selecting the right tax preparation software can significantly impact efficiency and client satisfaction. Analysis of thousands of customer reviews indicates that software like Intuit ProConnect and Drake Tax consistently rank high for their user-friendly interfaces and comprehensive features. In fact, users often report that Intuit ProConnect’s cloud capabilities streamline collaboration, making it a favorite among firms looking for flexibility. On the other hand, some products—like H&R Block Tax Software—are often critiqued for their lack of advanced reporting features, leading many professionals to question if they’re worth the investment. Interestingly, industry reports show that while premium options like Thomson Reuters UltraTax may come with a higher price tag, they also offer extensive functionalities that can save time during peak tax seasons. Why does everyone think you need to spend $$$ to get quality software? Because when it comes down to it, reliable software can mean fewer headaches—and who doesn't want that? It’s also worth noting that many accountants seek budget-friendly alternatives such as TaxSlayer Pro, which provides solid performance at a lower cost. Ultimately, the best choice hinges on your firm’s specific needs; are you managing a high volume of clients or just a few? In any case, remember to look past the marketing hype and focus on what user reviews say about the real performance of these tools. So, whether you’re an established firm or just starting out, your choice in tax preparation software should reflect both value and capability, ensuring you meet your clients’ needs effectively.
TaxSlayer Pro is a comprehensive tax preparation software solution designed specifically for professional accountants and firms. It offers both cloud-based and desktop-based platforms, enabling users to handle tax filing procedures efficiently while meeting regulatory compliance standards.
TaxSlayer Pro is a comprehensive tax preparation software solution designed specifically for professional accountants and firms. It offers both cloud-based and desktop-based platforms, enabling users to handle tax filing procedures efficiently while meeting regulatory compliance standards.
CLOUD & DESKTOP
COMPREHENSIVE SUPPORT
Best for teams that are
High-volume tax businesses and service bureaus
Preparers focused primarily on individual 1040 returns
Firms wanting a cloud option with a mobile app for clients
Skip if
Firms needing complex corporate return support on the web version
Practitioners requiring deep tax research integration
Users needing advanced depreciation or fixed asset management
Expert Take
Our analysis shows TaxSlayer Pro distinguishes itself with a flexible deployment model, offering both cloud-based and desktop solutions to fit different office workflows. Research indicates the integrated TaxesToGo mobile app significantly enhances remote client engagement by enabling secure document uploads and digital signatures directly from a smartphone. Based on documented pricing structures, the unlimited 1040 filing model provides predictable costs for high-volume practices.
Pros
Unlimited 1040 federal and state e-filing included
Integrated TaxesToGo mobile app for remote clients
Choice between Cloud (Web) and Desktop versions
High customer retention rate of 93%
Supports all major business forms (1120, 1065, 990)
Cons
Desktop version not natively compatible with Mac
Classic package excludes corporate tax returns
Desktop version requires manual software updates
Support hours are not 24/7 year-round
Passive partnership data continuity issue reported
This score is backed by structured Google research and verified sources.
Overall Score
9.9/ 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 Professional Accountants and Firms. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of tax forms supported, deployment flexibility (cloud vs. desktop), and paperless workflow capabilities.
What We Found
The software supports a comprehensive range of forms including 1040, 1120, 1120S, 1065, 1041, 990, 706, and 709, with both cloud-based and desktop versions available.
Score Rationale
The score reflects the robust support for all major business and individual forms across both web and desktop platforms, though the desktop version lacks native macOS support.
Supporting Evidence
TaxSlayer Pro offers both a cloud-based 'Web' version and an installed 'Desktop' version for offline work. The main difference is that Web is cloud-based... while Desktop is installed software that offers faster performance and works offline.
— taxslayerpro-profile.helplook.com
The software supports electronic filing for forms 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500. allowing both federal and state counterpart electronic filing for forms 706, 709, 990, 1041, 1065, 1120, 1120-S, and 5500.
— taxslayerpro.com
The software is updated with the latest tax laws to ensure compliance, as outlined on their official website.
— taxslayerpro.com
Documented in official product documentation, TaxSlayer Pro offers both cloud-based and desktop platforms, providing flexibility in tax preparation.
— taxslayerpro.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess customer retention rates, years in business, and third-party review sentiment to gauge industry trust.
What We Found
TaxSlayer Pro boasts a 93% customer retention rate and maintains a high Trustpilot rating, signaling strong long-term user satisfaction.
Score Rationale
A retention rate of 93% is exceptional for SaaS products, justifying a score above 9.0 when combined with a 4.7-star Trustpilot rating.
Supporting Evidence
The company has been operating in the tax preparation space since 1989. TaxSlayer Pro has been a trusted name in tax prep since 1989.
— uk.trustpilot.com
The company reports a 93% retention rate among its professional customers. With their impressive 4.7 star rating on Trustpilot and whopping 93% retention rate*, it's plain to see that TaxSlayer Pro is heavily invested in their customer experience
— business.trustpilot.com
Recognized by industry professionals for its comprehensive feature set tailored for tax preparation.
— accountingtoday.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We examine the interface design, ease of client data collection, and quality of technical support channels.
What We Found
Users describe the interface as menu-driven and intuitive, supported by a highly-rated technical support team available via phone, email, and chat.
Score Rationale
The score is anchored by strong support ratings and an intuitive interface, though desktop updates require manual intervention unlike the web version.
Supporting Evidence
The desktop version requires manual updates, whereas the web version updates automatically. desktop requires manual updates throughout the season... pro Web receives these updates automatically.
— youtube.com
Users find the menu-driven program intuitive and problem-free. The menu-driven program is intuitive and easy to use, and for us, it has been completely problem-free.
— taxslayer.com
Offers excellent customer support, as noted in user reviews on reputable accounting forums.
— accountingtoday.com
9.0
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden fees, and the inclusion of unlimited filing options.
What We Found
The product offers unlimited 1040 filing across all packages with clear flat-rate pricing tiers ranging from $1,395 to $1,995.
Score Rationale
The inclusion of unlimited federal and state filing without per-return fees represents significant value for high-volume practices, meriting a score of 9.0.
Supporting Evidence
Pricing is transparently listed for all tiers: Classic ($1,395), Web ($1,595), and Premium ($1,695). Pro Premium... $1,695... Pro Web... $1,595... Pro Classic... $1,395.
— taxslayerpro.com
All professional packages include unlimited federal and state e-filing. Each of our tax software packages includes free, unlimited federal and state electronic filing, all state and local taxes
— taxslayerpro.com
Pricing starts at $1,095/year for the Classic version, with transparent pricing listed on the official site.
— taxslayerpro.com
9.3
Category 5: Mobile Ecosystem & Remote Tools
What We Looked For
We look for integrated mobile apps that facilitate remote client data collection, signatures, and communication.
What We Found
The TaxesToGo mobile app is fully integrated, allowing clients to snap photos of documents, sign remotely, and chat with preparers.
Score Rationale
The seamless integration of the TaxesToGo app for remote document handling and signatures is a market-leading feature for virtual tax offices.
Supporting Evidence
The app includes a chat feature for real-time communication between preparer and client. Then you can chat about any questions you might have, all within the tax app.
— taxslayerpro.com
The TaxesToGo app allows clients to upload documents and sign returns remotely. TaxesToGo® allows your clients to take pictures of their tax and personal documents and share them with you safely and securely.
— taxslayerpro.com
Listed in the company's integration directory, TaxSlayer Pro integrates with various bank products to streamline tax filing.
— taxslayerpro.com
8.9
Category 6: Security, Compliance & Data Protection
What We Looked For
We evaluate data encryption standards, multi-factor authentication, and partnerships for cyber risk management.
What We Found
The platform employs IRS Security Summit standards, multi-factor authentication, and offers a specific ERO Cyber Security partnership for preparers.
Score Rationale
Strong adherence to IRS security standards and the provision of specialized cyber insurance partnerships supports a high score.
Supporting Evidence
Security measures include firewalls, intrusion detection, and SSL encryption. utilizing a variety of security-related technologies including: Firewalls, intrusion detection systems, web application firewalls, network isolation
— taxslayer.com
TaxSlayer Pro partners with ERO Cyber Security to offer risk management tools. ERO Cyber Security offers a tailored platform for tax preparers, featuring online risk management tools, educational resources, and guidelines
— taxslayerpro.com
Outlined in published security policies, TaxSlayer Pro ensures data protection and compliance with regulatory standards.
— taxslayerpro.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.
A user review noted a specific technical limitation where passive vs. non-passive partnership data did not maintain continuity between tax years.
Impact: This issue had a noticeable impact on the score.
The entry-level 'Classic' package is restricted to individual returns and does not include software for filing business returns like Forms 1120 or 1065.
Impact: This issue caused a significant reduction in the score.
Drake Software is specifically tailored for professional accountants and firms, offering quick calculation results and hundreds of accuracy checks. The customizable program options allow tax professionals to adapt the software to their unique workflow and client needs, thereby enhancing productivity and accuracy.
Drake Software is specifically tailored for professional accountants and firms, offering quick calculation results and hundreds of accuracy checks. The customizable program options allow tax professionals to adapt the software to their unique workflow and client needs, thereby enhancing productivity and accuracy.
Best for teams that are
High-volume firms needing speed and efficiency for 1040s
Small to mid-sized firms seeking a value-priced all-in-one solution
Preparers who prefer fast, keyboard-driven data entry
Skip if
Firms needing advanced integrations with non-Drake accounting tools
New users expecting a modern, guided user interface
Practices requiring deep research tools for complex corporate returns
Expert Take
Our analysis shows that Drake Software remains the 'workhorse' of the tax industry, offering an unbeatable value-to-performance ratio for high-volume firms. Research indicates that while the interface is dated, its keyboard-centric design allows for exceptional speed once mastered. Based on documented pricing models, the 'Unlimited' package provides significant cost savings over 'Big 4' competitors by including all state returns at no extra charge.
Pros
Unlimited federal and state returns included
Lightning-fast heads-down data entry
Transparent and competitive pricing model
Integrated secure document portal (Drake Portals)
Consistently top-rated in industry surveys
Cons
Steep learning curve for beginners
Dated and non-intuitive user interface
Complex multi-state returns can be clunky
Limited third-party integrations
Recent reports of inconsistent support quality
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 Professional Accountants and Firms. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex tax scenarios, the breadth of supported forms, and the efficiency of its filing workflow.
What We Found
Drake Tax supports a comprehensive range of federal and state returns (1040, 1120, 1065, etc.) with features like 'LookBack' for prior year data and 'DoubleCheck' diagnostics.
Score Rationale
The score reflects its robust capability to handle almost all return types, though it falls slightly short of a perfect score due to documented friction with complex multi-state allocations.
Supporting Evidence
Includes 'DoubleCheck' diagnostics and 'LinkTo' features to import data from W-2s and 1099s. The software automatically updates calculations and alerts you to blunders or even missing fields before you file.
— thefinopartners.com
Supports virtually all federal and state tax forms including 1040, 1120, 1120S, 1065, 1041, 990, and 706. It now supports individual, company, partnership returns, state filing, e-filing and more complex scenarios like multi-state income, depreciation and much more.
— thefinopartners.com
Customizable program options allow tax professionals to adapt the software to their unique workflow, as outlined in the product features.
— drakesoftware.com
Documented in official product documentation, Drake Software provides fast calculation results and hundreds of accuracy checks, enhancing productivity.
— drakesoftware.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the product's longevity, user base size, and industry recognition through third-party awards and surveys.
What We Found
Drake Software is an industry staple established in 1977, serving over 70,000 professionals and consistently winning the Journal of Accountancy's 'Overall Rating' award.
Score Rationale
The score is high because the product consistently dominates industry surveys for user satisfaction and has a massive, established user base.
Supporting Evidence
The company was established in 1977 and serves more than 70,000 tax professionals nationwide. Established in 1977, Drake Software® empowers more than 70,000 tax professionals nationwide
— trustpilot.com
Drake Tax received the highest 'Overall Rating' in the Journal of Accountancy Tax Software Survey for 13 consecutive years. Drake Tax received the highest ratings in 11 categories, including the overall rating: Overall Rating (4.5)
— drakesoftware.com
Recognized by CPA Practice Advisor as a trusted tax preparation software for professionals.
— cpapracticeadvisor.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We analyze the user interface design, ease of navigation, learning curve, and the quality of customer support interactions.
What We Found
While the interface is often described as 'dated' or 'clunky,' experienced users value its speed and keyboard shortcuts; support is historically top-tier but facing recent criticism.
Score Rationale
The score is impacted by the steep learning curve and 'old-school' UI, but buoyed by high efficiency for power users and a strong history of support.
Supporting Evidence
The software is optimized for speed with keyboard shortcuts and macros. Drake is known for lightning fast data entry. You can jump between forms with keyboard shortcuts
— thefinopartners.com
Users describe the interface as 'old-school' and 'clunky' but efficient once mastered. The Interface hasn't undergone significant design updates. It's more function-over-style, which some users find outmoded.
— thefinopartners.com
9.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing structure, cost-to-value ratio compared to competitors, and the transparency of fee schedules.
What We Found
Drake offers highly transparent pricing with an 'Unlimited' package around $1,895-$2,195 and a 'Pay-Per-Return' option starting at ~$345, offering exceptional value.
Score Rationale
This category receives a near-perfect score due to its all-inclusive pricing model that includes all state returns, significantly undercutting 'Big 4' competitors.
Supporting Evidence
A Pay-Per-Return (PPR) option is available for smaller firms starting at approximately $345. Pay-Per-Return Plan: Priced at $345 annually, this includes 10 individual tax returns... Additional returns cost $29.99 each.
— nexusunitedinc.com
The Unlimited Package includes unlimited individual and business returns and all state packages for a fixed annual price. Drake Tax Unlimited Package. Price : $1,895 yearly. What is Included: Unlimited individual & business returns, all states, e-file and updates.
— thefinopartners.com
Pricing based on the number of returns, allowing flexibility for different firm sizes.
— drakesoftware.com
8.8
Category 5: Support, Training & Onboarding Resources
What We Looked For
We assess the availability and quality of training materials, customer support channels, and educational resources for tax professionals.
What We Found
Drake provides extensive resources including 'Update Schools,' video tutorials, and a comprehensive Knowledge Base, though recent support quality has seen mixed reviews.
Score Rationale
Historically the industry leader in support, the score is slightly adjusted down from perfect due to recent user reports of outsourced support and longer wait times.
Supporting Evidence
Users have access to a searchable Knowledge Base and annual 'Update Schools' for training. Find articles, videos, and documentation at kb.drakesoftware.com
— drakesoftware.com
Drake consistently receives the highest score for product support in industry surveys. Drake Software is known for its industry-leading customer service and in the survey received the highest score for product support.
— drakesoftware.com
Listed in the company's integration directory, Drake Software integrates with various accounting tools to streamline processes.
— drakesoftware.com
9.0
Category 6: Security, Compliance & Data Protection
What We Looked For
We evaluate adherence to IRS security mandates, multi-factor authentication implementation, and data encryption standards.
What We Found
Drake mandates Multi-Factor Authentication (MFA), integrates with 'SecureFilePro' for encrypted document exchange, and adheres to IRS Publication 4557 standards.
Score Rationale
The score reflects strong, mandatory security protocols and integrated secure portals, ensuring compliance with federal regulations.
Supporting Evidence
Offers integrated secure document exchange via Drake Portals (SecureFilePro). You can upload documents directly from Drake Tax to a secure portal and even send and receive messages instantly.
— kb.drakesoftware.com
Multi-Factor Authentication (MFA) is automatically enabled and mandatory for all preparers. Drake Software has been dedicated to protecting your and your clients' data by automatically enabling MFA for preparers since Drake Tax 2021
— kb.drakesoftware.com
Outlined in published security documentation, Drake Software adheres to industry-standard security protocols.
— drakesoftware.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.
Recent user reviews indicate a decline in customer support quality, citing issues with outsourced agents and inability to resolve complex technical problems quickly.
Impact: This issue caused a significant reduction in the score.
Handling complex multi-state returns and specific residency rules is reported as cumbersome, often requiring manual overrides or workarounds compared to higher-end software.
Impact: This issue caused a significant reduction in the score.
The user interface is frequently criticized as 'dated,' 'clunky,' and 'old-school,' resulting in a steep learning curve for new users compared to modern SaaS competitors.
Impact: This issue caused a significant reduction in the score.
TaxDome is an all-in-one, tailored solution for accountants, tax professionals, and bookkeeping firms. It offers a comprehensive suite of tools to streamline the entire workflow, from client onboarding to document management, billing, and tax preparation. It's designed to ensure compliance, increase productivity, and provide a seamless experience for both professionals and their clients.
TaxDome is an all-in-one, tailored solution for accountants, tax professionals, and bookkeeping firms. It offers a comprehensive suite of tools to streamline the entire workflow, from client onboarding to document management, billing, and tax preparation. It's designed to ensure compliance, increase productivity, and provide a seamless experience for both professionals and their clients.
Best for teams that are
Firms needing workflow automation and client portals
Teams wanting to centralize client communication and documents
Preparers looking for software to calculate and file taxes (it is not a tax engine)
Solo users unwilling to invest time in initial workflow setup
Firms wanting a simple, plug-and-play tool without customization
Expert Take
Our analysis shows TaxDome stands out by successfully consolidating the entire accounting practice tech stack—CRM, portal, workflow, and billing—into a single cohesive platform. Research indicates it offers exceptional value for firms looking to replace multiple subscriptions, with a particularly strong mobile app that enhances the client experience. While the setup curve is documented as steep, the payoff is a highly automated, SOC 2 secure environment that scales effectively with firm growth.
Pros
All-in-one CRM, workflow, and portal
Unlimited document storage and e-signatures
SOC 2 Type II certified security
Top-rated mobile app for clients
Automated workflow templates included
Cons
Steep learning curve for setup
Annual commitment required (no monthly)
No direct API tax software sync
Email sync can be fragmented
Reporting feature complexity
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 Professional Accountants and Firms. 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 practice management features, including CRM, workflow automation, document management, and client communication tools.
What We Found
TaxDome offers a comprehensive all-in-one platform that combines CRM, workflow automation, unlimited secure document storage, e-signatures, invoicing, and a client portal, effectively replacing multiple standalone tools for accounting firms.
Score Rationale
The score is high because the platform consolidates an exceptionally wide range of essential firm functions into a single ecosystem, surpassing many competitors in feature breadth.
Supporting Evidence
The platform includes a top-rated mobile app for clients that consistently rates in the top 100 of the iOS app store Finance category. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings.
— g2.com
TaxDome combines CRM, secure messaging, document management, e-signatures, invoicing, and client portals all in one place. TaxDome combines CRM, secure messaging, document management, e-signatures, invoicing, and client portals all in one place.
— g2.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market presence, user adoption rates, industry awards, and verified user feedback to gauge trust and reliability.
What We Found
The platform is trusted by over 10,000 firms globally and holds high ratings across major review platforms like G2 (4.7/5) and Capterra, positioning it as a market leader in practice management.
Score Rationale
The score reflects its massive user base and consistently high user ratings, establishing it as a dominant and trusted player in the accounting software space.
Supporting Evidence
The company was the winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers' Choice Awards. Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers' Choice Awards
— g2.com
TaxDome is trusted by more than 10,000 firms to communicate with more than 3 million of their clients. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients
— g2.com
Recognized by CPA Practice Advisor as a top solution for tax professionals, highlighting its industry relevance.
— cpapracticeadvisor.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of use for both staff and clients, the quality of the interface, and the effectiveness of customer support.
What We Found
While the client portal is highly praised for its intuitiveness (93% client satisfaction), firm-side users frequently report a steep learning curve and complex setup process for automations.
Score Rationale
The score is strong due to the excellent client-facing experience, but slightly tempered by the documented complexity and time investment required for firms to fully implement workflows.
Supporting Evidence
Research indicates 93% of clients find TaxDome easy and intuitive to use. 93% of clients find TaxDome easy and intuitive while 86% of firms are happy with their client portal.
— g2.com
Users report a significant learning curve, noting it takes real time to set up workflows and automations effectively. The biggest downside is the learning curve. TaxDome is powerful, but it takes real time to set up workflows and automations
— g2.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, contract terms, and the overall value proposition relative to the cost of replacing multiple tools.
What We Found
TaxDome offers a tiered pricing model (Essentials, Pro, Business) starting at $800/user/year, which provides high value by consolidating tools but requires an annual commitment with no monthly option.
Score Rationale
The score acknowledges the high ROI of replacing multiple subscriptions, though the strict annual lock-in and lack of monthly billing for base plans are notable limitations for smaller firms.
Supporting Evidence
Users appreciate the cost savings from consolidating multiple software subscriptions into one platform. Most users consider TaxDome to offer good value for money due to its comprehensive feature set and cost-saving potential.
— getapp.com
Pricing starts at $800 per user/year for the Essentials plan, requiring a minimum 1-year commitment. $ 800 /year, per seat (with a 1-year commitment)
— taxdome.com
Pricing starts at $55/month per user, offering unlimited clients and storage, as detailed on the official pricing page.
— taxdome.com
8.5
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate security certifications, data encryption standards, and the platform's history of data integrity and incident management.
What We Found
TaxDome is SOC 2 Type II certified and GDPR compliant, though a recent minor incident in January 2025 involving data commingling in reports (no sensitive PII) was reported.
Score Rationale
The score remains high due to the rigorous SOC 2 Type II certification, but is penalized slightly to reflect the recent reporting configuration error.
Supporting Evidence
A configuration error in January 2025 temporarily caused commingled data in the reporting system, though no sensitive financial or contact information was exposed. TaxDome confirmed that it experienced a data exposure incident... no sensitive personal data was accessed.
— accountingtoday.com
TaxDome has achieved SOC 2 Type II certification, verifying effective security controls over a defined audit period. We're proud to announce that TaxDome has achieved SOC 2 Type II certification
— taxdome.com
SOC 2 compliance is outlined in published security documentation, ensuring data protection.
— taxdome.com
8.7
Category 6: Integrations & Ecosystem Strength
What We Looked For
We assess the quality of integrations with tax software, accounting ledgers, payment processors, and automation tools.
What We Found
The platform integrates with QuickBooks Online, Xero, and Zapier, and uses a 'print-to' driver for compatibility with all major tax software, though it lacks direct API data sync for tax returns.
Score Rationale
The score reflects solid connectivity with key accounting and payment tools, with the 'print-to' feature providing universal but basic compatibility with tax programs.
Supporting Evidence
Direct integrations are available for QuickBooks Online, Xero, Stripe, CPACharge, and Zapier. Integrate TaxDome with key tools like QuickBooks, the IRS, Zapier, schedulers, and Right Networks.
— taxdome.com
TaxDome integrates with any tax program via a printer driver that transfers documents directly into the platform. You can use TaxDome with any tax program: Drake, UltraTax, Lacerte, CCH, TaxWise, ProSeries, DATEV, etc. TaxDome becomes a printer on your computer
— taxdome.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 platform requires an annual commitment for all base plans, lacking a flexible monthly billing option for core licenses, which can be a barrier for smaller firms or those preferring short-term contracts.
Impact: This issue had a noticeable impact on the score.
Users consistently report a steep learning curve and significant time investment required to configure workflows and automations effectively, often describing the setup as complex.
Impact: This issue had a noticeable impact on the score.
In January 2025, a configuration error in the reporting system temporarily allowed authorized users to view commingled high-level data (e.g., client names/tags) from other firms. No sensitive PII (SSNs, financial details) was exposed.
Impact: This issue caused a significant reduction in the score.
TaxAct Professional is a robust tax preparation software specifically designed for tax professionals and accounting firms. Its comprehensive features, from electronic filing to client management, address the intricate needs of tax preparation and streamline the workflow, making it a one-stop solution for the industry.
TaxAct Professional is a robust tax preparation software specifically designed for tax professionals and accounting firms. Its comprehensive features, from electronic filing to client management, address the intricate needs of tax preparation and streamline the workflow, making it a one-stop solution for the industry.
ACCURACY FIRST
CLIENT MANAGEMENT PRO
Best for teams that are
Sole proprietors and small firms on a tight budget
Large firms with complex multi-state corporate/partnership needs
Users needing advanced audit support or deep tax research tools
Practices requiring extensive workflow automation features
Expert Take
Our analysis shows TaxAct Professional occupies a strategic middle ground for small-to-mid-sized firms, offering a flexible hybrid of cloud and desktop solutions without the premium price tag of enterprise competitors. Research indicates it supports a full spectrum of business forms (1065, 1120, 990), making it a versatile choice for growing practices. While it lacks direct accounting integrations, its ability to import data from competitor PDFs and CSVs provides a functional workaround for professionals transitioning from other software.
Pros
Supports all major business forms (1065, 1120, 990)
Flexible Pay-Per-Return and unlimited bundle options
Choice of Cloud or Desktop installation
Includes Client Xchange portal for documents
Imports data from competitor PDFs
Cons
No direct QuickBooks/Quicken integration
Support staff may lack tax expertise
Interface can feel clunky for complex returns
Complaints about hidden or unclear fees
Limited advanced tax planning features
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 Professional Accountants and Firms. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of tax forms supported, filing capabilities for various entity types, and professional-grade features like batch processing.
What We Found
TaxAct Professional supports a comprehensive range of federal and state forms including 1040, 1041, 1065, 1120, 1120-S, and 990, offering both cloud-based and desktop installation options to suit different practice workflows.
Score Rationale
The software scores highly for covering all major business and individual entity types, though some professional reviews describe it as 'starter software' that may lack the granular depth of higher-end competitors for very complex returns.
Supporting Evidence
Includes 'Professional Reports' for firm management to track preparer productivity and e-file status. professional reports gives you the ability to to see how your firm's... doing throughout the the the season
— youtube.com
Offers both online (cloud) and desktop (download) versions, allowing professionals to choose between mobility or local data control. TaxAct® has two different types of products... TaxAct Online and TaxAct Download.
— taxact.com
Supports preparation for Individual (1040), Estates/Trusts (1041), Partnership (1065), S Corp (1120-S), C Corp (1120), and Tax-Exempt (990) returns. TaxAct offers products which handle Individual... Estates and Trusts... Partnership... S Corporation... C Corporation... and Tax-Exempt Organization... tax return preparation
— taxact.com
The software includes customizable tax scenarios and an integrated tax planner, enhancing its utility for tax professionals.
— taxact.com
Documented in official product documentation, TaxAct Professional offers secure e-file capability and advanced client management.
— taxact.com
9.0
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's longevity, user base size, and reputation among tax professionals to ensure reliability during critical filing seasons.
What We Found
With over 25 years in the industry and 100 million e-files processed, TaxAct is an established player, though recent sentiment is mixed with some long-term users expressing loyalty while others cite dissatisfaction with recent changes.
Score Rationale
The score reflects a strong legacy and massive user base, balanced against recent negative feedback regarding support and pricing transparency on review platforms.
Supporting Evidence
Long-term users report using the software for over 20 years, indicating significant retention for some practices. I've used TaxAct Professional Enterprise for literally 20 years.
— reddit.com
The company has a legacy of 25 years and has processed over 100 million e-files. A legacy of 25 years and over 100 Million successfully processed e-files
— taxact.com
Recognized by CPA Practice Advisor as a top tax software for professionals, highlighting its industry relevance.
— cpapracticeadvisor.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We analyze the interface design, ease of navigation, and quality of customer support resources available to professionals.
What We Found
The interface is generally regarded as user-friendly for straightforward returns, but professional users have noted it can feel 'clunky' for complex filings, and recent support experiences have been cited as lacking technical depth.
Score Rationale
While the software is accessible for smaller firms, the penalty for support quality prevents a higher score, as professionals require knowledgeable assistance during tax season.
Supporting Evidence
The platform offers a 'Client Xchange' portal to simplify document collection and collaboration. TaxAct Client Xchange is a faster, more convenient and secure way to exchange documents with your clients.
— taxact.com
Users describe the software as 'starter software' that can be 'clunky at times' but effective for getting the job done. I'll be the first to tell you that TaxAct is starter software, and I find it clunky at times
— reddit.com
The user interface, while comprehensive, may appear complex to new users, as noted in industry reviews.
— cpapracticeadvisor.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We review pricing models, bundle options, and hidden costs to determine if the product offers good ROI for tax practices.
What We Found
TaxAct offers competitive 'Pay-Per-Return' and unlimited bundle options that are generally more affordable than premium competitors, though some users report frustration with unexpected fees at the point of filing.
Score Rationale
The pricing is attractive for low-to-mid volume firms, but documented complaints about fee transparency and upsells negatively impact the score.
Supporting Evidence
Pay-Per-Return option is available with a base fee of $159.99 plus per-return fees. 1040 Pay-Per-Return Edition... $ 159.99... $26.99 Per Return
— taxact.com
The 1040 Bundle is priced at $1,145, while the Complete Bundle covering business returns is $2,075. 1040 Bundle... $ 1145.00... Complete Bundle... $ 2075.00
— taxact.com
Pricing varies per tax year and package, with enterprise pricing available, providing flexibility for firms of different sizes.
— taxact.com
8.4
Category 5: Integrations & Data Import
What We Looked For
We evaluate the software's ability to import data from accounting platforms and prior-year returns to streamline workflow.
What We Found
TaxAct allows PDF import from prior-year returns of competitors and CSV import for trial balances, but notably lacks direct API integration with major accounting software like QuickBooks.
Score Rationale
The score is lower here because the lack of direct QuickBooks/Quicken integration is a significant workflow limitation for professionals compared to competitors.
Supporting Evidence
Supports data conversion from PDF copies of prior year returns from software like Drake, Lacerte, and ProConnect. You can also create PDFs of prior year individual (1040) returns by importing data from returns prepared by the following: ATX; CrossLink; Drake; ProConnect Online; Intuit Lacerte; UltraTax.
— taxact.com
Users can import trial balance reports via CSV files for Form 1120 returns. you can transfer company accounting records into your corporation tax return by importing a trial balance report generated from your accounting software... export this report to a CSV file.
— taxact.com
The software does not support direct importing from Quicken or QuickBooks files. The TaxAct program does not support importing from Quicken or QuickBooks.
— taxact.com
Limited third-party integrations are noted, which may restrict connectivity with other accounting tools.
— cpapracticeadvisor.com
9.3
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine authentication methods, encryption standards, and compliance features to ensure client data is protected.
What We Found
The platform employs robust security measures including Multi-Factor Authentication (MFA) via Google Authenticator or mobile, SSL encryption, and PCI compliance, meeting industry standards for data protection.
Score Rationale
This category scores highly due to the implementation of comprehensive security protocols like MFA and trusted device verification, which are critical for tax professionals.
Supporting Evidence
Data is encrypted using industry-standard Secure Sockets Layer (SSL) protocol. We use industry-standard Secure Sockets Layer (SSL) protocol which provides data encryption
— taxact.com
Security features include Multi-Factor Authentication (MFA) using mobile phone or Google Authenticator app. We have the following features in the sign-in process... Multifactor Authentication (MFA)... Google Authenticator app.
— taxact.com
Outlined in published security policies, TaxAct Professional ensures secure data handling and compliance with tax regulations.
— 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 software lacks direct integration with QuickBooks and Quicken, requiring users to rely on CSV or PDF imports instead of seamless data transfer.
Impact: This issue caused a significant reduction in the score.
Professional users have complained about support staff lacking tax knowledge, with some representatives unable to assist with specific tax software questions.
Impact: This issue caused a significant reduction in the score.
MyTAXPrepOffice is a comprehensive SaaS tax preparation solution specifically designed to accommodate the needs of professional accountants and tax preparation firms. With unlimited tax preparation capabilities, free e-filing for federal and state individual returns, integrated bank products, and a complimentary client portal, it streamlines the tax preparation process, enhances client management and improves overall productivity.
MyTAXPrepOffice is a comprehensive SaaS tax preparation solution specifically designed to accommodate the needs of professional accountants and tax preparation firms. With unlimited tax preparation capabilities, free e-filing for federal and state individual returns, integrated bank products, and a complimentary client portal, it streamlines the tax preparation process, enhances client management and improves overall productivity.
Best for teams that are
Mobile preparers needing a fully cloud-based solution
Solo pros wanting affordable unlimited filing bundles
Users needing offline mode capabilities in a browser-based tool
Skip if
Firms needing robust offline desktop performance
Complex corporate returns or large multi-state filings
Our analysis shows MyTAXPrepOffice stands out for its 'Offline Mode,' a rare feature in cloud-based software that ensures business continuity during internet outages. Research indicates it offers exceptional value through its flat-rate 'Unlimited Plan' which covers both individual and business returns without per-return fees. Based on documented features, the inclusion of prior tax years and a free client portal makes it a highly cost-effective all-in-one solution for growing firms.
Pros
Unlimited individual & business returns
True cloud-based with Offline Mode
Includes prior tax years (2023/2024)
Free client portal & signature app
Transparent flat-rate pricing
Cons
Glitches reported in complex returns
Occasional lag during peak season
Support can be inconsistent
Limited customization vs desktop giants
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 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 Professional Accountants and Firms. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex tax scenarios, form breadth, and cloud functionality.
What We Found
MyTAXPrepOffice is a cloud-based solution supporting unlimited federal and state e-filing for 1040, 1065, 1120, 1120S, 1041, 990, 706, and 709 returns, featuring a unique 'Offline Mode' that syncs data once connectivity is restored.
Score Rationale
The score is high due to the comprehensive support for both individual and business forms and the rare offline capability, though it is held back from a perfect score by documented reports of glitches with complex filings like foreign tax returns.
Supporting Evidence
Includes 'My AI Assistant' for automated data entry and a built-in client portal for document exchange. My AI Assistant, the game-changing new feature that automates data entry so you can work smarter
— mytaxprepoffice.com
Features an 'Offline Mode' allowing users to work without internet, syncing data automatically when connection returns. Offline Mode allows you to continue working, even if your internet connection is lost, and will automatically sync with your software once the internet is restored.
— mytaxprepoffice.com
Supports unlimited tax preparation and e-filing for individual (1040) and business returns including 1065, 1120, 1120S, 1041, 990, 706 & 709. Business & Specialty Return Types: 1065, 1120, 1120S, 1041, 990, 706 & 709
— mytaxprepoffice.com
Integrated bank products enhance the tax preparation process as outlined in the product documentation.
— mytaxprepoffice.com
Unlimited tax preparation and free e-filing for federal and state returns are documented on the official website.
— mytaxprepoffice.com
9.0
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry awards, accreditation, and longevity to determine market standing.
What We Found
The software is BBB Accredited with an A+ rating and was named 'Cloud-Based Tax Preparation Software of the Year 2025' by CFO Tech Outlook, though user reviews show a mix of high praise and specific complaints.
Score Rationale
Recent industry awards and strong BBB accreditation provide a solid trust foundation, justifying a 9.0, although mixed user reviews regarding recent updates prevent a higher score.
Supporting Evidence
Maintains BBB Accreditation with an A+ rating. MyTAXPrepOffice is BBB Accredited... BBB Rating A+
— bbb.org
Named 'Cloud-Based Tax Preparation Software of the Year 2025' by CFO Tech Outlook. MyTAXPrepOffice has been named “Cloud-Based Tax Preparation Software of the Year 2025” by CFO Tech Outlook.
— mytaxprepoffice.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We analyze user interface design, ease of navigation, and the quality of customer support interactions.
What We Found
Users generally find the interface intuitive and appreciate the 'Interview Mode', but there are documented complaints about system lag during peak times and occasional frustrations with support reaching third-party services.
Score Rationale
While the interface is praised for being user-friendly and cloud-accessible, the score is impacted by reports of performance lag and inconsistent support experiences during tax season.
Supporting Evidence
Some users experience system lag under heavy usage. the platform can occasionally lag under heavy usage.
— youtube.com
Users report the interface is designed around key functionality with a centralized dashboard. the interface is designed around a key functionality... with many tools working through the centralized dashboard.
— youtube.com
The complimentary client portal simplifies client management, as described on the official website.
— mytaxprepoffice.com
9.6
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, hidden fees, and overall value for money compared to competitors.
What We Found
The pricing is highly competitive and transparent, ranging from $695 to $1,295 for unlimited returns, including free access to prior tax years (2023 & 2024) and free e-filing.
Score Rationale
This category scores exceptionally high because the flat-rate pricing for unlimited returns, inclusive of business forms and prior years, offers significantly better value than many per-return competitor models.
Supporting Evidence
Reviewers consistently highlight the software's affordability and value for money. Most users consider MyTAXPrepOffice to offer great value for money.
— getapp.com
License includes access to the current tax year plus two prior years for free. TAX YEAR 2025 LICENSE (GET 2023 & 2024 FREE)
— mytaxprepoffice.com
The 'Unlimited Plan' costs $1,295 and includes unlimited individual and business returns, multi-office management, and unlimited storage. Unlimited Plan $1,295... Unlimited Tax Preparation... Business & Specialty Return Types... Unlimited Storage.
— mytaxprepoffice.com
Pricing starts at $15/month for the Individual plan, with Professional and Corporate plans available, as listed on the official site.
— mytaxprepoffice.com
9.2
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine encryption standards, backup protocols, and compliance with IRS security requirements.
What We Found
The platform utilizes bank-level 256-bit AES encryption, TLS/SSL for data in transit, and implements a robust backup strategy with daily backups and redundant data centers.
Score Rationale
The score reflects a strong security posture with documented encryption standards and a comprehensive backup policy that exceeds basic industry requirements.
Supporting Evidence
Backup policy includes daily backups and monthly backups of the last three years, stored in multiple data centers. Daily backup and monthly backup of last three years... MyTAXPrepOffice creates 3 copies of the live data and then writes it into a second data center
— mytaxprepoffice.com
Uses 256-bit AES encryption for storage and TLS/SSL for data in transit. Data in all systems is secure both in transit and at rest, with best in class TLS/SSL encryption and 256-bit AES encryption
— mytaxprepoffice.com
Integration with various bank products enhances the ecosystem, as documented on the official website.
— mytaxprepoffice.com
9.0
Category 6: Support, Training & Onboarding Resources
What We Looked For
We assess the availability and quality of training materials, conversion tools, and support channels.
What We Found
Offers extensive onboarding including 1-on-1 training, a conversion wizard for major competitors (ATX, TaxWise), a 'Training Mode' for practice, and a library of webinars.
Score Rationale
The availability of personalized training and a dedicated 'Training Mode' for practice without filing justifies a high score, indicating a strong commitment to user success.
Supporting Evidence
Includes a Conversion Wizard to import data from software like TaxWise and ATX. MyTAXPrepOffice supports TaxWise Online conversion... Simply go to Returns > Convert Returns... Select your previous software provider
— mytaxprepoffice.com
Provides a 'Training Mode' that allows users to practice preparing and e-filing returns without actual transmission. training mode allows you to prepare 1040 individual tax returns to print and eile them without actually transmitting them
— youtube.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 report dissatisfaction with support quality, citing interactions with third-party answering services rather than direct technical support.
Impact: This issue caused a significant reduction in the score.
Specifically designed for CPAs and small firms, ATX™ Tax Preparation Software is a comprehensive SaaS solution that simplifies the tax preparation process. It meets the unique needs of the accounting industry by providing a user-friendly interface, extensive tax compliance resources, and robust features for efficient data management.
Specifically designed for CPAs and small firms, ATX™ Tax Preparation Software is a comprehensive SaaS solution that simplifies the tax preparation process. It meets the unique needs of the accounting industry by providing a user-friendly interface, extensive tax compliance resources, and robust features for efficient data management.
FAST CALCULATIONS
SECURE & COMPLIANT
Best for teams that are
Small firms wanting a vast forms library on a budget
Preparers who prefer forms-based data entry over interview modes
Practices needing comprehensive federal and state form coverage
Skip if
Large firms processing complex multi-state returns (performance issues)
Teams needing a fully cloud-native solution (desktop-heavy)
Users with large datasets who experience slow processing speeds
Expert Take
Our analysis shows ATX is a powerhouse for small firms and sole practitioners who prefer a traditional forms-based workflow. Research indicates it offers one of the most comprehensive form libraries in the industry at a competitive price point. While integration with accounting software is a documented weakness, its robust diagnostic tools and backing by Wolters Kluwer make it a reliable choice for standard tax compliance.
Pros
Library of over 6,000 tax compliance forms
Intuitive forms-based interface mimics actual documents
Transparent pricing with unlimited e-filing in upper tiers
Poor integration with accounting software (rated 2.8/5)
Multi-state returns can be cumbersome to prepare
Performance lags with large files or multiple users
Interface may feel outdated to modern users
Mixed reviews regarding customer support quality
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 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 Professional Accountants and Firms. 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, diagnostic tools, and handling of complex filing scenarios for professional preparers.
What We Found
ATX offers a massive library of over 6,000 forms and a 'Check Return' diagnostic tool, though users report friction with complex multi-state filings.
Score Rationale
The score is anchored at 8.7 due to the extensive form library and robust diagnostics, but capped by documented difficulties with multi-state return calculations.
Supporting Evidence
Users have described multi-state returns as 'troublesome' with calculations that require manual double-checking. Bad with state returns and a lot of their calculations. Multi state returns are troublesome.
— reddit.com
Includes 'Check Return' diagnostic system that flags errors, omissions, and overridden entries before filing. ATX includes an advanced diagnostic system called Check Return, which automatically flags potential errors, inconsistencies, and missing data before filing.
— acecloudhosting.com
The software features a library of over 6,000 tax compliance forms covering federal, state, and local returns. A huge library with over 6,000 tax compliance forms
— wolterskluwer.com
Documented in official product documentation, ATX offers extensive tax compliance resources tailored for CPAs and small firms.
— wolterskluwer.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, user base size, and partnerships with regulatory bodies.
What We Found
Backed by Wolters Kluwer, ATX is a long-standing player used by nearly 5% of surveyed CPAs, with strong adoption among sole practitioners.
Score Rationale
A high score of 9.2 reflects the backing of a global information leader and active membership in the IRS Security Summit, despite a smaller market share than top-tier competitors.
Supporting Evidence
The company is a member of the IRS Security Summit committed to protecting taxpayer information. As members of the IRS Security Summit, we are committed to protecting confidential taxpayer information.
— support.atxinc.com
In a 2024 survey of tax professionals, ATX was used by 4.7% of respondents, with high concentration in small firms. ATX, 4.7% (down 1.1 point)... 44% of ATX users were sole practitioners
— thetaxadviser.com
ATX is developed by Wolters Kluwer, a global leader in professional information and software solutions. Wolters Kluwer is a global leader in information, software solutions and services
— wolterskluwer.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine the interface design, ease of navigation, and quality of training and support resources.
What We Found
The forms-based interface is highly rated for ease of use by traditional preparers, though performance can lag with large files.
Score Rationale
Scoring 8.9, the product excels in user-friendliness for its target demographic, but is held back by reports of performance bottlenecks in multi-user environments.
Supporting Evidence
Performance issues reported with large return files or multi-user access on local networks. Large return files and multi-user access can slow down ATX performance on older systems.
— acecloudhosting.com
The interface mimics actual government forms, which traditional preparers find intuitive. What sets ATX apart is its forms-based interface; accountants see and fill out tax forms exactly as they appear on paper.
— acecloudhosting.com
Users rated ATX training resources 4.5 out of 5, the highest among major tax software competitors in a 2024 survey. the highest ratings of that training were by users of ATX at 4.5
— thetaxadviser.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden fees, and the feature-to-cost ratio compared to industry averages.
What We Found
Pricing is transparent with four clear tiers ranging from ~$1,150 to ~$6,350, offering good value for small firms despite annual increases.
Score Rationale
An 8.5 indicates strong value transparency, though the cost for the 'Advantage' tier is significant, and lower tiers have pay-per-return limits for business filings.
Supporting Evidence
Users generally find the software affordable, noting that price increases are 'not terribly unreasonable'. It's affordable and even the price increases are not terribly unreasonable.
— reddit.com
The popular ATX MAX package is priced at $2,619 and includes unlimited e-filing for individuals and businesses. ATX MAX. $2,619.00... Unlimited e-Filing for Individual and Business
— shoptax.wolterskluwer.com
The entry-level ATX 1040 package starts at approximately $1,149 for the 2025 tax season. ATX 1040. $1,149.00.
— shoptax.wolterskluwer.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted in product documentation.
— wolterskluwer.com
7.5
Category 5: Security, Compliance & Data Protection
What We Looked For
We investigate connectivity with accounting software, payroll systems, and third-party practice management tools.
What We Found
While it integrates with CCH iFirm and QuickBooks, users consistently rate its integration capabilities significantly lower than competitors.
Score Rationale
This category scores 7.5, the lowest of the set, due to a documented 2.8/5 rating in industry surveys for accounting software integration, indicating a significant weakness.
Supporting Evidence
Integration with CCH iFirm is available for practice management and client portal functions. To enable CCH iFirm integration in ATX, you will first need to associate ATX with your CCH iFirm website
— support.atxinc.com
Users report that the QuickBooks Online import feature can be unreliable or difficult to configure. ATX said that the software had that feature, but I haven't actually found it to work.
— reddit.com
In a 2024 industry survey, ATX received the lowest rating (2.8 out of 5) for integration with accounting software among major products. ATX received the lowest marks of any product for any of these questions, 2.8
— thetaxadviser.com
Passwords must be reset annually and meet specific complexity requirements (8-64 characters). Please note that prior year passwords will not work. You must create a password each year.
— support.atxinc.com
The software is designed to meet recommendations of IRS Publication 4557 for safeguarding taxpayer data. Our products to meet the recommendations and best practices set forth in IRS Publication 4557
— support.atxinc.com
ATX mandates Multi-Factor Authentication (MFA) for all users, requiring a password and a second verification factor. All users must establish a user account with a password and use an authenticator application to log in.
— support.atxinc.com
Listed in the company's integration directory, ATX integrates with popular accounting software like QuickBooks.
— wolterskluwer.com
9.3
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
Comprehensive support and training resources are documented in the official product support page.
— support.cch.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.
Performance bottlenecks reported with large return files or multi-user environments on local installations.
Impact: This issue caused a significant reduction in the score.
UltimateTax is a SaaS solution designed specifically for professional tax preparers and accounting firms. It offers comprehensive cloud tools, state and federal e-filing capabilities, and dedicated US support, making it an ideal choice for industry professionals looking for an efficient, reliable tax preparation solution.
UltimateTax is a SaaS solution designed specifically for professional tax preparers and accounting firms. It offers comprehensive cloud tools, state and federal e-filing capabilities, and dedicated US support, making it an ideal choice for industry professionals looking for an efficient, reliable tax preparation solution.
HIGHLY CUSTOMIZABLE
SEAMLESS E-FILING
Best for teams that are
High-volume tax stores and service bureaus
New preparers needing low-cost Pay-Per-Return options
Firms wanting unlimited user access on desktop versions
Skip if
Firms needing complex corporate returns on the cloud version
Mac users wanting desktop software (Windows only)
Practices requiring advanced integration with accounting software
Expert Take
Our analysis shows UltimateTax effectively democratizes the powerful TaxWise engine for smaller firms, offering a cost-effective alternative to direct licensing. Research indicates it stands out for inclusivity, with documented praise from visually impaired professionals for its superior accessibility features. Based on documented pricing models, it provides flexible Pay-Per-Return options that scale with practice growth, supported by year-round US-based assistance.
Pros
Powered by robust TaxWise engine
Highly accessible for visually impaired users
Free data conversion from competitors
Year-round US-based support
Flexible Pay-Per-Return pricing options
Cons
Significant price hike without bank products
Reseller version lacks full engine depth
Corporate returns are paid add-ons
Occasional glitches reported in specialty forms
Interface described as 'watered-down' by some
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 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 Professional Accountants and Firms. 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 complex tax scenarios, the breadth of supported forms, and the reliability of its calculation engine.
What We Found
UltimateTax is powered by the robust TaxWise engine, supporting 1040, 1041, 1065, 1120, and 990 forms across cloud and desktop platforms, though some users describe it as a simplified version of the core engine.
Score Rationale
The score is anchored at 8.7 because while it leverages the industry-standard TaxWise engine for reliability, documented user reports characterize it as a "watered-down" version with occasional limitations in specialty forms.
Supporting Evidence
Includes features like Interview Mode, Smart Diagnostics, and Context-Sensitive Help. Interview Mode... helps you get new preparers up to speed... Smart Diagnostics that detect missed or incorrectly inputted fields.
— ultimatetax.com
Supports a wide range of forms including 1040, 1041, 1065, 1120S, 1120C, 706, and 990. Corporate forms available with 1040 + Corporate and Enterprise gives you access to 1120, 1120S, 1065, 990, 706, etc.
— ultimatetax.com
The software is powered by the TaxWise engine for tax calculations and e-filing functions. UltimateTax works in partnership with TaxWise for tax calculations and e-filing functions.
— ultimatetax.com
Cloud-based tools facilitate easy access and collaboration, as outlined in the product description.
— ultimatetax.com
Comprehensive tax preparation features including state and federal e-filing are documented on the official website.
— ultimatetax.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, years in business, user base size, and third-party reputation ratings.
What We Found
Established in 2006, UltimateTax serves over 50,000 preparers annually and maintains an A+ rating with the BBB, alongside high ratings on independent review platforms.
Score Rationale
A score of 9.2 reflects strong market tenure and a large user base of 50,000+, reinforced by an A+ BBB rating, establishing it as a highly credible player in the tax software space.
Supporting Evidence
Maintains a 4.7 out of 5 star rating on Trustpilot based on hundreds of reviews. Rated 4.7 out of 5 stars... Based on 337 reviews
— trustpilot.com
The company has been in business since 2006 and holds an A+ rating with the Better Business Bureau. BBB Accredited Since: 9/20/2010... Years in Business: 20... BBB Rating A+
— bbb.org
UltimateTax is trusted by over 50,000 tax preparers every year. UltimateTax is a professional tax preparer's software trusted by 50000+ preparers/year.
— ultimatetax.com
UltimateTax is tailored for professional accountants, enhancing its credibility in the tax preparation industry.
— ultimatetax.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We analyze the user interface design, ease of navigation, accessibility features, and overall user satisfaction with the workflow.
What We Found
The platform offers both interview and forms-based modes and is notably cited as highly accessible for visually impaired professionals, though some users report interface glitches.
Score Rationale
We assigned an 8.9 to highlight its exceptional accessibility for blind users—a rare distinction—while accounting for reports of interface glitches that prevent a perfect score.
Supporting Evidence
Some users have reported the interface can be glitchy or feel like a 'watered-down' version of the engine it runs on. The software is a watered-down, glitch-filled version of TaxWise
— trustpilot.com
Offers an 'Interview Mode' to guide preparers through returns, similar to consumer software. The interview mode is like having an extra trained professional in your office.
— ultimatetax.com
A blind tax professional reviewed the software and found it to be the most accessible option available. Ultimate Tax is the most accessible tax software by far that I found... all the form fields and everything are labeled perfectly
— youtube.com
Dedicated US support ensures timely assistance, as highlighted in the product description.
— ultimatetax.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing structure, hidden fees, value for money compared to competitors, and flexibility of payment models.
What We Found
UltimateTax offers competitive Pay-Per-Return and unlimited packages, but the lowest advertised rates are heavily contingent on bundling bank products, with significant price hikes if opted out.
Score Rationale
The score is 8.5 because while the base pricing is competitive, the significant price increase (+$700) for opting out of bank products represents a transparency tradeoff that impacts pure value.
Supporting Evidence
Corporate returns can be added to lower tiers for an additional per-return fee. Corporate returns can be added individually for $40 per return.
— ultimatetax.com
Significant discounts are applied only if the user agrees to offer bank products; otherwise, the price increases substantially. Online Tax Software Starts at $188. Will you be offering Bank Products? ... Yes +$0 No +$700.
— ultimatetax.com
Pay-Per-Return model is available at approximately $288/year plus a per-return fee. UltimateTax Pay-Per-Return $20 per return $388/year
— ultimatetax.com
Pricing starts at $259/year with options for monthly payments, providing flexibility for users.
— ultimatetax.com
8.8
Category 5: Security, Compliance & Data Protection
What We Looked For
We assess the software's adherence to industry security standards, data encryption, and compliance with IRS requirements.
What We Found
UltimateTax employs 256-bit SSL encryption, Multi-Factor Authentication (MFA), and partner verification protocols to meet IRS security mandates.
Score Rationale
Scoring 8.8, the product meets all standard industry requirements for security and compliance, leveraging the established infrastructure of its partner engine.
Supporting Evidence
Requires partner verification data synchronization prior to e-filing. Prior to e-filing returns, you must download your partner verification data.
— support.ultimatetax.com
Uses 256-bit secure browser encryption for logins and transactions. For further encryption protection, we use a 256-bit secure browser for logins and transactions.
— ultimatetax.com
Implements 2-Step Verification (MFA) for user logins to meet IRS requirements. In light of this, a more rigorous log-in process is being implemented... called two-step verification.
— support.ultimatetax.com
State and federal e-filing capabilities ensure compliance with tax regulations.
— ultimatetax.com
9.0
Category 6: Support, Training & Onboarding Resources
What We Looked For
We evaluate the availability, quality, and format of customer support, including training materials and onboarding assistance.
What We Found
The company provides year-round US-based support via phone, chat, and email, including a 'Show My Screen' feature and free data conversions from competitors.
Score Rationale
A strong 9.0 score is justified by the provision of year-round support and free data conversion services, which are often paid add-ons in this market segment.
Supporting Evidence
Support tools include a 'Show My Screen' feature for remote troubleshooting. Every Support Tool Available – Phone, Chat, Email and Show My Screen™
— ultimatetax.com
Provides free data conversion from major competitors like Drake, TaxWise, and ATX. Save at least 6 hours more with FREE data conversions from your previous tax software to UltimateTax software.
— ultimatetax.com
Offers year-round support with extended hours during tax season. Our helpline hours: 8:00am - 5:00pm CST Monday to Friday - Hours expanded during season.
— support.ultimatetax.com
US-based support is available, ensuring efficient assistance for users, as documented on the website.
— ultimatetax.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 user reviews indicate issues with specialty forms not working as smoothly as core forms.
Impact: This issue had a noticeable impact on the score.
Users have described the software as a 'watered-down' version of the TaxWise engine it is based on, citing missing features compared to the full suite.
Impact: This issue caused a significant reduction in the score.
Pro Tax Pro is a robust online tax preparation software solution designed specifically for professional accountants and firms. It streamlines the tax preparation process by providing an intuitive interface, comprehensive features, and robust support, meeting the complex needs of tax professionals.
Pro Tax Pro is a robust online tax preparation software solution designed specifically for professional accountants and firms. It streamlines the tax preparation process by providing an intuitive interface, comprehensive features, and robust support, meeting the complex needs of tax professionals.
USER-FRIENDLY
Best for teams that are
Cloud-based firms needing flexibility and mobility
Preparers wanting simple Pay-As-You-Go pricing
Small practices needing multi-office management tools
Skip if
Firms handling complex trusts, estates, or consolidations
Large practices needing deep diagnostic tools
Users accustomed to robust desktop-based performance
Expert Take
Our analysis shows Pro Tax Pro stands out for its 100% cloud-native architecture, allowing tax professionals to work from anywhere without complex installations. Research indicates it offers exceptional pricing transparency with flexible 'Pay-as-you-go' and 'Unlimited' tiers, making it accessible for both new and established firms. Based on documented features, the inclusion of text-to-sign and mobile document uploads streamlines the client data collection process significantly.
Pros
100% cloud-based with no installation
Transparent 'Pay As You Go' pricing
Integrated 'Text to Sign' feature
Supports 1040, 1120, 1065 forms
Free e-signatures included
Cons
Business returns cost extra on base unlimited plan
Lacks advanced tax planning tools
Interface less polished than premium competitors
Parent company has some consumer fee complaints
Bank product transmitter fees apply
This score is backed by structured Google research and verified sources.
Overall Score
8.9/ 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 Professional Accountants and Firms. 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, cloud accessibility, and workflow tools like e-signatures and client portals.
What We Found
Pro Tax Pro is a 100% cloud-based solution supporting individual (1040) and business returns (1065, 1120, 1120-S) with built-in tools like 'Text to Sign' and mobile document uploads.
Score Rationale
The score reflects a strong cloud-native feature set and comprehensive form support, though it reportedly lacks the deep diagnostics and advanced planning tools of enterprise-tier competitors.
Supporting Evidence
Features include 'Text to Sign' and mobile documentation upload for remote client interaction. Text to Sign; Mobile Documentation Upload
— protaxpro.com
It supports a wide range of forms including 1040, 1065, 1120, 1120-S, W-2, and 1099. Handle 1040 individual returns, W-2/1099 forms, and business entity returns like 1065, 1120, and 1120-S.
— maqtoob.com
The software is 100% cloud-based, allowing users to prepare returns via web browser without downloads. ProTaxPro is designed and built to operate in your web-browser, allowing our users to prepare their tax returns anytime, anywhere
— info.protaxpro.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry history, Better Business Bureau (BBB) accreditation, and status as an authorized IRS provider.
What We Found
Pro Tax Pro is a product of FileYourTaxes.com, an entity with an A+ BBB rating and a history as an authorized IRS e-file provider since 1995.
Score Rationale
The product benefits from the long-standing credibility and A+ BBB rating of its parent company, anchoring the score in the premium range.
Supporting Evidence
The company has been an authorized IRS e-file provider since 1995. As an established IRS approved eFile provider since 1995, we have been trusted by countless individuals and businesses
— protaxpro.com
The parent company, FileYourTaxes.com, holds an A+ rating with the Better Business Bureau. BBB Rating A+
— bbb.org
Pro Tax Pro is a product of FileYourTaxes.com. ProTaxPro is a product of FileYourTaxes.com.
— protaxpro.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine user feedback regarding interface intuitiveness, ease of setup, and quality of customer support.
What We Found
Users describe the platform as 'user-friendly' and praise the live US-based support for being fast and knowledgeable.
Score Rationale
High scores are supported by positive reviews citing ease of use and effective support, though some users note it may lack the 'polished usability' of more expensive legacy systems.
Supporting Evidence
Reviewers highlight the benefit of speaking to real people for troubleshooting. which tax software company actually answers their call and help us troubleshoot the software LIVE with a real person?
— reviews.birdeye.com
The platform offers live US-based support. Live US Based Support
— protaxpro.com
Users report the software is user-friendly and customer service is fast. It's very user-friendly. Their customer service is fast and knowledgeable.
— reviews.birdeye.com
9.3
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures for transparency, flexibility, and hidden costs compared to industry standards.
What We Found
Pricing is exceptionally transparent with clear 'Pay As You Go' ($179/20 units) and 'Unlimited' ($689+) options visible directly on the site.
Score Rationale
The score is high because the vendor publishes exact pricing for all tiers without requiring a sales call, a rarity in the professional tax software market.
Supporting Evidence
Additional units for business returns can be purchased for $14.95 each. Additional units can be purchased for $14.95 each.
— info.protaxpro.com
Unlimited 1040 packages are priced at $689. Unlimited 1040... $689
— info.protaxpro.com
Pay As You Go packages start at $179 for 20 units. Pay As You Go 20 Unit... $179
— info.protaxpro.com
9.0
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate adherence to industry security standards like NIST, data encryption, and IRS security requirements.
What We Found
The platform implements the NIST Cybersecurity Framework, encrypts data at rest, and employs multi-factor authentication.
Score Rationale
A score of 9.0 is justified by documented adherence to the NIST framework and rigorous encryption standards required for IRS authorized providers.
Supporting Evidence
The company complies with COPPA requirements. We are in compliance with the requirements of COPPA
— protaxpro.com
Data is encrypted at rest in their systems and databases. Your and our data is encrypted at rest in our systems and databases
— protaxpro.com
Administrative safeguards include the NIST Cybersecurity Framework. Administrative safeguards include the NIST Cybersecurity Framework.
— protaxpro.com
8.8
Category 6: Bank Products & Financial Integrations
What We Looked For
We look for partnerships with financial institutions that allow tax pros to offer refund transfers and deduct fees from refunds.
What We Found
Pro Tax Pro integrates with major bank partners like TPG, Republic Bank, and Refundo to offer refund transfers and cash advances.
Score Rationale
The score reflects a solid range of banking partners, essential for tax professionals serving clients who need refund-based payment options.
Supporting Evidence
Transmitter fees for bank products apply, starting at $21.95 for unlimited packages. For users offering Bank Products, a transmitter fee starting at $21.95 applies.
— info.protaxpro.com
Bank products allow clients to pay tax preparation fees from their refund. Give your clients the option to pay for tax preparation with their refund
— protaxsoftware.com
Partners include Santa Barbara Tax Products Group (TPG), Republic Bank, and Refundo. Santa Barbara Tax Products Group... Republic Bank... Refundo
— protaxsoftware.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 'Unlimited 1040' package does not include business returns (1065, 1120), which require purchasing additional units or a higher tier.
Impact: This issue had a noticeable impact on the score.
While Pro Tax Pro pricing is clear, its parent company (FileYourTaxes.com) has received BBB complaints regarding unexpected fees at checkout for consumer products.
Impact: This issue caused a significant reduction in the score.
UltraTax CS is a professional tax software specifically designed for tax preparers and accounting firms. Its streamlined and automated features greatly reduce the time spent on tax preparation workflows, meeting the industry's need for efficiency and accuracy.
UltraTax CS is a professional tax software specifically designed for tax preparers and accounting firms. Its streamlined and automated features greatly reduce the time spent on tax preparation workflows, meeting the industry's need for efficiency and accuracy.
SCALABLE SOLUTIONS
Best for teams that are
Large firms handling complex, multi-state corporate returns
Practices needing high-end automation and CS Suite integration
Firms requiring sophisticated diagnostic and analysis tools
Skip if
Small firms or startups with limited budgets
Preparers with simple, low-volume client bases
Users unwilling to navigate a steep learning curve
Expert Take
Our analysis shows UltraTax CS remains the gold standard for firms managing complex, multi-state tax compliance, despite its aging interface. Research indicates that while the learning curve is steep and support can be frustrating, the software's depth in handling intricate allocations and its seamless integration with the broader CS Professional Suite make it indispensable for mid-to-large firms that cannot afford compliance errors.
Pros
Superior handling of complex multi-state returns
Deep integration with CS Professional Suite
Automated data linking between business/individual returns
Comprehensive support for all entity types
High market adoption in mid-to-large firms
Cons
Steep price increases after contract renewal
Customer support is frequently cited as poor
User interface is outdated and bloated
Steep learning curve for new users
Performance issues on non-optimized hardware
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 Professional Accountants and Firms. 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 tax form support, advanced diagnostics, and automated data flow for complex filing scenarios.
What We Found
UltraTax CS supports a vast array of federal, state, and local forms (1040, 1120, 1065, 1041, 990) with advanced data sharing that automatically links business returns to individual K-1s.
Score Rationale
The score reflects its status as a top-tier solution for complex tax scenarios, only limited by the need for modern hardware to handle its resource intensity.
Supporting Evidence
Features automatic data sharing that links business entities and personal tax returns via ID numbers. UltraTax CS's new method of sharing data automatically links returns using their ID numbers.
— thesagenext.com
Supports full line of federal, state, and local tax programs including 1040, 1120, 1120S, 1065, 1041, and 990. UltraTax CS enables easy e-filing of 1040, all 1040 states, and 1065, 1120, 1120S, 1041, and 990 returns as well.
— cs.thomsonreuters.com
Integration with other Thomson Reuters solutions is detailed in the company's integration directory, enhancing workflow efficiency.
— tax.thomsonreuters.com
Documented in official product documentation, UltraTax CS offers automated workflows that significantly reduce tax preparation time.
— tax.thomsonreuters.com
9.6
Category 2: Market Credibility & Trust Signals
What We Looked For
Long-standing market presence, high adoption rates among professional firms, and backing by a reputable parent company.
What We Found
Backed by Thomson Reuters, UltraTax CS holds a dominant market position (approx. 23% share) among tax professionals and is a standard for mid-to-large accounting firms.
Score Rationale
The product achieves a near-perfect score due to its decades-long presence and status as a primary tool for over 22% of surveyed tax professionals.
Supporting Evidence
Thomson Reuters is a massive public company with billions in revenue, ensuring long-term stability. Revenue, Increase US$7.258 billion (2024).
— en.wikipedia.org
UltraTax CS holds approximately 22.9% market share among surveyed tax professionals in 2025. With the percentages of respondents using them, they were: UltraTax CS, 22.9%; Drake Tax, 16.3%; Lacerte, 15.8%
— thetaxadviser.com
Recognized by CPA Practice Advisor as a top tax preparation software for its comprehensive features.
— cpapracticeadvisor.com
8.5
Category 3: Usability & Customer Experience
What We Looked For
Intuitive interface, responsive customer support, and stability during peak tax season.
What We Found
While powerful, the interface is frequently described as outdated and bloated, and users consistently report severe frustration with long support wait times and unhelpful service.
Score Rationale
The score is penalized significantly below the premium threshold due to documented 'horrendous' support experiences and an aging user interface.
Supporting Evidence
The interface is criticized for being outdated and sluggish compared to leaner competitors. To me, it felt a bit outdated... My experience was that it felt bloated to use, often sluggish, slow.
— reddit.com
Users report extreme frustration with support, citing long hold times and unhelpful responses. Anyone else always never get an answer when they call Ultratax for support and instead get an escalated ticket that NEVER gets a response?
— reddit.com
Requires training for effective use, as outlined in the product's support documentation.
— tax.thomsonreuters.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
Clear public pricing, predictable renewal rates, and value commensurate with cost.
What We Found
Pricing is opaque with no public list for established firms; users report significant price hikes (20-50%) after initial 3-year contracts expire.
Score Rationale
This category receives the lowest score due to the lack of transparent pricing and documented aggressive price increases upon contract renewal.
Supporting Evidence
Sales representatives often fail to provide clear renewal pricing when asked. We asked how much the price would be after year 3 and then crickets from sales rep.
— reddit.com
Users report significant price increases after the initial 3-year lock-in period expires. YOUR original discounted rate will overall go up 20-50% depending on what kind of good discount you received in year one.
— reddit.com
Seamless data flow between tax, accounting, and document management systems.
What We Found
UltraTax CS offers deep, native integration with the CS Professional Suite (Accounting CS, Fixed Assets CS) and third-party tools like SurePrep and SafeSend.
Score Rationale
The ecosystem is a major strength, allowing for seamless data transfer across the entire firm workflow, justifying a high score.
Supporting Evidence
Supports third-party integrations with tools like SurePrep and TaxCaddy. Starting with tax year 2025, UltraTax CS Local Desktop users need to assign their UltraTax firm Account Number to clients... to create binders.
— thomsonreuters.com
Integrates natively with CS Professional Suite applications like Accounting CS and Fixed Assets CS. Integrations with CS Professional Suite and Onvio automate your entire workflow—from data collection, to preparation, review, and delivery of the return.
— tax.thomsonreuters.com
Listed in the company's integration directory, UltraTax CS integrates seamlessly with other Thomson Reuters solutions.
— tax.thomsonreuters.com
9.7
Category 6: Multi-State & Complex Return Handling
What We Looked For
Ability to handle complex apportionments, multi-state filings, and intricate business returns without errors.
What We Found
Research consistently identifies multi-state capabilities as a standout feature, with users preferring it over competitors for complex returns despite the cost.
Score Rationale
This is the product's defining competitive advantage, earning a near-perfect score for its ability to handle scenarios that break lesser software.
Supporting Evidence
The software includes automatic allocation worksheets and diagnostics specifically for multi-state returns. The software makes advanced returns easy to prepare, especially multistate returns. It features automatic allocation worksheets...
— tekpon.com
Users cite UltraTax as superior for complex multi-state returns compared to competitors like Drake. Ultra Tax definitely handled those complicated multi-state returns way better.
— claimyr.com
Outlined in published security policies, UltraTax CS adheres to industry-standard compliance and data protection measures.
— tax.thomsonreuters.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.
Reports of performance issues, including crashing and slowness, particularly when running alongside other software like QuickBooks.
Impact: This issue caused a significant reduction in the score.
Intuit's Professional Tax Software is a versatile tool designed specifically for accountants and tax professionals. It offers comprehensive tax preparation tools, customization options, and workflow management features that cater to the specific needs of accounting and tax firms of all sizes.
Intuit's Professional Tax Software is a versatile tool designed specifically for accountants and tax professionals. It offers comprehensive tax preparation tools, customization options, and workflow management features that cater to the specific needs of accounting and tax firms of all sizes.
TAX LAW UPDATES
WORKFLOW AUTOMATION
Best for teams that are
Firms heavily integrated with QuickBooks Online or Desktop
Preparers needing robust diagnostics and error checking (Lacerte)
Practices valuing cloud mobility and remote access (ProConnect)
Skip if
Budget-conscious firms (Lacerte is among the most expensive)
Firms wanting to avoid per-return pricing models
Users who dislike steep annual price increases
Expert Take
This software goes beyond basic tax preparation. It's a comprehensive tool that streamlines the entire tax processing workflow for accounting and tax professionals. It allows for easy tracking and management of multiple clients, customization for unique business needs, and constant updates to stay aligned with changing tax laws. These features make it a highly efficient solution, saving time and reducing errors, and that's why industry professionals love it.
Pros
Robust tax preparation tools
Personalized experience with customization options
Efficient workflow management
Integrated e-file system
Regular updates for tax laws
Cons
Potential learning curve for new users
May be over-complex for smaller firms
No disclosed pricing
This score is backed by structured Google research and verified sources.
Overall Score
8.6/ 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 Professional Accountants and Firms. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Usability & Customer Experience
What We Looked For
We examine the user interface design, ease of navigation, cloud accessibility, and quality of customer support.
What We Found
The modern, cloud-native interface is widely praised for being more intuitive than legacy desktop tools, though support quality is frequently criticized for lacking tax expertise.
Score Rationale
The score sits at 8.9 due to the superior UI and 'SmartNav' features, but is held back from the 9.0s by consistent user reports of support agents lacking accounting knowledge.
Supporting Evidence
Support staff are often described as helpful but lacking professional tax experience. The support has access to resources that make them helpful, but they are not accountants and don't have professional tax preparation experience.
— g2.com
Includes 'SmartNav' feature to predict next steps and streamline workflow. streamline your process with SmartNav. which analyzes each return and predicts your next best move
— youtube.com
Users find the web-based UI modern and easier to navigate than desktop software. It's well designed (with a much nicer UI than pretty much any desktop pro tax software)
— g2.com
The software includes an integrated e-file system for efficient processing, as documented on the official site.
— accountants.intuit.com
8.5
Category 2: Value, Pricing & Transparency
What We Looked For
We analyze the pricing model, cost per return, transparency of fees, and value relative to competitors.
What We Found
Pricing is on the higher end with a pay-per-return model that can be expensive for high volume without bulk discounts, and users report complex locking mechanisms.
Score Rationale
The 8.5 score acknowledges the flexibility of pay-per-return but penalizes the high MSRP ($100+ per return) and lack of transparency for new firms regarding future pricing locks.
Supporting Evidence
Pricing model can lock new firms into initial rates, discouraging small starts. If you signup with a smaller number of tax returns in your first year, you get forever locked into a pricing formula based on that initial price.
— g2.com
Users note it is expensive compared to competitors like Drake. It's expensive in general, especially when compared to other options like Drake.
— g2.com
Individual returns start at MSRP $104.95 and business returns at $124.95 before discounts. Individual returns. MSRP $104.95 per return... Business returns. MSRP $124.95 per return.
— accountants.intuit.com
Pricing is available upon request, which may limit upfront cost visibility.
— accountants.intuit.com
9.4
Category 3: Integrations & Ecosystem Strength
What We Looked For
We evaluate the depth of integration with accounting platforms, specifically QuickBooks, and other practice management tools.
What We Found
The integration with QuickBooks Online Accountant is a market-leading feature, allowing seamless 'Prep for Taxes' data mapping that significantly reduces manual entry.
Score Rationale
A high score of 9.4 is warranted because the 'Books to Tax' workflow is a unique competitive advantage that fundamentally streamlines the tax prep process for QBO users.
Supporting Evidence
Users report saving an average of 38 minutes per return using Prep for Taxes. 92% of ProConnect Tax users who reported that they use Prep for Taxes stated that they saved an average of 38 minutes per return.
— accountants.intuit.com
Integration with SmartVault for document management. SmartVault integration. Securely manage, share, and e-sign documents from anywhere.
— accountants.intuit.com
Seamless integration with QuickBooks Online Accountant via 'Prep for Taxes'. helps you map accounts from QuickBooks Online Accountant to ProConnect Tax Online in a simplified. and intuitive manner
— youtube.com
Listed in the company's integration directory, the software integrates with various accounting tools.
— accountants.intuit.com
9.5
Category 4: Security, Compliance & Data Protection
What We Looked For
We verify industry-standard security certifications, data encryption methods, and compliance with IRS mandates.
What We Found
ProConnect meets the highest industry standards with SOC 2 Type 2 compliance, ISO 27001 certification, and bank-level encryption, ensuring audit-ready security.
Score Rationale
The score of 9.5 reflects a 'gold standard' security posture, as evidenced by multiple third-party audits and certifications that exceed basic regulatory requirements.
Supporting Evidence
Uses bank-level encryption for client data protection. client data is protected with bank-level encryption.
— accountants.intuit.com
ISO 27001 certified for information security management. The International Organization for Standardization 27001 Standard (ISO 27001) is an information security standard that ensures office sites... are securely managed.
— intuit.com
Maintains SOC 2 Type 2 compliance for ongoing security verification. SOC 2 Type 2... proves your document management solution doesn't just look secure; it actually stays secure over time.
— accountants.intuit.com
Outlined in published support resources, Intuit offers extensive training and onboarding materials.
— proconnect.intuit.com
9.2
Category 5: Product Capability & Depth
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
Regular updates for tax laws ensure compliance and accuracy, as outlined on the official website.
— accountants.intuit.com
Documented in official product documentation, the software offers comprehensive tax preparation tools and customization options.
— accountants.intuit.com
9.0
Category 6: Market Credibility & Trust Signals
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 pricing model can permanently lock new firms into higher rates based on their initial purchase volume, which users describe as non-transparent and punitive.
Impact: This issue caused a significant reduction in the score.
Customer support representatives are frequently cited as lacking professional tax preparation experience, leading to frustration with complex tax queries.
Impact: This issue caused a significant reduction in the score.
The software cannot process consolidated corporate returns, forcing firms with complex corporate clients to use alternative desktop software like Lacerte.
Impact: This issue caused a significant reduction in the score.
In evaluating tax preparation software for professional accountants and firms, the selection process focused on key factors such as features, specifications, customer reviews, and overall ratings. Critical considerations specific to this category included the software's compliance with tax regulations, ease of use, integration capabilities with other accounting tools, and support services available for professionals. The research methodology involved a comprehensive analysis of product specifications, a review of customer feedback and ratings across multiple platforms, and an assessment of the price-to-value ratio to ensure that the selected products offered competitive features relative to their cost. This objective approach facilitated the determination of rankings based on data-driven insights.
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 user feedback and expert insights.
Rankings based on analysis of specifications, user ratings, and industry reviews specific to tax preparation software.
Selection criteria focus on features essential for professional accountants and firms, ensuring a well-rounded evaluation.
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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